VP, Prod Mgt (Digital Enablement)

Broadridge•New York, NY

10d•$330,000 - $350,000•Hybrid

About The Position

As a senior leader of the Wealth Product Management COE, you will lead the innovative Advisor, Investor and Intelligent Insights strategic roadmaps including our data analytics and insights capability to ensure Broadridge wealth provides next gen digital capabilities to our clients. This role will be responsible for creating and executing the digital strategy and overall product roadmap in support of our next generation wealth platform leveraging best practices. Providing insight and leadership focusing on future growth opportunities including M&A, partnerships and driving new innovations will drive strategic wealth opportunities. As the product management owner, you will be responsible for creating, influencing, aligning, and driving strategic product strategies and solutions in collaboration with our business and best in class vendor partners for the advisor, investor, and data insight solutions. The digital engagement leader role will include market and competitive analysis, understanding industry trends, innovative solutions and technology which will drive the long-term roadmap to ensure we are an industry leader in advisor, investor, and data insight solutions. Integrating and leveraging all Broadridge wealth solutions, technologies and partnerships creating a best-in-class next generation wealth workstation will be a key focus. The workstation framework will be a key tool to distribute capabilities which enable Wealth advisors to grow their business, optimize productivity, collaborate, and engage with their clients and prospects while leveraging investments in technology, innovation and transforming operations. Collaborating with your internal business, finance, development, technology, and third-party partners will drive the successful launch and continuous evolution of the wealth platform. Over the past few years Broadridge has enjoyed revenue growth across products and geographies with a renewed focus on our Wealth Management Solution and we are looking to accelerate this growth and modernize /transform our products procedures and organization.

Requirements

A minimum of 10 years’ experience in the Wealth Management industry in a leadership role
Specific experience in digital advisor widgets, customer self service capabilities, trading solutions, strategy, finance (business case creation & pricing models) and product management (focused on product lifecycle management);
Innovative approach to next generation wealth management UI/UX experience to create a unified user experience
Bachelor’s degree
Knowledge of financial services, securities processing, wealth management industry is preferred
Strong leadership skills in product management, best-of-breed wealth solutions, technologies and digital best practices
Hands-on experience creating strategy, business cases, and product innovations related to product management
Strong product management experience in data and system integration from a business and technical perspective in support of our wealth strategy
Experience and aptitude presenting strategies and solutions to senior executives, technology partners, and key stakeholders
Ability to multi-task and work efficiently under pressure with careful attention to detail
Outstanding ability to think creatively and innovatively
Motivated self-starter who can collaborate
Team player with solid interpersonal skills, and the ability to deliver effective oral and written communications
Ability to adapt and thrive in a fast-paced, changing environment
Experience working in a global, cross-functional team is a plus

Responsibilities

Understanding the wealth marketplace, innovation industry trends and technology, competitors (traditional & nontraditional), gathering voice of the client / prospects to ensure functional competitiveness and ‘being innovative’ to transform our industry and digital product offerings
Collaborating and identifying new innovations, asset types and solutions to ensure offerings are ahead of market trends and demands in order to generate new revenues
Collaborating with advisors to gain insight and needs to ensure solutions are next generation focused
Creating, executing, and maintaining the digital engagement wealth strategic product roadmap which support the successful industry adaption of our integration capability approach leveraging Broadridge, client and third party best in class solutions. Specific focus on advisor, investor (digital self-serve) and trading solutions
Understanding the Wealth Platform capabilities, our client needs and industry challenges which will driving additional investment priorities to ensure market leadership within our Digital engagement solutions
Creating and driving business case approvals for strategic investments to continue the evolution of the Broadridge wealth platform (e.g. advisor insights via workstation), enriching component solutions and investor self service capabilities
Provide leadership and analysis to ensure product pricing models are flexible, profitable and industry leading to support sales and revenue targets
Collaboration with finance, marketing, development, technology and QA partners to ensure a successful, profitable product line
Expanding our integration partner network to broaden our wealth capability offerings in collaboration with business, technology, QA, solutions, sales and marketing to increase sales and professional service revenue as well as increasing brand awareness
Focusing on delivering superior unified client experiences (e.g., digital UI/UX across the platform) while enabling clients to mitigate data risk
Working with and influencing our business/technology partners and enterprise product management to ensure product alignment and a consistent client service experience.
Building strong collaborative relationships with internal and external partners in order to achieve financial and strategic goals of the North American Wealth business
Understanding revenue and expense management for your product set in terms of delivering new products and services
Being a thought leadership in the wealth industry – business & technical product management; Documenting collateral content, FAQs, presentation content and white papers
Driving regular reporting to provide transparency into strategy, product roadmap, timelines and financials
Strong and compelling communication including being ambitious, proactive, collaborative, transparent and utilizing new communication media
Provide guidance, leadership, and insight to fellow associates to continue career advancement of team