Digital Transformation Product Lead; Advisor

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.

At Broadridge, we have built a culture where the highest goal is to empower others to accomplish more. If you are passionate about growing your career while helping others along the way, join the Broadridge team. We’re seeking a Digital Transformation Product Lead to partner with clients and internal teams to deliver end-to-end implementation of Broadridge’s digital compensation solutions. This role translates business needs into system configurations, oversees setup, data conversion, testing, and training, and ensures successful client adoption.

Acting as the bridge between business and technology, the Product Lead drives digital enablement, process improvements, and product enhancements that deliver measurable client value.

Join the Digital Business Transformation team at Broadridge as we implement and expand one of our best-selling products,
Broadridge Advisor Compensation Solutions (BRACS).

• Lead initial client discovery meetings to capture requirements, collaborating closely with client and Broadridge teams

• Act as the liaison between clients and internal teams, ensuring clarity and alignment throughout the project lifecycle.

• Analyze, capture and document client specific requirements, translating them into solution configurations and deliverables for Broadridge product and technology teams

• Configure compensation solutions to align with client requirements, validate outputs, and support testing cycles.

• Drive client setup and initial data conversion activities, ensuring accuracy and consistency across systems.

• Configure the BRACS platform: leverage existing UI-based configuration options while coordinating “under-the-hood” configurations with Technology teams.

• Partner with product management and technology teams to influence product enhancements based on client feedback, system best practices and industry standards

• Contribute to process improvements that enhance the efficiency, scalability, and quality of solution delivery.

• Deliver client training sessions, enabling client teams to effectively adopt the system.

• Support client testing by answering questions, resolving defects, and ensuring test cases align with system requirements.

• Create and maintain detailed documentation describing how each client system has been configured.

• Provide a complete handover package to Support teams post go-live, ensuring smooth transition to production support and ongoing management by client servicing.

• 5+ years of relevant professional experience, ideally in client-facing business analyst, systems implementation, or financial technology roles.

• Strong experience in client-facing business analysis, solution delivery, or consulting roles (financial services industry experience preferred).

• A client-focused Implementation Business Analyst who serves as the bridge between clients and Broadridge Product Management, and Technology.

• Proficiency with requirements documentation tools (e.g., JIRA, Confluence) and solution configuration platforms.

• Background in Fin Tech, financial services, wealth management compensation and / or enterprise SaaS implementations strongly preferred.

• Strong skills in requirements elicitation, documentation, and process mapping.

• Ability to work independently while collaborating within cross-functional teams.

• Experience in system configuration, data conversion, and / or client onboarding.

• Bachelor’s degree or higher, or equivalent practical experience.

• A strong communicator who can engage directly with clients to lead requirement gathering, and translate requirements into system configurations, guiding the client through recommendations and the proposed implementation process.

• A detail-oriented professional who is comfortable with hands‑on configuration and supporting client adoption of new technology.

• Strong problem‑solving skills, with the ability to manage complexity and simplify information for clear decision‑making.

• A self‑starter who thrives in a dynamic,…