Institutional Relationship Manager
External
Brownadvisory · Baltimore, MDPrepare for this interview
EliteAI-generated questions, company research, and talking points tailored to this role
Responsibilities
- Serve as primary contact for assigned institutional and intermediary clients, ensuring high-quality client experience
- Deeply understand each client's objectives, structure, and evolving needs to support long-term relationship success and organic growth
- Lead client engagement (calls, meetings, conferences, etc.), providing concise investment and firm updates often in partnership with the investment team
- Own timely resolution of client inquiries, requests, and issues, ensuring clear communication and strong follow-through
- Deepen client relationships through proactive engagement and partnership events
- Identify and build relationships with other key stakeholders (e.g. field consultants, investment staff, product/platform teams)
- Articulate the firm's investment strategies and investment platform with clients
- Partner with internal teams to deliver coordinated, high-quality service for each client
- Collaborate with other Relationship Managers on innovative ideas, best practices, and industry insights; support implementation of improvements
- Participate in team initiatives and special projects that improve processes and the overall client experience
- Capture client activity, opportunities, and relationship insights in Salesforce
- Desire to continuously expand industry knowledge, with a long-term focus on professional growth and pursuing relevant certifications
Requirements
- Bachelor's Degree
- 5-10 years of relevant experience
- Experience working with institutional clients (e.g. pension plans, endowments & foundations) and consultants preferred
- Ability to work full time in the firm's Baltimore office
- Ability to travel for client meetings and events
- Strong communication and presentation skills
- Team-oriented, self-motivated, and proactive
- Strong judgment, ability to work under pressure, and highly adaptable
- Strong analytical and problem-solving skills
- Ability to balance current client needs with long-term objectives
- Acts in best interest of each client by understanding their needs and delivering exceptional service
- Experience with CRM systems, preferably Salesforce
- Proficient with Microsoft Office suite of products
- Ability to work in our Baltimore office
- 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 : $100-120k. Commensurate with experience and location. Does not include bonus or long-term incentive eligibility (if applicable).
Benefits
Additional Information
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. Brown Advisory is seeking a highly motivated, detail-oriented, and investment focused individual to join our Global Institutional team as a Relationship Manager in our Baltimore office. The Relationship Manager will serve as the primary contact for a mix of institutional clients, and their investment consultants, and certain U.S. financial intermediaries. The Relationship Manager will deliver high-quality client experience by promptly handling client needs and identifying opportunities to deepen and grow relationships. The role requires industry knowledge and networks, a strong understanding of the firm's investment strategies, collaboration across teams, and the ability to work in a fast-paced environment. In this role, the Relationship Manager will collaborate with Sales, Research, Marketing, Legal/Compliance.
Your Match
How well this role fits your profile.
Company Intel
What employees say
Worked at brownadvisory? Share your experience