Strategic Planning Manager
About the role
BBH’s Strategic Planning Group within the Investor Services business is seeking a Strategic Planning Manager to shape and execute strategic priorities across product strategy and investment governance. In this role, you will align business growth with our strategic areas of focus while ensuring disciplined investment decisions that support long-term value creation. Operating at the center of strategy, finance, product, and risk, you will influence senior stakeholders and drive integrated decision-making across the organization.
Responsibilities
- Investment strategy and governance
- Lead the development and prioritization of the investment portfolio to maximize return on investment and support strategic goals
- Partner with senior stakeholders to guide investment decisions, balancing growth opportunities with financial and operational considerations
- Drive transparency, discipline, and consistency in investment planning, prioritization, and execution
- Lead, coach, and develop one direct report by setting clear objectives, providing timely feedback, and supporting continued growth, engagement, and performance
- Foster an inclusive, high-performing team environment by setting priorities, promoting accountability, and building capability in support of strategic business objectives
- Product and business strategy alignment
- Establish a strategic partnership with core product areas (i.e., custody, fund services, transfer agency) to align long-term priorities with broader business objectives
- Ensure integration of product strategy, pricing, balance sheet usage, and investment priorities
- Leverage analytics and insights to identify opportunities to strengthen product positioning and performance
- Strategic execution and governance
- Integrate insights across strategy, finance, product, and risk to deliver cohesive, enterprise-level outcomes
- Influence senior governance forums through clear, data-driven insights and strategic recommendations
- Drive alignment across stakeholders to ensure effective execution of strategic initiatives
Requirements
- 10+ years of financial services experience with strong exposure to asset servicing and product strategy
- Proven ability to lead complex strategic initiatives and influence senior stakeholders
- Strong commercial and financial acumen, with a focus on value creation
- Highly analytical, with the ability to translate complexity into clear strategic direction
- Deep understanding of the asset servicing landscape and related operational and regulatory considerations
About BBH
Brown Brothers Harriman (BBH) is a premier global financial services firm known for premium service, specialist expertise, technology solutions, and a partnership approach to client management. Across Investor Services and Capital Partners, we work with an enviable roster of sophisticated clients who make BBH their first call when tackling their hardest challenges.
We believe that how we do our work is just as important as what we do. We are relentless problem solvers who know our best ideas come from collective debate and development. Every day, we come together as a diverse community of smart and caring people to deliver exceptional service and expert advice—creating success that lasts.
As a private partnership, every investment we make is in the relationships, technologies, products, and development we believe are in the long-term interests of our clients and our people. Our long-tenured leaders are experts in their areas and are actively involved in the day-to-day business, providing guidance and mentoring to build the next generation of BBHers.
Pay
MA: $140,000 - $190,000 base salary + annual target bonus. BBH and its affiliates' compensation program includes base salary, discretionary bonuses, and profit-sharing. The anticipated base salary range may differ in other locations due to cost of living and labor considerations.
Benefits
BBH’s total rewards package recognizes your contributions with more than just a paycheck—providing benefits that enhance your experience from long-term savings, healthcare, and income protection to professional development opportunities and time off. Our programs support your overall well-being.