AI Onboarding Transformation Lead (Remote) - Broadridge Financial Solutions : Job Details

At Broadridge, we've built a culture where the highest goal is to empower others to accomplish more. If youre passionate about developing your career, while helping others along the way, come join the Broadridge team.

The AI Onboarding Transformation Lead is responsible for leading and evolving the Capital Markets onboarding function across all geographies, including the U.S. and India, with a strong focus on driving adoption and effective use of our suite of 15 AI-enabled onboarding tools. This role provides hands-on guidance, strategic direction, and operational support to global onboarding resources, ensuring consistency, efficiency, and high-quality delivery.

You will play a pivotal role in accelerating the transformation of onboarding through AI, including the integration of machine learning, predictive analytics, natural language processing, and intelligent automation into core workflows. The role will champion the design and deployment of new AI-driven capabilities that reduce manual effort, increase data accuracy, improve onboarding cycle time, and enhance the overall client experience.

Description:

Leads the transformation of onboarding and conversion processes through the design, implementation, and adoption of AI-driven tools and workflows, driving efficiencies and elevating client delivery standards across global teams.

Owns end-to-end delivery for onboarding and value-add projects, leveraging AI to accelerate timelines, reduce risk, and improve resource allocation. Manages multiple initiatives simultaneously across U.S. and India-based teams.

Partners with Sales and Product teams support onboarding and conversion planning, providing AI-enhanced project estimates, timelines, risk assessments, and solution opportunities for inclusion in proposals and contracts.

Leads high-performing onboarding professionals, equipping them with the training, support, and tools needed to maximize productivity through AI-enabled solutions and ensuring all deliverables are met on time, within budget, and to client satisfaction.

Drives standardization and best practices by integrating AI tools into the conversion lifecycle, ensuring adherence to Broadridge methodologies, templates, and compliance requirements while continuously identifying areas for automation.

Serves as a key client interface, including with senior executives, to communicate project status, expectations, and strategic vision, ensuring a seamless transition from onboarding to post go-live support.

Collaborate with Product Management and Engineering to prioritize AI tool enhancements, define roles and responsibilities, and ensure timely delivery of capabilities aligned with business needs.

Oversees issue management and escalation protocols, using AI-based analytics and real-time monitoring to proactively detect risks or delays, and ensures timely communication with senior Broadridge stakeholders.

Monitors financial performance across onboarding projects, including AI-driven operational reporting and dashboards. Publishes financial metrics regularly and takes action to correct deviations from targets.

Champions continuous improvement and innovation, using AI insights to drive process enhancements. Leads regular audits of onboarding documentation, tools, and processes to ensure excellence and compliance.

Stay current with latest AI/ML trends and technologies to inform strategic decisions and drive innovation ensuring the organization remains competitive in the AI/ML space

Develops and executes long-term onboarding transformation strategies, aligned with GTOs broader objectives, Broadridges innovation agenda, and client demands for faster, more accurate, and scalable onboarding.

Leads key operational cadences such as monthly/quarterly reviews and year-end wrap-ups, ensuring all AI transformation and onboarding milestones are met in line with enterprise governance and reporting standards.

Ensures all Disaster Recovery and Business Continuity Program documentation includes AI tools and workflows, maintaining compliance with corporate standards for resilience and recovery.

Requirements

• 10+ years of experience in project, program, or transformation management, with a proven track record of leading cross-functional, AI-driven initiatives across global teams (e.g., U.S. and India).

• Bachelors degree from an accredited college or university; with certifications in AI, Data Science, Business, or Technology strongly preferred.

• Demonstrated leadership in AI/ML-driven transformation initiatives, including the implementation of intelligent automation, predictive analytics, NLP, and data-driven onboarding solutions.

• Deep understanding of AI technologies and principles, such as supervised/unsupervised learning, generative AI, data labeling, model drift, algorithm selection, and model governance.

• Experience working with AI platforms and tools, including but not limited to TensorFlow, Azure AI, AWS SageMaker, IBM Watson, or OpenAI, as well as data engineering pipelines (e.g., Snowflake, Databricks).

• Ability to translate AI capabilities into business value, aligning transformation strategies with revenue goals, client experience enhancements, and operational efficiency.

• Strong strategic mindset with a customer-first perspective and a passion for scaling AI adoption across enterprise onboarding and service teams.

• Excellent negotiation, influence, and conflict resolution skills, with the ability to guide teams and stakeholders through complex AI and change management landscapes.

• Proven experience with cloud-native enterprise systems, data integration, and secure, ethical AI deployment practices.

• Strong track record of building and mentoring global teams, fostering a culture of innovation, experimentation, and responsible AI usage.

• Exceptional communication skills, including the ability to clearly articulate AI transformation roadmaps to both technical and executive-level audiences.

• Demonstrated agility in managing ambiguity and evolving AI technologies, with a commitment to continuous learning and improvement.

Salary range $180,000.00- $200,000.00. Bonus Eligible.

Broadridge considers various factors when evaluating a candidate's final salary including, but not limited to, relevant experience, skills, and education.

Please visitwww.broadridgebenefits.comfor more information on our comprehensive benefit offerings.

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 companyand ultimately a communitythat recognizes and celebrates everyones unique perspective.

US applicants: Clickhere ( to view the EEOC Know Your Rights poster.

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.

If you need assistance or would like to request reasonable accommodations during the application and/or hiring process, please contact us at 888-###-#### or by sending an email to [email protected] .

Broadridge Financial Solutions, Inc. (NYSE: BR) , is a global Fintech leader, delivering technology-driven solutions that drive digital transformation for banks, broker-dealers, asset and wealth managers and public companies. At Broadridge, we are committed to making a difference ( . Our unique culture is guided by the Service-Profit Chainthe idea that success is mutual, directly connecting employee engagement, client satisfaction, and the creation of stockholder value. We enable better financial lives by providing the critical infrastructure that powers investing, corporate governance and communications . A certified Great Place to Work, Broadridge is part of the S&P 500 Index, employing over 14,000 associates in 21 countries.

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Broadridge is committed to creating an engaging workplace for the most talented associates in our industry. We are dedicated to fostering a collaborative, inclusive , and healthy environment that promotes flexibility and accountability. As a leading provider of technology, communications, and data and analytics solutions to businesses around the world, it is critical that we understand, embrace, and operate in a multicultural environment. Every associate has unique strengths, which, when fully appreciated and embraced, allow individuals to perform at their best, leading to our success.

We believe that our associates are our most important asset. Encouraging professional development opportunities is a core part of our culture. Broadridge provides educational opportunities, including formal classes, training programs and events. To enable learning in our hybrid working model, Broadridge has redesigned all development programs for 100% virtual delivery. Our associates have access to 8,500+ online courses covering business, leadership, technical, and function-specific topics through our LinkedIn Learning program.