Director of Investment Advisory

Brown Brothers Harriman is currently recruiting an experienced professional to join as Head of Investment Advisory within the firm’s Capital Partners (CP) business. This senior investment professional will be primarily dedicated to supporting and growing our Single Family Office (SFO) client base.

The Head of Investment Advisory will be primarily responsible for providing investment advisory services for SFO clients and prospects, serving as a thought partner to family office principals and investment professionals on asset allocation, manager selection, and portfolio construction. The ideal candidate will work closely with SFO relationship managers (RMs) to elevate BBH’s dialogue with sophisticated family offices through ad hoc investment analyses and manager reviews, and to provide guidance on overall asset allocation and portfolio construction.

Investment Advisory (SFO) Services (50% of Time)

• Engage as a credible, unbiased thought partner to SFO prospects, providing asset allocation, portfolio construction, manager diligence, and risk‑management advice.
• Actively participate in client and prospect meetings, contributing investment insights, identifying investment objectives and goals, and strengthening client engagement.
• Work closely with IRG and internal investment‑management teams to stay abreast of proprietary strategies and products, positioning them as portfolio solutions when appropriate.
• Conduct reviews of external, off‑platform investment managers, ensuring proper due diligence and alignment with client mandates.
• Build and maintain a network of investment professionals in the family‑office universe to generate introductions and referrals to BBH.

Portfolio Strategy (SFO & MFO) (30% of Time)

• Monitor trends across asset classes, including alternatives, public equity, and fixed income.
• Collaborate with IRG to stay apprised of developments at managers on the BBH investment platform.
• Support large, complex hybrid or partially discretionary mandates through coordination with RM teams.
• Help build out the Investment Advisory team, including recruiting, coaching, and training junior talent.

Market Analysis and Content Generation (20% of Time)

• Establish BBH as a thought‑leader in the family‑office space and collaborate with internal teams to generate relevant content (articles, white papers, speaking engagements, events).
• Analyze market and macroeconomic developments that may influence portfolio construction or other investment decisions.
• Serve as an avid reader, staying informed of industry trends and research papers and sharing insights with the team.

Qualifications

• BA or equivalent, graduate school degree and/or CFA (a plus).
• 15+ years of relevant investment experience.
• Proven ability to engage with ultra high‑net‑worth individuals and family offices, raise capital, and distribute investment products.
• Extensive network within the family‑office and wealth‑management ecosystem.
• Exceptional data and written/verbal communication skills and a passion for client service.
• Strong attention to detail and interpersonal skills.
• Demonstrated interest and passion for investing, team collaboration, and analytical thinking.
• Highest level of integrity and professional standards.

What We Offer

• A collaborative and high‑performing team that values intellectual curiosity and independent thought.
• A culture of inclusion that values each employee’s unique perspective.
• Opportunities to grow your expertise and take on new challenges.
• High‑quality benefits program emphasizing health, financial security, and peace of mind.
• Rewarding work with flexibility to enjoy personal and family experiences at every career stage.
• Volunteer opportunities to give back to your community.
• Investment in tailored professional development opportunities.
• An environment that enables you to step outside your role to add value.

Salary Range

$200,000 – $250,000 plus annual incentive.

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.

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.