BENJAMIN H. PHILLIPPI

Enterprise Technology Leader | Organizational Change | AI Strategy

Executive Summary

Enterprise technology leader who builds the teams and the trust required to drive real organizational change. Known for a deep understanding of how businesses actually work, how technology enables them, and what it takes to move an organization from strategy to execution. Twenty years translating between executives and delivery teams across Fortune 500 environments — articulating architecture decisions and information security risks so leadership can act, and converting strategic vision into plans technologists can execute. Now applying that same leadership discipline to agentic AI, with hands-on fluency in the technology and a clear strategic framework for how organizations should adopt it. Builds followership at every level by making the complex understandable, giving teams clarity they can act on, and leading organizations toward continuously adaptive, AI-enabled operations.

Core Competencies

Organizational Change Leadership · Executive & Technical Communication · Process Optimization · Lean / Six Sigma (Black Belt) · Agentic AI Strategy & Adoption · Human-AI Collaboration · Enterprise Technology Delivery · Program & Project Management (Agile / PMP) · IT Security & Compliance · Business Intelligence & Analytics · Financial Forecasting & P&L Management

Professional Experience

JLL (Jones Lang LaSalle)

Charlotte, NC — September 2015 – Present

Delivery Executive, Work Dynamics Technology Enablement – Americas

January 2024 – Present

Direct technology delivery strategy at many of JLL's largest accounts in the Americas, leading dedicated teams responsible for technology operations, compliance, program management, and business intelligence — and serving as the accountable leader regardless of which JLL team is delivering
Built a collaborative, trust-based culture across the account management team that empowers leaders to grow and make decisions, resulting in measurable client outcomes across every major account
Leading AI information security reviews across approximately 50 of JLL's largest, most complex client accounts, preparing assessment materials and proactively reaching out for client-facing security discussions to accelerate JLL's ability to deploy AI in support of our clients and account teams
Invested deeply in agentic AI — completing advanced coursework in AI ethics, agentic architectures, and data analytics, and built a multi-provider AI research system using Python, RAG architecture, and APIs from OpenAI, Anthropic, and Google to develop hands-on fluency in the technology shaping our industry
Teams delivered significant results across the vertical. Highlights include: Bank of America completed a multi-year BI migration to Snowflake and proactively closed all items from the yearly compliance and security review for the first time in account history. Onboarded the Goldman Sachs account, where the team rolled out Prism to 142 users and stood up a global tracker spanning 68 projects. Capital One team achieved a 25% improvement in technology NPS. Latin America team executed 18 major transitions positioning the region for scalable growth
Led the strategic standup of Work Dynamics Technology Enablement for the Americas, shaping the management model and co-facilitating the monthly Technology Director meeting to build alignment and transparency across stakeholders
Strengthened vertical financial operations by driving technology forecasting accuracy and alignment with performance goals, improving cross-functional collaboration with the Financial Services Client Account Team

Executive Director, Integrated Delivery Management – JLLT Americas

September 2022 – December 2023

Oversaw technology delivery across Work Dynamics accounts in the Americas, with teams spanning the US, Canada, and Latin America — accountable for client success at JLL's largest and most complex accounts
Directed the technology transition team responsible for onboarding new Americas clients onto JLL's platforms, ensuring consistent delivery standards as the portfolio grew
Guided major technology initiatives replacing core applications across all accounts, navigating the complexity of changing foundational systems while maintaining operational continuity
Served as the executive voice for technology in client-facing settings, stepping in when complex delivery or architecture questions required senior-level clarity and credibility

Executive Director, Account Technology – Bank of America Account

November 2021 – September 2022

Developed and presented the technology strategy for Bank of America's contract renewal RFP, successfully securing renewal of the complete JLL technology suite and negotiating a transition to a market-based cost structure
Directed the technology workstream for a transition from two service delivery partners to three across a 75MM sq. ft. global portfolio — realigning properties and regions, building out systems for the incoming partner, enabling users, and ensuring IT security and compliance throughout

Sr. Director, Digital Solutions – Bank of America Account

November 2018 – October 2021

Executive Committee member accountable for Technology, Business Intelligence, and Program Management, leading a combined team of ~50 FTE serving ~2,500 users across Bank of America, CBRE, and JLL
Directed strategy, operations, and initiative delivery across 20 systems supporting all areas of Real Estate services — developing technology roadmaps and guiding new system deployments and replacements
Drove the strategic shift of the account's Business Intelligence function from report development to insights-driven Tableau dashboarding, Alteryx workflows, and data science — an early move toward the data-driven decision-making now central to AI-enabled operations
Designed integrated program management processes that established consistent, repeatable delivery across the account

Director, Technology Program Management – Bank of America Account

June 2017 – September 2018

Inherited IT operations that had been failing KPIs monthly, diagnosed the root issues, and stabilized delivery — the team passed all KPIs for 4+ consecutive years after the changes took hold
Developed the technology optimization strategy for the account, deploying new reporting, finance, and vendor management applications

Manager, Account Technology

September 2015 – May 2017

Led the technology workstream for Bank of America's global real estate management transition to JLL — implementing JLL's platform across all service areas and retiring the bank's legacy systems
Member of the transition leadership and executive governance teams, leading cross-functional teams accountable to senior leaders across JLL, Bank of America, and CBRE

Bank of America Corporation

Charlotte, NC — May 2006 – August 2015

Senior Vice President, Senior Project Manager

April 2008 – August 2015

Served as the bridge between business problems and technology solutions — understanding requirements in depth, designing approaches, and serving as the conduit between vendors, internal technology teams, and executive stakeholders
Led design coordination for Manhattan IWMS implementation across US and international teams, reporting scope, schedule, and budget to Senior Executive Steering Committees
Pioneered Agile methodology within Corporate Workplace, reducing project delivery timelines by 75% and lowering costs
Optimized vendor payment processes as a Six Sigma Black Belt, delivering $3.5MM in savings in the first year
Managed implementations of Oracle Unifier, Primavera P6, and Ariba, and supported Cisco TelePresence deployment

Vice President, Group Operations Manager

May 2006 – March 2008

Managed the team processing $2.5B yearly in capital construction and property invoices, achieving a 56% reduction in processing headcount through process improvements
Directed expense savings initiatives including $3MM in energy savings and a 64% reduction in utility late fees (Six Sigma Green Belt)

Thought Leadership & Professional Development

Authored “Beyond Transformation: Building Self-Sustaining Systems for AI-Enabled Work” — a strategic framework for continuous adaptation and human-AI collaboration, shared with organizational stakeholders and leadership
Built a multi-provider AI deep research system using Python, Flet, and RAG architecture that calls APIs from OpenAI, Anthropic, and Google, orchestrates targeted research agents, and generates comprehensive reports including AI-driven diagnostic image generation
Completed 12+ advanced courses spanning AI ethics, agentic AI architectures, data analytics, Databricks, prompt engineering, and AI-driven workflow automation

Education & Certifications

Master of Business Administration (MBA)

Finance & Accounting Concentrations

Terry College of Business, University of Georgia | Top 5% GPA | Baker Scholarship | Graduate Assistantship

Bachelor of Music, Studio Music and Jazz

University of Tennessee, Knoxville

Certifications

PMI Agile Certified Practitioner (PMI-ACP) | Project Management Professional (PMP) | Six Sigma Black Belt

Technology Expertise

AI & Agentic Systems

Fluent in AI/ML concepts, large language models, RAG architecture, multi-agent systems, and prompt engineering. Hands-on experience building proof-of-concept applications using Python and APIs from OpenAI, Anthropic, and Google. Working proficiency in Claude Code and Cursor development environments.

Enterprise Platforms (led deployment and/or delivery)

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