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Wealth Management Strategy Manager, Broadridge Consulting - JR1030318

Newark, NJ

Are you seeking a position within a growing company? Broadridge is hiring! Our mission is to attract, develop and retain outstanding talent. Being a place where exceptionally driven and hardworking people want to work is how we deliver award-winning services to our customers and ultimately build customer value. We're seeking a Wealth Management Strategy Manager to join our consulting practice. You will have responsibility for managing client relationships and implementation of end to end customer solutions for mid-size projects and teams. Manager will direct the team in all aspects of analysis, solution design, and delivery of negotiated deliverables.

- Develops and manages SOW, project scope, deliverables, resource needs and project framework

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- Guides analysis and client solution creation
- Manages project Team and resources
- Develops and manages project timeline, change requests, critical path, external dependencies
- Builds project level dashboards/status reports
- Oversight/creation of deliverables/client presentations
- Conducts status meetings with internal teams and clients
- Manages issues and risk lists
- Manages scope and change control process
- Manages business case and delivery tracking of identified benefits
- Conducts project close activities such as lessons learned
- Guides project teams effectively through project management processes/methodology
- Manages day-to-day tasks and provide direction to team members performing work on the project.

- You should possess 6+ years of experience in a combination of project management, management consulting, product to market and technology implementation role
- You should have strong business case development skills
- Experience working for a consulting company is preferred (KPMG, EY, Deloitte, etc)
- Strong client engagement and leadership skills
- Will possess advanced expertise in all relevant analysis, data and project management tools.
- Financial industry experience required, Wealth Management preferred
- BA/BS Degree, MBA preferred.
- Agile/Product Owner/PMP Certifications preferred

Why join Broadridge?
- We offer a valuable benefits package effective date of hire including comprehensive healthcare (medical/prescription drug, dental, and vision), wellness benefits, fertility treatment, inclusive parental leave, life insurance, tuition reimbursement, disability benefits and more.
- We support a number of associate-led networks where associates with similar backgrounds and interests can find peer support, shape company policy and culture, receive mentorship from senior members, and develop their careers.
- We provide a competitive 401k plan with employer match and additional basic company contribution.
- We encourage our associates to rest and relax by taking advantage of our generous paid time off program including vacation, personal holidays, sick time, and paid company holidays.
- We strive to improve both our environmental impact as well as our industries by partnering with our clients to decrease their carbon footprint through digitization, data, and innovation.


Job ID:
Employment Type: Other

Perks and Benefits

  • Health and Wellness

    • Health Insurance
    • Dental Insurance
    • Vision Insurance
    • FSA
    • FSA With Employer Contribution
    • HSA
    • HSA With Employer Contribution
    • Life Insurance
    • Short-Term Disability
    • Long-Term Disability
    • Fitness Subsidies
    • Pet Insurance
    • Mental Health Benefits
  • Parental Benefits

    • Family Support Resources
    • Birth Parent or Maternity Leave
    • Non-Birth Parent or Paternity Leave
    • Adoption Leave
    • Fertility Benefits
  • Work Flexibility

    • Flexible Work Hours
    • Remote Work Opportunities
    • Hybrid Work Opportunities
    • Work-From-Home Stipend
  • Office Life and Perks

    • Commuter Benefits Program
    • Casual Dress
    • Happy Hours
    • Company Outings
    • On-Site Cafeteria
    • Holiday Events
  • Vacation and Time Off

    • Paid Vacation
    • Paid Holidays
    • Personal/Sick Days
    • Leave of Absence
    • Volunteer Time Off
    • Unlimited Paid Time Off
  • Financial and Retirement

    • 401(K)
    • 401(K) With Company Matching
    • Performance Bonus
    • Financial Counseling
    • Relocation Assistance
  • Professional Development

    • Tuition Reimbursement
    • Promote From Within
    • Mentor Program
    • Access to Online Courses
    • Lunch and Learns
    • Leadership Training Program
    • Internship Program
  • Diversity and Inclusion

    • Founder led
    • Woman founded/led
    • Black founded/led
    • Latinx founded/led
    • Asian founded/led
    • Diversity, Equity, and Inclusion Program

Company Videos

Hear directly from employees about what it is like to work at Broadridge.