Director of Client Onboarding

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.

We are seeking a dynamic and strategic Director of Client On-Boarding to lead the end-to-end onboarding experience for our Equity (BPS) and Next Gen product suites. This is a high-impact leadership role where you will serve as the primary architect of client success during onboarding, driving seamless adoption and building strong, lasting relationships with senior client stakeholders. Acting as the bridge between clients, internal teams, and product leadership, you will influence product design for ease of onboarding while ensuring timely, disciplined, and client-focused execution.

Responsibilities:

• Contribute in discussions with product development of our Equity (BPS Product) and Next Gen suite of products with a voice on how to build for ease of onboarding

• Lead the onboarding process for the Equity (BPS) and Next Gen products

• Responsible for high-level relationships with clients

• Have the opportunity to lead overall client expectation

• Engaging with client senior sponsors and handle relationship w/internal partners

• Provides direction to senior leaders in various areas, groups, and operations

• Work with pre-sales, sales, and post-sales delivery to ensure solutions meet clients' needs

• Responsible for program issues and resolve cross-program issues; remove barriers to achieving timelines

• Control scope and ensure discipline in processes

• Authorize and review integrated program level timelines, budgets, and designs

• Work to grow client relationship by identifying new business opportunities

• Properly engage and lead internal delivery partners

• Responsible for client solution onboarding and ensuring client happiness

• Responsible for testing of JIRA's, fixes, and assist functional testing groups

• Skilled at negotiation and conflict resolution

• Be thorough on functionality released by Product working for (Fixed Income product suite/ICI).

• Define and standardize processes/practices for excellent execution

• Troubleshoot real-time issues to ensure a smooth running of the Fixed Income (ICI) product suite

• Mentor & guide the team members where needed on implementation

• Can deliver clear, timely and meaningful communication to executive management and teams

Qualifications:

• 10+ years of Client Engagement experience

• You should have Diversified Equity, Fixed Income, and Derivatives knowledge

• Expertise in Shell scripting, Java and familiarize with any IDE.

• Knowledge and expertise in Kafka, MQ, Mark Logic, XQuery, SQL—preferred

• Experience in using Git version management tool, and hands on using Jenkins, Gradle

• Able to do reconciliations and pivoting large scale data

• Must have experience on any of Equity, Fixed Income (Debt) Instruments.

• Have good understanding on accounting, clearance.

• Skilled at negotiation and conflict resolution

• Mentor & guide the team members where needed on implementation

• Ability to work under pressure and highly adaptable

• Experience working for a consulting services company- (Accenture, Deloitte, PWC, E&Y) preferred

• Deep understanding of financial products and product workflows

• Experience developing or implementing technology in the financial services industry

• Depth of knowledge / specialty in one financial product area

• Experience in TQM, 6-sigma, or other process discipline training

• Familiar with technology delivery processes (SDLC)

• B.S degree

• Proficient with at least one of the below:

  • Business Analysis

  • Systems Analysis

  • Enterprise Analysis