Head of Tax Services (Hybrid - Flexible Options)

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.

Reporting to the President of Client Reporting Services, you will be responsible for our client reporting business driving strategic direction, leading global organization, growing business while achieving financial targets, driving sales and marketing and building our roadmap. You will play a meaningful role in crafting, influencing, and designing strategies to support the growth of a business generating revenue in excess of $25 million/year. You will lead and influence a team of approximately 200 product, development and QA associates and be responsible for all aspects of our expanding business and delivering our industry leading platform. Given the complexity of the role you will need to be a strong developer of people, client, and market centric and an exceptional communicator/influencer/collaborator. You will nurture talent, develop/deliver our product roadmap, develop new products/ services, encourage staff mobility and champion the growth of your people all while producing extraordinary client service and satisfaction during periods of rapid growth. The successful candidate can be located in Newark, NJ, NYC or Long Island, NY (Deer Park/Brentwood) and must be able to travel to clients and offshore locations.

Over the past few years Broadridge has enjoyed revenue growth across products and geographies with a renewed focus on our Wealth Management Solution and we are looking to accelerate this growth and modernize /transform our products procedures and organization.

Key Responsibilities Include:

• Expanding/modernizing our product offering while interfacing with solutions, sales and marketing to increase sales and Professional Service revenue as well as increasing brand awareness.
• Securing and implementing investments to advance our products, bringing to bear/leveraging emerging technology e.g. AI and capabilities to transform our industry and product offering.
• Delivering superior client service and experience while enabling clients to mitigate risk.
• Working with and influencing our Global COE’s to ensure product alignment and a consistent client service experience.
• Leading effort to modernize our people, tools, technology/products and processes.
• Understand challenge of multi-channel/vendor services business including digital capabilities.
• Revenue and expense management planning and management processes.
• Execution excellence in terms of delivering new products and services on time and on budget.
• Drive thought leadership.
• Organization development and drive team to achieve financial, client service and sale targets on a continuous basis.
• Strong and compelling communication including being inspirational, transparent and utilizing new communication media.
• Able to be a positive voice and thoughtful leader in Wealth and Client reporting segment.
• Nurture and maintain strong relationships throughout industry including SIFMA, other tax orgs, regulators and clients, Ideal candidate has this network largely in place and is viewed positively in the industry.
• Formulate and execute a compelling strategic vision and path to success.
• Orchestrate change and ensure alignment in a highly matrixed organization.

Qualifications:

• Bachelor Degree required, Master Degree preferred.
• Visionary, versatile, highly skilled individual on executive leadership path.
• Minimum 8 – 10 years’ experience leading a large diverse and global team in client reporting.
• Tax Reporting experience
• Financial Services Wealth Management background preferably  
• Proven ability to develop and deliver Digital and Advisor product and technology capabilities.
• Experience using data to create service capability such as next best actions and advisor analytics.
• Strong understanding of client reporting technology, marketplace, and products. (Includes emerging technology such as AI).
• Proven track record planning and implementing large scale business initiatives including client on-boarding, on-time, transformations and on budget.
• Proven track record of exceeding sales and financial targets including profit margin expansion.
• Strong analytical skills fact and number based strategic and yet able to get to the details quickly.
• Values and encourages diverse opinions and balances with decision making timing.
• Ability and track record closing sales deals, preparing financial/sales proposals and negotiating contracts.
• Strong industry relationships (C suite) in the Wealth Management industry (front office, compliance, industry organizations and back office).
• Proven track record of client and market centric behavior.
• Strong business acumen and decision making skills balanced with pragmatism.
• Change management skills.
• Strategic and business planning skills while able to pay attention to detail and drive execution when necessary.
• Proven track record of building highly effective teams and developing talent.
• Ability to grow and expand responsibilities within BR.

• Compensation Range: The salary range for this position is between $250,000-$280,000. Broadridge considers various factors when evaluating a candidate's final salary including, but not limited to, relevant experience, skills, and education.
• Bonus Eligibility: Bonus Eligible
• Benefits Information: Please visit www.broadridgebenefits.com for more information on our comprehensive benefit offerings.

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Broadridge associates helped us envision our Connected Workplace - a work model that allows associates around the globe, dependent upon their role responsibilities, to take advantage of the benefits of both on-site and off-site work to support our clients, one another, and the communities where we live and work. Our Connected Workplace is grounded in the concept of FACS: Flexible, Accountable, Connected, and Supported, which is our commitment to our associates. FACS supports our strong culture and allows us to achieve business goals while supporting meaningful work-life integration for our associates.
We are dedicated to fostering a diverse, equitable, and inclusive environment and committed to providing a workplace that empowers associates to be authentic and bring their best to work. We believe that associates can only 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 diversity in all its dimensions.

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 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 [email protected].