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Product Manager – Operations Experience & Enablement
| Company | Broadridge |
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| Location | Newark, NJ, USA |
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| Salary | $130000 – $150000 |
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| Type | Full-Time |
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| Degrees | Bachelor’s |
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| Experience Level | Mid Level, Senior |
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Requirements
- Bachelor’s degree in Business, Operations, Computer Science, or related field required.
- 4+ years of experience in Financial Services Operations and in product or operations strategy within the Wealth Management, Insurance, or Mutual Funds industry.
- Foundational knowledge of financial operations, preferably in wealth management or capital markets.
- Experience working with process flows, workflow tools, or journey maps.
- Strong communication skills to explain findings in clear, structured ways.
- Able to work collaboratively with cross-functional teams in an agile, evolving environment.
- Expertise in operational platforms, user-centered design, and business process optimization.
- Demonstrated ability to identify business drivers and apply structured thinking to solve client and operational challenges.
- Highly proficient with Microsoft Word, Excel, PowerPoint; familiarity with product and workflow tools is preferred (e.g., JIRA, Confluence).
- Strong communication skills, with the ability to explain complex processes and recommendations in straightforward business terms.
- Comfortable working in cross-functional teams and influencing without direct authority.
- Visionary with a strategic mindset.
- Strong presentation skills for internal and client product demos.
- A results driven professional with the ability to execute.
Responsibilities
- Support platform strategy by organizing and maintaining capability backlogs.
- Assist in preparing materials for platform-level prioritization, investment decisions and roadmap reviews.
- Partner with senior product and operations leaders to document key workflows and user journeys.
- Conduct and synthesize discovery interviews and voice of the client with internal stakeholders and BPO partners.
- Support discovery sessions with front-line users and BPO partners to capture experience challenges.
- Act as a voice of operations within product planning to ensure all systems, tools, and services are aligned with advisor and business needs.
- Guide initiatives across the lifecycle—from strategy, planning, and testing through launch and adoption.
- Analyze patterns in manual effort, rework, and data friction.
- Help maintain and update persona profiles and journey maps.
- Help track adoption and effectiveness of digital enhancements over time.
Preferred Qualifications
- Familiarity with product and workflow tools is preferred (e.g., JIRA, Confluence).
