At Broadridge, we've built a culture where the highest goal is to empower others to accomplish more. If youre passionate about developing your career, while helping others along the way, come join the Broadridge team.
The Senior Client Implementation Specialist will be both a subject matter expert on the Broadridge front office solutions offering as well as the liaison between our clients and a variety of internal teams (ie: Product Management, Account Management, Client Support, etc.). This is a predominantly client-facing role in which your main responsibilities are to interact with new and existing clients to perform workflow reviews, gather requirements, translate business requirements into technical documentation, and work with the Global Configuration team to ensure complete, accurate, and timely deployments. You will also manage project timelines and budgets, communicating related milestones and navigating potential roadblocks on behalf of our clients. As such, strong communication, presentation, and organizational skills are a must have.
We are made up of high performing teams that meet in person to learn and collaborate as needed. This role is considered hybrid, which means youll be assigned to a Broadridge officeandgiven the flexibility to work from home.
Role Responsibilities
Engage with clients to gather business case requirements
Translate business requirements into technical documentation
Manage project timelines and budgets to ensure efficient and timely delivery to clients
Lead training sessions on system functionality to relevant client users
Facilitate user acceptance testing (UAT) with clients
Communicate client feedback to relevant teams internally to identify potential product enhancements
Work with internal teams to identify areas for process improvement
Qualifications
Bachelors degree in Finance, Business, Information Technology, or related field.
25 years of experience in software implementation, project management, or a related role, preferably in the investment management or financial services industry.
Familiarity with investment management concepts, including portfolio management, trading, accounting, and reporting.
Experience working with traditional buy-side institutions (ie: hedge funds, asset managers, etc.)
Familiarity with equity, fixed income, and/or derivative markets
Strong technical skills, including knowledge of database structures, data integration, and APIs.
Proficiency in tools like SQL, Excel, and workflow visualization software (e.g., Visio).
Excellent communication, interpersonal, and client-facing skills.
Ability to manage multiple projects and deadlines in a fast
Preferred Qualifications
Experience working with investment management software (e.g., Charles River, Eze, or other similar platforms).
Project management certification (e.g., PMP, ScrumMaster) is a plus
Knowledge of financial regulations and reporting standards
Salary range $100,000 - $125,000. Bonus Eligible.
Broadridge considers various factors when evaluating a candidate's final salary including, but not limited to, relevant experience, skills, and education.
Please visit www.broadridgebenefits.com for more information on our comprehensive benefit offerings
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We are dedicated to fostering a collaborative, engaging, and inclusive environment and are committed to providing a workplace that empowers associates to be authentic and bring their best to work. We believe that associates do their best when they feel safe, understood, and valued, and we work diligently and collaboratively to ensure Broadridge is a companyand ultimately a communitythat recognizes and celebrates everyones unique perspective.
US applicants: Clickhere (https://www.eeoc.gov/sites/default/files/2023-06/22-088\EEOC\KnowYourRights6.12ScreenRdr.pdf) to view the EEOC " Know Your Rights " poster.
Disability Assistance
We recognize that ensuring our long-term success means creating an environment where everyone is welcome, where everyone's strengths are valued, and where everyone can perform at their best. Broadridge provides equal employment opportunities to all associates and applicants for employment without regard to race, color, religion, sex (including sexual orientation, gender identity or expression, and pregnancy), marital status, national origin, ethnic origin, age, disability, genetic information, military or veteran status, and other protected characteristics protected by applicable federal, state, or local laws.
If you need assistance or would like to request reasonable accommodations during the application and/or hiring process, please contact us at 888-237-7769 or by sending an email to BRcareers@broadridge.com .
Broadridge Financial Solutions, Inc. (NYSE: BR) , is a global Fintech leader, delivering technology-driven solutions that drive digital transformation for banks, broker-dealers, asset and wealth managers and public companies. At Broadridge, we are committed to making a difference (https://www.broadridge.com/about/sustainability/) . Our unique culture is guided by the Service-Profit Chainthe idea that success is mutual, directly connecting employee engagement, client satisfaction, and the creation of stockholder value. We enable better financial lives by providing the critical infrastructure that powers investing, corporate governance and communications . A certified Great Place to Work, Broadridge is part of the S&P 500 Index, employing over 14,000 associates in 21 countries.
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Broadridge is committed to creating an engaging workplace for the most talented associates in our industry. We are dedicated to fostering a collaborative, inclusive , and healthy environment that promotes flexibility and accountability. As a leading provider of technology, communications, and data and analytics solutions to businesses around the world, it is critical that we understand, embrace, and operate in a multicultural environment. Every associate has unique strengths, which, when fully appreciated and embraced, allow individuals to perform at their best, leading to our success.
We believe that our associates are our most important asset. Encouraging professional development opportunities is a core part of our culture. Broadridge provides educational opportunities, including formal classes, training programs and events. To enable learning in our hybrid working model, Broadridge has redesigned all development programs for 100% virtual delivery. Our associates have access to 8,500+ online courses covering business, leadership, technical, and function-specific topics through our LinkedIn Learning program.
