Director, Client Connectivity and Reporting Integrations (Hybrid - NYC)

Job Overview

We are seeking a Director, Client Connectivity & Reporting Integrations to lead a team supporting client onboarding, connectivity, and reporting integrations across our OMS and Portfolio Management platform. This role combines technical leadership, client engagement, and operational oversight to deliver scalable, high-quality integration solutions for institutional clients.
Responsibilities

Systematically lead and develop a distributed team responsible for client connectivity, onboarding, reporting integrations, and production support
Own the delivery of client onboarding across FIX connectivity and trade reporting implementations
Oversee requirements gathering, implementation design, template and job deployment, testing, and production readiness for new and existing clients
Manage vendor and client connectivity across FIX and file‑based integrations, including FTP/SFTP, encryption, and access maintenance
Act as a senior escalation point for complex integration, workflow, and reporting issues, partnering with Product and Engineering on resolution and enhancement priorities
Partner with Sales, Account Management, and Client Service to prioritize onboarding activity, improve client experience, and support time‑to‑revenue goals
Drive operational improvements through standardization, metrics, automation, and the use of AI‑enabled tools to enhance onboarding efficiency, monitoring, exception management, and support workflows
Identify and deliver operational efficiencies and scale capacity and improved client outcomes through technology (e.g., machine learning, agentic AI)
Build strong relationships with clients, vendors, broker/dealers, and internal stakeholders to support effective delivery and platform adoption
Qualifications

8–12+ years of experience in financial technology, capital markets infrastructure, electronic trading, connectivity services, or trade/reporting implementations
Proven experience leading teams, ideally across multiple regions and time zones
Deep expertise in FIX Protocol (4.x/5.x), onboarding, certification, and production support
Strong understanding of buy‑side OMS, portfolio management, execution, and post‑trade/reporting workflows
Experience with trade reporting platforms, trade file creation, template deployment, or downstream operational integration processes
Hands‑on familiarity with FTP/SFTP, transport protocols, and PGP encryption
Strong technical and analytical skills, including working knowledge of SQL
Demonstrated experience applying automation, analytics, AI, machine learning, or generative AI tools to improve operational workflows, implementation efficiency, monitoring, or support processes
Ability to identify practical use cases for AI‑driven insights and workflow automation within client onboarding, connectivity management, and reporting operations
Demonstrated ability to gather and translate client, vendor, and business requirements into scalable implementation solutions
Strong client‑facing skills with the ability to manage relationships and influence outcomes
Proven ability to work cross‑functionally with Sales, Product, Engineering, Operations, Support, and Client Service teams
Preferred Qualifications

Bachelor’s degree required
Experience with platforms such as Enfusion, Charles River, SS&C Eze, SimCorp, Aladdin, or similar solutions
Experience with C#, VBA, or similar technologies
Experience across multiple asset classes, including equities, listed derivatives, FX, OTC derivatives, and fixed income
Fixed‑income experience preferred
Experience working with broker/dealers, clients, and third‑party vendors in complex integration environments
Compensation and Benefits

Compensation Range: $185,000 – $195,000 per year. Bonus Eligibility: Bonus Eligible.
Benefits: Visit

www.broadridgebenefits.com

for comprehensive benefit offerings. All Colorado employees receive paid sick leave in compliance with the Colorado Healthy Families and Workplaces Act and other legally required benefits, as applicable.
Equal Employment Opportunity

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.
EEO Statement

US applicants: view the EEOC "Know Your Rights" poster.

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