Strategic Advisory Associate

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 950 colleagues worldwide, all of whom are equity owners of the firm. 

Abu Dhabi | Austin | Baltimore | Boston | Delaware | Frankfurt | London | Nashville | New York | North Carolina | San Francisco | Singapore | Southern California | Tokyo | Virginia | Washington, D.C

Brown Advisory is seeking a professional and client-focused individual to serve as a Strategic Advisor Associate based out of our Delaware office location.

At Brown Advisory, the Strategic Advisory team designs and implements customized solutions for sophisticated clients with respect to tax planning, estate planning, risk management planning, business planning, philanthropic and impact planning, financial planning, and related matters.  The team is comprised primarily of Attorneys (typically with a tax and/or estate planning background), Accountants, and Certified Financial Planners.  Strategic Advisory Associates provide support to more senior Strategic Advisors as part of a collaborative client team for a broad array of individual, family and trust portfolios.

Position Responsibilities:

• Contribute to the creation of core deliverables on the Strategic Advisory team by developing personal financial statements, graphical estate plan summaries, estate flows or waterfalls and trust summaries for client relationships

• Coordinate presentations of the firm's Strategic Advisory capabilities, including developing content for prospective clients and their advisors

• Assist in the management process of client relationships in coordination with the Strategic Advisory and Private Client teams

• Understand fiduciary issues relevant to client relationships; partner with internal teams to analyze and coordinate tax, estate planning, and fiduciary matters for clients

• Demonstrate an interest in developing knowledge of personal tax, estate planning, retirement savings strategies, philanthropic planning, impact investing, and various investment strategies with goal of becoming a Strategic Advisor in time

• Stay abreast of major tax or legislative updates that impact our clients

• Organize timely and relevant content for internal and external audiences in coordination with broader team

• Communicate with clients and third-party client advisors (such as accountants and lawyers) to track progress on estate planning activities

• Act as self-starter capable of operating independently with a high level of direct responsibility, while maintaining strong ties to the Strategic Advisory and Private Client teams

Job Requirements

• Bachelor's degree with 3+ years of relevant industry work required

• Progress towards or completion of JD, CPA or CFP preferred

• Desire to continuously learn and develop professionally including but not limited to advanced certifications that align with the current and evolving needs of our clients

• Knowledge of Delaware trust structures and administrative processes preferred.

• Ability to understand complex documentation related to