Strategic Planning Manager

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
• Knowledge and skills
• 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
• Salary Range
• MA: $140,000 - $190,000 base salary + annual target bonus
• We value diverse experiences. We value diverse experiences and transferrable skillsets. If your career hasn't followed a traditional path, includes alternative experiences, or doesn't meet every qualification or skill listed in the job description, please do go ahead and apply.
• About BBH:
• Brown Brothers Harriman (BBH) is a premier global financial services firm, known for premium service, specialist expertise, technology solutions and partnership approach to client management. Across Investor Services and Capital Partners, we work wit

Benefits

Additional Information

At BBH, Partnership is more than a form of ownership-it's our approach to business and relationships. We know that supporting your professional and personal goals is the best way to help our clients and advance our business. We take that responsibility seriously. With a 200-year legacy and a shared passion for what's next, this is the right place to build a fulfilling career. Strategic Planning Manager Our firm's evolution mirrors the story of global finance adapting to navigate the challenges of expanding markets. Navigating these challenges requires someone who is driven to get things done and views obstacles as an exciting challenge that demands a creative solution. Above all, we seek someone who takes great pride in their work and is inspired and motivated by their role in protecting and enhancing our client's financial well-being. Today, just as when our doors first opened over 200 years ago, partnership represents more than just a form of ownership. It's our entire approach to doing business - one we believe is unique in the industry. Brown Brothers Harriman is currently recruiting a Strategic Planning Manager to join its Strategic Planning Group within the Investor Services business. This role is responsible for shaping and executing strategic priorities across product strategy and investment governance within Investor Services. 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.

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