Broadridge

Sr. Business Transformation Specialist

Broadridge • $115K — $125K *
Business Services
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • 5+ years of complex project management experience, leading projects from start to finish.
  • Proven ownership of projects where structure is limited, driving successful execution.
  • Experience with cross-functional initiatives involving multiple stakeholders.
  • Strong skills in managing project plans, risks, and reporting.
  • Familiarity with business process analysis and improvement.
  • Ability to influence and manage multiple priorities in a matrixed environment.
  • Strong analytical, problem-solving, and communication skills.

Responsibilities

  • Analyze current business processes and identify areas for improvement.
  • Facilitate discussions with stakeholders to pinpoint inefficiencies and risks.
  • Design future-state processes that enhance efficiency and client experience.
  • Document business requirements and key project artifacts effectively.
  • Lead implementation activities across impacted teams to ensure readiness.
  • Maintain project plans and track progress to address risks and issues proactively.
  • Independently manage cross-functional projects to ensure timely delivery.

Benefits

  • Opportunity to lead transformative initiatives with significant impact.
  • Exposure to a dynamic environment responding to regulatory changes and technology evolution.
  • Support for continuous improvement and application of lessons learned in project management.
  • Collaboration with cross-functional teams enhancing networking and professional development.
  • Ability to shape and mature project management frameworks within the organization.
Full Job Description
Broadridge is seeking an experienced, execution-oriented Sr. Business Transformation Specialist to join the US Proxy Business Transformation & Special Projects team.  This role combines hands-on business transformation, process improvement, analysis, and implementation responsibilities with strong project management discipline. The Sr. Business Transformation Specialist will independently lead cross-functional projects from initiation through implementation while helping assess business processes, define solutions, and drive broader transformation initiatives. The successful candidate will have significant experience leading projects end-to-end and will be comfortable taking a business objective or problem, creating the structure and plan needed to address it, organizing stakeholders, managing risks and dependencies, and driving execution with limited day-to-day direction. Projects may range from targeted operational improvements to larger, multi-workstream initiatives involving Business, Operations, Technology, Product, Risk, clients, vendors, and other enterprise stakeholders.


Responsibilities:


Business Transformation & Analysis

  • Analyze current-state business processes, workflows, systems, controls, and cross-functional dependencies.
  • Facilitate discussions with stakeholders to identify pain points, inefficiencies, risks, and improvement opportunities.
  • Support the design of practical future-state processes and solutions that improve efficiency, scalability, controls, and client experience.
  • Identify opportunities for standardization, simplification, automation, and workflow redesign.
  • Gather and document business requirements and identify gaps, dependencies, or unresolved questions.
  • Conduct analysis to support impact assessments, business cases, implementation strategies, and decision-making.

Governance, Risk & Stakeholder Management

  • Develop and maintain project plans, milestone trackers, action and decision logs, risk and issue registers, and other key project materials.
  • Track progress against timelines and proactively address risks, issues, dependencies, scope changes, and resource constraints.
  • Escalate matters appropriately with clear context, business impact, options, and recommended next steps.
  • Coordinate execution across cross-functional stakeholders and maintain momentum in a matrixed organization.
  • Facilitate effective working sessions that result in clear decisions, ownership, actions, and next steps.
  • Prepare concise project updates and executive-ready materials that accurately communicate project health, progress, risks, and decisions required.

Implementation & Change Readiness

  • Lead or coordinate implementation and readiness activities across impacted teams.
  • Coordinate requirements, testing, process changes, operational readiness, communications, training, and deployment activities as applicable.
  • Develop implementation plans, readiness criteria, and go-live approaches where established processes do not yet exist.
  • Drive resolution of implementation risks and dependencies and support post-launch stabilization and transition to ongoing business ownership.

Project Leadership & Delivery

  • Independently lead multiple cross-functional projects from initiation through implementation and stabilization.
  • Translate business objectives into structured project plans with clear scope, deliverables, milestones, dependencies, owners, and timelines.
  • Establish the appropriate governance, working cadence, and project structure based on the needs and complexity of the initiative.
  • Proactively drive execution, maintain accountability, and identify next steps without requiring significant day-to-day direction.
  • Bring structure to ambiguous or evolving initiatives where requirements, responsibilities, or execution paths may not initially be clear.

Build Transformation & Project Management Capabilities

  • Partner with the head of the Business Transformation & Special Projects team to help build and mature the operating framework.
  • Help establish practical, scalable project management and transformation standards for initiatives of varying size and complexity.
  • Develop and refine templates, tools, and repeatable approaches for project intake, scoping, planning, governance, status reporting, risk management, requirements, process documentation, implementation readiness, and project closeout.
  • Identify opportunities to simplify, standardize, or automate project tracking and reporting.
  • Apply lessons learned from active initiatives to continuously improve team practices.

Business Knowledge & Continuous Improvement

  • Develop a strong working understanding of US Proxy, Corporate Actions, and related operational processes, technology workflows, systems, and controls.
  • Build sufficient business knowledge to understand the broader context and implications of assigned initiatives.
  • Apply project experience and business knowledge to identify improvement opportunities beyond the immediate project or assignment.

Qualifications:

  • 5+ years of hands-on complex project management experience, including independently leading projects from initiation through implementation and completion.
  • Demonstrated ability to take ownership of projects with limited established structure and determine the approach needed to drive successful execution.
  • Experience leading cross-functional initiatives involving Business, Operations, Technology, Product, or other enterprise stakeholders.
  • Strong experience managing project plans, milestones, dependencies, risks, issues, actions, and status reporting.
  • Experience with business process analysis, requirements gathering, process improvement, transformation, or implementation activities.
  • Proven ability to manage multiple priorities, influence stakeholders, and drive execution in a matrixed organization.
  • Strong analytical, organizational, problem-solving, and communication skills.
  • Demonstrated ability to operate independently, exercise sound judgment, and proactively identify next steps.
  • Experience within financial services strongly preferred.
  • Exposure to Proxy, Corporate Actions, custody, issuer services, securities processing, or related environments preferred.

Preferred Skills

  • PMP or comparable project management certification preferred but not required.
  • Experience developing or improving project management standards, templates, or governance practices.
  • Strong proficiency in Microsoft Excel and PowerPoint and experience with project management tools.
  • Experience with process mapping, current-state/future-state analysis, requirements gathering, testing, and implementation planning.
  • Exposure to automation, workflow modernization, or technology-enabled process improvement.

Why This Role Matters

The US Proxy and Corporate Actions environment continues to evolve due to technology modernization, automation, regulatory developments, and increasing demands for operational scalability and efficiency. The Sr. Business Transformation Specialist will help turn business needs into executable initiatives and measurable improvements. This individual will independently manage important cross-functional projects while also helping assess processes, define solutions, support implementation, and strengthen the project management and transformation capabilities of the team. This role is well suited for an experienced project professional who wants broader ownership than traditional project management and enjoys solving business problems, creating structure, improving processes, and driving meaningful change.

Compensation Range: The salary range for this position is between $115,000- 125,000 USD.  Broadridge considers various factors when evaluating a candidate's final salary including, but not limited to, relevant experience, location, skills, international locations and education.

Bonus Eligibility: Bonus Eligible

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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