Broadridge

Senior Director, Technology Transformation - Wealth Management Technology (Hybrid - NYC)

Broadridge$250K — $260K *
Finance & Insurance
11 - 15 years of experience
Job Overview by Ladders

Qualifications

  • 15+ years in technology, digital transformation, or management consulting, ideally in Financial Services/Wealth Management.
  • Strong understanding of wealth management operations, regulatory frameworks, and custody workflows.
  • Bachelor's in Computer Science, Information Systems, Engineering, or related field; MBA or Master's preferred.

Responsibilities

  • Lead technical teams to execute complex transformation programs.
  • Manage operational and strategic efforts to achieve business objectives.
  • Provide technical leadership to develop and implement innovative solutions.
  • Drive AI and data analytics adoption for enhanced decision-making and client onboarding.
  • Collaborate with senior stakeholders to eliminate delivery obstacles.

Benefits

  • Comprehensive health and wellness benefits available.
  • Paid sick leave in accordance with Colorado law.
  • Opportunity for professional development and growth.
  • Eligibility for bonuses based on performance.
Full Job Description
The Senior Director, Technology Designs, develops, modifies, adapts and implements short-and long-term solutions to technology needs through new and existing applications, systems architecture, network systems and applications infrastructure.

Key Responsibilities
  • Achieves goals through the work of others as well as hands on technical expertise
  • Job focus includes managing others and applying operational or strategic management skills
  • Provides technical leadership and direction defining and implementing solutions
  • Develops and executes functional or departmental strategy to achieve key business objectives
  • AI & Data Innovation: Drive the adoption of data analytics and AI-enabled solutions to improve advisor decision-making, client onboarding, and wealth analytics.
  • Stakeholder Influence: Act as a change leader, collaborating seamlessly with senior stakeholders, product owners, and control partners to remove delivery bottlenecks.


Leadership & Business Expertise:
  • Proven Experience leading technical teams executing complex programs and delivering transformation.
  • Technical Leadership; Proven track record delivering complex technology programs, such as large-scale cloud migrations, system integrations, executing big data programs, leveraging Data Analytics & AI.
  • Applies in-depth knowledge of own function, business and commercial expertise to differentiate from competition.


Problem Solving & Interpersonal Skills:
  • Applies Technical expertise and emerging technologies to solve business challenges
  • Influence & Communication; Executive presence with demonstrated ability to align diverse stakeholders and influence without direct authority.
  • Influence and negotiates with great latitude on outcomes
  • Stakeholder management
  • Ability to present and simplify complex technical matters


Qualifications:
  • 15+ years of progressive experience in technology, digital transformation, or management consulting within the Financial Services/Wealth Management industry.
  • Business Acumen: Deep understanding of wealth management operating dynamics, regulatory environments, and clearing/custody servicing workflows.
  • Education: Bachelor's degree in Computer Science, Information Systems, Engineering, or a related field; MBA or Master's degree is highly preferred.


Compensation Range: The salary range for this position is between $250,000 - $260,000.

Bonus Eligibility: Bonus Eligible

Broadridge considers various factors when evaluating a candidate's final salary including, but not limited to, relevant experience, skills, and education.

Benefits Information: Please visit www.broadridgebenefits.com for more information on our comprehensive benefit offerings.

All Colorado employees receive paid sick leave in compliance with the Colorado Healthy Families and Workplaces Act and other legally required benefits, as applicable. Apply by clicking the application link and submitting your information. The deadline to apply for this role is September 1, 2026

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About Broadridge

Broadridge Financial Solutions, Inc. is a leading provider of investor communications and technology-driven solutions to banks, broker-dealers, asset and wealth managers and corporate issuers. With over 10,000 associates in 18 countries, Broadridge delivers the critical infrastructure that powers investing, corporate governance and communications to enable better financial lives. Broadridge is the leading provider of proxy services, handling more than 50% of the shares voted at the annual meetings of S&P 500 companies. The company also provides transaction processing services for fixed income, equity, and mutual funds, as well as technology solutions for wealth management.
Learn more about Broadridge
Size
13,704 employees
Market Cap
$15.9 billion
Industry
Net Income
$518.8 million
Founded
1962
5 Year Trend
+6.6%
Revenue
$4.6 billion
NASDAQ

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