Director, Client Connectivity and Reporting Integrations (Hybrid - NYC)

Reposted 20 Days Ago
Be an Early Applicant
New York, NY, USA
Hybrid
185K-195K Annually
Senior level
Fintech • Financial Services
The Role
Lead a distributed team managing client onboarding, FIX and file-based connectivity, and trade/reporting integrations for OMS and portfolio management platforms. Own requirements gathering, design, testing, deployment, and production support; partner with Sales, Product, and Engineering; drive automation and AI-enabled improvements to scale onboarding efficiency and operational support.
Summary Generated by Built In

At Broadridge, we've built a culture where the highest goal is to empower others to accomplish more. If you’re passionate about developing your career, while helping others along the way, come join the Broadridge team.

Broadridge is hiring! We are seeking a Director, Client Connectivity & Reporting Integrations to lead a team supporting client onboarding, connectivity, and reporting integrations across our 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

Qualifications

  • 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 (also move below Deep expertise bullet)

  • 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

Preferred Qualifications

  • Bachelor’s degree required

  • Experience with platforms such as Enfusion, Charles River, SS&C Eze, SimCorp, Aladdin, or similar solutions

  • Experience with C#, VBA, or similar technologies

  • Experience across multiple asset classes, including equities, listed derivatives, FX, OTC derivatives, and fixed income

  • Fixed income experience preferred

  • Experience working with broker/dealers, clients, and third-party vendors in complex integration environments

Compensation Range: The salary range for this position is between $185,000 - $195,000.

Bonus Eligibility: Bonus Eligible

Broadridge considers various factors when evaluating a candidate's final salary including, but not limited to, relevant experience, skills, and education.

Benefits Information: Please visit www.broadridgebenefits.com for more information on our comprehensive benefit offerings.

All Colorado employees receive paid sick leave in compliance with the Colorado Healthy Families and Workplaces Act and other legally required benefits, as applicable.  Apply by clicking the application link and submitting your information. The deadline to apply for this role is September 1, 2026

#LI-JS2

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.

Use of AI in Hiring 

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. Please note that honesty and transparency are critical to our hiring process. 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.

Disability Assistance

We recognize that ensuring our long-term success means creating an environment where everyone is welcome, where everyone's strengths are valued, and where everyone can perform at their best. 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 [email protected].

Skills Required

  • 8-12+ years experience in financial technology, capital markets infrastructure, electronic trading, connectivity services, or trade/reporting implementations
  • Proven experience leading teams 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 or implementations
  • Ability to identify practical use cases for AI-driven insights and workflow automation within onboarding and connectivity 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
  • Bachelor's degree
  • Experience with platforms such as Enfusion, Charles River, SS&C Eze, SimCorp, Aladdin, or similar
  • Experience with C#, VBA, or similar technologies
  • Experience across multiple asset classes including equities, listed derivatives, FX, OTC derivatives, and fixed income
  • Fixed income experience
  • Experience working with broker/dealers, clients, and third-party vendors in complex integration environments

Broadridge Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Broadridge and has not been reviewed or approved by Broadridge.

  • Healthcare Strength Healthcare coverage is described as broad, with multiple medical plan options plus dental, vision, prescription coverage, and telehealth access. Preventive care is framed as fully covered in-network, alongside added supports like an employee assistance program and on-site wellness availability in some locations.
  • Retirement Support Retirement support is positioned as meaningfully supportive via a 401(k) match structure that increases with tenure. Added financial support such as one-on-one financial counseling is also included as part of the broader rewards approach.
  • Parental & Family Support Parental support is presented as substantial, including up to nine weeks of paid new-parent salary continuation. Additional family-oriented programs like back-up care and dependent-care options are included in the benefits mix.

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The Company
HQ: Lake Success, NY
14,000 Employees
Year Founded: 2007

What We Do

Broadridge Financial Solutions, Inc. (NYSE: BR), is a global fintech leader, delivering technology-driven solutions that drive digital transformation for banks, broker-dealers, asset and wealth managers and public companies. At Broadridge, we are committed to making a difference. Our unique culture is guided by the Service-Profit Chain—the idea that success is mutual, directly connecting employee engagement, client satisfaction, and the creation of stockholder value. We enable better financial lives by providing the critical infrastructure that powers investing, corporate governance and communications. A certified Great Place to Work®, Broadridge is part of the S&P 500® Index, employing over 14,000 associates in 21 countries.

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