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Business Integration Lead - Fixed Term Contract

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Brown Brothers Harriman

1mo ago

  • Job
    Full-time
    Senior Level
  • Business, Operations & Strategy
  • Dublin
  • Quick Apply

AI generated summary

  • You need a BS/BA in business or finance, financial services experience, project management skills, proficiency in MS Office, and strong communication and leadership abilities.
  • You will manage client onboarding phases, maintain project plans, oversee governance, drive stakeholder meetings, resolve queries, conduct business analysis, and interface with third-party contacts.

Requirements

  • 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 understanding of the key roles assumed by Custodians, Fund Accountants, Fund Administrators, and Transfer Agency expected.
  • Basic understanding of and exposure to project management principles, practices, tools and techniques.
  • Proficiency with MS Office applications such as Word, Excel and PowerPoint.
  • Experience with Access, Project, VBA for Excel or Access a plus (not required).
  • Project skills: organization, discipline, project lifecycle and delivery, leadership, comfort with directing others and leading virtual teams.
  • Independence: drive, ownership and follow through.
  • Creativity: problem solving, lateral thinking, strong intellectual curiosity and capability; asks questions; forward looking - sees beyond the immediate/obvious; connects topics, sees themes/trends, etc.
  • Flexibility/Adaptability: juggle multiple priorities, positive attitude; poised, composed, respectful and confident in the face of challenges; strong ability to grasp and master new skills quickly; unafraid of change.
  • Communication: excellent verbal and written communication skills, including comfort with negotiation and influencing; notable relationship building skills; capable of leading rooms of peers, superiors & subordinates – internal or external – with appropriate influence, edge and authority; comfortable with respectfully assuming control.

Responsibilities

  • 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
  • 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
  • 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).
  • 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

FAQs

What is the nature of the contract for the Business Integration Lead position?

The position is a fixed-term contract specifically for maternity leave cover.

What kind of experience is preferred for the Business Integration Lead role?

A background in Custody, Fund Accounting, Fund Administration, Transfer Agency, or relationship/client service support areas is preferred.

What qualifications are required for the Business Integration Lead position?

A BS/BA degree in business, finance, or accounting, along with relevant work experience is required; an MBA is a plus.

What are the key responsibilities of the Business Integration Lead?

Key responsibilities include project management, analysis, client servicing, and operating model reviews related to client onboarding events.

What skills are essential for this role?

Essential skills include proficiency in MS Office applications, project management skills, strong communication abilities, creativity, flexibility, and adaptability.

Does BBH have a diverse culture?

Yes, BBH values diverse backgrounds and encourages applications from individuals whose experience may differ from the outlined qualifications.

What opportunities does BBH provide for personal and professional growth?

BBH offers a collaborative environment for growth, opportunities to take on new challenges, and access to experts across all business areas globally.

Is volunteer work encouraged at BBH?

Yes, the BBH Cares program offers volunteer opportunities to give back to the community and transform the lives of others.

What types of projects will the Business Integration Lead be managing?

The Business Integration Lead will manage small to medium-sized client onboarding engagements and lead work streams for more complex projects.

How involved will the Business Integration Lead be with clients?

The Business Integration Lead will act as the primary client contact during the onboarding event and participate in client workshops and meetings.

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Brown Brothers Harriman

Finance
Industry
5001-10,000
Employees
1818
Founded Year

Mission & Purpose

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.