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Senior Business Transformation Specialist
Broadridge. Analyze current-state business processes, workflows, systems, controls, and cross-functional dependencies .
Posted 9/24/2026full-timeEdgewood • New York • United StatesSenior💰 $115,000 - $125,000 per yearWebsite
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in project management, including leading cross-functional initiatives, managing project plans, and driving process improvements. Proficient in business process analysis and capable of developing and implementing effective project management standards and governance practices.
Highest-signal resume keywords
Project ManagementBusiness Process AnalysisCross-Functional LeadershipRequirements GatheringProcess Improvement
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Project ManagementBusiness Process AnalysisRequirements GatheringProcess ImprovementImplementation PlanningRisk ManagementStakeholder ManagementProcess MappingAutomationWorkflow Redesign
Soft Skills
Analytical SkillsOrganizational SkillsProblem-Solving SkillsCommunication SkillsInfluencing Skills
Tools & Technologies
Microsoft ExcelMicrosoft PowerPointProject Management Tools
Certifications & Qualifications
PMP
Industry Keywords
Financial ServicesProxyCorporate ActionsCustodySecurities Processing
Tech Stack
Tools & technologiesPMP
About the role
Key responsibilities & impact- Analyze current-state business processes, workflows, systems, controls, and cross-functional dependencies
- Facilitate stakeholder discussions to identify pain points, inefficiencies, risks, and improvement opportunities
- Design practical future-state processes and solutions that improve efficiency, scalability, controls, and client experience
- Identify opportunities for standardization, simplification, automation, and workflow redesign
- Gather and document business requirements and identify gaps, dependencies, and unresolved questions
- Conduct analysis supporting impact assessments, business cases, implementation strategies, and decision-making
- Develop and maintain project plans, milestone trackers, action and decision logs, risk and issue registers, and other project materials
- Track timelines and address risks, issues, dependencies, scope changes, and resource constraints
- Coordinate execution across cross-functional stakeholders in a matrixed organization
- Prepare concise project updates and executive-ready materials
- Lead or coordinate implementation and readiness activities, including requirements, testing, process changes, communications, training, and deployment
- Develop implementation plans, readiness criteria, and go-live approaches
- Drive resolution of implementation risks and dependencies and support post-launch stabilization
- Independently lead multiple cross-functional projects from initiation through implementation and stabilization
- Translate business objectives into structured project plans with scope, deliverables, milestones, dependencies, owners, and timelines
- Establish governance, working cadence, and project structure for initiatives
- Build and mature the Business Transformation & Special Projects operating framework
- Develop project management and transformation standards, templates, tools, and repeatable approaches
- Identify opportunities to simplify, standardize, or automate project tracking and reporting
- Apply lessons learned to continuously improve team practices
- Develop working knowledge of US Proxy, Corporate Actions, and related operational processes, technology workflows, systems, and controls
- Identify improvement opportunities beyond immediate projects or assignments
Requirements
What you’ll need- 5+ years of hands-on complex project management experience, including independently leading projects from initiation through implementation and completion
- Ability to take ownership of projects with limited established structure and determine the approach needed to drive successful execution
- Experience leading cross-functional initiatives involving Business, Operations, Technology, Product, or other enterprise stakeholders
- Strong experience managing project plans, milestones, dependencies, risks, issues, actions, and status reporting
- Experience with business process analysis, requirements gathering, process improvement, transformation, or implementation activities
- Ability to manage multiple priorities, influence stakeholders, and drive execution in a matrixed organization
- Strong analytical, organizational, problem-solving, and communication skills
- Ability to operate independently, exercise sound judgment, and proactively identify next steps
- Experience within financial services strongly preferred
- Exposure to Proxy, Corporate Actions, custody, issuer services, securities processing, or related environments preferred
- PMP or comparable project management certification preferred but not required
- Experience developing or improving project management standards, templates, or governance practices
- Strong proficiency in Microsoft Excel and PowerPoint and experience with project management tools
- Experience with process mapping, current-state/future-state analysis, requirements gathering, testing, and implementation planning
- Exposure to automation, workflow modernization, or technology-enabled process improvement
Benefits
Comp & perks- Bonus eligible
- Collaborative, engaging, and inclusive work environment
- Equal employment opportunities
- Reasonable accommodations during the application and hiring process