Hybrid ERM Records Management Program Lead at Brown Brothers Harriman (BBH)

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.

Join us as an ERM Records Management Program Lead!

Brown Brothers Harriman is enhancing its Records Management Program, and we are recruiting an Enterprise Risk Management (ERM) Records Management Program Lead to be an important part of the program transformation. This role will be part of the project team working to implement a new global Records Management platform, while also supporting ongoing daily program requirements. The successful candidate must have the ability to work on a variety of activities simultaneously and be able to work effectively across levels, functions, and locations, and in close coordination with their ERM and Systems colleagues, as well as other control functions. 

Your key responsibilities will center around the Firm’s Records Management program:

Ongoing Responsibilities

• Supporting ongoing program activities: records retention schedules updates; records destruction (including coordinating with internal Systems resources on their data destruction efforts); and legal holds    
• Providing guidance on program requirements to business areas
• Working with Legal and Compliance functions to update retention requirements based on law and regulation updates  

Program Transformation

• Defining new program requirements; retention schedule format and content (record indexing, etc.); user workflow; maintenance of laws & regulations   
• UAT testing of the new application
• Developing and supporting the migration plan for conversion from the existing platform
• Supporting business areas during the conversion process

Qualifications:

• BS/BA degree required
• 4-6+ years of relevant work experience in records management and/or financial services required
• Records management experience highly preferred 
• Project experience a plus
• Experience driving process improvement 
• Solid technical skills with advanced proficiency of Microsoft Office tools, especially Excel and PowerPoint
• Ability to manage multiple tasks simultaneously, including balancing ongoing responsibilities with project work
• Strong interpersonal, relationship, collaboration, negotiation, and influencing skills

This role is based in our Boston location and is a hybrid role, with a minimum of three days per week in office.

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.

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. Apply Now