Finance Business Partner
About the job
- A bachelor's degree in Finance, Economics, Accounting, Mathematics, or a related course of study is required.
- At least 12 years of progressive corporate finance, FP&A, or strategic finance experience is required.
- Financial services experience is required; wealth or investment management experience is preferred.
- Strong quantitative, analytical, data, and critical-thinking skills, along with business acumen and commercial operating judgment, are required.
- Advanced financial modeling skills, including experience leveraging artificial intelligence, are required.
- The candidate must be able to influence, earn trust, and partner effectively across organizational levels, including with executive management.
- The candidate must have excellent written, verbal, and presentation skills.
- The candidate must be able to work independently and lead cross-functional projects and initiatives.
- The candidate must be able to manage multiple priorities and adapt in a fast-paced environment.
- Strong proficiency in Excel and PowerPoint is required.
- The candidate must be able to work five days a week in the Baltimore or DC office.
- Applicants must be authorized to work in the United States without current or future employer-sponsored work authorization.
- Serve as the primary finance advisor to business line leadership, influencing decisions about growth, investment prioritization, resource allocation, operating leverage, profitability, and financial planning.
- Analyze complex financial and operational data to generate insights, forecast future performance, and support strategic decision-making; anticipate logical next steps from both finance and business perspectives.
- Evaluate and support strategic investment opportunities and business cases, including building financial models.
- Lead financial reporting, analysis, and planning, and proactively create new frameworks where gaps exist.
- Partner with leadership to evaluate business performance drivers, including asset growth, pricing, productivity, and operating leverage.
- Connect business areas through strong partnerships with Finance and Accounting team members.
- Create and contribute to Board and executive presentations focused on finance and business, including storytelling and messaging.
- Promote the use of technology, automation, and artificial intelligence to improve decision support, forecasting, management reporting, and operational efficiency.
- Identify trends, risks, and opportunities through data and financial analysis, and propose actionable insights.
- Support and foster a collaborative, inclusive, and knowledge-sharing environment.
- Partner with Corporate FP&A to complete ad hoc deliverables.
- An MBA, CFA, or CPA designation is a plus.
- Wealth or investment management experience is preferred.
- Familiarity with Workday and Adaptive Planning is desirable.
About the company
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
Baltimore, Maryland
Founded
1993
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Simplify's Take
What believers are saying
- New York office expansion to 520 Madison Avenue signals hiring and client demand through 2026.
- Global Value Select UCITS launched March 31, 2026 and broadened distribution across EMEA and APAC.
- Brown Advisory's June 2026 AUM and August 2026 San Francisco promotion show continued enterprise growth.
What critics are saying
- RockCreek integration started May 1, 2026 and can distract leadership through 2027.
- 520 Madison Avenue relocation adds fixed costs and execution risk before year-end 2026.
- BAIV's $100M June 2026 milestone stays tiny; one bad run can kill product momentum.
What makes Brown Advisory unique
- Employee-owned Brown Advisory controlled $188.9B on May 31, 2026, reinforcing long-term alignment.
- RockCreek gives Brown Advisory immediate OCIO depth for endowments, foundations, and pensions.
- Nick Kirrage's Global Value Select and BAIV differentiate with true-to-label, behavioral value investing.
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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
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.
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.
Brown Advisory picks Axon Enterprises amid market sell-off, showcasing appetite for innovative tech and long-term growth in Australian market
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.
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.