Sr. Director Collective Investment Fund Operation (Hybrid Phoenix or Denver)

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.

Broadridge is hiring! We are seeking a Senior Director Collective Investment Fund Operations to lead the operational infrastructure administration and control environment supporting a suite of Collective Investment Trusts / Collective Investment Funds (CITs/CIFs). This role is responsible for ensuring accurate efficient and compliant daily execution across fund operations including NAV support fund accounting oversight client onboarding trading and settlement transfer agency coordination audit support and service-provider management.

This leader will play a critical role in scaling the operating model for pooled retirement and institutional investment vehicles strengthening controls optimizing workflows and supporting fiduciary and governance requirements across a growing platform.

Key Responsibilities

• Lead end-to-end operations for a suite of Collective Investment Trusts / Collective Investment Funds including daily NAV support fund accounting oversight capital activity trade review confirmation and settlement.

• Oversee operational onboarding of new clients funds sub-advisors and platforms including CUSIP requests NSCC trading setup and trading platform agreements.

• Manage relationships and service levels with third-party custodians transfer agents fund accountants trustees and sub-advisors.

• Support annual audits financial statement preparation and review and Form 5500-related reporting.

• Respond to operational inquiries from prospects clients and sub-advisors and serve as a senior escalation point for complex issues.

• Monitor and validate key fund metrics including performance returns expense ratios and turnover calculations.

• Ensure adherence to applicable regulatory fiduciary and governance requirements including ERISA DOL IRS and internal committee standards.

• Drive process improvement workflow optimization automation and risk-control enhancements to support growth and operational scale.

• Lead develop and mentor operations staff while fostering a strong culture of accuracy accountability and client service.

Qualifications

• 10 years of experience in asset management trust administration investment fund operations or fund accounting including significant direct experience with Collective Investment Trusts / Collective Investment Funds.

• Bachelors degree in Finance Accounting Business Economics or related field.

• Deep knowledge of fund accounting principles pooled vehicle operations NAV support and CIT/CIF operating models.

• Experience supporting audits financial statements transfer agency operations onboarding and trade settlement processes.

• Strong knowledge of ERISA-related operational requirements and familiarity with DOL IRS and fiduciary governance frameworks.

• Proven leadership experience managing operational teams and working across internal stakeholders trustees and external service providers.

• Excellent analytical organizational and communication skills.

Preferred Qualifications

• Experience with MFACT strongly preferred.

• Strong proficiency in Microsoft Access strongly preferred.

• Advanced Excel skills required.

• Professional designation such as CFA CAIA CPA or advanced degree preferred.

• Experience supporting product launches new fund structures or retirement-focused investment vehicles including alternative strategies.

Compensation Range: The salary range for this position is between $135000 - $145000.

Bonus Eligibility: Bonus Eligible

Broadridge considers various factors when evaluating a candidates final salary including but not limited to relevant experience skills and education.

Benefits Information: Please visit for more 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. Apply by clicking the application link and submitting your information. The deadline to apply for this role is November 1 2026

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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.

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.