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Strategic Advisor

Strategic Advisor

Brown AdvisoryAustin, TX, US
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Strategic Advisor Position

Brown Advisory is currently seeking a professional and client-focused individual to fill a Strategic Advisor role based out of our Austin office location. Strategic Advisors are essential in Brown Advisory's effort to provide holistic financial guidance to clients. They are professionals (typically, attorneys, accountants or financial planners) with expertise in various related planning topics, including tax planning, trust and estate planning, accounting, fiduciary matters, and business advisory.

Paired with a Private Client Portfolio Manager, a Strategic Advisor ("SA") is responsible for developing and executing plans on a wide range of issues in coordination with a client's outside advisors, including :

  • Income and tax planning
  • Cash-flow planning
  • Retirement planning
  • Trust and estate advisory
  • Asset-titling advice
  • Lending advisory
  • Trustee services
  • Planning for life events
  • Handling specialty assets
  • Executive compensation planning
  • Generational asset transfer
  • Family business transfer
  • Pre-liquidity planning
  • Insurance advisory
  • Philanthropic advice
  • Family office (advisory) services

Responsibilities include :

  • Providing strategic advice for a broad array of individual, family and trust portfolio subjects.
  • Managing client relationships in coordination with the Private Client team.
  • Creating and / or actively participating in the development of strategic advice for clients firm wide.
  • Maintaining active contact with known referral source relationships and prospects.
  • Developing opportunities with existing clients to provide additional services.
  • Coordinating presentations of the firm's strategic advisory capabilities.
  • Participating in the development of new ideas and business development strategies.
  • Demonstrating knowledge of strategic tax planning and various investment strategies.
  • Operating independently with a high level of direct responsibility.
  • Developing deep and lasting client relationships.

    • Personal attributes include :

  • Dedicated to the "client first" principles of the firm and must possess uncompromising personal integrity.
  • High analytical expertise tempered by a strong relationship-building mentality.
  • Strong interpersonal skills and a collaborative, team-oriented approach.
  • Ability to deal effectively with a wide variety of people.
  • Successful track record of developing new business.
  • Excellent oral / written and presentation skills and attention to detail.

    • Qualifications include :

  • JD or CPA required.
  • Significant experience with implementing wealth management planning strategies through 10+ years of experience either (1) working in a law firm or accounting firm on estate planning, wealth management, or business and tax planning, or (2) working in an investment firm on wealth management matters for high-net-worth individuals or entities.
  • Sophistication and technical expertise to provide advice and guidance on a broad range of wealth management and strategic planning strategies.
  • Familiarity with sophisticated investment strategies.
  • Ability to convey a consultative approach to client relationship management and business development and display a broad knowledge base to clients and referral sources.
  • Ability to work in the Austin office.

    • 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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    Strategic Advisor • Austin, TX, US