Broadridge Financial Solutions jobs

Mid-Market, Solutions Consultant London, UK Navan Expense is an expense and corporate card solution that eliminates the hassles of expense management while giving finance leaders real-time spend visibility and control. Navan Expense provides employees with a refreshingly easy way to pay for what they need while giving finance leaders one easy place to control, manage, and track spend. With physical and virtual cards, smart policy management, and automated expense reports, Navan Expense streamlines the entire business spending process - driving cost-savings, productivity, and compliance. We're looking to bring on an Mid-Market Solutions Consultant, Expense who will continue to scale Navan Expense and the future of this product line. You will partner closely with our Sales, Product, Finance, Support and Operations teams, all the way up to our C-Suite - to ensure we are delighting our clients and exceeding goals. You will be a key player in helping Account Managers expand Expense product offerings within current strategic travel accounts, implement the Expense solution, and increase adoption within the Mid-Market segment by combining your expertise of accounting and finance with your knowledge of our expense management platform and corporate credit card. Navan Expense has currently seen 10x growth in the last year and is currently being used by 800+ companies, such as Epicor, Amplitude, Loom, Toast & Lyft. By understanding client needs and leveraging your knowledge, you will help assist with an effective strategy that will ultimately drive revenue. The Ideal Candidate will be a subject matter expert with an accounting and

Manager, Production Operations (On-site) (Night Shift) Markham, ON posted: Posted 30+ Days Ago

Financial Advisor, Investment & Retirement Planning - Oakridge Centre, Vancouver - B.C Vancouver Requisition ID: 262060 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. About the role Internally known as Financial Advisor, Investment and Retirement Planning (FAIR), as a Financial Planner in our retail branch network, you are a member of the branch sales team responsible for contributing to the team's overall success by meeting or exceeding negotiated deposit and investment sales goals through effective management of your assigned portfolio of clients. Your primary role is to establish and deepen investment and primary banking relationships with existing assigned clients as well as clients referred by branch partners. Promote the development and sustainable growth of proprietary investment business in the assigned market area by: Conducting in-depth reviews for assigned clients including retirement planning, wealth accumulation and estate planning utilizing financial planning skills and tools to support our clients' financial goals. Exhibiting a natural curiosity to uncover and solve for client's needs, deliver trusted financial advice to clients regarding their investments and retirement planning. Demonstrating self-motivation and a goal-oriented mindset when identifying our clients' needs to craft personalized financial strategies and solutions. Fostering strong engagement, educating clients, offering insights, and delivering expert advice. Building relationships, focusing on providing a great client experience and g

Assoiate Process Manager Bengaluru-EPIP Industrial Area posted: Posted 2 Days Ago

Financial Advisor, Investment & Retirement Planning - MAJOR MACKENZIE & WESTON, VAUGHAN Vaughan Requisition ID: 256037 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. About the role Internally known as Financial Advisor, Investment and Retirement Planning (FAIR), as a Financial Planner in our retail branch network, you are a member of the branch sales team responsible for contributing to the team's overall success by meeting or exceeding negotiated deposit and investment sales goals through effective management of your assigned portfolio of clients. Your primary role is to establish and deepen investment and primary banking relationships with existing assigned clients as well as clients referred by branch partners. Promote the development and sustainable growth of proprietary investment business in the assigned market area by: Conducting in-depth reviews for assigned clients including retirement planning, wealth accumulation and estate planning utilizing financial planning skills and tools to support our clients' financial goals. Exhibiting a natural curiosity to uncover and solve for client's needs, deliver trusted financial advice to clients regarding their investments and retirement planning. Demonstrating self-motivation and a goal-oriented mindset when identifying our clients' needs to craft personalized financial strategies and solutions. Fostering strong engagement, educating clients, offering insights, and delivering expert advice. Building relationships, focusing on providing a great client experience and g

VP, AI Quality Software Engineering (Remote) 3 Locations posted: Posted 16 Days Ago

Capital Solutions Associate Austin or New York (Hybrid) About the role Behi nd many of life's most important transactions - buying a house, applying for a mortgage, getting a small business loan, or refinancing a credit card - is a network of credit relationships. Setpoint provides critical operational infrastructure for relationships between the world's largest banks, credit funds and capital markets counterparties. We're building trust in this system of credit. We are looking for a Capital Solutions Associate to join our team! This is an opportunity to have a big impact and join a fast growing platform and partner with the executive team across the firm. You'll be a driver and co-owner of creating tech solutions for lenders and borrowers in asset backed credit, innovating the way credit is accessed and monitored. We have a strong ethos of promoting from within, and you'll be given ample opportunities for career development and advancement Who will love this job - A fintech enthusiast: You understand debt capital markets, our customers' pain, and how Setpoint's solutions fit. - Detail-oriented: You don't cut corners and quickly grasp complex problems. You are driven to be accurate and maintain a zero-defect approach under tight deadlines. - A great communicator: You can succinctly communicate and discuss complex problems and can distill rules-based legal documents into digestible logic. - An intuitive all-round athlete: You are comfortable converting complex ideas into solutions, and are excited about client experience, sales, and product effectiveness. - An independent problem-solver: You can understand

Premier Account Leader - Asia Pacific Singapore - 30 Raffles Place posted: Posted 11 Days Ago

Director of IT Audit Cluj-Napoca - 3rd Emile Zola Street posted: Posted 30+ Days Ago

Senior Financial Analyst New York, New York Who We Are At Justworks, you'll enjoy a welcoming and casual environment, great benefits, wellness program offerings, company retreats, and the ability to interact with and learn from leaders in the startup community. We work hard and care about our most prized asset - our people. We're helping businesses get off the ground by enabling them to focus on running their business. We solve HR issues. We're data-driven and never stop iterating. If you'd like to work in a supportive, entrepreneurial environment, are interested in building something meaningful and having fun while doing it, we'd love to hear from you. We're united by shared goals and shared motivations at Justworks. These are best summed up in our company values, which are reflected in our product and in our team. Our Values If this sounds like you, you'll fit right in. Who You Are Justworks is seeking a highly analytical and business-minded Corporate FP&A Analyst to help build the consolidated financial view of our business. In this role, you will support how we plan, allocate capital, track performance, and report results to our CFO/CEO, Executive Leadership and Board of Directors. This is a highly visible role where you will partner closely with Finance, Accounting and Data/Analytics leaders to connect operational activity to financial outcomes across the organization. The ideal candidate is comfortable navigating ambiguity, operating across multiple workstreams, and translating complex financial data into clear, actionable insights for executive leadership. Your Success Profile What

Senior Physical Security Console Operator (Overnights) - Onsite( Newark, NJ posted: Posted 30+ Days Ago

Senior Wealth Advisor - The Baldwin Group Financial Services 6 Locations The Baldwin Group Wealth Advisors, LLC is an independent RIA firm offering financial planning and investment advice for individuals, and fiduciary retirement plan services to corporations. We pride ourselves in being a high touch organization that is highly competent, proactive, and responsive. Due to our continued growth, the Wealth Management division currently has an opening for a Senior Wealth Advisor. As a Senior Wealth Advisor, you will build and deepen client relationships, deliver comprehensive planning, and manage portfolios using Baldwin's integrated advice platform. You'll collaborate across practices to protect assets, optimize incomes, and help clients achieve long‑term financial outcomes. PRIMARY RESPONSIBILITIES: Utilize your substantial book of business in Wealth Management to diversify and strengthen our financial portfolio. Grow and manage a client book through qualified leads, referrals, and proactive outreach, leveraging Baldwin's holistic asset protection platform for efficient client acquisition and closing. Deliver comprehensive financial plans spanning retirement, wealth accumulation, insurance, tax‑aware strategies, and estate considerations to protect clients' assets and incomes. Construct and maintain portfolios aligned to client goals, risk profiles, and time horizons, coordinating with internal specialists in wealth, retirement, and insurance. Engage clients through consistent review cycles, performance reporting, and life‑event planning to sustain trust and drive retention. Collaborate across regions and practices to identify cross‑selling opportunities and deliver integrated solutions under the unified Baldwin brand. Adhere to fiduciary standards, compliance policies, and documentation requirements while maintaining a high‑touch client experience. KNOWLEDGE, SKILLS & ABILITIES Proficient

Capital Solutions Manager (Capital OS) Austin or New York (Hybrid) About the role Behind many of life's most important transactions - buying a house, applying for a mortgage, getting a small business loan, or refinancing a credit card - is a network of credit relationships. Setpoint provides critical operational infrastructure for relationships between the world's largest banks, credit funds and capital markets counterparties. We're building trust in this system of credit. We are looking for a Capital Solutions Manager to join our team! This is an opportunity to have a big impact and join a fast growing platform and partner with the executive team across the firm. You'll be a driver and co-owner of creating tech solutions for lenders and borrowers in asset backed credit, innovating the way credit is accessed and monitored. We have a strong ethos of promoting from within, and you'll be given ample opportunities for career development and advancement. Who will love this job - A fintech enthusiast: You understand debt capital markets, our customers' pain, and how Setpoint's solutions fit. - Detail-oriented: You don't cut corners and quickly grasp complex problems. You are driven to be accurate and maintain a zero defect approach under tight deadlines. - A great communicator: You can succinctly communicate and discuss complex problems and can distill rules-based legal documents into digestible logic. - An intuitive all-round athlete: You are comfortable converting complex ideas into solutions, and are excited about client experience, sales, and product effectiveness. - An independent problem-solver: You

Business Development Partner Chicago, IL; Clearwater, FL; Westlake, TX Join us in building the future of finance. Our mission is to democratize finance for all. An estimated $124 trillion of assets will be inherited by younger generations in the next two decades. The largest transfer of wealth in human history. If you're ready to be at the epicenter of this historic cultural and financial shift, keep reading. About the team + role We are building an elite team, applying frontier technologies to the world's biggest financial problems. We're looking for bold thinkers. Sharp problem-solvers. Builders who are wired to make an impact. Robinhood isn't a place for complacency, it's where ambitious people do the best work of their careers. We're a high-performing, fast-moving team with ethics at the center of everything we do. Expectations are high, and so are the rewards. The TradePMR team empowers financial professionals with innovative technology and unparalleled support tailored to the unique needs of the RIA community. We are a custodial services and technology provider offering a robust platform including portfolio management, digital account opening, and advanced trading tools to help advisors streamline operations and grow their practices. As Business Development Partner, you will have a proven track record of successfully building strong relationships with Independent RIA firms and the ability to influence key decision makers to transition their custodial services to the TradePMR platform This role is based in our Chicago, IL, Clearwater, FL, Westlake, TX office(s), with in-person attendance expected at least 3

Senior Software Engineer, Derivatives Team London, UK Join us in building the future of finance. Our mission is to democratize finance for all. An estimated $124 trillion of assets will be inherited by younger generations in the next two decades. The largest transfer of wealth in human history. If you're ready to be at the epicenter of this historic cultural and financial shift, keep reading. About the team + role We are building an elite team, applying frontier technologies to the world's biggest financial problems. We're looking for bold thinkers. Sharp problem-solvers. Builders who are wired to make an impact. Robinhood isn't a place for complacency, it's where ambitious people do the best work of their careers. We're a high-performing, fast-moving team with ethics at the center of everything we do. Expectations are high, and so are the rewards. The Derivatives team is building a regulated exchange for perpetual markets, focused on scaling infrastructure to support rapid product expansion and increasing trading demand. The team partners closely with product, infrastructure, and security groups to deliver reliable systems that support new contract launches and market growth. Work is centered on backend systems that prioritize correctness, performance, and system reliability in high-volume trading environments! As a Senior Software Engineer, you will design and develop backend systems that power derivatives trading, including order handling, execution workflows, and risk-sensitive processes. You will contribute to improving system performance, ensuring data accuracy, and supporting platform scalability as trading volume grows. This role involves working on systems

FIX Onboarding Engineer (On-Site - Dallas) Texas-Home Office posted: Posted Yesterday

Senior Specialist, Plan Design Austin, TX | Scottsdale, AZ Vestwell is the financial technology company powering the new savings economy. Our platform redefines how people save for the critical aspects of life across retirement, education, and healthcare savings needs. Today, Vestwell enables over 350,000 businesses and over 2M active savers, with over $50B in assets saved across all 50 states. Vestwell's platform serves a diverse clientele, including financial advisers, employers, third-party administrators, financial institutions, payroll providers, government agencies, and individual savers. To learn more, visit vestwell.com Who Are We Looking For? Vestwell is expanding and we're excited about adding a Senior Specialist to our Retirement Services team who is passionate about our mission to change the retirement FinTech space. At a high level, we're looking for a dedicated consultant to support our Sales, Onboarding, Plan Design and Plan Documents teams in document creation and consultation with new and existing sponsors on their desired plan features. Ideally, you have spent several years working with sponsors, recordkeepers and/or TPAs and have dedicated some time servicing the plan design, compliance and plan document sides of qualified/non-qualified plan servicing. What Will You Be Doing? As a Senior Specialist, you will be responsible for independently interpreting ERISA and other applicable retirement plan laws to consult, amend, and maintain compliant retirement plan documents. This role requires advanced legal and regulatory knowledge, sound judgment, and the ability to translate Plan Sponsors' business goals into plan documents that align with Vestwell platform capabilities and operational requirements. You will

Wealth Mortgage Specialist SINGAPORE, Singapore

Senior Cloud Infrastructure Engineer (Hybrid) Manila - 6805 Ayala Ave posted: Posted 29 Days Ago

Financial Advisor, Investment & Retirement Planning - Market at Magrath, Edmonton Edmonton Requisition ID: 264400 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. About the role Internally known as Financial Advisor, Investment and Retirement Planning (FAIR), as a Financial Planner in our retail branch network, you are a member of the branch sales team responsible for contributing to the team's overall success by meeting or exceeding negotiated deposit and investment sales goals through effective management of your assigned portfolio of clients. Your primary role is to establish and deepen investment and primary banking relationships with existing assigned clients as well as clients referred by branch partners. Promote the development and sustainable growth of proprietary investment business in the assigned market area by: Conducting in-depth reviews for assigned clients including retirement planning, wealth accumulation and estate planning utilizing financial planning skills and tools to support our clients' financial goals. Exhibiting a natural curiosity to uncover and solve for client's needs, deliver trusted financial advice to clients regarding their investments and retirement planning. Demonstrating self-motivation and a goal-oriented mindset when identifying our clients' needs to craft personalized financial strategies and solutions. Fostering strong engagement, educating clients, offering insights, and delivering expert advice. Building relationships, focusing on providing a great client experience and g

Senior Site Reliability Engineer (AWS, Terraform) Manila - 6805 Ayala Ave posted: Posted Yesterday

Technical Lead - Cloud Engineer (Hybrid) Manila - 6805 Ayala Ave posted: Posted 25 Days Ago

Senior Software Engineer, Retirements Account New York, NY Join us in building the future of finance. Our mission is to democratize finance for all. An estimated $124 trillion of assets will be inherited by younger generations in the next two decades. The largest transfer of wealth in human history. If you're ready to be at the epicenter of this historic cultural and financial shift, keep reading. About the team + role We are building an elite team, applying frontier technologies to the world's biggest financial problems. We're looking for bold thinkers. Sharp problem-solvers. Builders who are wired to make an impact. Robinhood isn't a place for complacency, it's where ambitious people do the best work of their careers. We're a high-performing, fast-moving team with ethics at the center of everything we do. Expectations are high, and so are the rewards. The Retirement Accounts team is focused on building a new government-backed investing platform designed to expand access to financial tools for the next generation. This team partners closely with internal engineering groups and external government stakeholders to design secure systems, integrate sensitive data sources, and deliver a reliable product that supports long-term financial participation. You'll join a group working on a high-visibility initiative with meaningful business and societal impact! As a Senior Software Engineer you will design and build core backend systems for a new standalone application, separate from the existing Robinhood app. You'll work on services that integrate government data, support employer contribution features, and ensure high standards for

Financial Solutions Advisor - Participant Services Pennington posted: Posted 30+ Days Ago