Client Implementation Specialist

Client Implementation Specialist

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.

The Client Implementation Specialist will be both a subject matter expert on the LTX Trading application as well as the first resource between our clients and a variety of internal teams (ie: Product Management, Relationship Management, Sales, Infrastructure, Development, Executive Leadership etc.). This is a client-facing role in which your main responsibilities are to interact with new and existing clients to explain and manage the implementation, onboarding, and integration of LTX Trading within a client's technology stack. This will include workflow reviews in a UAT environment, translating business requirements into technical documentation, and working with teams internally and externally to ensure complete, accurate, and timely onboardings. You will also be heavily involved in the integration efforts with new and existing partners of LTX (aggregators, OMS's, etc…) on behalf of mutual clients. Strong communication, presentation, and organizational skills are a must have. This role requires having FINRA Licenses (Series 7, SIE) so candidates without these licenses will be required to obtain these licenses within the first 6 months of starting in the role.

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 3 days a week and given the flexibility to work remote 2 days a week.

Role Responsibilities

• Guide new customer accounts to a successful go-live on the LTX Trading application while effectively building relationships with client stakeholders.
• Facilitate user acceptance testing (UAT) with clients, including FIX and API based workflows.
• Onboard new end users on a credit desk to an e-trading system.
• Work with client integration and deployment teams to ensure all InfoSec and security requirements are satisfied.
• Communicate client feedback to relevant teams internally to identify potential product improvements with efficient collaboration.
• Coordinate Disaster Recovery testing requirements internally and externally.
• At times, lead training sessions on system functionality to relevant client end users

Qualifications

• Bachelor's degree in Finance, Economics, Business, Information Technology, or related field.
• 2–5 years of experience in software implementation, project management, client services, or a related role, preferably in the investment management or financial services industry.
• Familiarity with investment management concepts, including portfolio management, execution, regulatory reporting, and trade compliance.
• Familiarity with market structure and trading technology for fixed income and credit markets
• Strong technical skills with an eagerness to learn in a coachable capacity.
• Excellent communication, interpersonal, and client-facing skills.
• Ability to manage multiple projects and deadlines in a fast-paced & high stakes e-trading environment
• FINRA Licensed (Series 7 & SIE) - must obtain within first 6 months if not already licensed
• Experience working at an e-trading platform in any asset class, preferably fixed income.
• Experience working with systems including Salesforce, Splunk, Bloomberg, JIRA, Power BI, Microsoft Office, etc.
• Experience showcasing that you've learned a new financial technology in a previous role.

Salary range $95,000- $100,000. Bonus Eligible. Broadridge considers various factors when evaluating a candidate's final salary including, but not limited to, relevant experience, skills, and education.

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.

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.