Product Specialist

• Serve as a subject matter expert for DocuBuilder and related Asset Management Regulatory Communications solutions.
• Partner with the AMRC Product team to support the development and execution of a clear product vision, strategy, and roadmap.
• Ensure that implementation and client service activities are delivered in a manner that is consistent with the product vision, product standards, and intended client outcomes.
• Act as a bridge between Product, Implementation, Client Services, and Operations to ensure consistent communication, prioritization, and execution.
• Partner with the Sales organization to support presales activities, including client presentations, product demonstrations, solution discussions, and responses to client inquiries.
• Identify client and market needs that can be addressed by Broadridge solutions, with a particular focus on fund administrators, fund servicers, and asset managers.
• Represent Broadridge as an industry-facing product expert through client meetings, webinars, conferences, publications, and other market-facing activities.

Senior Director – Product Specialist

• Develop a highly capable and confident dealer network by delivering hands-on training, technical support, and sales enablement.
• Work closely with Regional Leadership and Territory Managers to ensure dealers can sell, install, set up, fine-tune, and troubleshoot products.
• Deliver in-person and virtual training across planting and seeding product lines.
• Build dealer capability in product sales, installation, diagnostics, and troubleshooting.
• Provide hands-on support during installation, startup, and in-field operation.
• Strengthen SurePoint’s dealer network by building technical expertise and self-sufficiency.
• Collaborate with cross-functional teams including product and engineering teams.

Planting and Seeding Product Specialist

• Monitor and summarize market developments, economic releases and portfolio activity across Mortgage & Securitized strategies for internal use and inclusion in client materials.
• Draft and update client portfolio review materials and market commentary in partnership with the Institutional Portfolio Managers, leveraging investment team inputs, internal attribution data and external sources.
• Support consultant and client coverage by preparing meeting materials, maintaining standard messaging and following up on information requests under the direction of senior team members.
• Coordinate internally with Distribution, Legal, Risk, Compliance and Operations teams to support onboarding, ongoing account maintenance and reporting needs.
• Conduct competitor analysis and market research to support positioning, product knowledge and responses to stakeholder inquiries.
• Manage data, performance metrics and due diligence content required for RFPs/RFIs and other business support requests; help ensure timely and accurate completion.

Product Specialist – Mortgage & Securitized Associate

• The Event Specialist is responsible for coordinating and fulfilling a high volume of virtual webinars and in-person events at Employee Banking and Investment (EBI) Corporate Client locations.
• The EBI Events Team supports EBI's client-centric Financial Wellness program, marketing initiatives, and account opening opportunities in a fast-paced environment with strict deadlines driven by partner timelines.
• This role serves as a key point of coordination for event intake, logistics, communications, staffing, and execution, ensuring events are delivered on time, within budget, and with a focus on exceptional participant experiences.
• The candidate will collaborate closely with EBI Events teammates and Client Managers while partnering across lines of business, including local Market Leaders, Financial Center leadership, Financial Wellness Specialists, Workplace Benefits, Event Registration System (ERS), and Business Controls.
• This role is responsible for managing event requests from intake through fulfillment, balancing competing priorities, and supporting continuous improvement efforts to ensure a seamless client and participant experience.

Product Consultant – Event Specialist, Employee Banking and Investments

• Successfully manage customer launches from kick-off to transition to Customer Success.
• Establish and maintain productive, professional relationships with key customer personnel, Including management, executive and clinical staff.
• Assist in understanding current customer workflow while establishing the best fit for eHealth products
• Mitigate critical situations between the customer and eHealth.
• Determine how to define, drive, and demonstrate the value (ROI) delivered.
• Maintain consistent messaging with all corporate strategies.
• Facilitate regular reviews with the customer during post-launch period, including in depth case and submission evaluations.
• Maintain action registers of all customer needs.
• Monitor all customer trends and acting accordingly during length of ownership.
• Conduct ongoing customer trainings and optimizations.
• Ability to simultaneously manage several projects.
• Ability to complete tasks accurately and within strict time constraints.
• Proactively assesses, clarifies, and validates customer needs on an ongoing basis becoming a customer advocate
• Work in conjunction with the eHealth VP of Enterprise Sales, Customer Success managers, Director of Clinical Optimization, Operations Director, and Operations managers.
• Maintain working knowledge of all necessary platforms (SalesForce, Box.com, Trello, etc)

Product Implementation Specialist

• Partner with Product Marketing Leads to launch new products and solutions
• Translate technical product information into clear customer-facing messaging that communicates benefits and differentiation
• Develop persona-based messaging and sales tools that help revenue teams tailor Botify’s value to key buyers and influencers
• Develop sales assets, training materials, and content that help revenue teams move deals through the pipeline
• Maintain competitive battlecards and resources that support field readiness
• Support Botify’s product innovation motion, packaging new capabilities into compelling customer stories, market updates, and enablement that help teams communicate value and drive adoption.
• Develop content for webinars, events, product insights, sales emails, and other marketing programs
• Keep marketing materials, sales collateral, and feature guides current with Botify’s latest messaging and product updates
• Track feedback, engagement, and adoption signals to improve launch, release, and enablement programs

Product Marketing Specialist

• As part of the Global Marketing Team, you will be responsible for leading product marketing initiatives and content creation efforts that connect marketing activities to specific commercial outcomes, focusing on:
• Content Strategy and Development: Design and implement a comprehensive content marketing strategy that showcases S&P DJI’s multi - asset solutions. Create high-quality content, including blog posts, whitepapers, brochures, video scripts, webinars and educational materials that effectively communicate index features, benefits and market insights.
• Product Positioning and Messaging: Develop and refine the positioning and messaging for S&P DJI’s multi - asset index solutions. Craft compelling narratives that highlight the unique value propositions and benefits to various audiences, specifically Insurance.
• Go-to-Market Strategy: Lead the development and execution of go-to-market strategies for new index launches and enhancements. Collaborate with cross-functional teams to ensure successful rollout and market penetration of multi - asset benchmark offerings and downstream products built on S&P DJI indices.
• Compliance and Legal Partnership: Work closely with Compliance and Legal teams to ensure all product marketing content, client-facing materials and messaging are reviewed as needed and fully aligned with company guidelines and applicable regulatory requirements.
• Market Research and Competitive Analysis: Conduct market research to identify trends, customer needs and competitive landscape. Utilize insights to inform product development and marketing strategies, ensuring S&P DJI’s offerings remain relevant and competitive.
• Account-Based Marketing: Engage with key partners and clients to promote awareness and adoption of S&P DJI’s multi - asset solutions. Develop tailored marketing strategies to nurture relationships and drive downstream product usage.
• Performance Metrics and Reporting: Establish KPIs and metrics to measure the success of content marketing and product marketing initiatives. Provide regular reporting and analysis to internal stakeholders to inform decision-making and strategy adjustments.

Senior Specialist, Product Marketing – Multi Assets

• Take Ownership: Own the roadmap and lifecycle for your area, starting with integrations and the API partnerships that drive quoting reach.
• Manage Complexity: Break down abstract business goals into actionable technical requirements, and operate with confidence when priorities shift and direction is ambiguous.
• Data-Driven Decisions: Define success metrics (KPIs) for your products and use data to prioritize.
• Leadership: Act as the primary product lead for a development team and its stakeholders, with the credibility to direct the work and be taken seriously.
• Agile Management: Manage backlogs, roadmaps, and planning, and ensure the team has a steady stream of "ready" work.
• Quality Control: Ensure the output meets the quality standards expected by our users and stakeholders.

Senior Product Management Specialist

• Own procurement implementation for upper Mid-Market accounts from close-won through go-live
• Partner with CFOs, finance ops, IT, and legal stakeholders to map existing procurement workflows and design their future-state on Ramp through a change management process
• When procurement and Bill Pay are both part of the deal, cover both — procurement is the priority, but you carry Bill Pay activation when it's bundled
• Provide structured product feedback to Ramp's Engineering and Product teams based on what you see across implementations — this is a core part of the role
• Partner with AEs and AMs when procurement configuration questions come up pre-close or during expansion

Procurement Product Activation Specialist

• Identify markets and participate in the valuation of leased equipment.
• Evaluate residual values in structuring lease contracts and participate in inspection programs to ensure that leased equipment is well maintained.
• Assess asset risk through an extensive evaluation process in order to establish residual and collateral values for equipment leases and secured finance transactions.
• Identify and mitigate risk in transactions and collaborate with Credit, Pricing, and Sales teams.

Product Specialist II/III – Equipment Management

• Create and implement enterprise-wide data models
• Lead Planning, Development, and Support functions for data models
• Support multiple centers of excellence including process automation, new tool adoption, and data governance
• Design, build & maintain the Data Warehouse and Operational Data Stores
• Develop best practices for standard naming conventions and coding practices
• Validate business data objects for accuracy and completeness

Senior Product Consultant – Automation

• Create and implement automated, intelligent, enterprise-wide digital automations
• Lead planning, development, and support functions for assigned automations
• Educate operational teams on emerging techniques for developing and deploying automations
• Identify and lead product/service development for deploying new automations
• Manage backlogs and perform market research for continuous improvement

Product Consultant – Automation

• Develop and execute a balanced commercialization strategy with a primary focus on commercial client growth
• In partnership with the North American leadership team, identify, develop, and pursue large-scale Public Sector opportunities
• Lead the full product lifecycle from ideation, business case development, and requirements definition to launch, post-launch management, and eventual decommissioning
• Enhance the firm's market presence and contribute to improved US market rankings through strategic product positioning
• Drive the innovation agenda for existing solutions to unlock margin-rich enhancements and promote P&L growth through the application of AI and other cutting-edge technologies
• Deepen and foster relationships, both internally and externally, across Public Sector and Corporate client segments
• Strengthen Citi's market position by effectively representing and promoting our solutions
• Develop, own, and execute the end-to-end product strategy and roadmap for the Lockbox product
• Conduct thorough market research and competitive analysis to provide critical input for product innovation, adaptation, and differentiation
• Establish, monitor, and report on Key Performance Indicators (KPIs) for lockbox commercialization, revenue growth, and market penetration for key client segments
• Lead complex and highly visible programs daily, engaging with a diverse range of external and internal stakeholders
• Act as an influential leader and a driving force to ensure program success and alignment with strategic goals
• Partner strategically with Sales and Banking teams to unlock new opportunities and ensure successful client engagements to grow the North American business
• Act as a subject matter expert in client interactions, supporting Sales and Banking teams in articulating the value proposition of our solutions
• Lead and influence cross-functional teams—including Technology, Operations, Risk, and Legal—to deliver on the product roadmap and strategic initiatives.
• Champion change and consistently challenge the status quo to drive innovation, efficiency, and process improvements
• Ensure all product offerings are robust, secure, and compliant with all relevant internal policies and external regulations
• Proactively identify and mitigate operational, reputational, and financial risks associated with the product portfolio.

Payments, Public Sector & Corporate Product Specialist – SVP

• Process transactions as specifically required by job function and work independently to complete daily tasks within specified time parameters.
• Supervise teammates for timely completion of daily work.
• Engage in initiatives and projects associated with functional areas and provide subject matter expertise, as needed.
• Interact with clients, teammates from the LOB and other support teammates to process requests and resolve issues.
• Ensure functional procedures and controls are being followed and maintained.
• Requires a level of proficiency in specific products and technology associated with Capital Markets.

Senior Capital Markets Product Specialist

• Conducting onboarding and discovery meetings for customers, understanding customer context and goals, and providing product information to best serve those goals.
• Assist customers with advanced technology capabilities such as but not limited to keyword searches, near-duplicate/email threading & advanced analytic (AI) searching.
• Design technical workflow and projections for customer success management meetings and executive business reviews.
• Design playbook and best workflow procedures for Casepoint products.
• Improve product adoption, and customer retention, and help foster positive customer relationships that create a loyal customer base.
• Develop and adhere to properly documented projects, including customer workflows, roles and task management, estimations, and process improvements.
• Ensure exemplary customer service and communication management to all internal and external customers; proactively promote customer service throughout the department and among teams; respond to peer requests with recognition that request serves a customer need.
• Collaborate with vendors, consultants, business, and IT personnel to achieve solutions to identified business needs.

Product Consultant

• Lead and coordinate technical aspects of converting pilot customers into fully onboarded clients
• Guide customers through onboarding during Beta stage releases
• Perform minor restructuring of technical setups for optimization
• Act as a technical advisor for post-sales teams
• Build customer trust by being responsive and solution-oriented
• Contribute to product improvement by surfacing feedback and identifying gaps

Product Specialist jobs in New York

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