Head of Transformation Enablement / Relationship Excellence

Brown Brothers HarrimanBoston, MA
$200,000 - $260,000

About The Position

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.

Requirements

  • 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.
  • 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.

Nice To Haves

  • Experience with change management, design thinking, agile delivery, automation, AI concept modeling, and digital enablement preferred.
  • Experience with technology including AI, workflow tools, data visualization tools, Salesforce and Microsoft Office.

Responsibilities

  • 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.
  • 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.
  • 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.

Benefits

  • long-term savings
  • healthcare
  • income protection
  • professional development opportunities
  • time off
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