Sr. VP, Head of Strategy & Business Development

Specific responsibilities will include:

  • Design, support and drive on-going strategic plans that result in a compelling portfolio of growth opportunities for Broadridge’s Global Technology and Operations (GTO) business.
  • Work with the President of GTO, the GTO Business Unit leaders and leadership team to translate strategies into targeted actions and programs that result in revenue and earnings growth.
  • Work with the Business Units to design, support and execute on on-going, quality strategy and plans for the business units that result in a compelling portfolio of growth opportunities at the Business Unit level. Help translate these plans and strategies to create a portfolio of initiatives to drive tangible growth and earnings.
  • Identify and drive key strategic initiatives and opportunities at the GTO and BU levels which support growth (e.g., business building, product management, business case development and pricing).
  • Identify acquisitions, investments and partnerships that are aligned with the strategic plans of GTO and the Business Units. Work with the GTO leadership team and the Corporate M&A team to assess acquisition opportunities, rank/prioritize and develop business recommendations.
  • Lead the GTO team in the development of the business cases for recommended acquisitions/investments/partnerships.
  • Collaborate with the Corporate M&A team on the build of business cases and models for recommended acquisitions/investments/partnership.
  • Work closely with the GTO leadership team on the integration of acquisitions/investments/partnerships.
  • Lead the GTO strategic planning function as part of the overall Broadridge corporate strategic planning cycles.
  • Collaborate with the Strategic leads for Investor Communications and Mutual Funds to align segment and go to market strategies.
  • Build and maintain broad-based relationships with business unit and corporate senior management and with industry and professional networks to assist in development initiatives.
  • Representing Strategy and Business Development at the GTO leadership table and demonstrating alignment with GTO’s business objectives and supporting the needs of the Business Unit leader.
  • Lead and deliver other key projects as requested by President of GTO.
  • Manage the professional staff of the function, including aligning team goals and objectives with GTO business objectives, recruiting/ hiring, training/development, performance appraisal and compensation.

Critical Competencies for Success:

Strategic acumen: The Senior Vice President of Strategy will be a leader who can strategically identify attractive growth sectors that will provide sustainable growth above the company’s organic growth rate by developing an understanding of Broadridge’s key markets and assets. S/he will have an established track record of adding or creating value in a strategic context and will be a respected source of critical thinking and breakthrough ideas. Key success factors will include:

  • An ability to step back from day-to-day activities to view the business from a different perspective and see the bigger picture.
  • The effective use of facts (e.g., information, trends and needs) to support observations and facility using extensive analysis/modeling/valuation and interpretation before making a decision.
  • The skill to disaggregate complex problems and change management requirements. The ability to make decisions thoughtfully, despite the complexity of the issues or the pressure involved.
  • Approaching strategy pragmatically, favoring credible and practical strategies to achieve the desired vision and commercial outcome.
  • Intellectual curiosity and genuine excitement and enthusiasm for creative ideas; and the ability to leverage learning across different industries, disciplines and situations.

Business achievement and performance driven: Translating strategies to practical, effective business plans and programs is core to long term success. In order to do that, the Senior Vice President of Strategy will not only develop plans but also work to drive the implementation of those plans and deployment of new actions. S/he will do that by:

  • Constantly having an eye to the practicality and bottom-line impact of recommended strategies and will push back on those projects that are inconsistent with operational excellence or do not add real economic or strategic value.
  • Dealing effectively with both high-level strategy, as well as the granular, detailed application of initiatives.
  • Being a hands-on leader that steps in to personally drive key actions and completed staff work vs. presiding over others.
  • Excelling at project management and seeking to achieve team-driven practical results. Demonstrating a real sense of urgency, yet remaining calm under pressure.
  • Being well-organized and rigorous in prioritization of issues and projects.
  • Personally identifying with the company’s business vision and takes pride in shared success.

Collaborative mindset: The Senior Vice President of Strategy must be an individual who can seamlessly interact in a collaborative and collegial manner with internal and external stakeholders by:

  • Consistently representing Broadridge’s overall growth agenda to the corporate and business unit teams, as well as to the board and the outside community.
  • Enthusiastically stepping in to play a leadership role or just be an “extra hand,” where necessary, on transactions that are generated from outside of the business development function (i.e., those that are driven from within a business unit).
  • Displaying exemplary team leadership and communication skills and sound judgment.
  • Helping catalyze dialogue, shape thinking and influence others by articulating views crisply and convincingly and adapting his/her style to have the greatest impact on a given audience, by positively managing conflict and by consistently projecting substance over form.
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  • A minimum of 10 years of strategy and business development work experience in an intense work environment ideally gained in leadership positions with increasing responsibility within a blue chip consulting firm, an investment bank, or the financial services industry. Experience in the financial services sector in the institutional segments of the business, especially in the outsourced platform/services sector.
  • Experience working in a fast-paced setting; enthusiastic about the potential strategic options facing Broadridge.
  • Experience working in the context of a large, complex, global organization where working across boundaries and leading through influence are keys to success.
  • A plus would include hands-on experience related to corporate acquisitions, either from within a corporate environment or gained in transactional work in investment banking, private equity or venture capital.
  • International/global experience and perspective is recommended.
  • Demonstrated strong academic background with outstanding performance with undergraduate degree coupled with graduate degree in business, law or a related field preferred.
  • Senior executive stature — viewed as promotable to a line operating role or a broader position at corporate.

Company Description:

Broadridge Financial Solutions, Inc. (NYSE:BR) is the leading provider of investor communications and technology-driven solutions for broker-dealers, banks, mutual funds, and corporate issuers globally. Broadridge’s investor communications, securities processing, and business process outsourcing solutions help clients reduce their capital investments in operations infrastructure, allowing them to increase their focus on core business activities. With over 50 years of experience, Broadridge’s infrastructure underpins proxy voting services for over 90% of public companies and mutual funds in North America and processes more than $5 trillion in fixed income and equity trades per day. Innovating and growing for over 50 years, FORTUNE® magazine has named Broadridge to its 2015 list of the World’s Most Admired Companies in the financial data services category and for the 9th year we have been honored as one of the Best Companies to Work for New York. Broadridge employs approximately 10,000 full-time associates in 14 countries.

Global Technology and Operations

The GTO Division is a global leader in providing mission critical technology and business operations solutions for global Investment Banks, Broker-dealers, Wealth Managers and Investment Managers. Some of the key highlights that describe the GTO global scale and market leadership are as follows:

  • We are a global market solution — clearing and settling trades in over 70 countries.
  • We process over $5 trillion dollars in equity and fixed income trades daily.
  • We support US equities processing for 6 of the top-10 largest global investment banks.
  • In Canada, 4 of the top-6 banks use our solution and we process 60% of the transactions on the Toronto Stock Exchange.
  • We serve 16 of the 22 US Primary Dealers processing 60% of U.S. fixed income volume.
  • In the North American retail/wealth market, we support many significant firms, including 5 of the top-10 US online brokers.
  • On the Buy-Side, we offer solutions to 16 Hedge Fund Administrators and 250 hedge funds, including 14 of the largest 100 Hedge Fund Complexes.
  • We maintained a 98% client revenue retention rate over the last four years.

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