Aurora, CO

Director, Product Management (JR1022984)

Posted over 1 month ago

Job Description

Company Description
Broadridge Financial Solutions, Inc. (BR), a $4 billion global Fintech leader and part of the S&P 500 Index, is a leading provider of investor communications and technology-driven solutions to banks, broker-dealers, asset and wealth managers and corporate issuers. At Broadridge, we do well by doing good. Our unique culture is guided by the Service-Profit Chain-the idea that success is mutual, directly connecting employee engagement, client satisfaction, and the creation of stockholder value. We enable better financial lives by powering investing, governance, and communications for our clients, their customers, and the financial services industry.

Job Description

Position Summary:

The Director of Product Management for Investment Solutions is responsible for the growth and management of a portfolio of products, primarily Collective Investment Trusts. Responsibilities include product development, product management, product governance and business management for all stable value and CIT products in the US, along with other liquidity offerings. Success will ultimately be measured by the increased standing of Matrix as a preferred discretionary trustee and asset manager within the retirement provider community, in support of growing CIT assets and cash balances on the platform.

Job Responsibilities:

  • Participating member of the CIF Committee reporting into the Matrix Trust Company Board of Trustees
  • Define the product strategy and roadmap for a suite of current and future Stable Value/CIT products and capabilities that span multiple markets, channels, and product structures
  • Assess product and pricing market data and collaborates with Sales team members on product pricing
  • Develop product strategies and plans to support accelerated organic growth of the Matrix Collective Investment Trust business in the retirement space
  • Expand our CIT market share via winning solutions and in conjunction with potential acquisition targets
  • Define and deliver on the product roadmap for all product, legal and digital enhancements required to enhance Matrixs sub-advisor user experience and onboarding process flow for the CITs
  • Support the development and maintenance of CIT product informational materials; evangelize and present the CIT product offering to key clients and industry players; manage thought leadership programs in support of the CIT offering
  • Demonstrate a comprehensive understanding of our current products, client base, target sectors, competitors and other important players in the industry
  • Maintain professional and technical knowledge by attending educational workshops; reviewing professional publications; establishing personal networks; participating in professional societies

Preferred Qualifications:

  • Retirement experience or expertise in the context of cash and unitized investment offerings, primarily Collective Investment Trusts
  • The Candidate should have a strong understanding of the current asset management trends and challenges specific to the retirement industry


  • Ability to build solid Sub-Advisor relationships to understand current and future needs
  • Investment acumen, including sound knowledge of asset management theories and fiduciary practices
  • Strong analytical thinking, excellent communication skills (verbal & written), and a team player is a must
  • A resourceful self-starter who is comfortable interacting and coordinating with numerous internal and external partners
  • Ability to think strategically and have strong influencing skills
  • Demonstrated ability to drive results


  • College degree required; CIMA or CFA preferred
  • 7+ years of experience leading the successful development and roll-out of new and enhanced investment products
  • Successful track record of innovation and creativity in developing investment product strategies and roadmaps
  • Position can be based in Phoenix, Denver or other Broadridge locations
  • Available for travel to existing CIT sub-advisors, prospective partners and industry influencers

Additional Information

Salary: $85,700.00 - 156,900.00 USD Annual

This position is bonus eligible.

Broadridge Financial Solutions offers a comprehensive benefits program to help you and your family protect your health and financial security.

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 services

Broadridge is an equal opportunity employer and makes employment decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, protected veteran status, disability, age or any other protected status. "Everyone Benefits from Diversity & Inclusion. Diverse & Inclusive Teams Drive Growth." 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 as a result of your disability. You may request a reasonable accommodation(s) by calling 888-237-7769 or by sending an email to [email protected]

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