Director of Client Onboarding

OverviewAt 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.We are seeking a dynamic and strategic Director of Client On-Boarding to lead the end-to-end onboarding experience for our Equity (BPS) and Next Gen product suites. This is a high-impact leadership role where you will serve as the primary architect of client success during onboarding, driving seamless adoption and building strong, lasting relationships with senior client stakeholders. Acting as the bridge between clients, internal teams, and product leadership, you will influence product design for ease of onboarding while ensuring timely, disciplined, and client-focused execution.ResponsibilitiesContribute in discussions with product development of our Equity (BPS Product) and Next Gen suite of products with a voice on how to build for ease of onboardingLead the onboarding process for the Equity (BPS) and Next Gen productsResponsible for high-level relationships with clientsHave the opportunity to lead overall client expectationEngaging with client senior sponsors and handle relationship with internal partnersProvides direction to senior leaders in various areas, groups, and operationsWork with pre-sales, sales, and post-sales delivery to ensure solutions meet clients/' needsResponsible for program issues and resolve cross-program issues; remove barriers to achieving timelinesControl scope and ensure discipline in processesAuthorize and review integrated program level timelines, budgets, and designsWork to grow client relationship by identifying new business opportunitiesProperly engage and lead internal delivery partnersResponsible for client solution onboarding and ensuring client happinessResponsible for testing of JIRA/'s, fixes, and assist functional testing groupsSkilled at negotiation and conflict resolutionBe thorough on functionality released by Product working for (Fixed Income product suite/ICI)Define and standardize processes/practices for excellent executionTroubleshoot real-time issues to ensure a smooth running of the Fixed Income (ICI) product suiteMentor & guide the team members where needed on implementationCan deliver clear, timely and meaningful communication to executive management and teamsQualifications10+ years of Client Engagement experienceYou should have Diversified Equity, Fixed Income, and Derivatives knowledgeExpertise in Shell scripting, Java and familiarize with any IDE.Knowledge and expertise in Kafka, MQ, Mark Logic, XQuery, SQL—preferredExperience in using Git version management tool, and hands on using Jenkins, GradleAble to do reconciliations and pivoting large scale dataMust have experience on any of Equity, Fixed Income (Debt) Instruments.Have good understanding on accounting, clearance.Skilled at negotiation and conflict resolutionMentor & guide the team members where needed on implementationAbility to work under pressure and highly adaptableExperience working for a consulting services company (Accenture, Deloitte, PWC, E&Y) preferredDeep understanding of financial products and product workflowsExperience developing or implementing technology in the financial services industryDepth of knowledge / specialty in one financial product areaExperience in TQM, 6-sigma, or other process discipline trainingFamiliar with technology delivery processes (SDLC)B.S degreeProficient with at least one of the below:Business AnalysisSystems AnalysisEnterprise AnalysisFinancial AnalysisCompensation Range: The salary range for this position is between $165,000 - $175,000. Broadridge considers various factors when evaluating a candidate/'s final salary including, but not limited to, relevant experience, skills, and education. Bonus Eligibility: Bonus Eligible. Benefits Information: Please visit for more information on our comprehensive benefit offerings.#LI-PP1We are dedicated to fostering a collaborative, engaging, and inclusive environment and are committed to providing a workplace that empowers associates to be authentic and bring their best to work. We believe that associates 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 everyone/’s unique perspective.US applicants: Click here to view the EEOC Know Your Rights poster.Disability AssistanceWe 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.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 to . #J-18808-Ljbffr

Created: 2025-09-17