Senior Client Implementation Specialist (Hybrid- NYC)
Broadridge
•
New York, NY
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0
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Not Applicable
Posted April 3, 2026
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Responsibilities
Commitments
Responsibilities
- Engage with clients to gather business case requirements
- Translate business requirements into technical documentation
- Manage project timelines and budgets to ensure efficient and timely delivery to clients
- Lead training sessions on system functionality to relevant client users
- Facilitate user acceptance testing (UAT) with clients
- Communicate client feedback to relevant teams internally to identify potential product enhancements
- Work with internal teams to identify areas for process improvement
Commitments
Willingness and ability to travel up to 20% as needed for the role.
Not Met Priorities
What still needs stronger evidence
Requirements
- 2–6 years of experience in software implementation, project management, or a related role, preferably in the investment management or financial services industry.
- Familiarity with investment management concepts, including portfolio management, trading, accounting, and reporting.
- Experience working with traditional buy-side institutions (ie: hedge funds, asset managers, etc.)
- Familiarity with equity, fixed income, and/or derivative markets
- Technical skills, including knowledge of database structures, data integration, and APIs.
- Familiarity in tools like SQL, Excel, and workflow visualization software Tableau.
- Excellent communication, interpersonal, and client-facing skills.
- Ability to manage multiple projects and deadlines in a fast
- Willingness and ability to travel up to 20% as needed for the role.
Preferred Skills
- Ability to manage multiple projects and deadlines in a fast
- Experience working with investment management software (e.g., Charles River, Eze, or other similar platforms).
- Project management certification (e.g., PMP, ScrumMaster) is a plus.
- Knowledge of financial regulations and reporting standards.
- Experience leveraging AI technologies and tools to improve processes, enhance workflows, and drive operational efficiency.
- Willingness and ability to travel up to 20% as needed for the role.
Education
- (Not required) – Bachelor’s degree in Finance, Business, Information Technology, or related field.
- (Not required) – Project management certification (e.g., PMP, ScrumMaster) is a plus.
At Broadridge, we've built a culture where the highest goal is to empower others to accomplish more. If you’re passionate about developing your career, while helping others along the way, come join the Broadridge team.
The Senior Client Implementation Specialist will be both a subject matter expert on the Broadridge front office solutions offering as well as the liaison between our clients and a variety of internal teams (ie: Product Management, Account Management, Client Support, etc.). This is a predominantly client-facing role in which your main responsibilities are to interact with new and existing clients to perform workflow reviews, gather requirements, translate business requirements into technical documentation, and work with the Global Configuration team to ensure complete, accurate, and timely deployments. You will also manage project timelines and budgets, communicating related milestones and navigating potential roadblocks on behalf of our clients. As such, strong communication, presentation, and organizational skills are a must have.
Role Responsibilities
Engage with clients to gather business case requirements
Translate business requirements into technical documentation
Manage project timelines and budgets to ensure efficient and timely delivery to clients
Lead training sessions on system functionality to relevant client users
Facilitate user acceptance testing (UAT) with clients
Communicate client feedback to relevant teams internally to identify potential product enhancements
Work with internal teams to identify areas for process improvement
Qualifications:
Bachelor’s degree in Finance, Business, Information Technology, or related field.
2–6 years of experience in software implementation, project management, or a related role, preferably in the investment management or financial services industry.
Familiarity with investment management concepts, including portfolio management, trading, accounting, and reporting.
Experience working with traditional buy-side institutions (ie: hedge funds, asset managers, etc.)
Familiarity with equity, fixed income, and/or derivative markets
Technical skills, including knowledge of database structures, data integration, and APIs.
Familiarity in tools like SQL, Excel, and workflow visualization software Tableau.
Excellent communication, interpersonal, and client-facing skills.
Ability to manage multiple projects and deadlines in a fast
Preferred Qualifications:
Experience working with investment management software (e.g., Charles River, Eze, or other similar platforms).
Project management certification (e.g., PMP, ScrumMaster) is a plus.
Knowledge of financial regulations and reporting standards.
Experience leveraging AI technologies and tools to improve processes, enhance workflows, and drive operational efficiency.
* Willingness and ability to travel up to 20% as needed for the role.*
Compensation Range: The salary range for this position is between $115,00.00- $145,000.00 USD.
Broadridge considers various factors when evaluating a candidate's final salary including, but not limited to, relevant experience, skills, and education.
Bonus Eligibility: Bonus Eligible
Benefits Information: Please visit www.broadridgebenefits.com for more information on our comprehensive benefit offerings for this role.
We are dedicated to fostering a collaborative, engaging, and inclusive environment and are committed to providing a workplace that empowers associates to be authentic and bring their best to work. We believe that associates do their best when they feel safe, understood, and valued, and we work diligently and collaboratively to ensure Broadridge is a company—and ultimately a community—that recognizes and celebrates everyone’s unique perspective.
Use of AI in Hiring
As part of the recruiting process, Broadridge may use technology, including artificial intelligence (AI)-based tools, to help review and evaluate applications. These tools are used only to support our recruiters and hiring managers, and all employment decisions include human review to ensure fairness, accuracy, and compliance with applicable laws. Please note that honesty and transparency are critical to our hiring process. Any attempt to falsify, misrepresent, or disguise information in an application, resume, assessment, or interview will result in disqualification from consideration.
US applicants: Click here to view the EEOC "Know Your Rights" poster.
Disability Assistance
We recognize that ensuring our long-term success means creating an environment where everyone is welcome, where everyone's strengths are valued, and where everyone can perform at their best. Broadridge provides equal employment opportunities to all associates and applicants for employment without regard to race, color, religion, sex (including sexual orientation, gender identity or expression, and pregnancy), marital status, national origin, ethnic origin, age, disability, genetic information, military or veteran status, and other protected characteristics protected by applicable federal, state, or local laws.
If you need assistance or would like to request reasonable accommodations during the application and/or hiring process, please contact us at 888-237-7769 or by sending an email to BRcareers@broadridge.com.
The Senior Client Implementation Specialist will be both a subject matter expert on the Broadridge front office solutions offering as well as the liaison between our clients and a variety of internal teams (ie: Product Management, Account Management, Client Support, etc.). This is a predominantly client-facing role in which your main responsibilities are to interact with new and existing clients to perform workflow reviews, gather requirements, translate business requirements into technical documentation, and work with the Global Configuration team to ensure complete, accurate, and timely deployments. You will also manage project timelines and budgets, communicating related milestones and navigating potential roadblocks on behalf of our clients. As such, strong communication, presentation, and organizational skills are a must have.
Role Responsibilities
Engage with clients to gather business case requirements
Translate business requirements into technical documentation
Manage project timelines and budgets to ensure efficient and timely delivery to clients
Lead training sessions on system functionality to relevant client users
Facilitate user acceptance testing (UAT) with clients
Communicate client feedback to relevant teams internally to identify potential product enhancements
Work with internal teams to identify areas for process improvement
Qualifications:
Bachelor’s degree in Finance, Business, Information Technology, or related field.
2–6 years of experience in software implementation, project management, or a related role, preferably in the investment management or financial services industry.
Familiarity with investment management concepts, including portfolio management, trading, accounting, and reporting.
Experience working with traditional buy-side institutions (ie: hedge funds, asset managers, etc.)
Familiarity with equity, fixed income, and/or derivative markets
Technical skills, including knowledge of database structures, data integration, and APIs.
Familiarity in tools like SQL, Excel, and workflow visualization software Tableau.
Excellent communication, interpersonal, and client-facing skills.
Ability to manage multiple projects and deadlines in a fast
Preferred Qualifications:
Experience working with investment management software (e.g., Charles River, Eze, or other similar platforms).
Project management certification (e.g., PMP, ScrumMaster) is a plus.
Knowledge of financial regulations and reporting standards.
Experience leveraging AI technologies and tools to improve processes, enhance workflows, and drive operational efficiency.
* Willingness and ability to travel up to 20% as needed for the role.*
Compensation Range: The salary range for this position is between $115,00.00- $145,000.00 USD.
Broadridge considers various factors when evaluating a candidate's final salary including, but not limited to, relevant experience, skills, and education.
Bonus Eligibility: Bonus Eligible
Benefits Information: Please visit www.broadridgebenefits.com for more information on our comprehensive benefit offerings for this role.
We are dedicated to fostering a collaborative, engaging, and inclusive environment and are committed to providing a workplace that empowers associates to be authentic and bring their best to work. We believe that associates do their best when they feel safe, understood, and valued, and we work diligently and collaboratively to ensure Broadridge is a company—and ultimately a community—that recognizes and celebrates everyone’s unique perspective.
Use of AI in Hiring
As part of the recruiting process, Broadridge may use technology, including artificial intelligence (AI)-based tools, to help review and evaluate applications. These tools are used only to support our recruiters and hiring managers, and all employment decisions include human review to ensure fairness, accuracy, and compliance with applicable laws. Please note that honesty and transparency are critical to our hiring process. Any attempt to falsify, misrepresent, or disguise information in an application, resume, assessment, or interview will result in disqualification from consideration.
US applicants: Click here to view the EEOC "Know Your Rights" poster.
Disability Assistance
We recognize that ensuring our long-term success means creating an environment where everyone is welcome, where everyone's strengths are valued, and where everyone can perform at their best. Broadridge provides equal employment opportunities to all associates and applicants for employment without regard to race, color, religion, sex (including sexual orientation, gender identity or expression, and pregnancy), marital status, national origin, ethnic origin, age, disability, genetic information, military or veteran status, and other protected characteristics protected by applicable federal, state, or local laws.
If you need assistance or would like to request reasonable accommodations during the application and/or hiring process, please contact us at 888-237-7769 or by sending an email to BRcareers@broadridge.com.