Brown Brothers Harriman Benefits Overview

Supervise transfer agency investor onboarding and AML/KYC due diligence. Validate investor documentation, maintain accurate systems and audit trails, meet SLAs, manage complex workloads, investigate and escalate issues, support quality checks, and improve processes and risk controls while maintaining strong client and stakeholder relationships.

Owns product discovery, strategy, design, roadmap development, and delivery for fund services solutions. Translates client and business needs into scalable product requirements, evaluates commercial and technical feasibility, creates prototypes and process flows, and partners with Technology, Systems, Change Management, and Agile teams. Acts as Product Owner when needed, drives adoption and client engagement, supports sales, manages stakeholder alignment, and evolves products based on feedback, market needs, ROI, risk, and operational considerations.

Prepares and reviews client reports using data from custody operations, fund accounting, and transfer agency functions. Supports supervisors, junior staff, procedures documentation, risk controls, reporting accuracy, client implementations, special projects, and process-improvement initiatives. The role requires strong organization, attention to detail, problem-solving, communication, and the ability to manage multiple deadlines in a finance-focused environment.