Fiduciary Services Product Specialist Manager at Broadridge in Denver, CO
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. General
Responsibilities:
Responsible for managing a team of Fiduciary Services Specialists (FSS)/Analysts (FSA) Assist team members in managing relationship and delivering exceptional results to our clients, including being a point of contact in resolving issues as they arise. Maintain workflow processes and procedures to facilitate the consistent and efficient completion of team work. Create appropriate metrics and KPIs to quantify the team's performance relative to expectations and drive results. Manage and increase the effectiveness and efficiency of the department through creating an environment of innovation and continuous improvement. Play a significant role in long-term planning, with a view to delivering product excellence Manage line reports and responsible for HR initiatives / issues - including reviews, target / objective setting and career progression Manage local administration requirements including liaison with Finance/Account; Payroll co-ordination; benefits administration in conjunction with HR. Develop and maintain effective succession planning, resource planning, recruitment and retention strategies in conjunction with HR and Board Reporting leadership team. Responsible for creating and implementing training plan and ongoing development for team members Final quality control checks on completed projects, as needed Assist with implementation of new report formats Attend contract renewal board meetings, as necessary Perform other duties, as assigned Key competencies Leadership - the ability to create a great place to work and engage our people Critical thinking and problem solving skills, i.e. the ability to make decisions and assess risk Strong organizational and planning skills Strong, clear communication (both written and oral English), including influencing skills A motivational team leader who has the ability to resolve conflict Flexible approach to work A champion of innovation and continual improvement Able to build and maintain strong relationships both internally and with clients Ability to plan and deliver change and service improvements / efficiency Key qualifications and Experience required Minimum of five years experience in the mutual fund industry Detailed knowledge of investment company fees, expenses, and performance Proven successful project management skills Strong written and verbal communication skills Ability to combine information from various sources Excel, Word, InDesign, PowerPoint, Acrobat Must exhibit a proven ability to create and implement new ideas Experience with presentations to small- to medium-sized groups is essential Compensation Information:
Salary:
$72,700.00 - 131,700.00 USD Annual Bonus Eligible Broadridge Financial Solutions offers a comprehensive benefits program to help you and your family protect your health and financialsecurity. Medical - May be eligible to select from three medical plans including a Health Savings Account compatible plan Dental - May be eligible to select from three plans including certain orthodontia coverage Vision Insurance - May be eligible to select from a voluntary plan covering a full range of vision care services Health Savings Accounts - May be eligible to participate in a tax-advantaged savings account used for healthcare expenses Flexible Spending Accounts - Eligible to participate in a tax-advantaged spending accounts for healthcare and/or dependent daycare expenses Disability Insurance - Eligible for company provided Short-Term and core Long-Term disability insurance coverage with the option to purchase supplemental Long-Term disability insurance coverage, which provides income replacement for illness or injury Voluntary Insurance - Eligible to purchase certain additional insurance coverage like Critical Illness, Hospital Indemnity, and Group Accident and may be eligible to purchase a Personal Accident Insurance policy Life Insurance - May be eligible for basic term life coverage with the option to purchase additional supplemental life coverage Paid Time Off - Vacation, personal leave, sick leave, holidays, jury and bereavement leave Vacation Flex - Opportunity to purchase additional vacation time Retirement Saving Programs - Opportunity to participate in the Broadridge 401(k) Plan Educational Assistance - May be eligible for financial assistance for qualifying courses Employee Assistance Program - Eligible for short-term confidential counseling service. Disability Assistance
Salary Range:
$100K -- $150K
Minimum Qualification
Brand Marketing & Management, Marketing Research & AnalysisEstimated Salary: $20 to $28 per hour based on qualifications.
Responsibilities:
Responsible for managing a team of Fiduciary Services Specialists (FSS)/Analysts (FSA) Assist team members in managing relationship and delivering exceptional results to our clients, including being a point of contact in resolving issues as they arise. Maintain workflow processes and procedures to facilitate the consistent and efficient completion of team work. Create appropriate metrics and KPIs to quantify the team's performance relative to expectations and drive results. Manage and increase the effectiveness and efficiency of the department through creating an environment of innovation and continuous improvement. Play a significant role in long-term planning, with a view to delivering product excellence Manage line reports and responsible for HR initiatives / issues - including reviews, target / objective setting and career progression Manage local administration requirements including liaison with Finance/Account; Payroll co-ordination; benefits administration in conjunction with HR. Develop and maintain effective succession planning, resource planning, recruitment and retention strategies in conjunction with HR and Board Reporting leadership team. Responsible for creating and implementing training plan and ongoing development for team members Final quality control checks on completed projects, as needed Assist with implementation of new report formats Attend contract renewal board meetings, as necessary Perform other duties, as assigned Key competencies Leadership - the ability to create a great place to work and engage our people Critical thinking and problem solving skills, i.e. the ability to make decisions and assess risk Strong organizational and planning skills Strong, clear communication (both written and oral English), including influencing skills A motivational team leader who has the ability to resolve conflict Flexible approach to work A champion of innovation and continual improvement Able to build and maintain strong relationships both internally and with clients Ability to plan and deliver change and service improvements / efficiency Key qualifications and Experience required Minimum of five years experience in the mutual fund industry Detailed knowledge of investment company fees, expenses, and performance Proven successful project management skills Strong written and verbal communication skills Ability to combine information from various sources Excel, Word, InDesign, PowerPoint, Acrobat Must exhibit a proven ability to create and implement new ideas Experience with presentations to small- to medium-sized groups is essential Compensation Information:
Salary:
$72,700.00 - 131,700.00 USD Annual Bonus Eligible Broadridge Financial Solutions offers a comprehensive benefits program to help you and your family protect your health and financialsecurity. Medical - May be eligible to select from three medical plans including a Health Savings Account compatible plan Dental - May be eligible to select from three plans including certain orthodontia coverage Vision Insurance - May be eligible to select from a voluntary plan covering a full range of vision care services Health Savings Accounts - May be eligible to participate in a tax-advantaged savings account used for healthcare expenses Flexible Spending Accounts - Eligible to participate in a tax-advantaged spending accounts for healthcare and/or dependent daycare expenses Disability Insurance - Eligible for company provided Short-Term and core Long-Term disability insurance coverage with the option to purchase supplemental Long-Term disability insurance coverage, which provides income replacement for illness or injury Voluntary Insurance - Eligible to purchase certain additional insurance coverage like Critical Illness, Hospital Indemnity, and Group Accident and may be eligible to purchase a Personal Accident Insurance policy Life Insurance - May be eligible for basic term life coverage with the option to purchase additional supplemental life coverage Paid Time Off - Vacation, personal leave, sick leave, holidays, jury and bereavement leave Vacation Flex - Opportunity to purchase additional vacation time Retirement Saving Programs - Opportunity to participate in the Broadridge 401(k) Plan Educational Assistance - May be eligible for financial assistance for qualifying courses Employee Assistance Program - Eligible for short-term confidential counseling service. Disability Assistance
Salary Range:
$100K -- $150K
Minimum Qualification
Brand Marketing & Management, Marketing Research & AnalysisEstimated Salary: $20 to $28 per hour based on qualifications.
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