{"id":2109247,"url":"https://alion.io/job/brown-advisory-transaction-management-team-lead","title":"Transaction Management Team Lead","company":{"id":704626,"name":"Brown Advisory","domain":"brownadvisory.com","url":"https://alion.io/company/brown-advisory","size_band":"1001-5000","is_staffing_agency":false,"employer_type":"direct","is_intermediary":false,"listed_via":null,"ats_vendor":"Workday","truth_index":{"grade":"A","score":88,"open_postings":4,"ghost_share":0,"stale_share":0.5,"repost_share":0,"time_to_fill_p50_days":57,"computed_at":"2026-11-14T05:58:10Z"}},"role":"Management","role_family":"Management","seniority":"lead","employment_type":"full_time","work_mode":"on_site","remote_scope":null,"remote_scope_basis":null,"remote_working_hours":null,"hiring_geo_confidence":"explicit","locations":["Baltimore, United States"],"countries":["US"],"hiring_countries":[],"hiring_countries_total":0,"salary":{"min":85000,"max":100000,"currency":"USD","period":"year","gross":null,"usd_annual":100000},"salary_estimate":null,"experience_years_min":4,"visa_sponsorship":false,"relocation_package":false,"has_equity":false,"technologies":[{"name":"Microsoft Office","optional":false}],"status":"live","first_seen_at":"2026-10-08T21:39:30Z","employer_posted_date":"2026-10-08","last_verified_at":"2026-11-14T15:55:29Z","board_verified":true,"closed_at":null,"days_open":37,"trust":{"level":"ok","repost_count":null,"flags":[],"days_open":37},"description":"Company Overview\nEvery 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.\nBrown 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.\nPosition Summary\nBrown Advisory is seeking a collaborative, solutions-oriented leader to join our Operations department as Team Lead of Transaction Management. This is a high-impact role for someone who enjoys leading people, solving complex operational problems, building strong relationships, and improving how critical workflows are executed across a growing investment platform.\nThe Transaction Management Team is responsible for reconciliation, corporate actions, transaction oversight, and related portfolio accounting workflows that help ensure Brown Advisory’s books and records are accurate, complete, and ready to support daily trading, portfolio management, client reporting, and investment operations.\nThe Team Lead will oversee the team’s daily execution while also helping shape the future operating model for Transaction Management. This includes developing colleagues, managing our outsourced reconciliation relationship with Broadridge, partnering with internal stakeholders and external service providers, and driving improvements to strengthen controls, reduce manual effort, and improve scalability.\nThis role is well suited for someone who enjoys operating in the details while also stepping back to improve processes, build trust with stakeholders, and strengthen how the team supports a growing investment platform.\nPrimary Duties and Responsibilities\nLead the daily oversight of Transaction Management workflows, including reconciliation, corporate actions, transaction processing, and related portfolio accounting responsibilities, ensuring work is completed accurately and within established deadlines.\nOversee Brown Advisory’s outsourced reconciliation model, including service delivery, escalation management, exception review, performance oversight, issue resolution, and ongoing control improvements.\nServe as a primary escalation point for complex reconciliation, corporate action, transaction, and portfolio accounting issues, including identifying root causes, assessing downstream impact, coordinating across teams, and driving issues to resolution.\nOversee the full lifecycle of mandatory and voluntary corporate actions, including event research, interpretation of terms, communication and election management, transaction processing, and post-event validation.\nBuild strong relationships across Operations, Investment teams, Client Service, Compliance, Technology, custodians, vendors, and other business partners to manage dependencies, resolve issues, and support business priorities.\nTranslate complex operational issues into clear, practical explanations for stakeholders with varying levels of operational or technical knowledge.\nManage team resources and daily workload allocation to ensure appropriate coverage of critical responsibilities, including planning for absences, high-volume periods, competing priorities, and changing business requirements.\nDevelop Transaction Management colleagues through coaching, feedback, training, cross-training, and clear expectations, while promoting ownership, accountability, and broader team coverage.\nChallenge existing processes and identify opportunities to improve controls, reduce manual work, increase transparency, and make the team more scalable through process redesign, automation, AI-enabled solutions, reporting, data analysis, and other technology-enabled improvements.\nLead and participate in departmental and firmwide projects involving new products, custodians, systems, data feeds, operating models, and other business changes impacting Transaction Management.\nQualifications\nBachelor’s degree or equivalent relevant work experience.\n4+ years of relevant investment management, financial services, or operational experience, preferably in investment operations, reconciliation, portfolio accounting, corporate actions, trade support, or a related function.\nExperience leading, coaching, training, or mentoring colleagues in a daily production or operational environment.\nStrong understanding of operational risk and the downstream impact that reconciliation exceptions, transactions, and corporate actions can have on trading, portfolio management, performance, client reporting, and other business processes.\nStrong problem-solving and decision-making skills, with the ability to evaluate complex issues, identify root causes, assess risk, and recommend practical solutions.\nStrong relationship-management skills, with the ability to build trust and work effectively across internal teams, external service providers, custodians, and technology partners.\nAbility to communicate complex operational issues clearly and concisely to stakeholders with varying levels of technical or operational knowledge.\nHighly organized and detail-oriented, with the ability to manage competing priorities, deadlines, escalations, and daily production responsibilities.\nCurious, proactive, and comfortable challenging existing processes to improve controls, efficiency, transparency, and scalability.\nStrong technical aptitude and proficiency with Microsoft Office applications, particularly Excel.\nExperience with SS&C Advent APX, corporate action platforms, Bloomberg, reconciliation systems, outsourced operations providers, or custodian platforms is preferred but not required.\nExperience using automation, data analysis, reporting tools, or AI-enabled solutions to improve operational processes is preferred.\nAbility to work in office five days weekly\nApplicants must be authorized to work in the United States without the need for current or future employer-sponsored work authorization (e.g., H-1B , O-1, F-1 (OPT), TN, or any other non-immigrant visa classifications that require employer support or sponsorship).\nMD Salary: $85-$100k. Commensurate with experience and location. Does not include bonus or long term incentive eligibility (if applicable).\nBenefits\nAt Brown Advisory we offer a competitive compensation package, including full benefits.\nMedical\nDental\nVision\nWellness program participation incentive\nFinancial wellness program\nFitness event fee reimbursement\nGym membership discounts\nColleague Assistance Program\nTelemedicine Program (for those enrolled in Medical)\nAdoption Benefits\nDaycare late pick-up fee reimbursement\nBasic Life & Accidental Death & Dismemberment Insurance\nVoluntary Life & Accidental Death & Dismemberment Insurance\nShort Term Disability\nPaid parental leave\nGroup Long Term Disability\nPet Insurance\n401(k) (50% employer match up to IRS limit, 4 year vesting)\nBrown Advisory is an Equal Employment Opportunity Employer.","description_format":"text","description_chars":7437,"description_truncated":false,"requirements":{"experience_years_min":4,"management_years_min":null,"team_size_min":null,"manages_managers":false,"education":{"level":"bachelor","optional":false},"security_clearance":false,"languages":[]},"benefits":["Equity","Gym membership","Parental leave"],"hiring_locations":[{"name":"United States","iso":"US","kind":"country"}],"hiring_excludes":[],"relocation_offered":false,"industries":["Wealth Management & Financial Advisors","Asset Management & Funds","Family Offices"],"lifecycle":[{"event":"open","at":"2026-10-08T21:39:30Z"}],"visa":[],"liveness":{"score":77,"band":"hot","label":"Hiring now","p_open":1,"p_active":0.858,"p_room":0.9,"age_days":36,"expected_fill_days":57,"reasons":["conf:2","win:mid"],"computed_at":"2026-11-14T05:58:10Z"},"pay":{"stated_usd_annual":100000,"is_top_pay":false},"html_url":"https://alion.io/job/brown-advisory-transaction-management-team-lead","json_url":"https://alion.io/job/brown-advisory-transaction-management-team-lead.json","meta":{"generated_at":"2026-11-14T22:41:43Z","cache_seconds":300,"methodology":"https://alion.io/methodology","terms":"https://alion.io/terms","contact":"https://alion.io/contact","api":"https://alion.io/developers","about":"Alion is a live layer of people, companies and AI agents: who they are, whether they are real and active right now, what they do and how to work with them, readable by people and by agents and paid per call.","catalog":"https://alion.io/catalog.json","usage":{"tier":"crawler_verified","counted_by":"address","units_charged":1,"used_today":29901,"day_limit":null,"remaining_today":null,"minute_limit":300,"resets_at":"2026-11-15T00:00:00Z"}},"offers":[{"id":"company.slices","title":"One company in depth, by slice","status":"live","price":{"credits":0.1,"usd":0.01,"plus_per_slice":{"credits":0.05,"usd":0.005}},"unit":"per company, plus each slice with data","note":"the employer in depth","call":{"mcp_tool":"get_company","arguments":{"id":704626},"rest":"https://alion.io/mcp/rest/get_company?id=704626"},"human":"https://alion.io/catalog?offer=company.slices&for=job%2Fbrown-advisory-transaction-management-team-lead"},{"id":"market.stats","title":"A market slice: pay, demand and time to fill","status":"free","price":{"credits":0,"usd":0},"unit":"per slice","note":"pay, demand and time to fill for this role and place","call":{"mcp_tool":"market_stats"},"human":"https://alion.io/catalog?offer=market.stats&for=job%2Fbrown-advisory-transaction-management-team-lead"},{"id":"job.search","title":"Open jobs by role, technology, place, pay and visa","status":"live","price":{"credits":0.1,"usd":0.01},"unit":"per posting in a list","note":"similar open postings","call":{"mcp_tool":"search_jobs"},"human":"https://alion.io/catalog?offer=job.search&for=job%2Fbrown-advisory-transaction-management-team-lead"},{"id":"company.verify","title":"Is this company real and active right now","status":"pilot","price":null,"unit":"per company","request":{"url":"https://alion.io/catalog/request","method":"POST","body":"{\"offer\": \"company.verify\", \"for\": \"job/brown-advisory-transaction-management-team-lead\", \"note\": \"what you need it for\"}"},"human":"https://alion.io/catalog?offer=company.verify&for=job%2Fbrown-advisory-transaction-management-team-lead"}],"agent":{"mcp":"https://alion.io/mcp/jobs","mcp_open":"https://alion.io/mcp/open","next":[{"tool":"get_job","arguments":{"id":2109247}},{"tool":"search_jobs","arguments":{"company":"brownadvisory.com","detail":"compact"}},{"tool":"match_people","arguments":{"job_id":2109247},"note":"people open to offers who fit this vacancy"}],"note":"The same data through MCP tools: https://alion.io/mcp/open needs no sign-in (compact searches, postings, people); https://alion.io/mcp with an Alion account has everything. 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