Director, Client Connectivity and Reporting Integrations; Hybrid - NYC

Job Overview

We are seeking a Director, Client Connectivity & Reporting Integrations to lead a team supporting client onboarding, connectivity, and reporting integrations across our OMS and Portfolio Management platform. This role combines technical leadership, client engagement, and operational oversight to deliver scalable, high-quality integration solutions for institutional clients.

• Systematically lead and develop a distributed team responsible for client connectivity, onboarding, reporting integrations, and production support
• Own the delivery of client onboarding across FIX connectivity and trade reporting implementations
• Oversee requirements gathering, implementation design, template and job deployment, testing, and production readiness for new and existing clients
• Manage vendor and client connectivity across FIX and file‑based integrations, including FTP/SFTP, encryption, and access maintenance
• Act as a senior escalation point for complex integration, workflow, and reporting issues, partnering with Product and Engineering on resolution and enhancement priorities
• Partner with Sales, Account Management, and Client Service to prioritize onboarding activity, improve client experience, and support time‑to‑revenue goals
• Drive operational improvements through standardization, metrics, automation, and the use of AI‑enabled tools to enhance onboarding efficiency, monitoring, exception management, and support workflows
• Identify and deliver operational efficiencies and scale capacity and improved client outcomes through technology (e.g., machine learning, agentic AI)
• Build strong relationships with clients, vendors, broker/dealers, and internal stakeholders to support effective delivery and platform adoption

• 8–12+ years of experience in financial technology, capital markets infrastructure, electronic trading, connectivity services, or trade/reporting implementations
• Proven experience leading teams, ideally across multiple regions and time zones
• Deep expertise in FIX Protocol (4.x/5.x), onboarding, certification, and production support
• Strong understanding of buy‑side OMS, portfolio management, execution, and post‑trade/reporting workflows
• Experience with trade reporting platforms, trade file creation, template deployment, or downstream operational integration processes
• Hands‑on familiarity with FTP/SFTP, transport protocols, and PGP encryption
• Strong technical and analytical skills, including working knowledge of SQL
• Demonstrated experience applying automation, analytics, AI, machine learning, or generative AI tools to improve operational workflows, implementation efficiency, monitoring, or support processes
• Ability to identify practical use cases for AI‑driven insights and workflow automation within client onboarding, connectivity management, and reporting operations
• Demonstrated ability to gather and translate client, vendor, and business requirements into scalable implementation solutions
• Strong client‑facing skills with the ability to manage relationships and influence outcomes
• Proven ability to work cross‑functionally with Sales, Product, Engineering, Operations, Support, and Client Service teams

• Bachelor’s degree required
• Experience with platforms such as Enfusion, Charles River, SS&C Eze, Sim Corp, Aladdin, or similar solutions
• Experience with C#, VBA, or similar technologies
• Experience across multiple asset classes, including equities, listed derivatives, FX, OTC derivatives, and fixed income
• Fixed‑income experience preferred
• Experience working with broker/dealers, clients, and third‑party vendors in complex integration environments

Compensation Range: $185,000 – $195,000 per year. Bonus Eligibility:
Bonus Eligible.

Benefits:
Visit for 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.

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.

US applicants: view the EEOC "Know Your Rights" poster.