Broadridge

Product Manager

• Determine customer needs and assess market competition
• Recommend the nature and scope of present and future product lines
• Review product specifications and requirements
• Appraise new product ideas and product or packaging changes
• Analyze proposed product requirements and product development programs
• Prepare return-on-investment analyses
• Establish time schedules with engineering and manufacturing
• Develop integrated plans with sales, advertising, and production to introduce and market new products
• Determine product pricing
• Complete operational requirements
• May lead small projects with manageable risks and resource requirements

Sales

• Develop and execute a strategic sales plan for Broadridge’s Wealth Management Solutions
• Build and maintain a pipeline across broker-dealers, wealth managers, RIAs, private banks, and other wealth management firms
• Identify, qualify, and pursue enterprise opportunities related to advisor compensation, advisor onboarding, and wealth technology modernization
• Lead complex consultative sales cycles from prospecting and solution demonstrations through contract negotiation and close
• Position Broadridge’s technology solutions by aligning business outcomes with client strategic priorities
• Partner with Enterprise Sales, Account Management, Product, Presales, and Implementation teams
• Support commercial proposals, RFP responses, executive presentations, and business case development
• Represent Broadridge at industry conferences, client meetings, and thought leadership events
• Develop trusted relationships with senior executives and key decision-makers across the wealth management industry

Director, Sales Executive – Advisor Compensation

Financial Planning and Analysis

• Own and manage the Office of the President P&L while supporting GSMS, including global consolidation, performance tracking, and financial governance
• Serve as a supporting finance business partner to the President of Broadridge
• Lead monthly close, variance analysis, and executive-level reporting for the Office of the President
• Develop and maintain financial models for budgeting, cost allocation, and investment decisions
• Collaborate across Finance, Controllership, and the Office of the President to deliver financial insights, resource allocation guidance, and strategic ad-hoc analyses
• Improve financial transparency through dashboards, reporting packages, and KPI development
• Drive process improvements in planning, reporting, and financial governance for Office of the President spend
• Support ad-hoc analysis for senior leadership, including scenario modeling, cost optimization, and long-range planning

Financial Analyst

Full-stack Engineer

• Design and implement software solutions supporting financial information processing across cloud-based and on-premises environments
• Mentor and guide junior developers, providing oversight for effective task execution and delivery
• Analyze business requirements and ensure solutions meet functional and compliance needs
• Collaborate with cross-functional development teams to support seamless system integration
• Maintain software quality and adherence to development standards and guidelines
• Evaluate and recommend tools and frameworks for software development and test automation
• Leverage AI-enabled tools to improve design, coding, and testing
• Lead and participate in Agile ceremonies, including planning, stand-ups, reviews, and retrospectives

Lead Software Engineer

DevOps Engineer

• Build and lead a high-performing SRE team, including hiring, coaching, performance management, career development, and succession planning
• Own the SRE strategy and execution roadmap, translating platform and business priorities into measurable reliability, release, automation, and scalability improvements
• Lead architecture and code reviews, complex troubleshooting, automation, and tooling decisions
• Develop reusable AWS infrastructure-as-code patterns, environment configurations, automated provisioning, and recovery capabilities
• Improve Kafka reliability and event-processing performance, including partitioning, consumer groups, schema evolution, delivery semantics, replay, and failure recovery
• Strengthen PostgreSQL performance and resilience through schema design, indexing, query optimization, transaction management, connection pooling, migrations, and recovery testing
• Lead release engineering and deployment readiness by improving CI/CD, automated testing, security checks, artifact traceability, production validation, and rollback or roll-forward patterns
• Define service-level indicators, service-level objectives, and error-budget practices; use metrics, logs, and distributed traces to improve service health
• Reduce operational toil through reusable tooling, self-service capabilities, and controlled remediation
• Enable responsible AI adoption in code and test development, infrastructure review, knowledge retrieval, and incident investigation
• Coordinate complex incident response, communicate impact and recovery progress, conduct blameless reviews, and drive corrective actions
• Validate capacity, failover, backup restoration, and disaster recovery against agreed objectives
• Influence senior stakeholders on technical risk, investment trade-offs, production readiness, secure delivery, and reliable service operation

Global Manager – Site Reliability Engineering

Manager

• Own end-to-end delivery execution for assigned front office capital markets client projects from initiation through implementation, go-live, closure, and support handover
• Manage delivery across front office trading workflows, including order capture, order routing, execution management, trade capture, allocations, market data, pre-trade controls, and post-execution handoff
• Convert approved scope documents into executable delivery plans with milestones, tasks, dependencies, risks, acceptance criteria, and client readiness activities
• Ensure client trading requirements align with the approved product roadmap and escalate custom requirements, roadmap gaps, venue-specific needs, or scope changes through governance
• Coordinate exchange, broker, and market connectivity, FIX integrations, market data feeds, venue certification, routing logic, and connectivity testing
• Engage traders, sales traders, trading operations, compliance, technology, and client project stakeholders to manage expectations, decisions, timelines, risks, and readiness
• Maintain Jira as the system of record for delivery planning, execution, status, risks, dependencies, milestones, defects, change control, and closure
• Establish project governance cadence, client status reporting, internal delivery reviews, decision logs, RAID logs, dependency tracking, and escalation paths
• Identify, track, manage, and escalate risks and issues affecting client trading operations, go-live readiness, market access, regulatory obligations, delivery timelines, or production stability
• Coordinate UAT, integration, regression, FIX, exchange or venue certification, performance validation, and go-live dress rehearsals
• Manage scope, timeline, priority, and technical changes through formal impact assessment and approval processes
• Drive front office go-live planning, including client readiness, cutover, rollback, support coverage, production access, monitoring, issue triage, and hypercare
• Coordinate support handover, including documentation, client-specific configuration details, known issues, runbooks, escalation paths, monitoring requirements, and formal support acceptance

Client Delivery Manager

Data Scientist

• Develop a data science roadmap for financial systems supporting finance priorities and business objectives
• Partner with finance leadership to identify high-value opportunities, define success measures, and communicate results and recommendations
• Lead analytics, forecasting, anomaly detection, and automation initiatives across financial planning, reporting, and operational workflows
• Integrate data from relevant platforms and deploy reliable solutions into production with financial systems and engineering teams
• Establish standards for data quality, model validation, documentation, access controls, and responsible AI in finance use cases
• Coach and develop a high-performing data science team while managing priorities across multiple stakeholders
• Measure financial and operational impact and present findings to finance executives
• Stay current with industry trends and advancements in data management technologies and practices

Director, Data Science, Analytics, Finance

Account Manager

• Lead and coordinate multiple medium to large, complex project initiatives using project management tools and methods
• Work with cross-functional teams to achieve milestones within established timeframes
• Manage high-profile, top-tier client projects and communicate objectives, milestones, challenges, and status to stakeholders
• Identify creative alternatives to challenges and lead subject matter experts to resolve issues
• Provide training, coaching, and guidance to junior staff
• Model leadership, integrity, and innovative ideas while following company policies and procedures
• Monitor project costs, understand pricing and billing procedures, and keep projects on budget
• Provide client guidance based on Broadridge programming, technologies, and system capabilities
• Coordinate tasks across legal, compliance, programming, operations, production, data processing, typesetting, billing, special handling, and tabulation
• Lead and collaborate on proposals and system enhancements, including project scoping and effort assessment

Senior Client Relationship Manager

Project Manager

• Provide excellent client service and end-to-end campaign management for multiple data-driven direct marketing projects
• Build and maintain strong client relationships with clear, proactive communication throughout campaign delivery
• Interpret client instructions, campaign objectives, and data briefs; clarify requirements and translate them into internal briefs and campaign production plans
• Manage concurrent direct marketing campaigns, including schedules, quotations, scope changes, timelines, risks, and issue resolution
• Coordinate with planners, creative teams, technical teams, operations, and third-party suppliers
• Lead campaign operations involving data processing, programming, tabulation, and direct mail production routes
• Monitor quality, cost, profitability, and overall project contribution using Broadridge pricing models and cost projections
• Negotiate with clients and external suppliers on timing, cost, and delivery expectations
• Help improve processes and team effectiveness

Direct Marketing Project Manager

• Define testing strategies and manage user testing, including planning, tracking, reporting, issue triage, and delivery.
• Plan and manage internal and client training, including materials, delivery plans, product demonstrations, and hands-on training.
• Raise change requests and complete required analysis for project governance.
• Identify project risks, issues, and dependencies; provide mitigation and timely escalation.
• Define upstream and downstream data integration mappings and associated client configuration.
• Define conversion strategies and runbooks; manage mock conversions and final go-live activities.
• Participate in planning, governance, and delivery of implementation activities, including mock conversions and go-live weekends.
• Provide implementation governance, reporting, issue escalation, and representation on project steering committees and working groups.
• Manage production comparisons and reconciliation work using BDC (BR Data Control), prioritizing match-rate improvements and reporting results.
• Manage implementation resources directly or in a matrix structure.
• Define, execute, and report on environment setup runbooks, integration points, monitoring, control frameworks, and releases.
• Manage production-readiness checklists and collaborate with stakeholders to ensure timely, robust, and secure implementations.

Senior Project Manager

• Develop and execute a strategic sales plan for Broadridge’s CAIP solutions across Wealth Management, Capital Markets, and Asset Management
• Build and maintain a pipeline across banks, broker-dealers, custodians, asset managers, wealth managers, and other financial institutions
• Identify, qualify, and pursue enterprise opportunities involving CAIP technology, workflow automation, modernization, and operational transformation
• Lead complex enterprise software sales cycles from prospecting and discovery through solution positioning, negotiation, and close
• Conduct discovery, understand client operating models and challenges, and identify opportunities for Broadridge technology
• Articulate the business value of modernizing CAIP infrastructure
• Engage senior stakeholders across Operations, Technology, Asset Servicing, Product, and executive leadership
• Partner with Enterprise Sales, Account Management, Product, Presales, and Implementation teams
• Lead and support RFP responses, commercial proposals, executive presentations, demonstrations, and business case development
• Represent Broadridge at industry conferences, client meetings, and thought leadership events

Director, Product Sales

• Develop and execute a strategic territory plan to drive new business across hedge funds, private credit managers, and other alternative asset managers
• Originate new opportunities through industry networks, prospecting, executive engagement, referrals, conferences, industry relationships, and in-person client meetings
• Build and maintain a robust pipeline against quarterly and annual revenue targets
• Lead complex enterprise sales cycles from origination and discovery through solution design, executive presentations, business case development, negotiation, and contract execution
• Conduct consultative discovery into prospects’ investment strategies, operating models, technology environments, challenges, growth objectives, and priorities
• Position Broadridge’s technology and services within broader client operating models
• Develop relationships with C-suite and other senior investment, operations, trading, technology, and finance leaders
• Assess organizational structures, decision processes, stakeholders, competition, budgets, and buying criteria to develop pursuit strategies
• Collaborate with Product Specialists, Sales Engineers, Product, Services, and other Broadridge teams on complex solutions
• Develop account-based strategies and coordinate internal resources to accelerate opportunities and close deals
• Maintain knowledge of Broadridge’s solution suite, market trends, and competitive landscape
• Represent Broadridge at conferences, networking events, consultant meetings, and other industry forums
• Maintain pipeline management, opportunity documentation, and CRM forecasting
• Achieve or exceed annual sales and revenue targets

Director, Alternative Sales – Hybrid

Business Development Rep

• Identify and engage prospective clients through cold calling, email, social outreach, networking and industry events
• Research target firms and contacts to develop thoughtful and relevant prospecting strategies
• Generate and qualify leads and partner with Sales Executives to develop relationships into sales opportunities
• Support Sales Executives throughout the sales process, including client meetings, presentations, proposals and RFP responses
• Develop knowledge of Broadridge’s investment management technology and operations solutions and the markets served
• Stay current on industry trends and use market intelligence to identify potential opportunities
• Coordinate with Product, Solutions, Marketing and other internal partners to support sales activities
• Maintain accurate prospecting, pipeline and client activity in CRM
• Learn fundamentals of complex B2B sales, including discovery, solution positioning, pipeline management, commercial processes and contracting

Buyside Sales, Account / Business Development Representative

Chief Marketing Officer

• Establish program management and enablement practices to translate technology, data, and analytics priorities into scalable capabilities
• Serve as a strategic connector among marketing stakeholders, platform owners, vendors, and delivery teams
• Translate approved roadmap priorities and business objectives into program plans, delivery requirements, milestones, dependencies, risks, and readiness activities
• Operate intake, assessment, and planning processes for marketing technology requests
• Prepare recommendations and delivery considerations to support prioritization decisions
• Define business requirements, user stories, acceptance criteria, and success measures
• Coordinate cross-functional delivery from planning through testing and launch
• Maintain visibility into progress, decisions, risks, dependencies, and critical-path actions
• Coordinate post-launch support and capture issues, user feedback, and improvement opportunities
• Coordinate vendor and implementation-partner commitments, dependencies, decisions, and deliverables
• Design and deliver adoption experiences for platforms, workflows, data products, reporting capabilities, and governance practices
• Translate reports, metrics, dashboards, and self-service capabilities into actionable marketing use cases
• Champion data and analytics literacy across marketing
• Establish feedback loops and route insights into intake and planning processes
• Track adoption and value indicators, including active usage, feature adoption, and license utilization
• Evolve enablement experiences, community engagement, launch practices, and adoption approaches

Director, Marketing Technology, Program Management & Enablement

Business Analyst

• Elicit and document client requirements through meetings, onsite visits, workshops, interviews, document analysis, and data analysis
• Author, present, and finalize solution artefacts including file and database layouts, sample-data illustrations, screens, diagrams, use cases, and business and system flows
• Plan, resource, and collaborate with internal and external functional groups throughout the conversion lifecycle
• Understand baseline products, modules, underlying data models, functional and technical interdependencies, and configuration methods
• Conduct joint reviews of use cases, user stories, scenarios, and workflow diagrams to align client solutions with BRACS baseline products
• Support Project Managers with project scope, client relationship management, work estimation, resource allocation, and task prioritization
• Partner with Business Analysts, Client Service Managers, Product Specialists, and Developers to complete solution documentation and communicate solutions to clients
• Translate business requirements into functional specifications for technical product development and configuration
• Develop SQL scripts and other tools for data analysis, QA, defect resolution, functional requirements, and system configurations
• Progress project tasks through JIRA
• Conduct external client training on delivered solutions
• Triage and analyze UAT and production support issues and requests, reviewing documentation and JIRA history and coordinating with BRACS teams
• Facilitate requirements, deployment support, and project oversight at client sites as needed