Professional Services – Practice Lead – Flexible Options

Professional Services – Practice Lead – Flexible Options

Requirements

• Understanding of the Operations and Technology landscape at Financial Institutions
• Familiarity with the financial language (lexicon, taxonomy) and trends in buy-side and sell-side financial services
• 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

• Develop consulting value propositions / offerings
• Take ownership of and manage the entire life-cycle of a consulting sales process to a client. Develop leads (through working with existing consulting clients, through our sales and account management team, through leveraging their own professional network), pitch proposals to clients, negotiate SOWs and launch projects
• Maintain an ongoing market presence to establish Broadridge Consulting as a top-of-mind Ops and Tech consulting firm for Asset Management clients
• Manage, guide engagement teams that are delivering consulting engagements. Develop analytical approaches, delegate work to engagement leads / project managers, monitor progress, check quality of deliverables, ensure high level of client satisfaction
• Attend client steering committee meetings, act as a point of issue escalation for engagements, present findings to client executive teams
• Drive towards on-time and on-budget delivery of consulting engagements
• 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
• Manage utilization targets
• 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 company-wide efforts, e.g., Diversity and Inclusion, Recruitment

Preferred Qualifications

• Bachelors or equivalent required, and an MBA or equivalent preferred
• Typically, the candidate will have 8-12 years of experience with financial institutions or with a consulting firm exposing the candidate to financial services Ops and Tech areas. Mix of operations and consulting experience preferred