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Broadridge Financial Solutions Head of North America Investment Management Business Analysis (JR1015555) in New York, New York

Broadridge Financial Solutions, Inc. (BR), a $4 billion global Fintech leader and a part of the S&P 500® Index, is a leading provider of investor communications and technology-driven solutions to banks, broker-dealers, asset and wealth managers and corporate issuers. Broadridge provides an important infrastructure that powers the financial services industry and employs over 11,000 associates in 18 countries. For more information about Broadridge, please visit

Broadridge is growing! We have an exciting opportunity to join our Broadridge Investment Management Solutions team. We are currently recruiting for a Head of North America Investment Management Business Analysis. In this role, you will lead our North American implementation team consisting of business analysts / associates who also complete system configuration and report to the North American Head of Professional Services.


  • Consult with clients, your team and internal teams to implement the best solution for the client

  • Manage contracts, project timelines, and deliverables. Ensure quality of work performed meets or exceeds expectations

  • May recruit and train consultants / associates

  • Oversee the development of business process related solutions for clients. Viewed by customers as a consultant

  • Define client needs, determine a strategy and develop a plan/proposal for delivery of the project which generally leads to a client’s internal process or function being modified for improved efficiency and effectiveness

  • Work on complex issues where analysis of situations or data requires an in-depth knowledge of the Client of the topic

  • Ensure budgets and schedules meet Client requirements

Required Qualifications:

  • Minimum of 7 years of relevant experience implementing software

  • Prior management experience leading teams implementing financial software

  • Bachelor’s Degree required, CFA or MBA preferred

  • Subject Matter expertise in at least one relevant core financial management domain

  • A self-starter with client relationship management experience

  • Success becoming a client’s trusted advisor

  • Demonstrates proven team leadership, project assessment and project delivery capabilities

Preferred Qualifications:

  • Order Management System experience a plus

  • Experience with Equity and Credit strategies a plus

  • Ability to effectively prepare and present complex written and verbal materials, as well as define resource requirements, project workflow, budgets, billing, collection, etc.

  • Demonstrates proven success and ability to be a team leader, leading teams to generate a vision, to establish direction and motivate members, as well as to build an atmosphere of trust, leverage diverse views, coach staff, and encourage improvement and innovation


Broadridge is an equal opportunity employer and makes employment decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, protected veteran status, disability, age or any other protected status.

"Everyone Benefits from Diversity & Inclusion. Diverse & Inclusive Teams Drive Growth."

US applicants: Click here to view the "EEO is the Law" poster.

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