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 a Lead Business Analyst to help financial services clients transform their businesses, operations, and technology. Bring your analytical expertise and consultative mindset to turn complex challenges into practical solutions, leading initiatives from discovery through implementation.
Responsibilities:
- Partner with clients to understand business objectives, assess current-state processes, and define requirements for transformation initiatives.
- Develop client proposals and solution recommendations that align business needs with Broadridge products, outsourced services, and proprietary tools and methodologies.
- Guide projects from discovery and requirements definition through solution design, implementation, and delivery.
- Analyze business processes, evaluate potential solutions, and recommend improvements using structured problem-solving methods and sound judgment.
- Apply financial services industry knowledge and an understanding of key business drivers to develop practical, client-focused recommendations.
- Collaborate with client stakeholders, business teams, and technical specialists to support alignment and successful implementation.
- Provide project and technical guidance to team members, sharing expertise and supporting the development of colleagues.
- Communicate complex business and technical information clearly to a range of audiences.
- Use generative AI tools to support the development of client-ready deliverables, proposals, and other content, validating outputs for accuracy and quality.
- Maintain high standards of quality and follow applicable policies, procedures, and project delivery guidelines.
Qualifications:
- Experience working at or consulting for broker-dealers, institutional asset managers, wealth managers, financial market utilities such as clearing corporations, or comparable financial services organizations.
- Advisory experience with an established consulting firm.
- Strong analytical and structured problem-solving skills, with the ability to translate business needs into actionable recommendations.
- Ability to collaborate across business and technology teams and communicate complex information clearly.
- Experience prompting advanced generative AI models to produce client-ready deliverables, proposals, and other business content.
- This is a hybrid role and requires 2x a week in the office.
Preferred Qualifications
- Experience developing reusable AI agent instructions, Markdown-based workflows, or recipes to produce recurring, multistep outputs.
- Experience configuring Model Context Protocol (MCP), command-line interfaces (CLIs), or equivalent integrations that enable AI agents to interact with tools and external systems.
- Technical data skills, such as SQL, Python, ETL/ELT frameworks, cloud data platforms such as Snowflake or Databricks, data modeling, or ontology development.
- Financial modeling skills.
Compensation Range: The salary range for this position is between $110,000 to $120,000 USD. Broadridge considers various factors when evaluating a candidate's final salary including, but not limited to, relevant experience, location, skills, and education
Bonus Eligibility: Bonus Eligible
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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
- Experience working at or consulting for broker-dealers, institutional asset managers, wealth managers, financial market utilities, clearing corporations, or comparable financial services organizations
- Advisory experience with an established consulting firm
- Strong analytical and structured problem-solving skills
- Ability to translate business needs into actionable recommendations
- Ability to collaborate across business and technology teams
- Ability to communicate complex information clearly
- Experience prompting advanced generative AI models to produce client-ready deliverables, proposals, and business content
- Ability to work hybrid, two days per week in the office
- Experience developing reusable AI agent instructions, Markdown-based workflows, or recipes for recurring multistep outputs
- Experience configuring Model Context Protocol, command-line interfaces, or equivalent AI-agent integrations
- Technical data skills including SQL, Python, ETL/ELT frameworks, Snowflake, Databricks, data modeling, or ontology development
- Financial modeling skills
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.
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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.
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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.
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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.
Broadridge Insights
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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