Capital Partners AI Strategy & Transformation Leader

Brown Brothers Harriman & Co.; United States; On-site; USD 205,000 - 250,000; Full time

Job summary

Brown Brothers Harriman (BBH) seeks a Capital Partners AI Transformation Leader to own and scale AI as a core capability. You will define the AI strategy, drive adoption across CP, and partner with business and tech leaders to embed AI into daily workflows for measurable productivity gains.

You will lead a multidisciplinary team, manage budgets, and ensure governance across risk and regulatory requirements while delivering tangible enterprise value.

Qualifications

• 10+ years of relevant work experience in Financial Services.
• Experience implementing new technologies, advanced analytics, or automation; AI experience preferred.
• Familiarity with responsible AI, data governance, and regulated environments.
• Experience partnering with technology and data teams to deliver scalable solutions.
• Blend of strategic and operational skills with executive level influence.

Responsibilities

• Own AI strategy and roadmap across Capital Partners, aligning with enterprise priorities.
• Define goals, milestones, sequencing, resourcing, and budget for AI initiatives.
• Ensure alignment with broader strategy and enterprise technology direction.
• Communicate AI strategy and progress to senior leadership; advise on prioritization.
• Build and lead a multidisciplinary CP AI team; enable scale with clear metrics.
• Partner with Legal, Compliance, Risk and Technology on governance and controls.
• Support CP areas in leveraging AI tools to improve outcomes and adoption.

Skills

AI strategy leadership

Cross-functional leadership

Executive communication

Transformation initiatives

Strategic thinking

Job description

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.

The Capital Partners (CP) Artificial Intelligence (AI) Transformation Leader is responsible for owning and scaling AI as a core operating capability across the Capital Partners business. Working with CP leaders, this role defines and leads the AI strategy, ensuring AI is embedded into core workflows and decision making to drive measurable productivity gains, business insight, and competitive advantage. This role also serves as the senior business leader responsible for aligning AI priorities across business, technology, risk, and support functions to accelerate enterprise value realization.

The CP AI Transformation Leader is accountable for end to end AI value realization across Capital Partners, spanning strategy, execution, adoption, and foundational capability development across three parallel workstreams: early adoption and productivity, AI strategy and roadmap delivery, and acceleration of foundational AI and data capabilities while simultaneously building the organizational muscle required to integrate AI into daily work across Capital Partners.

The objective of the transformation effort is to drive quantifiable improvement in business outcomes across BBH and CP, and as such, the Transformation Leader will be responsible for developing and managing a program that not only identifies and implements effective initiatives, but also measures progress, owns budgeted expenditures, and manages internal resources to deliver results.

The role will report to the Head of Strategy, Finance and Operations for Capital Partners.

This role should also establish the operating model, governance approach, and executive engagement needed to scale AI beyond pilots into repeatable business outcomes.

1. Capital Partners AI Strategy & Roadmap

• Own the development, execution, and continuous refinement of the CP AI strategy and roadmap, prioritizing initiatives based on business impact, readiness, and scalability across the enterprise and ensuring alignment to broader transformation priorities.
• Define program goals, milestones, sequencing, resourcing, and budget for AI initiatives, including clear ownership and accountability for value delivery.
• Ensure alignment with Capital Partners’ broader strategy and business priorities and enterprise technology direction, including shared platforms and reusable AI capabilities where appropriate.
• Communicate AI strategy, progress, and tradeoffs clearly to senior leadership and serve as a strategic advisor on prioritization, sequencing, and investment decisions.
• Partner with business and technology leaders to identify ways to integrate AI tools into existing workflows rather than layering on new processes.
• Build and lead a high impact, multidisciplinary CP AI team, setting clear operating rhythms, success metrics, and accountability to enable scale without central dependency, combining internal and external resources as needed.
• Partner with Legal, Compliance, Risk, and Technology to ensure AI initiatives meet governance, privacy, and regulatory expectations, balancing innovation with responsible scale in a regulated environment; Ensure innovation is balanced with appropriate controls in a regulated environment.
• Support the business areas in leveraging AI tools to deliver improved outcomes by identifying high value work processes and workflows and using AI tools and human expertise to create better business outcomes, more efficiently. Partner with senior stakeholders to prioritize the highest-value use cases and accelerate movement from experimentation to scaled implementation.

2. Early AI Adoption & Productivity Enablement

• Identify, prioritize, and accelerate ROI driven AI use cases, ensuring initiatives progress from pilot to production ready solutions with measurable business outcomes.
• Drive early AI adoption by identifying and scaling repeatable, high impact productivity use cases, moving teams from experimentation to consistent, daily AI usage embedded in workflows. Ensure adoption efforts are coordinated with enablement, change, and communication plans.
• Leverage enterprise frameworks (including agentic approaches) to deploy reusable AI solutions across multiple CP business areas.
• Promote behavioral change and practical usage, helping teams move from experimentation to consistent daily use.
• Lead and support the rollout of AI tools across CP teams, establishing a foundation for sustained adoption, behavioral change, and AI fluency at scale while relying on the Enablement Lead to own day-to-day adoption programming and user engagement activities.
• Ensure appropriate training, enablement, and support structures are in place to drive confidence and engagement; Monitor adoption trends and course correct as needed.

3. Data Strategy Acceleration

• Lead AI related aspects of the CP data strategy, aligning near term data investments to unlock AI use cases while influencing longer term architectural direction and ensuring dependencies are visible and sequenced appropriately across the roadmap.
• Help to reprioritize near-term data investments toward foundational capabilities that enable AI optimization.
• Where needed, support modular data approaches to enable AI initiatives in CP areas separate from enterprise systems.

What Success Looks Like

• A clear AI strategy is defined to set the direction and priorities across CP
• An AI roadmap is developed with tangible deliverables and milestones
• AI is embedded into core CP workflows, driving measurable productivity improvements, improved decision quality, and sustained adoption beyond pilot phases.
• AI tools are used consistently across teams.
• A small, effective AI team operates with accountability and momentum.
• Foundational data capabilities continue to advance in support of AI initiatives.
• Strong collaboration and coordination exists across key stakeholders.
• Clear governance, decision rights, and executive sponsorship are in place to scale AI initiatives effectively across CP.

Relevant Knowledge & Exposure

• 10+ years of relevant work experience in Financial Services
• Practical experience implementing new technologies, advanced analytics, or automation in a business environment; strong preference for practical experience implementing and applying AI
• Familiarity with responsible AI principles, data governance, and operating in regulated environments.
• Experience partnering with technology and data teams to deliver scalable solutions.
• A blend of strategic and operational skills and the ability to assess businesses, re-engineer processes, and work to deliver improved results.
• Executive and communication skills necessary to navigate, communicate, and influence senior business leaders effectively in a productive and effective manner.
• Experience leading cross-functional transformation initiatives that span business, technology, data, and operating model change.

Salary Range

Salary Range $205,0000 - $250,000 plus annual incentive 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.

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. Brown Brothers Harriman (BBH) is a global financial services firm known for premium service and specialist expertise. BBH works with leading asset managers, financial institutions, private businesses and their owners, wealthy families, and sophisticated institutional investors. As a private partnership, we are uniquely built to put clients first and create success that lasts. We believe our success starts with yours. At BBH, partnership is more than just a form of ownership—it’s our approach to business and relationships. Every day we come together as a diverse community of smart and caring people to deliver exceptional service and expert advice. 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. No matter where you sit in the organization, everyone is empowered to contribute their ideas and perspective. BBHers can pick up the phone and call any colleague, and they are happy to help - which is why expanding your impact beyond your daily role is part of how we operate as trusted partners to one another. Delivering for our clients and each other energizes us. 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. Every investment we make is 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 actively involved in the day-to-day business, taking time to provide guidance and mentoring to build the next generation of BBHers. With a 200-year legacy and a shared passion for what’s next, this is the right place to build a fulfilling career.