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BroadridgePosted 10/20/2026full-timeNew York City • New York • United StatesSenior💰 $110,000 - $120,000 per yearWebsite
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in financial services consulting, with a strong focus on analyzing business processes and delivering actionable recommendations. Proficient in utilizing generative AI tools for creating client-ready deliverables while maintaining high-quality standards.
Highest-signal resume keywords
Financial Services Industry KnowledgeAnalytical SkillsGenerative AI ExperienceCollaboration Across TeamsStructured Problem-Solving
Tech Stack
Tools & technologiesAbout the role
Key responsibilities & impact- Partner with clients to understand business objectives, assess current-state processes, and define transformation requirements
- Develop client proposals and solution recommendations aligned with business needs, Broadridge products, outsourced services, and proprietary tools and methodologies
- Guide projects from discovery and requirements definition through solution design, implementation, and delivery
- Analyze business processes, evaluate potential solutions, and recommend improvements using structured problem-solving methods
- Apply financial services industry knowledge and key business drivers to develop practical, client-focused recommendations
- Collaborate with client stakeholders, business teams, and technical specialists to support alignment and successful implementation
- Provide project and technical guidance to team members and support colleague development
- Communicate complex business and technical information clearly to varied audiences
- Use generative AI tools to develop client-ready deliverables, proposals, and other content, validating outputs for accuracy and quality
- Maintain quality standards and follow applicable policies, procedures, and project delivery guidelines
Requirements
What you’ll need- Experience working at or consulting for broker-dealers, institutional asset managers, wealth managers, financial market utilities such as clearing corporations, or comparable financial services organizations
- Advisory experience with an established consulting firm
- Strong analytical and structured problem-solving skills
- Ability to translate business needs into actionable recommendations
- Ability to collaborate across business and technology teams
- Ability to communicate complex information clearly
- Experience prompting advanced generative AI models to produce client-ready deliverables, proposals, and other business content
- Preferred: Experience developing reusable AI agent instructions, Markdown-based workflows, or recipes for recurring, multistep outputs
- Preferred: Experience configuring Model Context Protocol (MCP), command-line interfaces (CLIs), or equivalent integrations
- Preferred: Technical data skills such as SQL, Python, ETL/ELT frameworks, Snowflake, Databricks, data modeling, or ontology development
- Preferred: Financial modeling skills
- Requires working in the office 2x a week
Benefits
Comp & perks- Bonus eligible
- Hybrid work arrangement
- Inclusive and collaborative workplace environment
- Reasonable accommodations during the application and/or hiring process
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
SQLPythonETL/ELT FrameworksData ModelingFinancial Modeling
Soft Skills
Clear CommunicationClient-Focused RecommendationsTeam Development
Tools & Technologies
Generative AI ToolsMarkdown-Based WorkflowsModel Context Protocol (MCP)Command-Line Interfaces (CLIs)SnowflakeDatabricks
Industry Keywords
Broker-DealersInstitutional Asset ManagersWealth ManagersFinancial Market UtilitiesConsulting Firm Experience