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    Director of Private Client Operations - Baltimore, United States - Brown Advisory

    Brown Advisory
    Brown Advisory Baltimore, United States

    1 week ago

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    Description
    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 with offices in Austin, Baltimore, Boston, Delaware, Frankfurt, London, Nashville, New York, North Carolina, San Francisco, Singapore, Southern California, Tokyo, Virginia and Washington, D.C.

    The firm's institutional and private clients are based in 50 states and more than 44 countries and territories and are served by over 850 colleagues worldwide, all of whom are equity owners of the firm.

    Position Summary


    Operations at Brown Advisory provides applicants with a client first, fast paced, entrepreneurial environment where they will have the opportunity to develop their problem-solving skills with the support of dedicated teammates.

    Our team takes great care to ensure that the needs of our clients are met and their expectations exceeded. The Operations team is seeking a dynamic new leader to bolster our current processes and offerings.

    This role will provide the right candidate with the opportunity to lead a growing team, leverage their extensive experience, and add value to our firm in an outsized way.


    Essential Functions/Responsibilities:

    • Scope of Responsibilities: Oversee the execution of all related Private Client operational activity, including account administration, cashiering, transactional management, reporting, billing, and project management.
    • Strategic/

    Commercial Orientation:
    The ideal candidate should understand the business context and market landscape. S/he should be able to balance different objectives with the priorities of the business to frame a strategic/pragmatic roadmap. S/he should have the ability to grasp complex operational and regulatory issues across the broad spectrum of the business.

    • Results Orientation: Candidate must demonstrate the ability to make things happen across the organization by combining; a systematic approach to program management, effective resource allocation, and strong attention to detail and clear target setting. By linking financial performance to operational effectiveness, the successful candidate will have a track record of meeting or exceeding performance targets for key short-and long-term objectives.
    • Team Leadership: The successful candidate will lead highly skilled teams across multiple functions and locations. The candidate must demonstrate flexibility to bring out the best in people with different backgrounds and styles, while unifying them in purpose, role clarity, and expectations related to deliverables. S/he must have a passion for the vision and mission and infuse that passion within his/her team while promoting the highest standards of quality and accountability.
    • Vendor Oversight: Lead and continuously strengthen Brown Advisory's relationship with key vendors and custodians with a focus on partnership and ensuring high client service and SLA adherence. Advocate for our clients and firm through contract and service level negotiations with vendors
    • Escalation management to resolve time sensitive needs with urgency and professionalism.
    • Evaluate end to end workflow of private client operations to mitigate risk, improve service, and position our operations to scale in support of the growth of the business.
    • Execute ad‐hoc projects and strategic initiatives for the business; partner with groups internally including, but not limited to, Private Client, Institutional Sales and Service, Technology and Infrastructure to deliver key results.

    Desired Qualifications:

    • Bachelor's degree required
    • Masters/Advanced Degree preferred
    • 10+ years Operations leadership experience
    • Operational experience working with HNW/UHNW Private Clients
    • People management and development experience
    • Vendor contract negotiation experience
    • Management and creation of vendor service level agreements
    • Superior analytical and problem-solving skills
    • Superior written and oral communication skills
    • Highly organized and detail‐oriented
    • Diligent work ethic
    • Experience working in a team environment
    • Proactive mentality
    • Ability to adapt in a positive manner to rapidly changing priorities
    • Ability to remain calm in a fast paced environment
    • Ability to handle confidential material with utmost discretion
    • Interested applicants must conduct themselves in a highly professional manner
    • Experience with APX, Addepar, Tamarac, and/or Eton accounting software
    Benefits

    At Brown Advisory we offer a competitive compensation package, including full benefits.


    • Medical
    • Dental
    • Vision
    • Wellness program participation incentive
    • Financial wellness program
    • Gym membership discounts
    • Fitness event fee reimbursement
    • Corporate 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.
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