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About the Role
Broadridge is seeking a Director, Client Connectivity & Reporting Integrations to lead a team supporting client onboarding, connectivity, and reporting integrations across their 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.
Responsibilities
- 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, etc.
- Build strong relationships with clients, vendors, broker/dealers, and internal stakeholders to support effective delivery and platform adoption.
Requirements
- 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.
Skills
- FIX Protocol (4.x/5.x)
- Client Onboarding
- Connectivity
- Reporting Integrations
- OMS
- Portfolio Management
- FTP/SFTP
- PGP Encryption
- SQL
- Automation
- Analytics
- AI
- Machine Learning
- Generative AI
- C#
- VBA
Location
- Remote
Work Type
- Full-time
Experience Level
- 8-12+ years
Education Level
- Bachelor's degree
Salary/Compensations
- $185,000 - $195,000
Benefits
- Comprehensive benefit offerings available at www.broadridgebenefits.com
- Bonus Eligible
- Paid sick leave in compliance with the Colorado Healthy Families and Workplaces Act
- Access to 8,500+ online courses through LinkedIn Learning
About the Company
- Broadridge Financial Solutions (NYSE: BR) is a global technology leader with trusted expertise and transformative technology, helping clients and the financial services industry operate, innovate, and grow.
- We power investing, governance, and communications for our clients – driving operational resiliency, elevating business performance, and transforming investor experiences.
- Our technology and operations platforms process and generate over 7 billion communications annually and underpin the daily average trading of over $15 trillion in equities, fixed income, and other securities globally.
- A certified Great Place to Work®, Broadridge is part of the S&P 500® Index, employing over 15,000 associates in 21 countries.
- We are committed to creating an engaging workplace for the most talented associates in our industry.
- We are dedicated to fostering a collaborative, inclusive, and healthy environment that promotes flexibility and accountability.
- As a leading provider of technology, communications, and data and analytics solutions to businesses around the world, it is critical that we understand, embrace, and operate in a multicultural environment.
- Every associate has unique strengths, which, when fully appreciated and embraced, allow individuals to perform at their best, leading to our success.
- We believe that our associates are our most important asset.
- Encouraging professional development opportunities is a core part of our culture.
- Broadridge provides educational opportunities, including formal classes, training programs and events.
- To enable learning in our hybrid working model, Broadridge has redesigned all development programs for 100% virtual delivery.
Equal Opportunity
- 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.
- If you need assistance or would like to request reasonable accommodations during the application and/or hiring process, please contact us at 888-237-7769 or by sending an email to BRcareers@broadridge.com.
- As part of the recruiting process, Broadridge may use technology, including artificial intelligence (AI)-based tools, to help review and evaluate applications. These tools are used only to support our recruiters and hiring managers, and all employment decisions include human review to ensure fairness, accuracy, and compliance with applicable laws.
- Any attempt to falsify, misrepresent, or disguise information in an application, resume, assessment, or interview will result in disqualification from consideration.
- US applicants: Click here to view the EEOC "Know Your Rights" poster.