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.
We are seeking a Wealth senior product management leader to co-lead Client Enablement & Technology Assembly with a dedicated technology counterpart. The Product leader will own the wealth strategy for the integrated platform specifically client needs, industry requirements, costing / commercial insight, and value-realization as we look across the end to end platform experience for a client; the Technology leader will own technical assembly, engineering execution, operational readiness, and delivery feasibility. The pair will operate as a single accountable leadership unit, jointly aligning priorities, scope, investment, milestones, client commitments, and outcomes.
This role translates enterprise strategy, client priorities, implementation learnings, and market opportunities into a clear product vision, capability roadmap, use case value, adoption plans, and prioritized backlog. The leader will ensure that reusable platform capabilities, APIs, event streams, integration patterns, data products, implementation accelerators, and self-service experiences solve real client and business problems and can be scaled across the enterprise.
Responsibilities:
Product Strategy, Market Insight, and Value Definition
- Define the product E2E vision, strategic objectives, and multi-year roadmap for Client Enablement & Technology Assembly capabilities.
- Translate enterprise priorities, client feedback, implementation experience, competitive intelligence, and market opportunities into clear product opportunities and investment recommendations.
- Establish target client segments, personas, client journeys, value propositions, and adoption strategies for reusable platform capabilities.
- Develop business cases, value hypotheses, success measures, and investment trade-offs for product initiatives, including expected client, operational, and commercial outcomes in collaboration with other business partners.
- Identify opportunities to simplify onboarding, reduce implementation effort, increase self-service adoption, improve time to value, and expand platform reuse.
Roadmap, Prioritization, and Product Execution
- Own the prioritized platform product roadmap for wealth and backlog in partnership with the Technology Assembly leader, balancing client commitments, strategic objectives, regulatory needs, technical dependencies, and capacity constraints.
- Define product requirements, desired outcomes, acceptance criteria, release objectives, and client-facing readiness expectations.
- Lead product discovery and validation, including client interviews, stakeholder workshops, usability feedback, implementation learnings, and market testing.
- Ensure product decisions are grounded in measurable evidence, including adoption data, client feedback, implementation effort, operational performance, revenue potential, and delivery risk.
- Make disciplined scope, sequencing, and investment recommendations when priorities, client commitments, or technical constraints conflict.
Client Enablement and Commercial Partnership
- Partner with Sales, Client Success, Implementation, Business Units, and client-facing executives to identify enablement barriers and convert them into scalable product solutions.
- Define client onboarding journeys, implementation packages, product documentation, reference use cases, accelerators, self-service capabilities, and commercial enablement assets.
- Ensure client commitments are aligned with approved product scope, roadmap priorities, implementation capacity, and technology readiness.
- Establish feedback loops that convert client deployment experience into product enhancements, reusable assets, and improved implementation models.
- Support executive client conversations by clearly articulating product value, roadmap direction, adoption pathways, dependencies, and delivery expectations.
Product and Technology Partnership
- Operate in a daily partnership with the Technology Assembly leader, presenting one integrated leadership position to stakeholders and delivery teams.
- Jointly lead roadmap reviews, investment planning, delivery governance, executive updates, client escalation discussions, and release-readiness decisions.
- Work with architecture, engineering, data, integration, security, operations, and implementation teams to ensure product requirements can be delivered as scalable, resilient, supportable platform capabilities.
- Promote reuse of APIs, event streams, integration patterns, data pipelines, reference implementations, and common onboarding capabilities rather than funding point solutions.
- Drive timely decisions on product scope, client commitments, dependencies, risks, and trade-offs; escalate unresolved decisions with clear options and recommendations.
Governance, Adoption, and Value Realization
- Establish product operating rhythms for roadmap governance, customer feedback, portfolio prioritization, release planning, adoption reviews, and value-realization tracking.
- Define and report product metrics such as adoption, client onboarding time, implementation effort, reuse rate, self-service utilization, client satisfaction, retention, revenue contribution, and delivered business value.
- Provide executive stakeholders with clear views of product progress, customer outcomes, investment performance, delivery risks, dependencies, decisions, and roadmap trade-offs.
- Build a product-management culture centered on customer outcomes, accountable prioritization, evidence-based decisions, continuous learning, and close partnership with technology delivery teams.
Strategy and priorities:
- Owns market insight, client needs, business outcomes, product vision, value proposition, and prioritization rationale.
- Owns technology strategy, architecture alignment, feasibility, technical risk, and capacity implications.
- One integrated roadmap, investment plan, and priority sequence.
Client enablement
- Defines target segments, client journeys, onboarding experience, commercial needs, and adoption measures.
- Defines implementation model, reusable components, integration approach, production readiness, and support model.
- Repeatable, scalable, client-ready enablement model.
Delivery execution
- Owns business scope, requirements, outcomes, acceptance criteria, release value, and stakeholder alignment.
- Owns engineering delivery, dependencies, quality, resiliency, release readiness, and operational execution.
- Committed milestones, transparent trade-offs, and outcome-focused releases.
Performance management
- Tracks adoption, client satisfaction, revenue or business value, reuse, and product outcomes.
- Tracks delivery performance, quality, resiliency, performance, operational health, and technical reuse.
- Shared scorecard and executive reporting.
Qualifications:
- Education- Bachelor’s or Master’s degree in Business, Technology, Product Management, Finance, Engineering, or a related field.
- 15+ years of progressive product management, business leadership, platform strategy, client enablement, digital transformation, or enterprise technology experience.
- 10+ years leading complex product portfolios, product organizations, transformation programs, client-facing platforms, or cross-functional delivery teams.
- Demonstrated success defining and delivering enterprise-scale platform products, reusable capabilities, client onboarding models, implementation accelerators, or digital client experiences.
- Experience working in financial services, fintech, or another complex regulated environment preferred.
- Proven ability to partner effectively with senior engineering, architecture, sales, implementation, operations, and executive stakeholders.
Skills and Competencies:
- Executive product leadership with the ability to connect market opportunity, client needs, platform strategy, investment decisions, and measurable business outcomes.
- Strong commercial judgment and ability to evaluate product value, client demand, implementation cost, adoption potential, and investment trade-offs.
- Deep experience in product strategy, discovery, roadmap development, portfolio prioritization, client journey design, and value-realization management.
- Ability to engage credibly with technology leaders on APIs, integration patterns, cloud platforms, event-driven architectures, data capabilities, resiliency, and platform reuse without requiring ownership of engineering execution.
- Exceptional stakeholder-management, communication, influence, and decision-making skills in a complex matrixed organization.
- Strong bias for action, customer focus, operational discipline, transparency, and delivery of measurable outcomes.
Success Measures:
- Improved client onboarding speed, predictability, and satisfaction.
- Higher reuse of platform capabilities, integration patterns, data products, and implementation accelerators.
- Clear linkage between roadmap investment and client, commercial, operational, and strategic value.
- Reduced duplicate or client-specific point solutions through product standardization and technology assembly.
- Increased adoption of reusable platform capabilities and self-service enablement tools.
- Consistent product-and-technology leadership decisions, transparent trade-offs, and reliable delivery against jointly committed milestones.
Compensation Range: The salary range for this position is between $200,000.00- $230,000.00 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.
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