Senior Client Implementation Specialist (Hybrid- NYC)

Job Duties

• Liaison & Subject Matter Expert: Act as the primary point of contact between clients and internal teams (Product, Account Management, Support) regarding Broadridge’s front-office solutions.

• Requirement Engineering: Lead business case reviews to gather client requirements and translate complex business needs into detailed technical documentation.

• Deployment Management: Partner with the Global Configuration team to ensure system deployments are complete, accurate, and delivered on schedule.

• Project Governance: Manage project timelines and budgets, tracking key milestones and proactively resolving roadblocks to maintain project momentum.

• Technical Integration: Map out data integration paths and database structures, ensuring seamless connectivity via APIs and SQL-based workflows.

• Client Education: Design and lead training sessions for client users to ensure proficiency in system functionality and front-office workflows.

• Quality Assurance: Facilitate User Acceptance Testing (UAT) with clients, identifying and documenting bugs or workflow gaps before final sign-off.

• Product Advocacy: Collect and communicate client feedback to internal product teams to drive future software enhancements and process improvements.

• Operational Strategy: Leverage AI tools and workflow visualization software (Tableau) to enhance internal operational efficiency and client reporting.

Requirements

• Industry Knowledge: Deep familiarity with investment management concepts, including portfolio management, trading, and buy-side institution workflows (Hedge Funds/Asset Managers).

• Technical Proficiency: Hands-on ability to work with SQL, Excel, and APIs, along with an understanding of relational database structures.

• Market Expertise: Working knowledge of equity, fixed income, and derivative markets.

• Communication: Exceptional presentation and interpersonal skills for managing high-stakes client interactions.

• Organizational Skills: Proven ability to manage multiple complex projects and strict deadlines simultaneously.

• Mobility: Willingness and ability to travel up to 20% to client sites as required.

Qualifications

• Education: Bachelor’s degree in Finance, Business, Information Technology, or a related field.

• Experience: 2–6 years in software implementation or project management, specifically within financial services or Fintech.

• Preferred Experience: Working knowledge of platforms like Charles River or Eze.

• Preferred Certifications: PMP or ScrumMaster certifications are considered a plus.

Compensation & Benefits

Use of AI in Hiring

Broadridge utilizes AI-based tools to support the initial review of applications. In accordance with transparency laws (such as NYC’s AEDT regulations), below is a summary of the most recent bias audit data for typical recruiting tools used in the financial technology sector to ensure fairness across demographic groups.

Candidate Selection Rate Statistics (Benchmark Data)