VP, Product Management – Operations Strategy (Remote)

Broadridge Financial Solutions, Inc.

Job Overview

Location

Minnesota-Home Office

Job Type

Full-time

Full Job Description

📋 Description

• Lead the strategy, vision, and roadmap for wealth operations products and capabilities, including AI-enabled operational solutions.
• Create, execute, and continuously evolve the operational product roadmap to support market adoption of an integrated wealth platform leveraging Broadridge, client, and third-party best-in-class solutions.
• Analyze the wealth marketplace, including client needs, industry innovation, technology trends, and traditional and nontraditional competitors, to ensure product competitiveness and market differentiation.
• Gather and synthesize voice-of-client and voice-of-prospect insights to shape product direction and investment priorities.
• Identify and prioritize strategic investments that strengthen Broadridge’s market leadership in operational processes, innovation, and AI.
• Develop and drive business case approvals for strategic investments, including financial modeling, pricing strategy, ROI analysis, and growth opportunities.
• Partner with finance, sales, marketing, engineering, technology, and QA teams to ensure profitable product development and successful go-to-market execution.
• Expand and strengthen the integration partner network to broaden wealth capabilities, increase sales and professional services revenue, and enhance brand awareness.
• Ensure products deliver superior client experiences, including intuitive digital UI/UX, while helping clients manage and mitigate data risk.
• Influence and align with business and technology stakeholders, as well as enterprise product management teams, to drive consistency across the platform and client service experience.
• Build strong collaborative relationships with internal leaders and external partners to achieve the financial and strategic goals of the North American Wealth business.
• Manage revenue and expense considerations across the product portfolio, balancing innovation, operational efficiency, and financial performance.
• Serve as a thought leader in the wealth industry across business and technical product management, contributing to presentations, FAQs, collateral, white papers, and executive communications.
• Drive regular reporting and transparency around product strategy, roadmap progress, timelines, delivery milestones, and financial outcomes.
• Communicate with clarity and influence, demonstrate ambition, transparency, collaboration, and a proactive leadership style.
• Minimum of 10 years of experience in the Wealth Management industry, including significant leadership experience.
• Proven experience in product management, strategy, and finance, including business case development, pricing models, and product lifecycle management.
• Demonstrated ability to develop innovative approaches to next-generation wealth management solutions.
• Strong knowledge of financial services, securities processing, and the asset management industry preferred.
• Deep expertise in product management, wealth technologies, digital best practices, and best-of-breed operational solutions.
• Hands-on experience creating product strategies, roadmaps, and investment business cases.
• Strong experience with data and system integration, from both business and technical perspectives, in support of wealth platform strategy.
• Proven ability to present complex strategies and solutions to senior executives, technology partners, clients, and key stakeholders.
• Exceptional analytical, strategic thinking, and problem-solving skills.
• Strong creative and innovative mindset, with the ability to identify transformative opportunities.
• Ability to manage multiple priorities and operate effectively under pressure with strong attention to detail.
• Highly motivated self-starter with a collaborative, team-oriented approach.
• Excellent interpersonal, verbal, and written communication skills.
• Ability to adapt and thrive in a fast-paced, evolving environment.
• Experience working across global, cross-functional teams is a plus.

🎯 Requirements

• Minimum of 10 years of experience in the Wealth Management industry, including significant leadership experience.
• Proven experience in product management, strategy, and finance, including business case development, pricing models, and product lifecycle management.
• Bachelor’s degree required.
• Strong experience with data and system integration, from both business and technical perspectives, in support of wealth platform strategy.
• Demonstrated ability to develop innovative approaches to next-generation wealth management solutions.
• Proven ability to present complex strategies and solutions to senior executives, technology partners, clients, and key stakeholders.

🏖️ Benefits

• Bonus eligible
• Comprehensive benefit offerings available via www.broadridgebenefits.com
• Paid sick leave in compliance with the Colorado Healthy Families and Workplaces Act (for Colorado employees)
• Equal employment opportunities provided without regard to race, color, religion, sex, marital status, national origin, ethnic origin, age, disability, genetic information, military or veteran status, or other protected characteristics

Skills & Technologies

Onsite

$280k-300k

Degree Required

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Broadridge Financial Solutions, Inc.

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About Broadridge Financial Solutions, Inc.

Broadridge Financial Solutions provides investor communications and technology-driven solutions to the financial services industry. The company processes and distributes proxy materials, regulatory documents, trade confirmations, and statements for banks, brokers, asset managers, and public companies. Its technology platforms support post-trade processing, securities clearing, data analytics, and governance services. Broadridge serves global markets, helping clients reduce risk, enhance operational efficiency, and meet compliance requirements. Founded in 2007 as a spin-off from Automatic Data Processing, it is headquartered in Lake Success, New York.

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