Full-Time

Professional Services Engagement Lead

Flexible Options

Confirmed live in the last 24 hours

Broadridge

Broadridge

10,001+ employees

Technology solutions for financial services industry

Compensation Overview

$185k - $200k/yr

+ Bonus

Senior

New York, NY, USA

Category
Management Consulting
Consulting
Requirements
  • Bachelors or equivalent required, and an MBA or equivalent preferred
  • 5-8 years of experience in Financial Services or with a consulting firm in the Wealth Management area
  • Mix of financial services operations and consulting experience preferred
  • Willingness and ability to understand the Operations and Technology landscape at Financial Services firms
  • Familiarity with financial services language (lexicon, taxonomy)
  • Excellent communication skills. Both verbal and written
  • Ability to ‘face-off’ with senior clients through demonstrating a reasonable degree of executive presence
  • Collaborative workstyle and with a desire to develop others
Responsibilities
  • Work with practice leaders to develop consulting value propositions / offerings
  • Lead or support the management of the entire life cycle of a consulting sales process to a client
  • Manage, guide engagement teams that are delivering consulting engagements
  • Drive towards on-time and on-budget delivery of consulting engagements
  • Lead teams to create thought leadership (industry perspectives) that will make clients want to engage with Broadridge Consulting
  • Create toolkits and playbooks that make delivery easier, follow a repeatable model and bring to clients Broadridge’s collective experience
  • Train and mentor junior consultants in the consulting discipline
  • Work closely with Broadridge colleagues from outside Professional Services (e.g., Product, Sales, Business Development) to bring the ‘best of Broadridge’ to clients
  • Lead, participate and contribute to companywide efforts, e.g., Diversity and Inclusion, Recruitment
Desired Qualifications
  • MBA or equivalent preferred
  • Mix of financial services operations and consulting experience preferred

Broadridge Financial Solutions provides technology-driven services for the financial services industry, focusing on processing and managing large volumes of financial transactions. They help clients, including financial firms and investment managers, track investments and ensure compliance with regulations through services like data management and analytics. Broadridge stands out by offering specialized solutions for portfolio management and ESG performance monitoring, while generating revenue through subscription services and transaction fees. Their goal is to equip financial institutions with the tools and insights needed to navigate the complexities of the financial landscape.

Company Size

10,001+

Company Stage

IPO

Headquarters

New York City, New York

Founded

1962

Simplify Jobs

Simplify's Take

What believers are saying

  • Partnership with Fnality enhances blockchain-based payment capabilities for secure transactions.
  • Appointment of Gemma Cowie may drive innovation in data and analytics offerings.
  • Swift SCORE+ implementation for Booking.com showcases real-time payment tracking and efficiency.

What critics are saying

  • Emerging fintech startups may erode Broadridge's market share with innovative solutions.
  • Rapid blockchain adoption could disrupt Broadridge's traditional transaction processing services.
  • Demand for personalized services challenges Broadridge to adapt its offerings.

What makes Broadridge unique

  • Broadridge processes over $10 trillion in daily trading volume, ensuring market efficiency.
  • They provide visibility into 95% of ETF and 90% of mutual fund assets.
  • Broadridge offers specialized solutions like ESG monitoring and order routing through NYFIX.

Help us improve and share your feedback! Did you find this helpful?

Benefits

Remote Work Options

Hybrid Work Options

Flexible Work Hours

Company News

FF News
May 29th, 2025
Broadridge Appoints Gemma Cowie as Head of Global Growth Solutions within Data and Analytics Business

Cowie joins Broadridge from Royal London Asset Management, where she served as Head of Strategy, driving future product and business strategy aligned to growth and innovation.

Traders Magazine
May 27th, 2025
ON THE MOVE: Clear Street Takes On Morgan Ralph; Dean Berry to MarketAxess

Broadridge Financial Solutions has appointed Tina Joshi as Head of Securities Finance and Collateral Management (SFCM) for North America.

FF News
May 18th, 2025
Booking.Com Advances Corporate Payments With Broadridge'S Service For Swift Score+, Enabling Real-Time Tracking And Efficiency

Broadridge Financial Solutions, Inc. (NYSE: BR), a global Fintech leader, today announced the successful live implementation of Swift SCORE+ services for Booking.com, achieving a milestone in advancing corporate payment connectivity, transparency, and efficiency. The Broadridge services operate through its established infrastructure that includes frictionless Swift API connectivity and end-to-end transaction lifecycle management.SCORE+ is an evolution of Swift’s Standardised Corporate Environment (SCORE), providing corporate institutions with a single Swift network connection for all banking partners. By leveraging richer data coming from the ISO 20022 standards and real-time tracking, SCORE+ provides multinational corporates like Booking.com with enhanced payment visibility, regulatory compliance, and streamlined financial operations.“SCORE+ marks the most significant evolution for corporates since Swift first opened the doors to the corporate world in the early 2000s for payments and reporting between corporates and their banks. It allows corporates like Booking.com to track their significant transaction volume in real time and enhance payment efficiency across its global banking network, all while ensuring compliance with the latest regulatory standards,” said Kai Marzenell, Director, Swift Product Management at Broadridge. “We’re very proud to be enabling the innovation that is helping corporates modernize their payment infrastructure and drive efficiency and simplification in their operations.”Corporates managing multiple banking relationships are facing fragmented payment processes such as logging into various bank portals, dealing with inconsistent formats, and navigating limited transaction visibility

Digital Terminal
May 6th, 2025
Broadridge Signs MoU with LPU to Equip Students with Future-Ready Tech Skills

As part of the initiative, Broadridge has introduced a structured Train the Trainer program, where its SMEs mentor LPU faculty to ensure effective knowledge transfer.

Traders Magazine
Apr 28th, 2025
ON THE MOVE: Vijay Albuquerque Joins CME Group; Liquidnet Promotes Chris Jackson

Broadridge Financial Solutions has appointed Ian Williams as Vice President, Product Management, and Anand Chintala as Senior Director, Product Management, both within Broadridge Trading and Connectivity Solutions.