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…