Associate Client Advisor

Company Overview

Every firm has a culture – the values, beliefs, methodology, attitudes and standards that reflect an organization’s DNA. But the truly inspiring firms – the game-changers, the industry leaders and the disruptors – have cultures that propel them to innovate and stand out. At Brown Advisory, we aim to be one of those inspired firms. Over the years, we have purposefully built and nurtured our client-first culture.

Brown Advisory is an independent investment management and strategic advisory firm committed to delivering a combination of first-class performance, strategic advice and the highest level of client service. The firm’s clients—including individuals, families, family offices, endowments, foundations, charities, institutions, consultants, and financial intermediaries—are served by over 1,000 colleagues worldwide, all of whom are equity owners of the firm.

The Associate Client Advisor (ACA) – Business Development supports and coordinates business development efforts in the Washington, DC office. This role helps ensure opportunities, events, meetings, and outreach activities are organized, tracked, and executed effectively to support the office’s growth objectives.

Working closely with colleagues across the firm, the ACA helps maintain disciplined pipeline management, supports strategic initiatives, and contributes to the development of new client relationships.

Core Responsibilities:

Business Development Coordination

• Fully coordinate and track business development opportunities from initial introduction through follow-up, and new client onboarding across the Washington, DC office. 

• Support meeting preparation, briefing materials, and post-meeting action items.

• Ensure activities and opportunities are accurately recorded and progressing appropriately within internal systems.

• Oversee contact information, pipeline, and meeting activity data in Salesforce CRM.

Event Planning and Campaign Support

• In conjunction with the events team, be a primary Business Development support point of contact for DC-based events, including managing logistics, internal coordination, and follow-up activities.

• Support the development and tracking of event-related outreach and campaigns in Salesforce.

• Help strategize and define target audience.

• Assist with on-site support, and post-event follow-up and evaluation.

Office Engagement and Pipeline Support

• Help organize regular monthly business development meetings and maintain visibility into pipeline activity.

• Support Private Client colleagues across the DC office in pursuing new relationships and strengthening existing ones. Hold colleagues accountable for business development commitments, outreach, and event participation.

• Assist with coordination and maintenance of key external relationship networks, including supporting strategic relationship initiatives

Market Awareness and Idea Generation

• Monitor patterns and trends in the DC market, prospect meetings, events, and outreach to help identify potential opportunities.

• Share observations and ideas that may support business development strategy or client engagement efforts.

Pitch and Client Development Support

• Assist with pitch preparation and materials.

• Participate in pitch meetings when appropriate and spearhead follow-up coordination.

• Develop greater prospect and client-facing responsibilities over time.

Cross-Team Collaboration

• Work with colleagues across offices to share best practices and improve business development processes, including data champions, other Associate Client Advisors and Business Development team members.

• Contribute to improving systems, organization, and coordination of BD activities, including utilizing AI tools and resources.

Desired Qualifications:

• 3-5 years working in a customer service-related role in a professional services environment

• Bachelor’s degree with concentration in Business Administration, Finance, Economics, or related field.

• Superior client service skills

• Exceptional attention to detail, good interpersonal skills, and an orientation towards the achievement of team goals

• Outstanding skills in organization, time management, multi-tasking, prioritization, problem solving, and self-motivation

• Excellent written/verbal communication skills

• Working knowledge of Microsoft Word, Excel and PowerPoint

• Advanced Salesforce user with the ability to quickly learn, navigate, and optimize CRM workflows.

• Demonstrated ability to leverage technology to improve efficiency, organization, and execution in a client service or business development environment

• Capable of prioritizing and executing multiple tasks and projects in a dynamic, deadline-oriented environment

• Ability to work in the Washington, DC office location.

Applicants must be authorized to work in the United States without the need for current or future employer-sponsored work authorization (e.g., H-1B , O-1, F-1 (OPT), TN, or any other non-immigrant visa classifications that require employer support or sponsorship).

Salary: $90-135k. Commensurate with experience and location. Does not include bonus or long-term incentive eligibility (if applicable).

Benefits

At Brown Advisory we offer a competitive compensation package, including full benefits.
•    Medical
•    Dental
•    Vision
•    Wellness program participation incentive
•    Financial wellness program
•    Fitness event fee reimbursement
•    Gym membership discounts
•    Colleague Assistance Program
•    Telemedicine Program (for those enrolled in Medical)
•    Adoption Benefits
•    Daycare late pick-up fee reimbursement
•    Basic Life & Accidental Death & Dismemberment Insurance
•    Voluntary Life & Accidental Death & Dismemberment Insurance
•    Short Term Disability
•    Paid parental leave
•    Group Long Term Disability
•    Pet Insurance
•    401(k) (50% employer match up to IRS limit, 4 year vesting)

Brown Advisory is an Equal Employment Opportunity Employer.