Operations Team Lead - Fee Billing

Brown Advisory Incorporated; Baltimore (MD); On-site; USD 85,000 - 100,000; Full time

Benefits offered by this job

Medical

Dental

Vision

Wellness program participation incent

Financial wellness program

Fitness event fee reimbursement

Gym membership discounts

Colleague Assistance Program

Telemedicine Program

Adoption Benefits

Daycare late pick-up fee reimbursement

Basic Life & Accidental Death & Dismem

Voluntary Life & Accidental Death & Di

Short Term Disability

Paid parental leave

Group Long Term Disability

Pet Insurance

401(k) (50% employer match up to IRS</

Job summary

Brown Advisory is seeking a proactive Team Lead of Fee Billing to manage daily billing operations for investment management fees across U.S. and international businesses.

The role emphasizes coaching, process improvement, and strong cross-functional collaboration with Client Service, Accounting & Finance, Technology, and custodians. The ideal candidate will have leadership experience, deep financial operations knowledge, and excellent communication skills to drive accuracy and scalability in a

Qualifications

• Bachelor’s degree or equivalent relevant work experience required.
• 5+ years of experience in investment management, financial services operations, accounting, business analysis, or related field.
• Experience leading, coaching, training, or mentoring colleagues in an operational environment.
• Ability to oversee complex operational workflows, manage competing priorities, and meet deadlines.

Responsibilities

• Oversee end-to-end billing cycle including fee calculations, accruals, invoicing, collections, and reconciliations.
• Lead and develop colleagues through coaching, feedback, training, and delegation.
• Partner with internal teams to clarify responsibilities and meet business needs.
• Serve as escalation point for complex billing issues and coordinate timely resolution.
• Maintain billing controls and reconcile outputs from downstream accounting.

Skills

Leadership

Coaching

Analytical thinking

Cross-functional collaboration

Project management

Communication

Education

Bachelor’s degree or equivalent relevant work experience

Tools

Excel

Portfolio accounting systems

Data integrations

Automation tools

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.

Job Description

Brown Advisory is seeking a collaborative, proactive, and solutions-oriented leader to join our Operations department as Team Lead of Fee Billing. This is a high-impact role for someone who enjoys leading people, solving complex operational problems, building strong relationships, and improving critical financial processes across a growing investment management business. The Fee Billing Team is responsible for the accurate and timely calculation, validation, invoicing, and collection of investment management and related fees across Brown Advisory’s U.S. and international businesses. The team works closely with Client Service, Accounting & Finance, Technology, custodians, and external service providers to support the firm’s financial operations and client relationships. The Team Lead will oversee daily billing operations while helping shape the team’s future operating model. This includes developing colleagues, managing operational priorities and escalations, strengthening controls, and leading improvements that reduce manual effort and increase scalability.

Primary Duties and Responsibilities

• Oversee the team’s end-to-end billing cycle, including fee calculations, accruals, invoicing, collections, and reconciliations; manage priorities, deadlines, and coverage to ensure accurate and timely delivery.
• Lead and develop colleagues through coaching, feedback, training, and delegation, building a team culture of ownership, accountability, and strong operational judgment.
• Partner with Client Service, Accounting & Finance, Technology, custodians, and external providers to clarify responsibilities, manage dependencies, and meet business needs.
• Serve as the escalation point for complex billing issues, assessing financial and client impacts, identifying root causes, and coordinating timely resolution.
• Maintain effective billing controls, including calculation reviews, exception monitoring, invoice validation, and reconciliation of downstream accounting outputs.
• Oversee operational use of the firm’s third-party billing platform, including configuration, data quality, integrations, testing, and vendor coordination.
• Lead cross-functional projects and process improvements that strengthen controls, reduce manual work, and improve scalability through automation and technology.
• Maintain clear procedures and reporting that provide visibility into billing status, outstanding fees, operational risks, and service expectations.

Qualifications

• Bachelor’s degree or equivalent relevant work experience.
• 5+ years of relevant experience in investment management, financial services operations, accounting, business analysis, or a related field.
• Experience leading, coaching, training, or mentoring colleagues within an operational environment.
• Demonstrated ability to oversee complex operational workflows, manage competing priorities, and ensure accurate execution within established deadlines.
• Strong analytical, problem-solving, and decision-making skills, with the ability to assess financial and operational risks and develop practical solutions.
• Experience leading cross-functional projects, implementing process improvements, and driving meaningful change.
• Excellent communication and relationship-management skills, with the ability to build credibility, influence outcomes, and collaborate across teams.
• Highly organized, proactive, and adaptable, with a strong sense of accountability and the ability to operate effectively in a changing environment.
• Strong technical aptitude and proficiency with Excel; experience with investment management fee billing, portfolio accounting systems, data integrations, automation, or international operations is preferred.

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).

MD Salary

MD Salary: The anticipated base salary range for this position is $85,000 –$100,000 annually. Actual compensation will be determined based on experience, qualifications, skills, location, and other job-related factors. This position is also eligible for a discretionary performance bonus plus additional discretionary long-term incentive compensation.

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.

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.