Head of Retirement and Workplace

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.

We are seeking a strategic and innovative leader to serve as Head of our Retirement and Workplace Business. This executive role will be responsible for establishing and refining our long-term strategy across current and prospective addressable markets, while ensuring strategic vision translates into actionable product development and execution. The ideal candidate will have deep financial services expertise, champion client satisfaction while identifying and capitalizing on new growth opportunities in the retirement space. Additionally, experience in digital transformation and innovation would be needed to enhance our offerings, reduce industry costs, and empower our clients' retirement business growth.

Key Responsibilities
Strategic Leadership

• Develop and refine comprehensive long-term strategies for the retirement and workplace business
• Identify and evaluate new addressable markets and expansion opportunities
• Ensure strategic alignment between business objectives and product development initiatives
• Build and maintain competitive positioning through market analysis and strategic planning
• You also provide strong leadership to the organization, establishing near- and long-term goals and ensuring vital talent and resources are in place

Business Growth & Development

• Drive revenue growth through identification and execution of new business opportunities
• Develop and implement go-to-market strategies for new and existing products
• Foster strategic partnerships and alliances to expand market reach
• Oversee business development initiatives to capture market share
• Go to market – Ensure a singular go to market message that will help grow sales, drive retention, broaden/deepen client relationships.

Product Strategy & Innovation

• Lead product strategy development ensuring alignment with overall business objectives
• Champion innovation initiatives with emphasis on digital transformation
• Oversee the digitization of offerings to enhance value proposition and reduce operational costs
• Drive product roadmap execution from conception through launch
• Product – Build and enhance product across our trading, custody, and communications platform
• Technology – Collaborate with Technology on client implementations, product improvements and sustainably executing on product roadmaps

Client Success & Satisfaction

• Maintain relentless focus on client satisfaction and retention
• Develop strategies to help clients grow their retirement businesses
• Establish client feedback mechanisms to inform product and service improvements
• Build strong relationships with key strategic accounts

Operational Excellence

• Partner with cross-functional teams to ensure seamless strategy execution
• Establish KPIs and metrics to measure business performance
• Drive operational efficiencies through process improvement and automation
• Ensure regulatory compliance across all business activities
• Regulatory affairs – Pro-actively monitor regulatory changes and responding to changes

Required Qualifications
Experience, Skills & Competencies

• Bachelor's degree in Business, Finance or related field. MBA preferred.
• 10+ years of related experience in the retirement or wealth industry. Having a business development, strategy, or product background is a plus.
• Demonstrated track record either leading a similar-sized P&L or equivalent experience.
• Demonstrated ability and experience leading transformation and managing through organizational change.
• Strong communication skills, both written and verbal. Comfort with communicating with, and advising senior management and external senior stakeholders including regulators, clients and C-Suite executives
• Network of industry relationships is important, and engagement with regulators a plus
• History of building and scaling business units with measurable revenue growth
• Deep understanding of retirement plan administration, workplace benefits, and regulatory landscape
• Strong strategic thinking and analytical capabilities
• Excellence in stakeholder management and executive communication
• Proven ability to lead and inspire cross-functional teams
• Experience with product development lifecycle and go-to-market strategies
• The role also includes ensuring that we manage legal, regulatory, and compliance matters related to our Trust business.

Compensation Range: The salary range for this position is between $375k-$425k. Broadridge considers various factors when evaluating a candidate's final salary including, but not limited to, relevant experience, skills, and education.

Bonus Eligibility: Bonus Eligible

Benefits Information: Please visit for 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 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.

US applicants: Click here 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 or by sending an email to