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.
As the Product Manager for Ops Enablement you will drive the digital transformation of operations and administrative workflows across Wealth Management. You will contribute to the platform strategy by supporting the discovery, documentation and prioritization of digital needs across operational tasks. You will partner with business, product, and technology to analyze user roles, workflows, and experience pain points to recommend and define capabilities to improve efficiency, transparency and service delivery.
We are made up of high-performing teams that meet in person to learn and collaborate as needed. This role is considered hybrid, which means you’ll be assigned to a Broadridge office and given the flexibility to work remotely a few days a week.
Responsibilities:
- Support platform strategy by organizing and maintaining capability backlogs.
- Assist in preparing materials for platform-level prioritization, investment decisions and roadmap reviews.
- Partner with senior product and operations leaders to document key workflows and user journeys.
- Conduct and synthesize discovery interviews and voice of the client with internal stakeholders and BPO partners.
- Support discovery sessions with front-line users and BPO partners to capture experience challenges.
- Act as a voice of operations within product planning to ensure all systems, tools, and services are aligned with advisor and business needs.
- Guide initiatives across the lifecycle—from strategy, planning, and testing through launch and adoption.
- Analyze patterns in manual effort, rework, and data friction.
- Help maintain and update persona profiles and journey maps.
- Help track adoption and effectiveness of digital enhancements over time.
Qualifications:
- Bachelor’s degree in Business, Operations, Computer Science, or related field required.
- 3+ years of experience in Financial Services Operations and in product or operations strategy within the Wealth Management, Insurance, or Mutual Funds industry.
- Foundational knowledge of financial operations, preferably in wealth management or capital markets.
- Experience working with process flows, workflow tools, or journey maps.
- Strong communication skills to explain findings in clear, structured ways.
- Able to work collaboratively with cross-functional teams in an agile, evolving environment.
- Expertise in operational platforms, user-centered design, and business process optimization.
- Demonstrated ability to identify business drivers and apply structured thinking to solve client and operational challenges.
- Highly proficient with Microsoft Word, Excel, PowerPoint; familiarity with product and workflow tools is preferred (e.g., JIRA, Confluence).
- Strong communication skills, with the ability to explain complex processes and recommendations in straightforward business terms.
- Comfortable working in cross-functional teams and influencing without direct authority.
- Visionary with a strategic mindset.
- Strong presentation skills for internal and client product demos.
- A results driven professional with the ability to execute.
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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.
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 BRcareers@broadridge.com.
