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Professional Services Engagement Lead – Flexible Options
| Company | Broadridge |
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| Location | New York, NY, USA |
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| Salary | $185000 – $200000 |
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| Type | Full-Time |
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| Degrees | Bachelor’s, MBA |
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| Experience Level | Senior |
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Requirements
- Bachelors or equivalent required, and an MBA or equivalent preferred
- 5-8 years of experience in Financial Services or with a consulting firm in the Wealth Management area
- Mix of financial services operations and consulting experience preferred
- Willingness and ability to understand the Operations and Technology landscape at Financial Services firms
- Familiarity with financial services language (lexicon, taxonomy)
- Excellent communication skills. Both verbal and written
- Ability to ‘face-off’ with senior clients through demonstrating a reasonable degree of executive presence
- Collaborative workstyle and with a desire to develop others
Responsibilities
- Work with practice leaders to develop consulting value propositions / offerings
- Lead or support the management of the entire life cycle of a consulting sales process to a client
- Manage, guide engagement teams that are delivering consulting engagements
- Drive towards on-time and on-budget delivery of consulting engagements
- Lead teams to create thought leadership (industry perspectives) that will make clients want to engage with Broadridge Consulting
- Create toolkits and playbooks that make delivery easier, follow a repeatable model and bring to clients Broadridge’s collective experience
- Train and mentor junior consultants in the consulting discipline
- Work closely with Broadridge colleagues from outside Professional Services (e.g., Product, Sales, Business Development) to bring the ‘best of Broadridge’ to clients
- Lead, participate and contribute to companywide efforts, e.g., Diversity and Inclusion, Recruitment
Preferred Qualifications
- MBA or equivalent preferred
- Mix of financial services operations and consulting experience preferred
