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About the Role
As a member of the Client Transformation Team, the Client Transformation Analyst engages on strategic business solutions opportunities and Canadian financial services clients. This role helps understand clients’ business objectives, assess opportunities for transformation, and connect those needs to relevant Broadridge solutions to recommend transformational roadmaps that will deliver meaningful business value. Working with colleagues across various departments, the Analyst contributes to client discovery, transformation roadmaps, business cases, proposals, and supporting materials. This is a collaborative, hands-on role suited to someone who can learn complex concepts, organize information, and deliver clear, high-quality analysis and communications.
Responsibilities
- Support client discovery by gathering and organizing information, and documenting client objectives, business drivers, requirements, and challenges.
- Contribute to transformation roadmaps by assisting in the development of multi-year, phased client journeys, including potential minimum viable products (MVPs) and milestones.
- Help shape solution recommendations by building working knowledge of Broadridge products and services and supporting the development of client-aligned solutions.
- Prepare business cases and case-for-change materials by assessing people, process, technology, and data considerations, and working with Broadridge teams during estimate gathering, project planning, financial modelling, and proposal development.
- Develop clear client and sales materials, including proposals, presentations, solution templates, use cases, and sales collateral.
- Track engagement progress by preparing dashboards and status reports, monitoring activities, and raising items requiring attention.
- Engage cross-team by participating in meetings and actioning activities across internal teams to support alignment and completion of deliverables.
- Support stakeholder communication by building effective working relationships, communicating progress clearly, and helping maintain alignment.
Requirements
- Bachelors degree in a related field, or equivalent work experience.
- At least two years of experience in a role supporting or serving the financial services industry.
- Exposure to wealth management, financial services technology, or business transformation is beneficial.
- Basic understanding of the financial services industry in Canada.
- Proficiency with Microsoft Word, Excel, and PowerPoint required.
- Experience with Visio or similar diagramming tools is an asset.
- Experience with project management tools such as Microsoft Project is an asset.
- Experience with data analytics, SQL, or programming languages such as Java or JavaScript is an asset.
- Experience using AI productivity tools is an asset.
- Must attend interviews in person.
- Must complete a background check including employment verification, education verification, credit inquiry, and Canadian criminal record check.
- Must have a basic home office setup, high-speed internet, and the ability to work without distractions during core business hours for hybrid work.
Skills
- Learning agility
- Analysis and problem-solving
- Clear communication
- Initiative-taker
- Accountability
- Resourcefulness
- Client and stakeholder engagement
- Organization and delivery
- Business writing and presentation
- Documentation and evidence
- Networking skills
Location
- Hybrid
Work Type
- Hybrid
- Full-time
Experience Level
- Mid-level
Education Level
- Bachelors degree
Salary/Compensations
- $75,000 - $80,000 CAD
Benefits
- Medical, dental, life and vision insurance
- RRSP program with company match
- Paid parental leave
- Competitive vacation days
- Medical insurance starts immediately upon hire
About the Company
- At Broadridge, we've built a culture where the highest goal is to empower others to accomplish more.
- We are dedicated to fostering a collaborative, engaging, and inclusive environment and are committed to providing a workplace that empowers associates to be authentic and bring their best to work.
- We believe that associates do their best when they feel safe, understood, and valued, and we work diligently and collaboratively to ensure Broadridge is a company—and ultimately a community—that recognizes and celebrates everyone’s unique perspective.
- 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.
Equal Opportunity
- Broadridge is an equal opportunity employer and is committed to a diverse and inclusive workplace ensuring that equal employment opportunities are provided to all individuals, regardless of race, colour, gender identity, sexual orientation, marital status, creed, age, disability, religious affiliation, or national origin or citizenship.
- If you require any accommodations during the recruitment process, please notify our recruitment team.