Senior Director

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 Product Leader, within the Wealth Product Management COE, you will lead the Canadian Wealth Product team in supporting our strategic roadmap to ensure Broadridge wealth provides next gen digital capabilities to the Canadian marketplace.  This role will be responsible for creating, managing, and executing the Canadian component strategy and product roadmaps in support of our next generation retail wealth platform leveraging best in class capabilities and practices.  

Within the North American Product Management COE, you will be engaging with Canadian team responsible for creating, influencing, aligning, and driving strategic capability strategies and solutions in collaboration with our business, technology and best in class vendor partners.   The Sr. Director role will consider market and competitive analysis, understand industry trends, innovative solutions including AI capabilities and technology which will drive the roadmap to ensure we are an industry leader in Wealth (Advisor, Investor, operations, and wealth banking). 

The Platform will include a componentized approach to meet the needs of Canadian retail banking and wealth firms leveraging Broadridge investments, Canadian best in class components/ capabilities and partner solutions that will enable new revenue opportunities and increase client satisfaction.  Collaborating with your internal business, finance, development, technology, and third-party partners will drive the successful launch and continuous evolution of the Canadian 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 Job Functions/Responsibilities

• Senior Product leader to drive Wealth product roadmaps to drive new revenue, create product evolution strategies and collaborate/align with broader product teams focusing on advisor, investor and operational capabilities.

• Understanding and hands on experience in Canadian retail 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 with clients to gain insight and needs to ensure solutions are next generation focused

• Creating, executing, and managing retail wealth capability roadmaps which support the successful industry adaptation of our integration capability approach leveraging Broadridge, client and third party best in class solutions.  Specific focus on existing and new components, product lifecycle management, integration and innovations will be important to align with business needs

• Understanding the Wealth Platform capabilities, our client needs and industry challenges which will driving additional investment priorities to ensure market leadership within our solutions

• Creating and driving business case approvals for strategic investments to continue the evolution of the Broadridge Canadian wealth platform

• 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 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; understands delivery agility, 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 develop product leaders in the organization

Basic Skill Level Requirements

Education:

• Bachelor’s degree

Experience:

• A minimum of 8 years’ experience in the Wealth Management industry in a leadership role

• Management experience

• 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);

• Product solutioning & conceptualization of technology architecture and data flows

• Client centricity with investor, advisor, operational life cycle understanding and hands on experience

• Innovative approach to next generation wealth management

• UI/UX experience to create a unified user experience

• Regulatory & Compliance experience in Wealth & Retail investment management industry

• Knowledge of FundSERV Standards trading, and processing is a definite asset

• 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 and business cases 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

Skills:

• 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

Recruitment Process

Throughout your application process, you may be asked to connect with us virtually or in-person. Our recruiters will explain how hybrid interviews will be held throughout the recruitment process, and they will be able to answer any questions you might have. 

Background Check Process

Broadridge requires employees to complete a background check that is completed by one of our service providers. We use this service to complete the following checks:

• Employment verification

• Education verification

• Credit inquiry

• Canadian criminal record check

Workplace Flexibility

We are committed to supporting flexible work arrangements, investing in technology or other resources to enable you to work from home effectively, wherever possible. 

At this time this is a hybrid role, and therefore you should have a basic home office set up, high-speed internet, and the ability to work without distractions during core business hours.

Accessibility & Accommodation

Broadridge is an equal opportunity employer and is committed to a diverse and inclusive workplace ensuring that equal employment opportunities are provided to all individuals, regardless of race, colour, gender identity, sexual orientation, marital status, creed, age, disability, religious affiliation, or national origin or citizenship. If you require any accommodations during the recruitment process, please notify our recruitment team.

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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.