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Business Integration Lead
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Business Integration Lead
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 new 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 Business Integration Lead
Brown Brothers Harriman is currently recruiting Business Integration Lead to join our Business Integration team. This team ensures that BBH successfully integrates and on-boards new clients or products as part of provider transitions or selections. The Business Integration Lead acts as the project director for small to medium sized client on-boarding engagements or as a work stream lead for more complex projects. S/he is the pivot point between BBH’s clients and BBH’s internal Service Delivery community for these events. This role will see you working closely with BBH Client Service Managers and Relationship Managers to form a strong first impression of the client experience by acting as a project “quarterback” for transitions and launches.
Some of your key responsibilities include:
Project Management
- Manage the four phases of a client on-boarding event (Discovery, Planning, Execution, Day 2 Handover), which includes documenting and maintaining a detailed project plan (and other associated project artifacts, e.g., agendas, minutes, workflow diagrams, etc.) for all areas impacted at BBH and the client
- Own and maintain project plan across all necessary work streams and business areas (e.g., fund accounting, custody, fund administration, transfer agency, reporting, technology, legal, etc.)
- Provide ongoing support to the project steering committee by tracking and resolving issues throughout the life of a project
- Drive and oversee an effective project governance process
- Chair effective project meetings (e.g., stakeholder meetings, client discussions, third party workshops, steering committees, etc.)
- Manage client / third party queries and track/resolve issues in conjunction with BBH teams
Analysis
- Participate in internal and external client workshops/meetings to gather, understand, and document project goals, workflows, business needs, gaps, and opportunities
- Conduct business analysis efforts for projects and initiatives; determine how changing business needs will affect the system or product; accurately communicate the business need and potential solution in terms that team members can understand and drive the BBH Project Team to reach decisions.
- Recognize patterns in complex information across multiple service areas and identify key issues.
- Remain cognizant of potential BBH capability challenges (servicing, technology, general readiness) exposed by the new and different and escalate to project sponsors.
- Assist with the development and documentation of proposed solutions to fill gaps where relevant
Client Servicing
- Coordinate and work effectively with colleagues across the Service Delivery and RE Pillars; leverage influence across business areas and project team members to drive toward a common goal
- Act as primary interface with third party contacts from existing service provider(s)
- Coordinate client requirements and timeframes with Fund Accounting, Custody and TA Conversion Teams
- Act as the primary client contact during the on-boarding event.
- Participate in and present to Project Executive Steering Committee(s).
Operating Model Reviews
- For defined projects, document workflows and functional models depicting operational and technical processes in conjunction with business and technology teams.
- Define end-to-end process and trade flow from client to BBH in conjunction with BBH business and technology teams, including transition through parallel period to production; coordinate with all parties as required
- In conjunction with Client Service Manager and/or Relationship Manager, present process and technology improvement recommendations to client as relevant/necessary
Qualifications:
Education level and/or relevant experience(s)
- BS/BA degree preferably in a business, finance, or accounting related concentration and/or equivalent work experience; MBA a plus.
- Financial Services industry knowledge and experience required; knowledge of BBH very strongly preferred.
- Background in Custody, Fund Accounting, Fund Administration, Transfer Agency or relationship/client service support areas preferred; broad un
