Strategic Planning Manager

Strategic Planning Manager Brown Brothers Harriman (BBH) is a premier global financial services firm known for premium service and specialist expertise. As a private partnership, we are uniquely built to put clients first and create success that lasts. This role is responsible for shaping and executing strategic priorities across product strategy and investment governance within Investor Services. Key Responsibilities 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. 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. 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. Compensation Base salary range: $140,000 – $190,000 (annual target bonus included). Total rewards include discretionary bonuses and profit‑sharing, in addition to benefits such as long‑term savings, healthcare, income protection, professional development opportunities and paid time off. Equal Opportunity Employer We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, gender, national origin, age, genetic information, creed, marital status, sexual orientation, gender identity, disability status, protected veteran status, or any other protected status under federal, state or local law. #J-18808-Ljbffr