Board Reporting Manager (Hybrid)

Broadridge · Greater Denver Area

Company

Broadridge

Location

Greater Denver Area

Type

Full Time

Job Description

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 looking to add a strong member to our Board Reporting Operations leadership team. This role will be responsible for leading a team of professionals delivering a broad set of solutions for mutual fund board of directors, primarily related to fulfilling 15(c) requirements of the Investment Company Act of 1940.

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

Qualification:

  • 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, clear communication (both written and oral English), including influencing skills
  • A motivational team leader who has the ability to resolve conflict
  • Able to build and maintain strong relationships both internally and with clients
  • Ability to plan and deliver change and service improvements / efficiency
  • Minimum of five years experience in the mutual fund industry
  • Detailed knowledge of investment company fees, expenses, and performance
  • Proven successful project management skills
  • Ability to combine information from various sources
  • Must exhibit a proven ability to create and implement new ideas
  • Experience with presentations to small- to medium-sized groups is essential

Salary range $95,000.00- $115,000.00.

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

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

Compensation may vary outside of this range depending on a number of factors, including a candidate's qualifications, skills, competencies and experience, and location. Base pay is one part of the Total Package that is provided to compensate and recognize employees for their work, and this role may be eligible for additional discretionary bonuses/incentives, and restricted stock units.

#LI-CS2

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. US applicants: Click here to view the "EEO is the Law" poster. If you are a qualified individual with a disability or a disabled veteran, you may request a reasonable accommodation in the event you are unable or limited in your ability to use or access the Company's career webpage because of your disability. You may request a reasonable accommodation(s) by calling 888-237-7769 or by sending an email to [email protected].

Date Posted

07/31/2023

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