Client Transformation Analyst (Hybrid)

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.

As a member of the Client Transformation Team, the Client Transformation Analyst engages on strategic business solutions opportunities and Canadian financial services clients. This role helps understand clients’ business objectives, assess opportunities for transformation, and connect those needs to relevant Broadridge solutions to recommend transformational roadmaps that will deliver meaningful business value that helps clients’ achieve their objectives.

Working with the Head of Client Transformation Canada, and colleagues across sales, business development, account management, product management, development, and delivery, the Analyst contributes to client discovery, transformation roadmaps, business cases, proposals, and supporting materials. This is a collaborative, hands-on role suited to someone who can learn complex concepts, organize information, and deliver clear, high-quality analysis and communications.

• →Support client discovery: Participate in strategic client opportunities, help gather and organize information, and document client objectives, business drivers, requirements, and challenges.
• →Contribute to transformation roadmaps: Assist in developing multi-year, phased client journeys, including potential minimum viable products (MVPs) and milestones that connect client needs with Broadridge capabilities to delivery meaningful value.
• →Help shape solution recommendations: Build working knowledge of Broadridge products and services, including solutions already in use, their benefits, and their value propositions. Support the development of client-aligned solutions and messaging.
• →Prepare business cases and case-for-change materials: Help assess the people, process, technology, and data considerations of enterprise transformation opportunities involving Broadridge GTO and Wealth Canada solutions. Work with Broadridge teams during the internal estimate gathering process, project planning, financial modelling and proposal development stages.
• →Develop clear client and sales materials: Assist with proposals, presentations, solution templates, use cases, and sales collateral that explain client needs, recommended solutions, value, and key differentiators.
• →Track engagement progress: Prepare dashboards and status reports; monitor discovery activities, deliverables, milestones, risks, and issues; and raise items requiring attention to the appropriate team members.
• →Cross team engagement: Participate in meetings and action activities across internal teams to support alignment, timely decisions, and completion of agreed deliverables.
• →Support stakeholder communication: Build effective working relationships with internal and client stakeholders, communicate progress clearly, and help maintain alignment throughout discovery and planning.

• Bachelors degree in a related field, or equivalent work experience.

• At least two years of experience in a role supporting or serving the financial services industry.
• Exposure to wealth management, financial services technology, or business transformation is beneficial.
• Basic understanding of the financial services industry in Canada.

• Learning agility: Ability and interest in learning complex concepts, products, and client environments, and in continually building relevant knowledge.
• Analysis and problem-solving: Able to gather information, structure findings, analyze business needs, and support evidence-based recommendations.
• Clear communication: Strong written, verbal, and interpersonal skills; able to explain business problems, analysis, and proposed solutions to varied audiences.
• Initiative-taker: Takes initiative, anticipates needs, and follows through on commitments with limited supervision.
• Accountability: Owns assigned deliverables from start to finish, communicates progress, and risks, and consistently meets agreed deadlines.
• Resourcefulness: Works through routine challenges independently, seeks relevant information, and knows when to ask questions or escalate.
• Client and stakeholder engagement: Comfortable asking thoughtful questions, collaborating with colleagues and clients, and communicating with stakeholders at various levels.
• Organization and delivery: Strong time-management skills and the ability to manage multiple tasks, meet deadlines, and produce accurate, high-quality work.
• Business writing and presentation: Able to help create polished client-facing documents and presentations that connect business needs to solutions and expected value.
• Documentation and evidence: Able to organize discovery findings, develop use cases, and document measurable proof points that support client benefits and value propositions.
• Networking skills: Able to build and nurture relationships with various departments and stakeholders that are responsible for key Broadridge capabilities needed to participate in and support discoveries.

• Proficiency with Microsoft Word, Excel, and PowerPoint required.
• Experience with Visio or similar diagramming tools is an asset.
• Experience with project management tools such as Microsoft Project is an asset.
• Experience with data analytics, SQL, or programming languages such as Java or JavaScript is an asset.
• Experience using AI productivity tools is an asset.
  

Throughout the application process, you will be required to attend interviews in person. Our recruiters will explain the interview process at each stage and answer any questions you may have. 

This posting is for an existing and currently open position within Broadridge.  

Broadridge requires employees to complete a background check that is completed by one of our service providers. We use this service to complete the following checks:

• Employment verification
• Education verification
• Credit inquiry
• Canadian criminal record check

We are committed to supporting flexible work arrangements, investing in technology or other resources to enable you to work from home effectively, wherever possible. 

At this time this is a hybrid role, and therefore you should have a basic home office set up, high-speed internet, and the ability to work without distractions during core business hours.

Broadridge is an equal opportunity employer and is committed to a diverse and inclusive workplace ensuring that equal employment opportunities are provided to all individuals, regardless of race, colour, gender identity, sexual orientation, marital status, creed, age, disability, religious affiliation, or national origin or citizenship. If you require any accommodations during the recruitment process, please notify our recruitment team.

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. 

Use of AI in Hiring 

As part of the recruiting process, Broadridge may use technology, including artificial intelligence (AI)-based tools, to help review and evaluate applications. These tools are used only to support our recruiters and hiring managers, and all employment decisions include human review to ensure fairness, accuracy, and compliance with applicable laws. Please note that honesty and transparency are critical to our hiring process. Any attempt to falsify, misrepresent, or disguise information in an application, resume, assessment, or interview will result in disqualification from consideration.