Director of Strategy - Private Banking & Investment Management

At BBH we value diverse backgrounds, so if your experience looks a little different from what we've outlined and you think you can bring value to the role, we will still welcome your application!

What You Can Expect At BBH:

If you join BBH you will find a collaborative environment that enables you to step outside your role to add value wherever you can. You will have direct access to clients, information and experts across all business areas around the world. BBH will provide you with opportunities to grow your expertise, take on new challenges, and reinvent yourself—without leaving the firm. We encourage a culture of inclusion that values each employee’s unique perspective. We provide a high-quality benefits program emphasizing good health, financial security, and peace of mind. Ultimately we want you to have rewarding work with the flexibility to enjoy personal and family experiences at every career stage. Our BBH Cares program offers volunteer opportunities to give back to your community and help transform the lives of others.

At Brown Brothers Harriman, we believe no job is too big or small for any of us to handle if it helps our clients. We value passionate, committed people who enjoy collaborating with others to find innovative solutions to complex business challenges. We are looking for the type of person who speaks their mind, truly listens and steps outside their role to add value wherever they can.  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.

If you are looking for an entrepreneurial environment where you can learn and thrive, Brown Brothers Harriman is the right place for you.

Join us as a Director Strategy for Private Banking & Investment Management

The Private Banking & Investment Management (PBIM) Director of Strategy will serve as a key advisor to leadership on the business’ strategic priorities and objectives. They will be responsible for identifying, developing and executing PBIM strategic analyses and associated projects.  The role will work in close partnership with the business’ Head of FP&A to provide key insights on the financial condition of the business, provide PBIM leadership with periodic analysis and insights, partner with groups both inside and outside the business to evaluate opportunities to improve our competitive and financial position, opine on the financial impacts of new products and services, and undertake independent analysis of various areas of the business, their operating models, and financial performance to identify issues and opportunities to grow and scale our business. This role is part of PBIM’s leadership team, and their work informs core business decisions to protect our competitive advantages and grow and scale the Private Banking & Investment Management businesses.

Primary Job Responsibilities:

• In close collaboration with the leadership group, drives the strategic analysis of the lines of business that inform prioritization, objectives, targets and key initiatives to drive future success
• Engage with senior leadership teams to communicate the impact of local or departmental business decisions on P&L; support decision making to achieve local or departmental goals
• Leads requested analysis and collaboratively strategizes to solve identified business issues or challenges
• In partnership with the Head of FP&A, generates insights on how to improve the performance of the LOB and/or products, through researching market trends, regulatory developments and market dynamics and analyzing the financial drivers of performance; summarizes and interprets findings, and makes recommendations to senior leadership

• Consolidates, summarizes and interprets complex research findings and prepares concise and relevant presentations/reports for senior leadership; evaluate internal reporting and identify the right metrics to drive efficiency
• Monitor key performance indicators, communicate to leadership team on trends and performance against goals; identify opportunities to enhance existing KPI reporting to the extent needed to provide transparency and assist in decision making
• Provides ongoing benchmarking of the business’ financial and business performance as important reference point for senior leadership
• Partners with other BBH departments both inside and outside of PBIM to evaluate our competitive position in the market
• Leads written communication from senior leadership to the business line, including quarterly letters, the development and production of key performance indicator reports, and Town Hall presentations
• Ensures