The role involves managing user testing, client training, and data configuration for the company's SaaS Corporate Actions platform. You will also support migration strategies, production reconciliation, and ensure successful project implementation and transition to business-as-usual operations.
The Implementation Manager will lead the deployment of SaaS Corporate Actions applications by managing client testing, training, and data integration. They are responsible for overseeing project governance, risk mitigation, and ensuring production readiness through effective team management and stakeholder reporting.
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.
