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Brown Brothers Harriman

Private banking and wealth management

Head of Transformation Enablement - Relationship Excellence

Program ManagementConfirmed live in the last 24 hours
Full-timeBoston, MA, USAIn-person

About the Job

Requirements

  • A bachelor's degree.
  • At least 10 years of demonstrated experience leading transformation, business improvement, operating model, or change programs.
  • Strong leadership, influencing, negotiation, and stakeholder-management skills to drive alignment across senior leaders and cross-functional teams.
  • Strong analytical capability, including data collection, impact assessment, KPI development, and insight-driven decision-making.
  • Planning, organization, critical thinking, and problem-solving skills, with exceptional attention to detail.
  • Ability to communicate clearly and persuasively in person and in writing with all levels of management.
  • Experience prioritizing and executing work in a dynamic environment requiring teamwork, adaptability, and sound judgment.
  • Experience with technology including artificial intelligence, workflow tools, data visualization tools, Salesforce, and Microsoft Office.

Responsibilities

  • Own end-to-end execution of the Relationship Excellence Transformation roadmap, spanning Voice of the Employee outreach, workflow tooling adoption, process modernization, knowledge management, and change enablement.
  • Translate transformation vision into actionable programs, milestones, delivery plans, and measurable business outcomes.
  • Strengthen intake, backlog management, prioritization, and capacity-planning frameworks to improve delivery transparency and planning accuracy.
  • Oversee multiple global initiatives and ensure consistent execution, adoption, and benefits tracking across regions and stakeholder groups.
  • Partner with Relationship Management, Sales, Business Transformation, AI Labs, and Systems leadership to integrate transformation priorities into the broader product and technology delivery lifecycle.
  • Lead the identification, prioritization, and execution of artificial-intelligence-enabled transformation opportunities that support measurable business impact.
  • Oversee artificial intelligence use cases from proof of concept through scaled adoption, including usage monitoring, Salesforce integration, impact analysis, and access provisioning.
  • Partner with Technology teams to ensure artificial intelligence and workflow solutions are secure, scalable, and aligned with enterprise standards.
  • Drive and measure adherence to core tooling, including Salesforce and JIRA, to improve planning accuracy, transparency, and adoption.
  • Use data, analytics, and user feedback to evaluate adoption, surface improvement opportunities, and refine the transformation portfolio.
  • Establish demand-capacity alignment, Voice of the Employee feedback mechanisms, and key performance indicator frameworks that support data-driven decision-making.
  • Lead change-management efforts to support adoption of new tools, processes, and operating models.
  • Build transformation capability across teams by coaching leaders on design thinking, agile delivery, automation opportunities, and continuous-improvement practices.
  • Foster a culture of experimentation, learning, and accountability that delivers sustained efficiency, predictability, and scalability.

Desired Qualifications

  • Experience in financial services transformation.
  • Experience with change management, design thinking, agile delivery, automation, artificial intelligence concept modeling, and digital enablement.

About the Company

Brown Brothers Harriman

Private banking and wealth management

Brown Brothers Harriman (BBH) provides private banking, wealth management, and investment services to private clients, institutions, and corporations. Its offerings include private wealth planning, lending, and advisory services; custody and fund services; cross-border fund solutions; and investment management across equities, fixed income, and alternatives. BBH emphasizes a client-focused, relationship-driven approach with a broad product platform that supports asset gathering, fiduciary services, and corporate lending. The company differentiates itself through a long-standing, private partnership culture, global reach with localized client service, and integrated solutions spanning private banking, investment management, and investor services. The goal is to align client interests with disciplined, value-based investing and comprehensive financial solutions, while maintaining selective, specialized client relationships and a stable, trusted brand.

Company size
5,001-10,000
Company stage
Not listed
Total funding
$198.9M
Headquarters
Boston, MA
Founded
1818

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