At Broadridge, we've built a culture where the highest goal is to empower others to accomplish more. If you’re passionate about developing your career, while helping others along the way, come join the Broadridge team.

As a senior leader of the Wealth Product Management COE, you will lead the innovative Advisor, Investor and Intelligent Insights strategic roadmaps including our data analytics and insights capability to ensure Broadridge wealth provides next gen digital capabilities to our clients.  This role will be responsible for creating and executing the digital strategy and overall product roadmap in support of our next generation wealth platform leveraging best practices.   Providing insight and leadership focusing on future growth opportunities including M&A, partnerships and driving new innovations will drive strategic wealth opportunities.  As the product management owner, you will be responsible for creating, influencing, aligning, and driving strategic product strategies and solutions in collaboration with our business and best in class vendor partners for the advisor, investor, and data insight solutions.   The digital engagement leader role will include market and competitive analysis, understanding industry trends, innovative solutions and technology which will drive the long-term roadmap to ensure we are an industry leader in advisor, investor, and data insight solutions.  Integrating and leveraging all Broadridge wealth solutions, technologies and partnerships creating a best-in-class next generation wealth workstation will be a key focus.  The workstation framework will be a key tool to distribute capabilities which enable Wealth advisors to grow their business, optimize productivity, collaborate, and engage with their clients and prospects while leveraging investments in technology, innovation and transforming operations.   Collaborating with your internal business, finance, development, technology, and third-party partners will drive the successful launch and continuous evolution of the wealth platform. 

Over the past few years Broadridge has enjoyed revenue growth across products and geographies with a renewed focus on our Wealth Management Solution and we are looking to accelerate this growth and modernize /transform our products procedures and organization.

Key Responsibilities Include:

• Understanding the wealth marketplace, innovation industry trends and technology, competitors (traditional & nontraditional), gathering voice of the client / prospects to ensure functional competitiveness and ‘being innovative’ to transform our industry and digital product offerings
• Collaborating and identifying new innovations, asset types and solutions to ensure offerings are ahead of market trends and demands in order to generate new revenues
• Collaborating with advisors to gain insight and needs to ensure solutions are next generation focused
• Creating, executing, and maintaining the digital engagement wealth strategic product roadmap which support the successful industry adaption of our integration capability approach leveraging Broadridge, client and third party best in class solutions.  Specific focus on advisor, investor (digital self-serve) and trading solutions
• Understanding the Wealth Platform capabilities, our client needs and industry challenges which will driving additional investment priorities to ensure market leadership within our Digital engagement solutions
• Creating and driving business case approvals for strategic investments to continue the evolution of the Broadridge wealth platform (e.g. advisor insights via workstation), enriching component solutions and investor self service capabilities
• Provide leadership and analysis to ensure product pricing models are flexible, profitable and industry leading to support sales and revenue targets
• Collaboration with finance, marketing, development, technology and QA partners to ensure a successful, profitable product line
• Expanding our integration partner network to broaden our wealth capability offerings in collaboration with business, technology, QA, solutions, sales and marketing to increase sales and professional service revenue as well as increasing brand awareness
• Focusing on delivering superior unified client experiences (e.g., digital UI/UX across the platform) while enabling clients to mitigate data risk
• Working with and influencing our business/technology partners and enterprise product management to ensure product alignment and a consistent client service experience.
• Building strong collaborative relationships with internal and external partners in order to achieve financial and strategic goals of the North American Wealth business
• Understanding revenue and expense management for your product set in terms of delivering new products and services
• Being a thought leadership in the wealth industry – business & technical product management; Documenting collateral content, FAQs, presentation content and white papers
• Driving regular reporting to provide transparency into strategy, product roadmap, timelines and financials
• Strong and compelling communication including being ambitious, proactive, collaborative, transparent and utilizing new communication media
• Provide guidance, leadership, and insight to fellow associates to continue career advancement of team

Qualifications:

• A minimum of 10 years’ experience in the Wealth Management industry in a leadership role
• Specific experience in digital advisor widgets, customer self service capabilities, trading solutions, strategy, finance (business case creation & pricing models) and product management (focused on product lifecycle management);
• Innovative approach to next generation wealth management
• UI/UX experience to create a unified user experience
• Bachelor’s degree
• Knowledge of financial services, securities processing, wealth management industry is preferred
• Strong leadership skills in product management, best-of-breed wealth solutions, technologies and digital best practices
• Hands-on experience creating strategy, business cases, and product innovations related to product management
• Strong product management experience in data and system integration from a business and technical perspective in support of our wealth strategy
• Experience and aptitude presenting strategies and solutions to senior executives, technology partners, and key stakeholders

• Ability to multi-task and work efficiently under pressure with careful attention to detail
• Outstanding ability to think creatively and innovatively
• Motivated self-starter who can collaborate
• Team player with solid interpersonal skills, and the ability to deliver effective oral and written communications
• Ability to adapt and thrive in a fast-paced, changing environment
• Experience working in a global, cross-functional team is a plus

Salary range $330,000.00- $350,000.00. 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 company—and ultimately a community—that recognizes and celebrates everyone’s unique perspective.

Use of AI in Hiring 

As part of the recruiting process, Broadridge may use technology, including artificial intelligence (AI)-based tools, to help review and evaluate applications. These tools are used only to support our recruiters and hiring managers, and all employment decisions include human review to ensure fairness, accuracy, and compliance with applicable laws. Please note that honesty and transparency are critical to our hiring process. Any attempt to falsify, misrepresent, or disguise information in an application, resume, assessment, or interview will result in disqualification from consideration.

US applicants: Click here 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 [email protected].