Director of Client Onboarding
Director of Client Onboarding
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Job Description
At Broadridge weve 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.
We are seeking a dynamic and strategic Director of Client On-Boarding to lead the end-to-end onboarding experience for our Equity (BPS) and Next Gen product suites. This is a high-impact leadership role where you will serve as the primary architect of client success during onboarding driving seamless adoption and building strong lasting relationships with senior client stakeholders. Acting as the bridge between clients internal teams and product leadership you will influence product design for ease of onboarding while ensuring timely disciplined and client-focused execution.
Responsibilities:
Contribute in discussions with product development of our Equity (BPS Product) and Next Gen suite of products with a voice on how to build for ease of onboarding
Lead the onboarding process for the Equity (BPS) and Next Gen products
Responsible for high-level relationships with clients
Have the opportunity to lead overall client expectation
Engaging with client senior sponsors and handle relationship w/internal partners
Provides direction to senior leaders in various areas groups and operations
Work with pre-sales sales and post-sales delivery to ensure solutions meet clients needs
Responsible for program issues and resolve cross-program issues; remove barriers to achieving timelines
Control scope and ensure discipline in processes
Authorize and review integrated program level timelines budgets and designs
Work to grow client relationship by identifying new business opportunities
Properly engage and lead internal delivery partners
Responsible for client solution onboarding and ensuring client happiness
Responsible for testing of JIRAs fixes and assist functional testing groups
Skilled at negotiation and conflict resolution
Be thorough on functionality released by Product working for (Fixed Income product suite/ICI).
Define and standardize processes/practices for excellent execution
Troubleshoot real-time issues to ensure a smooth running of the Fixed Income (ICI) product suite
Mentor & guide the team members where needed on implementation
Can deliver clear timely and meaningful communication to executive management and teams
Qualifications:
10 years of Client Engagement experience
You should have Diversified Equity Fixed Income and Derivatives knowledge
Expertise in Shell scripting Java and familiarize with any IDE.
Knowledge and expertise in Kafka MQ Mark Logic XQuery SQLpreferred
Experience in using Git version management tool and hands on using Jenkins Gradle
Able to do reconciliations and pivoting large scale data
Must have experience on any of Equity Fixed Income (Debt) Instruments.
Have good understanding on accounting clearance.
Skilled at negotiation and conflict resolution
Mentor & guide the team members where needed on implementation
Ability to work under pressure and highly adaptable
Experience working for a consulting services company- (Accenture Deloitte PWC E&Y) preferred
Deep understanding of financial products and product workflows
Experience developing or implementing technology in the financial services industry
Depth of knowledge / specialty in one financial product area
Experience in TQM 6-sigma or other process discipline training
Familiar with technology delivery processes (SDLC)
B.S degree
Proficient with at least one of the below:
Business Analysis
Systems Analysis
Enterprise Analysis
Financial Analysis
Compensation Range: The salary range for this position is between $165000 - $175000. Broadridge considers various factors when evaluating a candidates final salary including but not limited to relevant experience skills and education.
Bonus Eligibility: Bonus Eligible
Benefits Information: Please visit 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: Clickhereto 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 everyones 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 or by sending an email to.
Required Experience:
Director
Employment Type
Full-Time
