Business Integration Lead
In this role as the Business Integration Lead, you will act 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 BBHs clients and BBHs internal Service Delivery organisation. You will work closely with BBH Client Service Managers and Relationship Managers to form a strong first impression of the client experience.
You will also work closely with internal clients and the colleagues within the NSWG to oversee the team’s pipeline of the new / different capabilities, analysis and reporting, all of which provides insight and support to clients and senior management as they make strategic decisions for the organization.
Key responsibilities :
Manage the 4 phases of the client onboarding event, including documenting and maintaining a details project plan and other project artefacts (agendas, minutes 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.)
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.
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
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
Key requirements :
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.
What you can expect at BBH :
A collaborative environment that enables you to step outside your role to add value wherever you can
Direct access to clients, information and experts across all business areas around the world
Opportunities to grow your expertise, take on new challenges, and reinvent yourself without leaving the firm
A culture of inclusion that values each employee’s unique perspective
High-quality benefits program emphasizing good health, financial security, and peace of mind
Rewarding work with the flexibility to enjoy personal and family experiences at every career stage
Volunteer opportunities to give back to your community and help transform the lives of others