Digital Transformation Product Lead – Advisor Compensation
Broadridge
full-time
Posted on:
Location Type: Hybrid
Location: Newark • New Jersey, New York • 🇺🇸 United States
Visit company websiteSalary
💰 $120,000 - $125,000 per year
Job Level
Senior
About the role
- Lead initial client discovery meetings to capture requirements, collaborating closely with client and Broadridge teams
- Act as the liaison between clients and internal teams, ensuring clarity and alignment throughout the project lifecycle.
- Analyze, capture and document client specific requirements, translating them into solution configurations and deliverables for Broadridge product and technology teams.
- Configure compensation solutions to align with client requirements, validate outputs, and support testing cycles.
- Drive client setup and initial data conversion activities, ensuring accuracy and consistency across systems.
- Configure the BRACS platform: leverage existing UI-based configuration options while coordinating "under-the-hood" configurations with Technology teams.
- Partner with product management and technology teams to influence product enhancements based on client feedback, system best practices and industry standards.
- Contribute to process improvements that enhance the efficiency, scalability, and quality of solution delivery.
- Deliver client training sessions, enabling client teams to effectively adopt the system.
- Support client testing by answering questions, resolving defects, and ensuring test cases align with system requirements.
- Create and maintain detailed documentation describing how each client system has been configured.
- Provide a complete handover package to Support teams post go-live, ensuring smooth transition to production support and ongoing management by client servicing.
Requirements
- 5+ years of relevant professional experience, ideally in client-facing business analyst, systems implementation, or financial technology roles.
- Strong experience in client-facing business analysis, solution delivery, or consulting roles (financial services industry experience preferred).
- Proficiency with requirements documentation tools (e.g., JIRA, Confluence) and solution configuration platforms.
- Background in FinTech, financial services, wealth management compensation and / or enterprise SaaS implementations strongly preferred.
- Strong skills in requirements elicitation, documentation, and process mapping.
- Experience in system configuration, data conversion, and / or client onboarding.
- Bachelor’s degree or higher, or equivalent practical experience.
Benefits
- Bonus Eligible
- Please visit www.broadridgebenefits.com for information on our comprehensive benefit offerings.
- All Colorado employees receive paid sick leave in compliance with the Colorado Healthy Families and Workplaces Act and other legally required benefits, as applicable.
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
requirements documentationsolution configurationdata conversionprocess mappingclient onboardingsystem configurationclient trainingtesting cyclesdocumentationproduct enhancements
Soft skills
client-facingcollaborationcommunicationproblem-solvinganalytical skillsattention to detailprocess improvementliaisontraining deliveryproject lifecycle management