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.

Wealth Product Management COE, Vice President, Client Liaison

As a Product Leader, within the Wealth Product Management COE, you will support the Wealth Platform roadmap to ensure Broadridge provides next gen wealth digital capabilities to the marketplace. This role will be responsible for providing direction, collaboration, voice of client, oversight and executing a client specific component strategy leveraging BR products in support of our next generation wealth platform. Within the product management COE, you will be responsible for aligning, influencing, and driving strategic client capability priorities and solutions in collaboration with our business, technology and best in class vendor partners. The Product VP Client Liaison role will collaborate on market and competitive analysis, understand industry trends, and innovative solutions and technology specific to client priorities which will assist in driving future roadmaps in Wealth (Advisor, Investor, operations, and wealth banking). The Platform will include a componentized approach to meet the needs of wealth firms leveraging Broadridge investments, best in class components/ capabilities and partner solutions that will enable new revenue opportunities and increase client satisfaction. Collaborating with your internal business, finance, development, technology, and third-party partners will drive the successful launch and continuous evolution of the Canadian wealth platform.

• Understanding the wealth marketplace, innovation industry trends and technology, competitors (traditional & nontraditional), gathering voice of the client / prospects to ensure functional competitiveness and 'being innovative' to transform our industry and digital product offerings
• Building strong relationships and deep understanding of a clients wealth business to gain trust, insight and ensure roadmaps and project deliverables to meet their strategic direction
• Aligning and maintaining wealth capability roadmaps (client specific) which support the successful industry adaption of our integration capability approach leveraging Broadridge, client and third party best in class solutions. Specific focus on an existing client and new components, product lifecycle management, integration and innovations will be important to align with business needs
• Understanding the Wealth Platform capabilities, our client needs and industry challenges which will driving additional investment priorities to ensure market leadership within our solutions
• Creating and driving business case approvals for strategic investments to continue the evolution of the Broadridge Canadian wealth platform
• Provide leadership and analysis to ensure product pricing models are flexible, profitable and industry leading to support sales and revenue targets
• Collaboration with finance, marketing, development, technology and QA partners to ensure a successful, profitable product line
• Expanding our integration partner network to broaden our wealth capability offerings in collaboration with business, technology, QA, solutions, sales and marketing to increase sales and professional service revenue as well as increasing brand awareness
• Focusing on delivering superior unified client experiences (e.g., digital UI/UX across the platform) while enabling clients to mitigate data risk
• Working with and influencing our business/technology partners and enterprise product management to ensure product alignment and a consistent client service experience.
• Building strong collaborative relationships with internal and external partners in order to achieve financial and strategic goals of the North American Wealth business
• Understanding revenue and expense management for your product set in terms of delivering new products and services
• Being a thought leadership in the wealth industry - business & technical product management; Documenting collateral content, FAQs, presentation content and white papers
• Driving regular reporting to provide transparency into strategy, product roadmap, timelines and financials
• Strong and compelling communication including being ambitious, proactive, collaborative, transparent and utilizing new communication media
• Provide guidance, leadership, and insight to fellow associates to continue career advancement of team

• A minimum of 10 years' experience in the Wealth Management industry in a leadership role
• Client relationship management experience
• Business and product management experience in advisor, investor and operational solutions;
• Innovative approach to next generation wealth management
• UI/UX experience to create a unified user experience
• Bachelor's degree
• Knowledge of financial services, securities processing, wealth management industry is preferred
• Strong leadership skills in product management, best-of-breed wealth solutions, technologies and digital best practices
• Hands-on experience creating strategy and business cases related to product management
• Strong product management experience in data and system integration from a business and technical perspective in support of our wealth strategy
• Experience and aptitude presenting strategies and solutions to senior executives, technology partners, and key stakeholders

• Ability to multi-task and work efficiently under pressure with careful attention to detail
• Outstanding ability to think creatively and innovatively
• Motivated self-starter who can collaborate
• Team player with solid interpersonal skills, and the ability to deliver effective oral and written communications
• Ability to adapt and thrive in a fast-paced, changing environment
• Experience working in a global, cross-functional team is a plus