Senior Client Implementation Specialist (Hybrid- NYC)

Broadridge•New York, NY

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. The Senior Client Implementation Specialist will be both a subject matter expert on the Broadridge front office solutions offering as well as the liaison between our clients and a variety of internal teams (ie: Product Management, Account Management, Client Support, etc.). This is a predominantly client-facing role in which your main responsibilities are to interact with new and existing clients to perform workflow reviews, gather requirements, translate business requirements into technical documentation, and work with the Global Configuration team to ensure complete, accurate, and timely deployments. You will also manage project timelines and budgets, communicating related milestones and navigating potential roadblocks on behalf of our clients. As such, strong communication, presentation, and organizational skills are a must have.

Requirements

Bachelor’s degree in Finance, Business, Information Technology, or related field.
2–6 years of experience in software implementation, project management, or a related role, preferably in the investment management or financial services industry.
Familiarity with investment management concepts, including portfolio management, trading, accounting, and reporting.
Experience working with traditional buy-side institutions (ie: hedge funds, asset managers, etc.)
Familiarity with equity, fixed income, and/or derivative markets
Technical skills, including knowledge of database structures, data integration, and APIs.
Familiarity in tools like SQL, Excel, and workflow visualization software Tableau.
Excellent communication, interpersonal, and client-facing skills.
Ability to manage multiple projects and deadlines in a fast

Nice To Haves

Experience working with investment management software (e.g., Charles River, Eze, or other similar platforms).
Project management certification (e.g., PMP, ScrumMaster) is a plus.
Knowledge of financial regulations and reporting standards.
Experience leveraging AI technologies and tools to improve processes, enhance workflows, and drive operational efficiency.
Willingness and ability to travel up to 20% as needed for the role.

Responsibilities

Engage with clients to gather business case requirements
Translate business requirements into technical documentation
Manage project timelines and budgets to ensure efficient and timely delivery to clients
Lead training sessions on system functionality to relevant client users
Facilitate user acceptance testing (UAT) with clients
Communicate client feedback to relevant teams internally to identify potential product enhancements
Work with internal teams to identify areas for process improvement