Director of Investment Advisory and Client Portfolio Management
Brown Brothers Harriman
About this role
The Head of Client Portfolio Management & Strategy at Brown Brothers Harriman (BBH) will lead a team focused on customizing and implementing investment strategies for clients, ensuring alignment with the firm’s investment best practices. This role demands deep expertise in asset classes, portfolio management, and client interaction, engaging with ultra high-net-worth individuals to deliver tailored investment solutions. The Head will also play a crucial role in team leadership and fostering collaboration between clients and the investment research group.
Skills
Qualifications
About Brown Brothers Harriman
bbh.comAt Brown Brothers Harriman, we serve the most sophisticated individuals and institutions with expertise through our focused business lines: Investor Services, which offers custody, accounting, administration, capital market services, and operating model solutions; and Capital Partners, which offers wealth management, corporate advisory and banking, investment management, and private equity.
Recent company news
Brown Brothers Harriman2026 Global ETF Investor Survey: Uncharted opportunity
10 hours ago
Brown Brothers HarrimanBrown Brothers Harriman strengthens family-office team with new managing director
3 weeks ago
Brown Brothers HarrimanBBH empowers asset managers in emerging market investing with the addition of the Colombian Peso to InfoFX® restricted markets capabilities
1 week ago
Brown Brothers HarrimanBrown Brothers Harriman and AMG Announce Strategic Collaboration
Oct 1, 2025
Brown Brothers HarrimanThird annual Private Business Owner Survey
Oct 30, 2025
About Brown Brothers Harriman
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Leadership Team
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
Unlock Company Insights
View leadership team, funding history,
and employee contacts for Brown Brothers Harriman.
Salary
$200k – $250k
per year
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