Sr. Business Transformation Specialist

Broadridge•Edgewood, NY

14d

About The Position

Broadridge is seeking an experienced, execution-oriented Sr. Business Transformation Specialist to join the US Proxy Business Transformation & Special Projects team. This role combines hands-on business transformation, process improvement, analysis, and implementation responsibilities with strong project management discipline. The Sr. Business Transformation Specialist will independently lead cross-functional projects from initiation through implementation while helping assess business processes, define solutions, and drive broader transformation initiatives. The successful candidate will have significant experience leading projects end-to-end and will be comfortable taking a business objective or problem, creating the structure and plan needed to address it, organizing stakeholders, managing risks and dependencies, and driving execution with limited day-to-day direction. Projects may range from targeted operational improvements to larger, multi-workstream initiatives involving Business, Operations, Technology, Product, Risk, clients, vendors, and other enterprise stakeholders.

Requirements

5+ years of hands-on complex project management experience, including independently leading projects from initiation through implementation and completion.
Demonstrated ability to take ownership of projects with limited established structure and determine the approach needed to drive successful execution.
Experience leading cross-functional initiatives involving Business, Operations, Technology, Product, or other enterprise stakeholders.
Strong experience managing project plans, milestones, dependencies, risks, issues, actions, and status reporting.
Experience with business process analysis, requirements gathering, process improvement, transformation, or implementation activities.
Proven ability to manage multiple priorities, influence stakeholders, and drive execution in a matrixed organization.
Strong analytical, organizational, problem-solving, and communication skills.
Demonstrated ability to operate independently, exercise sound judgment, and proactively identify next steps.
Experience within financial services strongly preferred.
Exposure to Proxy, Corporate Actions, custody, issuer services, securities processing, or related environments preferred.

Nice To Haves

PMP or comparable project management certification preferred but not required.
Experience developing or improving project management standards, templates, or governance practices.
Strong proficiency in Microsoft Excel and PowerPoint and experience with project management tools.
Experience with process mapping, current-state/future-state analysis, requirements gathering, testing, and implementation planning.
Exposure to automation, workflow modernization, or technology-enabled process improvement.

Responsibilities

Analyze current-state business processes, workflows, systems, controls, and cross-functional dependencies.
Facilitate discussions with stakeholders to identify pain points, inefficiencies, risks, and improvement opportunities.
Support the design of practical future-state processes and solutions that improve efficiency, scalability, controls, and client experience.
Identify opportunities for standardization, simplification, automation, and workflow redesign.
Gather and document business requirements and identify gaps, dependencies, or unresolved questions.
Conduct analysis to support impact assessments, business cases, implementation strategies, and decision-making.
Develop and maintain project plans, milestone trackers, action and decision logs, risk and issue registers, and other key project materials.
Track progress against timelines and proactively address risks, issues, dependencies, scope changes, and resource constraints.
Escalate matters appropriately with clear context, business impact, options, and recommended next steps.
Coordinate execution across cross-functional stakeholders and maintain momentum in a matrixed organization.
Facilitate effective working sessions that result in clear decisions, ownership, actions, and next steps.
Prepare concise project updates and executive-ready materials that accurately communicate project health, progress, risks, and decisions required.
Lead or coordinate implementation and readiness activities across impacted teams.
Coordinate requirements, testing, process changes, operational readiness, communications, training, and deployment activities as applicable.
Develop implementation plans, readiness criteria, and go-live approaches where established processes do not yet exist.
Drive resolution of implementation risks and dependencies and support post-launch stabilization and transition to ongoing business ownership.
Independently lead multiple cross-functional projects from initiation through implementation and stabilization.
Translate business objectives into structured project plans with clear scope, deliverables, milestones, dependencies, owners, and timelines.
Establish the appropriate governance, working cadence, and project structure based on the needs and complexity of the initiative.
Proactively drive execution, maintain accountability, and identify next steps without requiring significant day-to-day direction.
Bring structure to ambiguous or evolving initiatives where requirements, responsibilities, or execution paths may not initially be clear.
Partner with the head of the Business Transformation & Special Projects team to help build and mature the operating framework.
Help establish practical, scalable project management and transformation standards for initiatives of varying size and complexity.
Develop and refine templates, tools, and repeatable approaches for project intake, scoping, planning, governance, status reporting, risk management, requirements, process documentation, implementation readiness, and project closeout.
Identify opportunities to simplify, standardize, or automate project tracking and reporting.
Apply lessons learned from active initiatives to continuously improve team practices.
Develop a strong working understanding of US Proxy, Corporate Actions, and related operational processes, technology workflows, systems, and controls.
Build sufficient business knowledge to understand the broader context and implications of assigned initiatives.
Apply project experience and business knowledge to identify improvement opportunities beyond the immediate project or assignment.