Full-Time

Executive Assistant

Private Client Team

Updated on 9/4/2026

Brown Advisory

Brown Advisory

501-1,000 employees

Independent investment management and strategic advisory

Compensation Overview

$70k - $85k/yr

No H1B Sponsorship

Washington, DC, USA

In Person

Bachelor's

Category
Administrative & Executive Assistance (1)
Required Skills
Microsoft Office
Word/Pages/Docs
Salesforce
Excel/Numbers/Sheets

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Requirements
  • Candidates must possess the professional maturity to handle confidential and delicate issues and internal matters.
  • Candidates must have 0-2 years of experience as an Executive Assistant.
  • Advanced Microsoft Office skills, including Microsoft Word, Excel, and PowerPoint, are required, along with the ability to become familiar with firm-specific programs and software.
  • Superior written and oral communication skills are required.
  • Candidates must demonstrate tact, discretion, and good judgment when handling sensitive and confidential information.
  • Applicants must be authorized to work in the United States without the need for current or future employer-sponsored work authorization.
Responsibilities
  • Provide support to team members, clients, vendors, and other external contacts.
  • Anticipate team needs, identify potential issues, recommend solutions, and improve processes and efficiency.
  • Manage multiple priorities independently while maintaining organization, accuracy, attention to detail, and follow-through.
  • Coordinate executive communications and administrative support, including managing calls and emails, scheduling meetings and appointments, coordinating travel, and helping prioritize requests and competing demands.
  • Prepare, edit, and maintain internal and external documents, presentations, spreadsheets, reports, and other materials using Microsoft PowerPoint, Excel, and related tools.
  • Coordinate meeting logistics, including conference rooms, conference calls, presentation technology, and other meeting-related requirements.
  • Establish and maintain working relationships with colleagues, clients, vendors, and other external contacts across the firm.
  • Manage and maintain data integrity within Salesforce, including data updates, reporting, and user support.
  • Use artificial intelligence and other technology tools to enhance productivity, streamline administrative processes, support research and content development, and identify efficiency opportunities while following firm policies and appropriate data-handling practices.
  • Adapt to changing needs, take initiative, learn new skills, and take on new responsibilities in support of the team and broader firm.
Desired Qualifications
  • A bachelor's degree is preferred.

Brown Advisory is an independent investment management and strategic advisory firm serving individuals, families, institutions, and intermediaries. It builds customized investment strategies, manages portfolios, and provides strategic counsel across asset classes. The firm is employee-owned and globally distributed, emphasizing client-focused service. Its goal is to help clients achieve solid long-term financial outcomes with thoughtful guidance and ongoing support.

Company Size

501-1,000

Company Stage

N/A

Total Funding

N/A

Headquarters

Austin, Texas

Founded

1993

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Simplify Jobs

Simplify's Take

What believers are saying

  • June 23, 2026, BAIV reached $100 million AUM, validating Brown Advisory's ETF platform.
  • May 31, 2026, assets hit $188.9 billion, showing continued client inflows and scale.
  • August 5, 2026, San Francisco leadership and June 25, 2026, New York expansion signal growth.

What critics are saying

  • January 21, 2026 hacking exposed Social Security numbers, passports, and account numbers for 1,980 people.
  • The breach disclosure hit Maryland, Maine, New Hampshire, Indiana, and Washington by April 2026.
  • Another cyber breach would trigger institutional withdrawals and threaten Brown Advisory's franchise.

What makes Brown Advisory unique

  • Brown Advisory stayed private and independent since 1988, aligning employees through equity ownership.
  • May 1, 2026, RockCreek deepened Brown Advisory's OCIO reach for endowments and pensions.
  • February 26, 2026, Nick Kirrage launched modern global value funds and ETF capabilities.

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Benefits

Health Insurance

Dental Insurance

Vision Insurance

Wellness Program

401(k) Retirement Plan

401(k) Company Match

Paid Parental Leave

Short Term Disability

Group Long Term Disability

Basic Life & Accidental Death & Dismemberment Insurance

Voluntary Life & Accidental Death & Dismemberment Insurance

Adoption Assistance

Pet Insurance

Colleague Assistance Program

Telemedicine Program

Financial Wellness Program

Fitness Event Fee Reimbursement

Gym Membership Discounts

Daycare Late Pick-Up Fee Reimbursement

Company News

Family Wealth Report
Aug 6th, 2026
Who's moving where in wealth Management? - Brown Advisory, Raymond James.

Who's moving where in wealth Management? - Brown Advisory, Raymond James. Editorial Staff August 6, 2026 The latest executive moves, appointments and personnel changes in North American wealth management. Brown Advisory Brown Advisory has appointed Lisi Bailliere Dean as head of its San Francisco office. A partner and portfolio manager in the firm's private client, endowments and foundations business, Dean will continue advising clients. The office is located in the Presidio area of the city, and a hub for work with individuals, families, foundations, endowments and institutional investors across California. Brown Advisory, operating as a private and independent firm since 1988, was responsible for about $188.4 billion of client money as of June 30 this year. It has more than 1,000 personnel and operates 20 offices worldwide. Prior to joining Brown Advisory, Dean was a senior vice president and private wealth advisor at Capital Group Private Client Services; previously he held institutional equity sales positions at Merrill Lynch and Alex Brown. Dean holds a BA from Harvard University and an MBA from Northwestern University's Kellogg School of Management. Raymond James, Ameriprise Financial A team including three advisors, based in New Jersey, has joined the independent advisor channel of Raymond James. Operating as Seven Arrows Wealth in Parsippany, New Jersey, the team previously managed $250 million in client assets at Ameriprise Financial Services. The team is led by managing partners Ben Burklow, Morgan Burklow and Rick Vanderpool. They are joined by client concierge Judith Nixon, practice business coordinator Frieda Stamoutsos-Stamidou and client service manager Ryan Del Grande.

Yahoo Finance
Jul 3rd, 2026
Brown Advisory exits ServiceNow amid AI uncertainty, redeploys capital into Palo Alto Networks

Brown Advisory's Large-Cap Growth Strategy exited ServiceNow, Inc. (NYSE:NOW) during the first quarter of 2026 as part of efforts to refine its software sector positioning amid evolving competitive dynamics and AI innovation uncertainty. The investment firm redeployed capital into Palo Alto Networks, which it believes is better positioned for long-term growth. ServiceNow's subscription revenues increased 19% year-over-year to $3.67 billion in Q1 2026. However, shares declined 49.11% over the past 52 weeks, closing at $106.32 on 2 July 2026. The strategy experienced negative absolute returns during Q1 2026, with software sector weakness driven by concerns over AI disrupting traditional models. Hedge fund ownership of ServiceNow decreased from 118 to 108 portfolios between quarters.

NexaReport
Jul 2nd, 2026
Brown Advisory Invests in Axon -

Brown Advisory picks Axon Enterprises amid market sell-off, showcasing appetite for innovative tech and long-term growth in Australian market

Yahoo Finance
Jul 2nd, 2026
Brown Advisory buys Axon Enterprises during software sell-off as Q1 revenue hits $807M

Brown Advisory's Large-Cap Growth Strategy has initiated a position in Axon Enterprise, Inc., a public-safety technology company that develops law enforcement products including tasers, body cameras and drones. The investment firm purchased shares during a broader software sector sell-off, which it viewed as an attractive entry point. Axon has a market capitalisation of $47.87 billion and closed at $593.96 per share on 1 July 2026. The company reported 34% year-over-year revenue growth to $807 million in Q1 2026. Brown Advisory cited Axon's AI-enabled products, particularly its DraftOne platform, as key growth drivers. The firm believes Axon's integrated ecosystem and expanding product portfolio position it well for continued growth. According to data, 59 hedge funds held Axon shares at the end of Q1 2026.

Family Wealth Report
Jun 26th, 2026
Who's moving where in wealth management? - Brown Advisory, LPL Financial.

Who's moving where in wealth management? - Brown Advisory, LPL Financial. Editorial Staff June 26, 2026 The latest senior wealth management sector moves, appointments and personnel changes in North America. Brown Advisory Brown Advisory has appointed former Hillview Capital Advisors partner Danielle Barrett as the head of its New York office. Barrett is a client advisor and partner at the firm. The firm will soon be relocating to 520 Madison Avenue, creating additional space for its staff and clients. Some 83 members of the team are based in the city. Earlier in her career, Barrett was an assistant portfolio manager at Davy Stockbrokers Ireland. She holds a BBS and an MSc from Trinity College Dublin, is a Trust and Estate Practitioner, and is active in the New York community through the Estate Planning Council of New York City, STEP NY and the Scarsdale Public Library. As of May 31, 2026, the firm was responsible for approximately $188.9 billion in assets for private and institutional clients and charities. It operates in 20 nations. LPL Financial, NorthStar Wealth Advisors LPL Financial has announced that financial advisor Ronald White has launched a new independent practice, NorthStar Wealth Advisors, with support from Good Life Companies, an LPL Financial-affiliated firm. The team, which reported serving about $160 million in advisory, brokerage and retirement plan assets, has joined from Raymond James. The business is based in El Paso, Texas. White is joined by wealth advisor Scott Draime. Draime also brings approximately 30 years of industry experience, working with private wealth clients and families on retirement planning and relationship-driven financial guidance.