The analyst will support the end-to-end third-party risk assessment process by coordinating with stakeholders and subject matter experts. Responsibilities include managing risk intake, performing due diligence, tracking remediation, and maintaining accurate records in TPRM systems.
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.
The Estimator will process requests for quotes, create proposals, and coordinate project aspects from inception to delivery. They will also interface with Sales and Finance to maintain invoicing accuracy and provide support for print-related pricing.
Process financial documents into HTML format for SEC filing within the EDGAR compliance framework. Communicate with clients to fulfill electronic transmission needs and manage project workflows until final submission.
The Tax Reporting Test Analyst will develop and execute comprehensive QA and UAT test scenarios to validate tax reporting initiatives and system enhancements. They will perform detailed data reconciliation and defect management to ensure accuracy across transaction history, core processing, and final tax reporting outputs.
The Product Manager will own the strategy, roadmap, and delivery of tax withholding and reporting solutions while ensuring regulatory compliance. They will collaborate with cross-functional teams to translate complex tax requirements into scalable product features and manage client onboarding processes.
Drive net-new business acquisition by identifying and winning strategic enterprise clients within the Healthcare, Insurance, Utilities, and Telecom sectors. Lead the full sales cycle from prospecting and C-suite engagement to proposal negotiation and closing.
Generate and qualify new leads through various channels to build a sales pipeline for Advisor Solutions. Partner with sales and account management teams to identify growth opportunities and recommend value-add solutions to clients.
The role involves reviewing SEC filings and proxy statements to analyze executive compensation programs and maintain data integrity. The analyst will also apply client voting policies and communicate analytical outcomes to internal and external stakeholders.
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.
