Head of Business Analysis and Planning

Bank, we’re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at—all from Day One.Job DescriptionThe Global Custody Strategy Manager will own the strategy, commercial roadmap, pricing discipline, margin management, competitive positioning, and investment priorities for U.This client- and industry-facing role serves as the dedicated commercial and strategic owner for custody, creating clear accountability for revenue growth, client profitability, modernization, and scalable growth.The role will partner closely with the Head of Custody for Asset Managers and the Product Office (CPO) on the strategy roadmap, capability development, and investment priorities, while also working across Operations, Network Management, Technology, Risk, Strategy Development, Finance, Relationship Management, and business-line leadership to define where U.Bank should invest, how custody capabilities should evolve, and how the strategy should be positioned across asset managers, fund sponsors, and Corporate Trust / structured finance clients.This role will translate client needs, market trends, service issues, and financial performance into a prioritized roadmap, investment cases, pricing framework, and growth plan.Strategy & Commercial OwnershipDefine and execute the Global Custody strategy in alignment with Global Investment Services’ strategic priorities and the emerging Custody Asset Management vertical.Establish a disciplined strategy framework covering economics, client segmentation, capability prioritization, competitive positioning, and go-to-market planning.Translate demand across mutual funds, ETFs, alternatives, CLOs, structured products, and asset-manager custody relationships into prioritized strategic opportunities.Revenue, Margin & P&L DisciplineOwn the custody commercial model with Finance, including revenue growth planning, margin analysis, client profitability reporting, pricing effectiveness, and financial performance routines.Evaluate custody economics, pricing models, sub-custodian costs, deposit economics, and investment prioritization across custody segments.Develop and maintain a pricing framework and segment strategy that supports profitable growth, commercial consistency, and competitive positioning.Develop competitive intelligence on peer custodians, service models, pricing approaches, investment trends, and emerging custody capabilities.Partner with Marketing and business leadership to develop client-facing collateral, strategic positioning, and launch materials.Identify cross-sell opportunities across custody-adjacent businesses, including fund services, Corporate Trust / structured finance, cash, liquidity, securities lending, and related solutions.Strategy Roadmap, Investment Prioritization & TransformationOwn the strategy roadmap in close partnership with the Product Office (CPO), aligning capability development and investment priorities with client needs, financial returns, operational readiness, service quality, and strategic growth objectives.Partner with Technology, Operations, Transformation, Network Management, Risk, and business partners to modernize custody capabilities, improve data quality, standardize workflows, and prepare for new products or regulatory change.Develop business cases for strategic enhancements, platform investments, market expansion, automation, and new custody capabilities.Operating Model Partnership & GovernancePartner with Operations, Network Management, Technology, Risk, and CAO / Business Management to align strategic decisions with service execution, operational resiliency, controls, and client-ready delivery.Provide strategic input into SLAs, KPIs, KRIs, issue tracking, executive scorecards, and operating forums so service performance and client feedback inform commercial prioritization.Establish a regular product governance rhythm with Finance, Operations, Technology, Risk, Relationship Management, and business-line leaders.Ensure strategic decisions support a scalable custody platform across Asset Managers and Corporate Trust / structured finance segments.Risk, Controls & Regulatory AlignmentPartner with Legal, Compliance, Risk, Operations, and Network Management to ensure custody strategy, pricing, market expansion, and new capabilities align with custody regulations, policies, risk appetite, and controls.Incorporate regulatory, market structure, settlement, tax, asset servicing, and sub-custodian considerations into roadmap decisions.Support strategy-level risk reviews, control assessments, and remediation planning where design, pricing, service standards, or operating model gaps create risk.Financial Management & Resource StewardshipPartner with Finance and business leadership on forecasting, budgeting, investment prioritization, vendor / third-party cost analysis, and strategy-level financial planning.Ensure strategic investments are supported by clear business cases, expected financial outcomes, operational readiness requirements, and measurable benefits.Work with CAO / Business Management to align revenue, margin, investment progress, service quality, and issue themes into executive scorecards.SpecificationsThis role operates in a matrixed, highly regulated financial services environment and requires frequent partnership with senior leaders, Strategy, Operations, Finance, Technology, Risk, Network Management, Relationship Management, clients, consultants, and external industry participants.The role requires strong commercial judgment, custody expertise, financial discipline, strategy capability, and the ability to translate client needs, market trends, industry developments, and operational complexity into clear strategic priorities.Basic QualificationsManagement/supervisory experience10 or more years of banking or other relevant experiencePreferred Qualifications10+ years of progressive experience in custody, asset servicing, securities services, strategy, financial services strategy, or related institutional banking roles.Demonstrated understanding of global custody, including safekeeping, settlement, asset servicing, cash, tax, market access, sub-custodian networks, and client service delivery.Experience developing or managing custody strategy, pricing frameworks, business cases, roadmaps, financial performance routines, or commercial growth plans.Strong financial acumen with ability to analyze revenue, margin, profitability, pricing, cost drivers, and investment returns.Proven ability to lead through influence across Strategy, Operations, Technology, Risk, Finance, Relationship Management, clients, industry participants, and senior leadership stakeholders.Bachelor’s degree in finance, Business, Accounting, Economics, or a related field.MBA, or equivalent advanced credential.Experience at a global custodian, asset servicer, bank, or institutional platform with exposure to cross-border custody, fund services, Corporate Trust / structured finance, ETFs, alternatives, CLOs, or asset-manager segments.Experience partnering with Technology and Operations to modernize platforms, automate workflows, improve reporting, and scale strategic custody capabilities.Familiarity with emerging custody trends including digital assets, tokenization, T+1 settlement, blockchain-based recordkeeping, and regulatory evolution.CompetenciesStrategy & Commercial OwnershipP&L, Pricing & Margin DisciplineClient-Centric Product DesignClient-Centric Strategy DesignInvestment Prioritization & Business Case DevelopmentCross-Functional Influence & Executive CommunicationData-Driven Decision MakingRisk, Controls & Governance DisciplineOperating Model & Transformation OrientationFinancial Acumen and Commercial JudgmentThese competencies reflect the role’s focus on strategic ownership, commercial discipline, executive influence, client- and industry-facing engagement, and risk-aware execution.If there’s anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Healthcare (medical, dental, vision)Basic term and optional term life insuranceShort-term and long-term disabilityPregnancy disability and parental leave401(k) and employer-funded retirement planPaid vacation (from two to five weeks depending on salary grade and tenure)Up to 11 paid holiday opportunitiesAdoption assistanceSick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by lawReview our full benefits available by employment status here. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law.Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.Citizenship and Immigration Services. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies.Full time