Fiduciary Services Specialist

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.

About the Role

We are seeking a Fiduciary Services Specialist to join our Fiduciary Services team. In this key role, you will support Broadridge’s 15(c) product, an essential service that helps mutual fund boards review fund expenses and performance. This position is pivotal in managing relationships with clients during the contract renewal process, ensuring the highest accuracy and delivering value through expert analysis, reporting, and client collaboration. You will be instrumental in upholding Broadridge’s reputation as a leading provider of fiduciary reports and services.

Responsibilities

Provide specialized analysis and fund manager performance advice to institutional clients, especially regarding Section 15(c) of the Investment Company Act

Perform due diligence, statistical analysis, and documentation to address 15(c) client requirements

Implement and clearly explain Broadridge’s 15(c) methodology to both internal and external stakeholders

Manage 15(c) projects, coordinating all aspects of report creation and production to deliver accurate and comprehensive reports

Serve as the primary point of contact for client and internal inquiries related to fiduciary projects

Oversee quality control processes for completed reports to ensure data integrity and accuracy

Lead all phases of the report production process, including packaging and presenting 15(c) materials

Address ad hoc requests and additional tasks as assigned, adapting to frequently changing priorities and deadlines

Qualifications

Bachelor’s degree required, concentration in finance, business, or related field preferred

Experience in the investment funds or finance industry is a plus

Demonstrated project management expertise and organizational skills

Advanced proficiency in Microsoft Excel and Word; presentation and statistical analysis skills are a plus

Strong written and verbal communication abilities, with the capacity to explain technical concepts to clients and team members

Critical thinking, risk assessment, and problem-solving skills

Ability to build and maintain strong relationships internally and externally

Detail-oriented, with the ability to combine information from various sources and manage multiple priorities

LI-CB1

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.