Utilize personal, well established senior industry relationships to build a pipeline of consulting/advisory opportunities to drive efficiencies in the post trade operations space.
Develop consulting value propositions / offerings covering clearing, settlement, asset services, regulatory reporting, risk management and finance/general ledger optimization.
Take ownership of and manage the entire life cycle of a consulting sales process to a client.
Maintain an ongoing market presence to establish Broadridge Consulting as a top-of-mind Emerging Technologies consulting firm for Asset Management, Wealth Management and Capital Markets clients.
Develop analytical approaches, delegate work to engagement leads / project managers, monitor progress, check quality of deliverables, ensure high level of client satisfaction.
Requirements
8-12 years of experience with financial services firms, FinTech companies, or with consulting firms exposing the candidate.
Strong back and middle office operations expertise with the ability to drive STP efficiencies via emerging AI technologies.
Understanding of the Operations and Technology landscape at Asset Managers.
Familiarity with the financial language (lexicon, taxonomy) and trends in the Asset Management industry.
Excellent communication skills. Both verbal and written.
Ability to ‘face-off’ with senior clients through demonstrating a reasonable degree of executive presence.
Collaborative workstyle and with a desire to develop others.
Bachelors or equivalent required, and an MBA or equivalent preferred.