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Head of Retirement Insights, Data & Analytics

AT Broadridge
Broadridge

Head of Retirement Insights, Data & Analytics

Remote

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.

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.

As the Head of Retirement Insights, Data & Analytics, you will play a key role in shaping and executing the strategic direction for Broadridge's retirement related software and data services. Reporting to the Head of Fi360, you will work with the team to extract insights from Broadridge's data sets and marry them with knowledge and research on market dynamics. Your thought leadership focused on enabling financial intermediaries will educate our clients, drive product innovation, and inform our go-to-market execution.

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We are made up of high performing teams that meet in person to learn and collaborate as needed. This role is considered hybrid, which means you'll be assigned to a Broadridge office and given the flexibility to work from home.

Responsibilities:
  • Create and present novel thought leadership based on Broadridge's data assets and associated services
  • Serve as business leader for multiple retirement market software and data product offerings, driving existing revenue and margin opportunities with enhanced go-to-market approaches
  • Support sales efforts associated with Fi360's, helping hold sales accountable for systematic market engagement
  • Assist in the development of strategic frameworks by analyzing Data & Analytics' existing capabilities relative to retirement market software and data needs, identifying emerging trends, and understanding the competitive landscape
  • Identify and support the pursuit of new business opportunities to expand our market presence Including new software and data product/service offerings and collaborations
  • Build effective and collaborative relationships with other Broadridge teams to ensure alignment on projects and deliverables
  • Support the development of long-term strategic roadmap
  • Design, drive, and support various kinds of strategic analysis to inform company decision making
  • Collaborate with our international team to 'think globally and act locally', opportunistically expanding our retirement footprint outside the US, and applying non-US best practices here
Qualifications:
  • Bachelor's degree or equivalent
  • CFA preferred
  • Deep knowledge of fiduciary advising regulations and trends
  • Demonstrated experience creating novel research for advisor home offices, asset managers, and/or record keepers
  • 10+ years proven experience in research, strategy, or business development roles
  • Demonstrated ability to identify growth opportunities and grow revenue and profits
  • Ability to manage multiple projects simultaneously
  • Strong listening and influencing skills
  • Excellent interpersonal skills
  • Highly developed communication and presentations skills with the ability to effectively communicate and present complex concepts and issues to business partners.
  • Demonstrates high integrity, diplomacy and discretion
  • Great collaborative skills, highly motivated team player with a positive mindset
Broadridge associates helped us envision our Connected Workplace - a work model that allows associates around the globe, dependent upon their role responsibilities, to take advantage of the benefits of both on-site and off-site work to support our clients, one another, and the communities where we live and work. Our Connected Workplace is grounded in the concept of FACS: Flexible, Accountable, Connected, and Supported, which is our commitment to our associates. FACS supports our strong culture and allows us to achieve business goals while supporting meaningful work-life integration for our associates.

We are dedicated to fostering a diverse, equitable, and inclusive environment and committed to providing a workplace that empowers associates to be authentic and bring their best to work. We believe that associates can only do their best when they feel safe, understood, and valued, and we work diligently and collaboratively to ensure Broadridge is a company-and ultimately a community-that recognizes and celebrates diversity in all its dimensions.

Disability Assistance

We recognize that ensuring our long-term success means creating an environment where everyone is welcome, where everyone's strengths are valued, and where everyone can perform at their best. Broadridge provides equal employment opportunities to all associates and applicants for employment without regard to race, color, religion, sex (including sexual orientation, gender identity or expression, and pregnancy), marital status, national origin, ethnic origin, age, disability, genetic information, military or veteran status, and other protected characteristics protected by applicable federal, state, or local laws.US applicants: Clickhereto view the "EEO is the Law" poster.

If you need assistance or would like to request reasonable accommodations during the application and/or hiring process, please contact us at 888-237-7769 or by sending an email toBRcareers@broadridge.com.

Job ID: broadridge-JR1067850
Employment Type: Full Time

Perks and Benefits

  • Health and Wellness

    • Health Insurance
    • Dental Insurance
    • Vision Insurance
    • FSA
    • FSA With Employer Contribution
    • HSA
    • HSA With Employer Contribution
    • Life Insurance
    • Short-Term Disability
    • Long-Term Disability
    • Fitness Subsidies
    • Pet Insurance
    • Mental Health Benefits
  • Parental Benefits

    • Family Support Resources
    • Birth Parent or Maternity Leave
    • Non-Birth Parent or Paternity Leave
    • Adoption Leave
    • Fertility Benefits
  • Work Flexibility

    • Flexible Work Hours
    • Remote Work Opportunities
    • Hybrid Work Opportunities
    • Work-From-Home Stipend
  • Office Life and Perks

    • Commuter Benefits Program
    • Casual Dress
    • Happy Hours
    • Company Outings
    • On-Site Cafeteria
    • Holiday Events
  • Vacation and Time Off

    • Paid Vacation
    • Paid Holidays
    • Personal/Sick Days
    • Leave of Absence
    • Volunteer Time Off
    • Unlimited Paid Time Off
  • Financial and Retirement

    • 401(K)
    • 401(K) With Company Matching
    • Performance Bonus
    • Financial Counseling
    • Relocation Assistance
  • Professional Development

    • Tuition Reimbursement
    • Promote From Within
    • Mentor Program
    • Access to Online Courses
    • Lunch and Learns
    • Leadership Training Program
    • Internship Program
  • Diversity and Inclusion

    • Founder led
    • Woman founded/led
    • Black founded/led
    • Latinx founded/led
    • Asian founded/led
    • Diversity, Equity, and Inclusion Program

Company Videos

Hear directly from employees about what it is like to work at Broadridge.