Full-Time

Head of Corporate Actions and Income Processing

Hybrid, Flexible Options

Confirmed live in the last 24 hours

Broadridge

Broadridge

10,001+ employees

Technology solutions for financial services industry

Data & Analytics
Financial Services

Senior, Expert

Toronto, ON, Canada + 3 more

More locations: Newark, NJ, USA | New York, NY, USA | Catskill, NY, USA

The successful candidate can be located in either the US or Canada and must be able to travel to clients and offshore locations.

Category
Corporate Finance
Finance & Banking
Required Skills
Sales
Product Management

You match the following Broadridge's candidate preferences

Employers are more likely to interview you if you match these preferences:

Degree
Experience
Requirements
  • Bachelor Degree required, Master Degree preferred.
  • Minimum 8 – 10 years’ experience leading a large diverse and global team in Corporate Actions and Income Processing.
  • Financial Services Wealth Management background preferably.
  • Proven ability to develop and deliver Digital and Advisor product and technology capabilities.
  • Experience using data to create service capability such as next best actions and advisor analytics.
  • Strong understanding of client reporting technology, marketplace, and products. (Includes emerging technology such as AI).
  • Proven track record planning and implementing large scale business initiatives including client on-boarding, on-time, transformations and on budget.
  • Proven track record of exceeding sales and financial targets including profit margin expansion.
  • Strong analytical skills fact and number based strategic and yet able to get to the details quickly.
  • Ability and track record closing sales deals, preparing financial/sales proposals and negotiating contracts.
  • Strong industry relationships (C suite) in the Wealth Management industry (front office, compliance, industry organizations and back office).
  • Strong business acumen and decision making skills balanced with pragmatism.
  • Change management skills.
  • Strategic and business planning skills while able to pay attention to detail and drive execution when necessary.
  • Proven track record of building highly effective teams and developing talent.
Responsibilities
  • Expanding/modernizing our product offering while interfacing with solutions, sales and marketing to increase sales and Professional Service revenue as well as increasing brand awareness.
  • Securing and implementing investments to advance our products, bringing to bear/leveraging emerging technology e.g. AI and capabilities to transform our industry and product offering.
  • Delivering superior client service and experience while enabling clients to mitigate risk.
  • Working with and influencing our Global COE’s to ensure product alignment and a consistent client service experience.
  • Leading effort to modernize our people, tools, technology/products and processes.
  • Revenue and expense management planning and management processes.
  • Execution excellence in terms of delivering new products and services on time and on budget.
  • Drive thought leadership.
  • Organization development and drive team to achieve financial, client service and sale targets on a continuous basis.
  • Strong and compelling communication including being inspirational, transparent and utilizing new communication media.
  • Able to be a positive voice and thoughtful leader in the Corporate Actions and Income Processing segment.
  • Nurture and maintain strong relationships throughout industry including SIFMA, regulators and clients.
  • Formulate and execute a compelling strategic vision and path to success.
  • Orchestrate change and ensure alignment in a highly matrixed organization.
Desired Qualifications
  • Ideal candidate has this network largely in place and is viewed positively in the industry.

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 and manage investments effectively, offering visibility into a significant portion of ETF and mutual fund assets. Broadridge differentiates itself by providing a comprehensive suite of services, including data management, analytics, and client communications, which help clients navigate regulatory challenges and improve operational efficiency. The company's goal is to be a vital partner for financial institutions, equipping them with the necessary tools and insights to manage investments and communicate effectively.

Company Size

10,001+

Company Stage

IPO

Total Funding

$3.1B

Headquarters

New York City, New York

Founded

1962

Simplify Jobs

Simplify's Take

What believers are saying

  • Increased blockchain adoption enhances Broadridge's security and transparency in transaction processing.
  • The rise of ESG investing boosts demand for Broadridge's advanced analytics solutions.
  • Digital transformation in finance drives demand for Broadridge's integrated technology services.

What critics are saying

  • GenAI-powered analytics may face data privacy and security challenges in financial transactions.
  • New leadership appointments could lead to strategic shifts misaligned with market expectations.
  • ClearFi platform expansion might encounter integration issues with existing client systems.

What makes Broadridge unique

  • Broadridge processes over $10 trillion in daily trading volume, showcasing its market influence.
  • The company provides visibility into 95% of ETF and 90% of mutual fund assets.
  • Broadridge's comprehensive suite includes ESG monitoring and AI-powered analytics for financial services.

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Benefits

Remote Work Options

Hybrid Work Options

Flexible Work Hours

Company News

eNews Park Forest
Jan 16th, 2025
Broadridge Enhances Multi-Asset Post Trade Processing with GenAI-Powered Analytics

NEW YORK and LONDON and TOYKO, Jan. 16, 2025 /PRNewswire/ - To better streamline multi-asset post-trade processing and operational reporting, Broadridge Financial Solutions Inc. (NYSE: BR), a global Fintech leader, today announced it added an GenAI-powered advanced analytics feature to its platform.

Asset Servicing Times
Dec 19th, 2024
Broadridge appoints Cowley

Broadridge has appointed Mike Cowley as head of international investor communications service delivery.

LeapRate
Dec 18th, 2024
Broadridge Expands ClearFi Platform Through Collaboration with CCRI

Broadridge expands ClearFi platform through collaboration with CCRI.

Liquidity24
Dec 16th, 2024
Broadridge Appoints New CFO Ashima Ghei

Broadridge has promoted its interim CFO Ashima Ghei to the official CFO position to help lead the company.

Stock Titan
Dec 16th, 2024
Broadridge Appoints Ashima Ghei as Chief Financial Officer

Ghei joined Broadridge in January 2022 as CFO of Broadridge's Investor Communications business ("ICS"), where she was a key partner to the leadership team, spearheading investment optimization, product profitability initiatives, pricing, contract negotiation, and planning and analytics.