Head of Transformation Enablement / Relationship Excellence

Posted 2 Days Ago
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Boston, MA, USA
In-Office
200K-260K Annually
Expert/Leader
Fintech • Financial Services
The Role
Leads enterprise transformation initiatives across Relationship Excellence and technology operations. Owns the transformation roadmap, governance, prioritization, capacity planning, AI-enabled use cases, workflow adoption, change management, and benefits tracking. Partners with senior cross-functional stakeholders to modernize processes, improve organizational effectiveness, strengthen client service, and scale data-driven operating practices. Coaches leaders in agile delivery, design thinking, automation, and continuous improvement.
Summary Generated by Built In

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.

Head of Transformation Enablement / Relationship Excellence:

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.

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 ResponsibilitiesStrategic Leadership and GovernanceTransformation 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.
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
  • 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.

   

Salary Range

$200K - $260K + Annual Target Bonus

BBH and its affiliates' compensation program includes base salary, discretionary bonuses, and profit-sharing. The anticipated base salary range(s) shown above are only for the indicated location(s) and may differ in other locations due to cost of living and labor considerations. Base salaries may vary based on factors such as skill, experience and qualification for the role. BBH's total rewards package recognizes your contributions with more than just a paycheck—providing you with benefits that enhance your experience at BBH from long-term savings, healthcare, and income protection to professional development opportunities and time off, our programs support your overall well-being. 

 

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.

About BBH:

Brown Brothers Harriman (BBH) is a premier global financial services firm, known for premium service, specialist expertise, technology solutions and 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.

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.

Skills Required

  • Bachelor's degree
  • 10+ years of experience leading transformation, business improvement, operating model, or change programs
  • Experience with change management, design thinking, agile delivery, automation, AI concept modeling, and digital enablement
  • Strong leadership, influencing, negotiation, and stakeholder-management skills
  • Strong analytical capability, including data collection, impact assessment, KPI development, and insight-driven decision-making
  • Excellent planning, organization, critical thinking, problem-solving, and attention to detail
  • Clear and persuasive verbal and written communication skills
  • Experience prioritizing and executing work in a dynamic, collaborative environment
  • Experience with AI, workflow tools, data visualization tools, Salesforce, and Microsoft Office
  • Experience in financial services transformation

Brown Brothers Harriman Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Brown Brothers Harriman and has not been reviewed or approved by Brown Brothers Harriman.

  • Parental & Family Support Parental leave and family-building support are positioned as standout parts of the package, including maternity/paternity leave and adoption/surrogacy assistance. These offerings are often framed as “top-tier” and can meaningfully offset weaker cash compensation for those who value family support.
  • Wellbeing & Lifestyle Benefits Well-being resources are described as comprehensive, spanning mental health support, wellness platforms, gym discounts, and related programs. Flexible work arrangements such as remote work and flextime also reinforce the lifestyle value of the overall rewards package.
  • Retirement Support Retirement benefits like 401(k) matching and profit sharing are highlighted as meaningful components of total rewards. The value can be time-dependent due to vesting requirements that may reduce near-term benefit for shorter-tenured employees.

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The Company
HQ: New York, NY
5,756 Employees
Year Founded: 1818

What We Do

Brown Brothers Harriman (BBH) is a privately-held financial institution that has been a thought leader and solutions provider for over 200 years. We serve the most sophisticated individuals and institutions with expertise in Private Banking, Investment Management and Investor Services. Our 5,000 employees operate from 17 locations throughout North America, Europe and Asia.

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