The Project Coordinator will process financial documents into HTML format for SEC filings while ensuring compliance with EDGAR guidelines. They will also manage client requests and coordinate with various departments to finalize projects before transmission.
Design, develop, and maintain scalable software applications and APIs for portfolio management and investment technology. Collaborate with cross-functional teams to troubleshoot issues and ensure high-quality, reliable software solutions.
The Enterprise Customer Success Analyst will manage a portfolio of enterprise clients, serving as the central point of contact to drive platform adoption and service excellence. They will lead client meetings, coordinate technical support, and deliver training to ensure clients achieve their business goals.
The Tax Reporting Test Analyst will support testing activities for tax reporting initiatives, including system enhancements and regulatory changes. Responsibilities include developing test scenarios, performing data validation and reconciliation, and managing defects through the JIRA platform.
The Product Analyst will research client needs and market developments to synthesize product recommendations and map complex financial workflows. They will also translate product direction into user stories and requirements while supporting engineering and operations through testing and data analysis.
The Client Success Representative acts as the primary point of contact for clients, managing the onboarding process and ensuring satisfaction with products. They are responsible for retaining their book of business, identifying engagement metrics, and collaborating with internal teams to drive product improvements.
The Account Executive is responsible for managing the sales pipeline, generating new leads, and implementing outbound strategies to drive growth. They will also engage with prospects and existing clients to demonstrate product value and negotiate sales agreements.
The Senior Account Manager will manage a portfolio of client relationships within the Issuer Solutions business, focusing on service delivery, retention, and sales growth. They will act as a strategic partner to clients, facilitating service reviews and identifying new business opportunities to align with client goals.
The specialist will build and execute account-based sales strategies to drive growth within the Wealth Segment by engaging with large wealth organizations. They are responsible for managing the full sales cycle, from lead origination and client demonstrations to contract negotiation and closing.
Leads the data, governance, and operational infrastructure for custom proxy voting policy solutions to ensure accurate translation of client policies into scalable frameworks. Accountable for data integrity, operational excellence, and the delivery of policy-driven insights for institutional investors.
The Client Relations Administrator provides superior service to clients and acts as Broadridge's face to the client. Responsibilities include addressing client concerns, providing updates, and collaborating with team members to enhance client satisfaction.
