Brown Brothers Harriman
Head of Transformation Enablement / Relationship Excellence
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RE Transformation Manager
At BBH, Partnership is more than a form of ownership—it’s our approach to business and relationships. We know that supporting your professional and personal goals is the best way to help our clients and advance our business. We take that responsibility seriously. With a 200-year legacy and a shared passion for what’s next, this is the right place to build a fulfilling career. 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.
Role Overview
The RE Transformation Manager will lead high-impact transformation initiatives across Relationship Excellence and horizontal workflows, including Technology and RE Operations. This role is responsible for shaping and executing the RE Transformation roadmap, building scalable Voice of the Employee capabilities, strengthening governance and prioritization, and delivering measurable improvements in efficiency, predictability, organizational health, and client service. The successful candidate will combine strategic leadership, disciplined execution, and strong stakeholder influence to advance AI-enabled and process-led transformation across the organization.
Primary Responsibilities
Strategic Leadership and Governance
- Transformation Strategy and Execution
- Own end-to-end execution of the RE Transformation roadmap, spanning VoE 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 RM, Sales, Business Transformation, AI Labs, and Systems leadership to integrate transformation priorities into the broader product and technology delivery lifecycle.
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AI and Digital Enablement
- AI and Digital Enablement
- Lead the identification, prioritization, and execution of AI-enabled transformation opportunities that support measurable business impact.
- Oversee AI 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 AI 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.
Portfolio Management and Change Leadership
- Portfolio Management and Change Leadership
- Establish demand-capacity alignment, VoE feedback mechanisms, and KPI 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.
Key Skills and Qualifications
- Bachelor’s degree required.
- 10+ years of demonstrated experience leading transformation, business improvement, operating model, or change programs; experience in financial services transformation is preferred.
- Experience with change management, design thinking, agile delivery, automation, AI concept modeling, and digital enablement preferred.
- Strong leadership, influencing, negotiation, and stakeholder-management skills, with the ability 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.
- Excellent 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 that requires teamwork, adaptability, and sound judgment.
- Experience with technology including AI, workflow tools, data visualization tools, Salesforce, and Microsoft Office.
- We value diverse experiences. 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.
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About BBH
Brown Brothers Harriman (BBH) is a premier global financial services firm, known for premium service, specialist expertise, technology solutions, and a partnership approach to client management. Across Investor Services and Capital Partners, we work with an enviable roster of sophisticated clients who make BBH their first call when they are tackling their hardest challenges. Delivering for our clients and each other energizes us.
We believe that how we do our work is just as important as what we do. We are relentless problem solvers who know our best ideas come from collective debate and development—so we are never possessive about our ideas. Every day we come together as a diverse community of smart and caring people to deliver exceptional service and expert advice—creating success that lasts. No matter where you sit in the organization, everyone is empowered to contribute their ideas. BBHers can pick up the phone and call any colleague, and they are happy to help. Expanding your impact beyond your daily role is part of how we operate as trusted partners to one another.
We believe stability is a competitive advantage, but being stable means having the knowledge, skill, and discipline to evolve, often—pushing the boundaries of innovation. As a private partnership, every investment we make is in the relationships, technologies, products, and development we believe are in the long-term interests of our clients and our people. Our long-tenured leaders are experts in their areas and are actively involved in the day-to-day business, taking the time to provide guidance and mentoring to build the next generation of BBHers. Because we know, our success begins with yours.
Go to BBH.com to learn more about our rewards and benefits, philanthropy, approach to sustainability, or how we support you to thrive personally, physically, and financially.
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