Head of Corporate Actions and Income Processing – Hybrid – Flexible Options
| Company | Broadridge |
|---|---|
| Location | Toronto, ON, Canada, Newark, NJ, USA, New York, NY, USA, Catskill, NY, USA |
| Salary | $Not Provided – $Not Provided |
| Type | Full-Time |
| Degrees | Bachelor’s |
| Experience Level | Senior, Expert or higher |
Requirements
- Bachelor Degree required, Master Degree preferred.
- Minimum 8 – 10 years’ experience leading a large diverse and global team in Corporate Actions and Income Processing.
- Financial Services Wealth Management background preferably.
- Proven ability to develop and deliver Digital and Advisor product and technology capabilities.
- Experience using data to create service capability such as next best actions and advisor analytics.
- Strong understanding of client reporting technology, marketplace, and products. (Includes emerging technology such as AI).
- Proven track record planning and implementing large scale business initiatives including client on-boarding, on-time, transformations and on budget.
- Proven track record of exceeding sales and financial targets including profit margin expansion.
- Strong analytical skills fact and number based strategic and yet able to get to the details quickly.
- Ability and track record closing sales deals, preparing financial/sales proposals and negotiating contracts.
- Strong industry relationships (C suite) in the Wealth Management industry (front office, compliance, industry organizations and back office).
- Proven track record of client and market centric behavior.
- Strong business acumen and decision making skills balanced with pragmatism.
- Change management skills.
- Strategic and business planning skills while able to pay attention to detail and drive execution when necessary.
- Proven track record of building highly effective teams and developing talent.
Responsibilities
- Expanding/modernizing our product offering while interfacing with solutions, sales and marketing to increase sales and Professional Service revenue as well as increasing brand awareness.
- Securing and implementing investments to advance our products, bringing to bear/leveraging emerging technology e.g. AI and capabilities to transform our industry and product offering.
- Delivering superior client service and experience while enabling clients to mitigate risk.
- Working with and influencing our Global COE’s to ensure product alignment and a consistent client service experience.
- Leading effort to modernize our people, tools, technology/products and processes.
- Revenue and expense management planning and management processes.
- Execution excellence in terms of delivering new products and services on time and on budget.
- Drive thought leadership.
- Organization development and drive team to achieve financial, client service and sale targets on a continuous basis.
- Strong and compelling communication including being inspirational, transparent and utilizing new communication media.
- Able to be a positive voice and thoughtful leader in the Corporate Actions and Income Processing segment.
- Nurture and maintain strong relationships throughout industry including SIFMA, regulators and clients. Ideal candidate has this network largely in place and is viewed positively in the industry.
- Formulate and execute a compelling strategic vision and path to success.
- Orchestrate change and ensure alignment in a highly matrixed organization.
Preferred Qualifications
- Financial Services Wealth Management background preferably.