Broadridge · 6 days ago
Digital Transformation Product Lead (Advisor Compensation)
Newark, NJ
Full-time
Onsite
Mid, Senior Level
$120K/yr - $125K/yr
5+ years expBroadridge is dedicated to empowering others and is seeking a Digital Transformation Product Lead to partner with clients and internal teams for the implementation of digital compensation solutions. This role involves translating business needs into system configurations, overseeing setup, data conversion, testing, and training to ensure successful client adoption.
BankingCrowdfundingEnterprise SoftwareFinanceFinancial ServicesInformation TechnologyOutsourcingSoftwareVenture Capital
Hiring Manager
Patricia Priola
Responsibilities
Lead initial client discovery meetings to capture requirements, collaborating closely with client and Broadridge teams
Act as the liaison between clients and internal teams, ensuring clarity and alignment throughout the project lifecycle
Analyze, capture and document client specific requirements, translating them into solution configurations and deliverables for Broadridge product and technology teams
Configure compensation solutions to align with client requirements, validate outputs, and support testing cycles
Drive client setup and initial data conversion activities, ensuring accuracy and consistency across systems
Configure the BRACS platform: leverage existing UI-based configuration options while coordinating 'under-the-hood' configurations with Technology teams
Partner with product management and technology teams to influence product enhancements based on client feedback, system best practices and industry standards
Contribute to process improvements that enhance the efficiency, scalability, and quality of solution delivery
Deliver client training sessions, enabling client teams to effectively adopt the system
Support client testing by answering questions, resolving defects, and ensuring test cases align with system requirements
Create and maintain detailed documentation describing how each client system has been configured
Provide a complete handover package to Support teams post go-live, ensuring smooth transition to production support and ongoing management by client servicing
Qualification
Required
5+ years of relevant professional experience, ideally in client-facing business analyst, systems implementation, or financial technology roles
Prior experience in advisor compensation, wealth management, or incentive/commission solutions is required
Strong experience in client-facing business analysis, solution delivery, or consulting roles (financial services industry experience preferred)
A client-focused Implementation Business Analyst who serves as the bridge between clients and Broadridge Product Management, and Technology
Proficiency with requirements documentation tools (e.g., JIRA, Confluence) and solution configuration platforms
Background in FinTech, financial services, wealth management compensation and / or enterprise SaaS implementations strongly preferred
Strong skills in requirements elicitation, documentation, and process mapping
Ability to work independently while collaborating within cross-functional teams
Experience in system configuration, data conversion, and / or client onboarding
Bachelor's degree or higher, or equivalent practical experience
A strong communicator who can engage directly with clients to lead requirement gathering, and translate requirements into system configurations, guiding the client through recommendations and the proposed implementation process
A detail-oriented professional who is comfortable with hands-on configuration and supporting client adoption of new technology
Strong problem-solving skills, with the ability to manage complexity and simplify information for clear decision-making
A self-starter who thrives in a dynamic, collaborative environment and is able to manage responsibilities across multiple phases of implementation projects
Preferred
Background in FinTech, financial services, wealth management compensation and / or enterprise SaaS implementations strongly preferred
Strong experience in client-facing business analysis, solution delivery, or consulting roles (financial services industry experience preferred)
Benefits
Bonus Eligible
All Colorado employees receive paid sick leave in compliance with the Colorado Healthy Families and Workplaces Act and other legally required benefits, as applicable.
Company
Broadridge
Broadridge is a provider of investor communications and technology solutions for broker dealers, banks, mutual funds and corporate issuers.
10001+ employees
H1B Sponsorship
Broadridge has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (109)
2024 (124)
2023 (83)
2022 (141)
2021 (100)
2020 (73)
Funding
Current Stage
Public CompanyTotal Funding
$3.05B2023-08-17Post Ipo Debt· $1.3B
2021-05-17Post Ipo Debt· $1B
2019-12-10Post Ipo Debt· $750M
Leadership Team
Timothy Gokey
Chief Executive Officer
Tyler Derr
Chief Technology Officer
Recent News
FF News | Fintech Finance
2025-12-03
2025-11-19
Company data provided by crunchbase