Broadridge

Financial Planning and Analysis

• Develop and automate financial reports and dashboards to provide actionable insights to senior management.
• Design, develop, and maintain scalable data infrastructure that supports the FP&A team’s needs.
• Build and manage comprehensive financial datasets, ensuring accuracy, integrity, and accessibility.
• Leading ICS Consolidations process
• Partnering with Corporate FP&A on ad-hoc analysis and BAU deliverables
• Driving Operating Plan, Strat Plan, Monthly Results and Monthly Forecasts
• Partnering with Business Unit FP&A Leads to review results
• Variance Analysis including commentary and presentation of results
• Partner with Sales Finance team and assist in monthly deliverables.

Lead Financial Analyst

Growth Marketing

• Sells a portfolio of products and services
• Identifies and anticipates market segment needs
• Applies theoretical knowledge-base of concepts within sales discipline
• Typically carries a quota
• Works with complex or high-profile territory/account
• Plans own territory or account approach

VP Sales – Growth & Emerging

Client Services Representative

• Manage the delivery of contracted services, ensuring service level agreements (SLAs) and key performance indicators (KPIs) are consistently met or exceeded.
• Oversee project schedules, scope, risks, and budgets while ensuring operational teams and partners clearly understand client requirements.
• Serve as a trusted advisor to clients, providing day-to-day support, guidance, and proactive communication.
• Build strong, long-term client relationships while identifying opportunities to enhance service value or extend contracts.
• Collaborate with account managers to highlight growth opportunities and support business development initiatives.
• Establish and maintain consistent processes to review service performance, generate reports, and capture client feedback.
• Assist with administrative and coordination tasks vital to ensuring seamless service operations.

Client Service Representative

Backend Engineer

• Design, develop, test, and deploy high-performance, scalable full stack applications using Java (Spring Boot) and React.
• Architect and implement microservices and RESTful APIs.
• Develop and integrate solutions using Apache Kafka and AWS MSK.
• Design and optimize relational database solutions (PostgreSQL, Oracle PL/SQL).
• Create and maintain CI/CD pipelines using Jenkins and related DevOps tools.
• Build and deploy cloud-native applications using AWS services including MSK, Aurora PostgreSQL, API Gateway, EKS, ECS, and S3.
• Containerize applications using Docker and deploy to Kubernetes (EKS/ECS).
• Implement secure coding practices and ensure compliance with security standards.
• Develop automated unit, integration, and end-to-end tests using JUnit, Mockito, Cucumber, and Karate.
• Apply TDD and test automation best practices.
• Ensure non-functional requirements such as scalability, resiliency, maintainability, and performance are incorporated into system design.
• Participate in architectural design discussions and contribute to technical decision-making.
• Collaborate within Agile teams to deliver high-quality software solutions.
• Support production deployments, troubleshooting, and performance tuning.
• Mentor junior developers and promote engineering best practices.

Java Developer – Flexible Options

Administration

• Assist in handling all client communications in a timely and professional manner
• Ensure all correspondence and client requests are precise, simplified and value add
• Help Relationship Managers guide their clients through the onboarding process within agreed upon SLAs
• Ensure refresh data has been received for all clients pursuant to their agreed upon schedule
• Track all filing deadlines and ensure claims have been filed timely
• Ensure all deficiency and audit deadlines are tracked and responded to timely
• Compile and prepare client reports
• Develop an understanding of Broadridge and the scope of the company
• Develop an understanding of Class Actions and other areas relative to Broadridge/Client Relationship

Associate Client Relations Administrator – Class Actions

Compliance

• Develop, manage, and deepen relationships with Members of Congress, congressional staff, federal agency officials, and other key external stakeholders relevant to Broadridge's business and policy interests
• Serve as a credible, trusted representative of Broadridge in the legislative and regulatory arenas, effectively communicating the company's mission, capabilities, and policy perspectives
• Represent Broadridge at congressional hearings, regulatory forums, industry coalitions, and policy events
• Proactively monitor federal legislative and regulatory activity — including actions by the SEC, FINRA, CFTC, Treasury, etc. and Congress — for potential impact on Broadridge and its clients
• Analyze proposed rules, legislation, and policy initiatives and provide timely, actionable intelligence to senior leadership and internal stakeholders
• Identify emerging policy trends and assess their implications for Broadridge's business strategy and regulatory obligations
• Assist in developing and executing government affairs strategies to advance Broadridge's policy objectives on key legislative and regulatory matters
• Draft and review comment letters, white papers, testimony, briefing materials, external regulatory updates, and other policy communications
• Effectively manage and coordinate with outside consultants and lobbying firms to support government affairs initiatives
• Collaborate extensively across Broadridge's business units, legal, compliance, and communications teams to ensure alignment on policy positions and messaging
• Keep senior leadership and relevant internal teams informed of pertinent governmental activity and its potential business impact
• Contribute to the development of a cohesive, proactive government affairs function within the Regulatory Affairs team.

Director, Government & Regulatory Affairs

Product Manager

• Lead the strategy, vision, and roadmap for wealth operations products and capabilities, including AI-enabled operational solutions.
• Create, execute, and continuously evolve the operational product roadmap to support market adoption of an integrated wealth platform leveraging Broadridge, client, and third-party best-in-class solutions.
• Analyze the wealth marketplace, including client needs, industry innovation, technology trends, and traditional and nontraditional competitors, to ensure product competitiveness and market differentiation.
• Gather and synthesize voice-of-client and voice-of-prospect insights to shape product direction and investment priorities.
• Identify and prioritize strategic investments that strengthen Broadridge’s market leadership in operational processes, innovation, and AI.
• Develop and drive business case approvals for strategic investments, including financial modeling, pricing strategy, ROI analysis, and growth opportunities.
• Partner with finance, sales, marketing, engineering, technology, and QA teams to ensure profitable product development and successful go-to-market execution.
• Expand and strengthen the integration partner network to broaden wealth capabilities, increase sales and professional services revenue, and enhance brand awareness.
• Ensure products deliver superior client experiences, including intuitive digital UI/UX, while helping clients manage and mitigate data risk.
• Influence and align with business and technology stakeholders, as well as enterprise product management teams, to drive consistently across the platform and client service experience.
• Build strong collaborative relationships with internal leaders and external partners to achieve the financial and strategic goals of the North American Wealth business.
• Manage revenue and expense considerations across the product portfolio, balancing innovation, operational efficiency, and financial performance.
• Serve as a thought leader in the wealth industry across business and technical product management, contributing to presentations, FAQs, collateral, white papers, and executive communications.
• Drive regular reporting and transparency around product strategy, roadmap progress, timelines, delivery milestones, and financial outcomes.
• Communicate with clarity and influence, demonstrate ambition, transparency, collaboration, and a proactive leadership style.

VP, Product Management – Operations Strategy

Research Analyst

• Serve as the main point of contact for assigned clients and accounts
• Manage client onboarding, reporting, communications, and ongoing support
• Monitor key deadlines, filings, deficiency responses, and data-related requests
• Advocate for clients and help maximize claims outcomes
• Coordinate with internal teams to ensure efficient service and client satisfaction
• Provide regular updates and reporting to clients
• Help ensure timely payments and communicate distributions clearly
• Support contract renewals and recurring client meetings

Relationship Manager, Market Research Analyst, Client Services

Chief Marketing Officer

• Bring a strong understanding and point of view on the tokenization landscape, including client needs, adoption barriers, ecosystem developments, regulatory shifts, and competitive positioning.
• Conduct and synthesize market, customer, and competitor research to inform messaging, launches, and strategic decisions.
• Serve as the voice of the market and customer in cross-functional planning.
• Help create thought leadership platforms, executive narratives, white papers, speaking topics, and market-facing content that position Broadridge as a trusted authority.
• Develop messaging to represent Broadridge’s expanding digital assets and tokenization-related capabilities — at an enterprise level and for key business and client segments.
• Translate technical product capabilities into clear, compelling, and audience-specific messaging for executives, practitioners, sales teams, analysts, and media.
• Build and maintain messaging frameworks by buyer, segment, use case, and market need.
• Ensure go-to-market efforts are aligned with business objectives, market demand, and sales priorities.
• Equip sales and client-facing teams with the messaging, content, and tools needed to engage buyers effectively.

Marketing Director, Digital Assets, Tokenization

Art Director

• Support creative director with video production, direction, editing, studio management
• Manage videography, pre- and post-production
• Conduct photo shoots and manage a small video studio
• Support script and storyboard development

Art Director – Video/Animation

Business Analyst

• Gather customer requirements
• Conducts analysis on high-level requirements
• Evaluate proposed change requests to existing solutions
• Partner with product management and stakeholders on devising effective and efficient approaches to achieve project objectives
• Provide guidance to stakeholders
• Convert Client and Product Management approved requirements into Functional Requirements or User Stories

Operations

• Help oversee client proxy voting policies into structured, system-ready data with strong governance, version control, and auditability.
• Establish and oversee validation frameworks ensuring accuracy, completeness, and consistency of policy data and research inputs.
• Lead end-to-end workflows supporting global proxy research production, ensuring alignment with client policies and service level expectations.
• Drive automation, standardization, and continuous improvement to support scale, complexity, and global market coverage.
• Collaborate with Custom Policy, Technology, Product, and Business stakeholders to ensure seamless policy execution and platform enablement.
• Define and evolve the operating model, governance structure, and execution framework supporting Broadridge’s custom proxy voting policy solutions.
• Identify operational, data, and control risks; establish mitigation plans and escalation frameworks to ensure resilient service delivery.
• Lead implementation of new workflows, tools, and operating practices to support evolving client needs, regulatory developments, and business growth.

VP, Head of Policy, Data Operations

Strategy

• Lead the formulation and evolution of Broadridge’s enterprise-wide strategy, ensuring alignment with the company’s long-term vision, growth ambitions, and shareholder value creation objectives.
• Serve as a senior strategic advisor to the Chief Growth and Strategy Officer, CEO, Business Unit Presidents, and executive leadership team on critical issues related to portfolio strategy, market positioning, growth investments, and enterprise transformation.
• Drive the identification, evaluation, prioritization, and execution planning of strategic growth opportunities across the business, including adjacent markets, new products and platforms, client expansion opportunities, strategic partnerships, investments, and acquisitions.
• Partner with Business Unit Presidents and leadership teams to shape business-level strategies, sharpen strategic choices, and translate ambition into actionable growth plans with measurable financial and operational outcomes.
• Lead the strategic assessment and support execution of inorganic growth initiatives, including acquisitions, minority investments, joint ventures, and ecosystem partnerships, in close collaboration with corporate development, finance, legal, and business leadership.
• Champion and help operationalize enterprise initiatives that strengthen Broadridge’s competitive position, accelerate innovation, improve strategic agility, and evolve the company’s operating model to support scalable growth.
• Oversee the company’s annual and multi-year strategic planning processes, ensuring a rigorous, data-driven, and externally informed approach to enterprise priority setting and capital allocation.
• Prepare and support executive and Board-level strategy discussions, providing clear, insightful, and decision-oriented materials on company performance, strategic alternatives, market trends, and investment priorities.
• Build and maintain deep, trusted relationships across the enterprise and with relevant external stakeholders, including industry leaders, strategic partners, investors, and professional networks, to inform strategic thinking and expand opportunity development.
• Bring forward thought leadership on key industry trends and disruptions—including AI, data and analytics, digital platforms, automation, and changing client expectations—and translate those insights into strategic implications and action plans for the business.
• Lead or sponsor execution of high-priority enterprise initiatives on behalf of the executive leadership team, with an emphasis on initiatives that shape the future trajectory of the company.

Vice President, Corporate Strategy Lead

Analyst

• Review SEC filings and proxy statements from publicly traded companies, with a focus on executive compensation programs and share-based compensation plans to maintain data integrity.
• Review the accuracy in which client voting policies are applied and prepare client summaries explaining results of their voting policies on specific proposals.
• As the subject-matter expert, participate in the development or refinement of clients’ policies and methodologies, and provide both anecdotal insights and data-driven analysis on practices relating to executive compensation.
• Communicate with clients and company representatives to explain compensation policies, methodologies, and analytical outcomes.
• Collaborate with internal teams to communicate and promote thought leadership.
• Utilize analytical tools, models, and technology platforms to conduct detailed quantitative and qualitative assessments.

Senior Client Policy Analyst – Compensation

Director

• Lead the collection, validation, and delivery of M&A, proxy contest, and corporate governance event data across global markets.
• Oversee key transaction data including deal terms, valuation metrics, approvals, ownership structures, regulatory requirements, and governance-related provisions.
• Ensure event data is accurate, timely, standardized, and audit-ready across internal systems and client platforms.
• Manage workflows supporting proxy contests, activist campaigns, and transaction-related shareholder meetings.
• Drive automation and operational scalability initiatives supporting complex event coverage.
• Monitor corporate actions and market developments to ensure comprehensive event tracking.