Institutional Relationship Manager

Brown Advisory Incorporated; Baltimore (MD); On-site; USD 100,000 - 120,000; Full time

Benefits offered by this job

Medical

Dental

Vision

401(k) with 50% employer match

Job summary

Brown Advisory Incorporated in Baltimore is seeking a Relationship Manager to enhance institutional client relationships. This role demands industry knowledge, collaboration across teams, and excellent client engagement. Candidates should possess a Bachelor’s degree and 5-10 years of relevant experience.

Responsibilities include serving as the primary client contact, leading engagements, and tracking relationship insights in Salesforce. The position offers a competitive salary of $100-120k, along with comprehensive benefits like medical, dental, and a 401(k) plan.

Qualifications

• 5-10 years of relevant experience with institutional clients preferred.
• Ability to work full time in the firm’s Baltimore office.
• Desire to continuously expand industry knowledge.

Responsibilities

• Serve as primary contact for assigned clients ensuring a high-quality experience.
• Lead client engagement through calls, meetings, and events.
• Capture client activity and relationship insights in Salesforce.

Skills

Strong communication

Analytical skills

Problem-solving

Self-motivated

Team-oriented

Education

Bachelor's Degree

Tools

Salesforce

Microsoft Office

Job description

Company Overview

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.

Relationship Manager Responsibilities

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.

• 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

Relationship Manager Qualifications

• 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

Work Authorization

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).

Compensation & Benefits

Salary: $100‑120k. Commensurate with experience and location. Does not include bonus or long‑term incentive eligibility (if applicable).

• 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.