Head of Retirement and Workplace

Broadridge•Denver, CO

1d•Hybrid

About The Position

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. We are seeking a strategic and innovative leader to serve as Head of our Retirement and Workplace Business. This executive role will be responsible for establishing and refining our long-term strategy across current and prospective addressable markets, while ensuring strategic vision translates into actionable product development and execution. The ideal candidate will have deep financial services expertise, champion client satisfaction while identifying and capitalizing on new growth opportunities in the retirement space. Additionally, experience in digital transformation and innovation would be needed to enhance our offerings, reduce industry costs, and empower our clients' retirement business growth.

Requirements

Bachelor’s degree in Business, Finance or related field. MBA preferred.
10+ years of related experience in the retirement or wealth industry.
Demonstrated track record either leading a similar-sized P&L or equivalent experience.
Demonstrated ability and experience leading transformation and managing through organizational change.
Strong communication skills, both written and verbal.
Comfort with communicating with, and advising senior management and external senior stakeholders including regulators, clients and C-Suite executives
History of building and scaling business units with measurable revenue growth
Deep understanding of retirement plan administration, workplace benefits, and regulatory landscape
Strong strategic thinking and analytical capabilities
Excellence in stakeholder management and executive communication
Proven ability to lead and inspire cross-functional teams
Experience with product development lifecycle and go-to-market strategies

Nice To Haves

Having a business development, strategy, or product background is a plus.
Network of industry relationships is important, and engagement with regulators a plus

Responsibilities

Develop and refine comprehensive long-term strategies for the retirement and workplace business
Identify and evaluate new addressable markets and expansion opportunities
Ensure strategic alignment between business objectives and product development initiatives
Build and maintain competitive positioning through market analysis and strategic planning
Provide strong leadership to the organization, establishing near- and long-term goals and ensuring vital talent and resources are in place
Drive revenue growth through identification and execution of new business opportunities
Develop and implement go-to-market strategies for new and existing products
Foster strategic partnerships and alliances to expand market reach
Oversee business development initiatives to capture market share
Ensure a singular go to market message that will help grow sales, drive retention, broaden/deepen client relationships.
Lead product strategy development ensuring alignment with overall business objectives
Champion innovation initiatives with emphasis on digital transformation
Oversee the digitization of offerings to enhance value proposition and reduce operational costs
Drive product roadmap execution from conception through launch
Build and enhance product across our trading, custody, and communications platform
Collaborate with Technology on client implementations, product improvements and sustainably executing on product roadmaps
Maintain relentless focus on client satisfaction and retention
Develop strategies to help clients grow their retirement businesses
Establish client feedback mechanisms to inform product and service improvements
Build strong relationships with key strategic accounts
Partner with cross-functional teams to ensure seamless strategy execution
Establish KPIs and metrics to measure business performance
Drive operational efficiencies through process improvement and automation
Ensure regulatory compliance across all business activities
Pro-actively monitor regulatory changes and responding to changes
Ensuring that we manage legal, regulatory, and compliance matters related to our Trust business.