Director of Client Onboarding

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 dynamic and strategic Director of Client On-Boarding to lead the end-to-end onboarding experience for our Equity (BPS) and Next Gen product suites. This is a high-impact leadership role where you will serve as the primary architect of client success during onboarding, driving seamless adoption and building strong, lasting relationships with senior client stakeholders. Acting as the bridge between clients, internal teams, and product leadership, you will influence product design for ease of onboarding while ensuring timely, disciplined, and client-focused execution.

Responsibilities:

• Contribute in discussions with product development of our Equity (BPS Product) and Next Gen suite of products with a voice on how to build for ease of onboarding

• Lead the onboarding process for the Equity (BPS) and Next Gen products

• Responsible for high-level relationships with clients

• Have the opportunity to lead overall client expectation

• Engaging with client senior sponsors and handle relationship w/internal partners

• Provides direction to senior leaders in various areas, groups, and operations

• Work with pre-sales, sales, and post-sales delivery to ensure solutions meet clients' needs

• Responsible for program issues and resolve cross-program issues; remove barriers to achieving timelines

• Control scope and ensure discipline in processes

• Authorize and review integrated program level timelines, budgets, and designs

• Work to grow client relationship by identifying new business opportunities

• Properly engage and lead internal delivery partners

• Responsible for client solution onboarding and ensuring client happiness

• Responsible for testing of JIRA's, fixes, and assist functional testing groups

• Skilled at negotiation and conflict resolution

• Be thorough on functionality released by Product working for (Fixed Income product suite/ICI).

• Define and standardize processes/practices for excellent execution

• Troubleshoot real-time issues to ensure a smooth running of the Fixed Income (ICI) product suite

• Mentor & guide the team members where needed on implementation

• Can deliver clear, timely and meaningful communication to executive management and teams

Qualifications:

• 10+ years of Client Engagement experience

• You should have Diversified Equity, Fixed Income, and Derivatives knowledge

• Expertise in Shell scripting, Java and familiarize with any IDE.

• Knowledge and expertise in Kafka, MQ, Mark Logic, XQuery, SQL—preferred

• Experience in using Git version management tool, and hands on using Jenkins, Gradle

• Able to do reconciliations and pivoting large scale data

• Must have experience on any of Equity, Fixed Income (Debt) Instruments.

• Have good understanding on accounting, clearance.

• Skilled at negotiation and conflict resolution

• Mentor & guide the team members where needed on implementation

• Ability to work under pressure and highly adaptable

• Experience working for a consulting services company- (Accenture, Deloitte, PWC, E&Y) preferred

• Deep understanding of financial products and product workflows

• Experience developing or implementing technology in the financial services industry

• Depth of knowledge / specialty in one financial product area

• Experience in TQM, 6-sigma, or other process discipline training

• Familiar with technology delivery processes (SDLC)

• B.S degree

• Proficient with at least one of the below:

  • Business Analysis

  • Systems Analysis

  • Enterprise Analysis

  • Financial Analysis

Compensation Range: The salary range for this position is between $165,000 - $175,000. Broadridge considers various factors when evaluating a candidate's final salary including, but not limited to, relevant experience, skills, and education.
Bonus Eligibility: Bonus Eligible
Benefits Information: Please visit www.broadridgebenefits.com for more information on our comprehensive benefit offerings.

All Colorado employees receive paid sick leave in compliance with the Colorado Healthy Families and Workplaces Act and other legally required benefits, as applicable. Apply by clicking the application link and submitting your information. The deadline to apply for this role is December, 18th 2025

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We are dedicated to fostering a collaborative, engaging, and inclusive environment and are committed to providing a workplace that empowers associates to be authentic and bring their best to work. We believe that associates do their best when they feel safe, understood, and valued, and we work diligently and collaboratively to ensure Broadridge is a company—and ultimately a community—that recognizes and celebrates everyone’s unique perspective.

Use of AI in Hiring 

As part of the recruiting process, Broadridge may use technology, including artificial intelligence (AI)-based tools, to help review and evaluate applications. These tools are used only to support our recruiters and hiring managers, and all employment decisions include human review to ensure fairness, accuracy, and compliance with applicable laws. Please note that honesty and transparency are critical to our hiring process. Any attempt to falsify, misrepresent, or disguise information in an application, resume, assessment, or interview will result in disqualification from consideration.

US applicants: Click here to view the EEOC "Know Your Rights" poster.

Disability Assistance

We recognize that ensuring our long-term success means creating an environment where everyone is welcome, where everyone's strengths are valued, and where everyone can perform at their best. Broadridge provides equal employment opportunities to all associates and applicants for employment without regard to race, color, religion, sex (including sexual orientation, gender identity or expression, and pregnancy), marital status, national origin, ethnic origin, age, disability, genetic information, military or veteran status, and other protected characteristics protected by applicable federal, state, or local laws. 

If you need assistance or would like to request reasonable accommodations during the application and/or hiring process, please contact us at 888-237-7769 or by sending an email to [email protected].