Brown Advisory, Inc. (“Brown Advisory” or “Company”) has exclusively retained Major, Lindsey & Africa to conduct a search for a Strategic Advisor, to be located in its Wilmington, DE office. Brown Advisory is an equal opportunity employer. Interested candidates please submit your resume (in MS Word) to Randi Lewis at email@example.com and Edina Beasley at firstname.lastname@example.org. Please do not contact the Company directly; all resumes sent to Company will be routed to MLA for handling and will create delays.
Overview: The Strategic Advisor will work as part of the Strategic Advisory Team. At Brown Advisory, the Strategic Advisory team is a group of attorneys and other specialists, who create and/or implement customized financial and estate planning solutions for individuals and families, in addition to providing expertise across our two trust companies. Paired with a Private Client Portfolio Manager, a Strategic Advisor is responsible for developing and executing plans on a wide range of wealth management issues in coordination with a client’s outside advisors.
Firm: Brown Advisory is a private, independent investment and strategic advisory firm. Its mission is to make a material and positive difference for its clients by delivering a combination of first-class investment performance, strategic advice and the highest level of service. Strategic Advisors who have deep expertise in tax planning, trust and estate planning, accounting, business advisory and other topics, collaborate in many client relationships, and they are essential in Brown Advisory’s effort to provide holistic financial guidance to clients.
Location: Wilmington, DE
Compensation: Competitive base and bonus commensurate with experience.
JD or CPA well-versed in a broad range of wealth management and investment strategies.
A high level of sophistication and flexibility in understanding and implementing wealth management planning strategies throughout 10+ years of experience either (1) working in a law 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.
Must be able to convey a consultative approach to client relationship management and business development and display a broad knowledge base to clients and referral sources.
Experience in Delaware trust law is preferred.
About Major, Lindsey & Africa
Founded in 1982, Major, Lindsey & Africa is the world’s largest and most experienced legal search firm. Combining local market knowledge and a global recruiting network, MLA has earned recognition for its track record of successful General Counsel, Corporate Counsel, Partner, Associate and Law Firm Management placements. With offices throughout the U.S., Hong Kong, London, and Tokyo, MLA recruiters are dedicated to understanding and meeting clients’ and candidates’ needs while maintaining the highest degree of professionalism and confidentiality. MLA considers every search a diversity search, and has been committed to diversity in the law since its inception. For these reasons, MLA was voted “Best Legal Search Firm in the U.S.” in the most recent national survey of America’s top law firms. To learn more about MLA, please visit our website at www.mlaglobal.com.