Business Integration Lead

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.

Location: Kraków

Hybrid model 3 days per week in the office /2 days for a parent of a child up to 4 years

Join us as a Business Integration Lead!

Brown Brothers Harriman is currently recruiting Business Integration Lead to join our Business Integration team. This team ensures that BBH successfully integrates and on-boards new clients or products as part of provider transitions or selections.  The Business Integration Lead acts as the project director for small to medium sized client on-boarding engagements or as a work stream lead for more complex projects. You will be the pivot point between BBH’s clients and BBH’s internal Service Delivery community for these events.  This role will see you working closely with BBH Client Service Managers and Relationship Managers to form a strong first impression of the client experience by acting as a project “quarterback” for transitions and launches.

Some of your key responsibilities include:

Project Management

• 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

Analysis

• 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

Client Servicing

• 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).

Operating Model Reviews

• 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

What we offer:

• To encourage cultural awareness and philanthropy, BBHers have 1 Culture Celebration Day and 1 Community Service Day in addition to their paid standard vacation allowance
• 24 days of occasional remote work from Poland during a calendar year
• Contracts for an indefinite period, from day one
• Private medical care
• Life Insurance
• Employee Assistance Program - offering independent and confidential counselling services for you and your family. You can get support for topics including family, marriage and relationships, finances, and legal issues.
• Professional trainings and qualification support
• Wellbeing Program
• Online Social Fund benefit platform
• Social, sport and integration events
• Onboarding Program for new hires

Desired Qualifications:

• 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

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.