Senior Client Implementation Specialist (Hybrid- NYC)

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.

The Senior Client Implementation Specialist will be both a subject matter expert on the Broadridge front office solutions offering as well as the liaison between our clients and a variety of internal teams (ie: Product Management Account Management Client Support etc.). This is a predominantly client-facing role in which your main responsibilities are to interact with new and existing clients to perform workflow reviews gather requirements translate business requirements into technical documentation and work with the Global Configuration team to ensure complete accurate and timely deployments. You will also manage project timelines and budgets communicating related milestones and navigating potential roadblocks on behalf of our clients. As such strong communication presentation and organizational skills are a must have.

Role Responsibilities

• Engage with clients to gather business case requirements

• Translate business requirements into technical documentation

• Manage project timelines and budgets to ensure efficient and timely delivery to clients

• Lead training sessions on system functionality to relevant client users

• Facilitate user acceptance testing (UAT) with clients

• Communicate client feedback to relevant teams internally to identify potential product enhancements

• Work with internal teams to identify areas for process improvement

Qualifications:

• Bachelors degree in Finance Business Information Technology or related field.

• 26 years of experience in software implementation project management or a related role preferably in the investment management or financial services industry.

• Familiarity with investment management concepts including portfolio management trading accounting and reporting.

• Experience working with traditional buy-side institutions (ie: hedge funds asset managers etc.)

• Familiarity with equity fixed income and/or derivative markets

• Technical skills including knowledge of database structures data integration and APIs.

• Familiarity in tools like SQL Excel and workflow visualization software Tableau.

• Excellent communication interpersonal and client-facing skills.

• Ability to manage multiple projects and deadlines in a fast

Preferred Qualifications:

• Experience working with investment management software (e.g. Charles River Eze or other similar platforms).

• Project management certification (e.g. PMP ScrumMaster) is a plus.

• Knowledge of financial regulations and reporting standards.

• Experience leveraging AI technologies and tools to improve processes enhance workflows and drive operational efficiency.

* Willingness and ability to travel up to 20% as needed for the role.*

Compensation Range: The salary range for this position is between $11500.00- $145000.00 USD.

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 for this role.

#LI-CS2

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.

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: 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.