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Broadridge Financial Solutions Investment Advisor Analyst (remote) in Boston, Massachusetts

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.

Are you seeking a position within a growing company? Broadridge is hiring! Our mission is to attract, develop and retain outstanding talent. Being a place where exceptionally driven and hardworking people want to work is how we deliver award-winning services to our customers and ultimately create customer value. Are you looking for a growing and dynamic firm where you can make an immediate impact? If so, we encourage you to read below because Broadridge is growing!We are looking for an Investment Advisor Analyst. The primary role of the Investment Advisor Analyst is to perform fiduciary assessments within the Centre for Fiduciary Excellence (CEFEX) program. CEFEX assesses and certifies advisory firms as conforming to a Global Fiduciary Standard of Excellence. This is a remote role where you will work off-site. Travel is limited and generally used for team learning and collaboration meetings. Responsibilities:

  • Perform CEFEX fiduciary assessments for all registration types.

  • Work closely with the VP, CEFEX to help develop and execute product improvements.

  • Develop a deep knowledge of CEFEX and Fi360 products, services, markets, and relationships.

  • Establish and maintain effective working relationships with the Broadridge Fi360 Solutions Sales team.

  • Support contracted CEFEX analysts in a technical capacity.

  • Participate in CEFEX Registration Committee meetings.

  • Develop and support industry stakeholder relationships as required.

  • Maintain enduring client relationships and ensure ongoing client satisfaction.

  • Anticipate future market trends and develop new sales ideas.

  • Aggregate Assessment Report data from CEFEX database on an annual basis.


  • High integrity and commitment to business ethics consistent with the mission of CEFEX.

  • Three years US finance industry experience. Knowledge of the retirement plan market is an asset.

  • Demonstrated ability to cultivate, maintain and grow client relationships.

  • Effective communications skills, including the ability to interact with senior executives of small to mid-sized RIAs.

  • Demonstrated ability to work with minimal supervision, consistent with the flexibility to work remotely.

  • Willingness and ability to travel for work-related activities (up to 25%).

  • Professional designations relating to investment management or financial planning or a degree in business or finance are preferred.

Salary range $80,000- $ 95,000. 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. Compensation may vary outside of this range depending on a number of factors, including a candidates qualifications, skills, competencies and experience, and location. Base pay is one part of the Total Package that is provided to compensate and recognize employees for their work, and this role may be eligible for additional discretionary bonuses/incentives, and restricted stock units.


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.US applicants: Clickhere ( to view the "EEO is the Law" poster. If you are a qualified individual with a disability or a disabled veteran, you may request a reasonable accommodation in the event you are unable or limited in your ability to use or access the Company's career webpage because of your disability. You may request a reasonable accommodation(s) by calling 888-237-7769 or by sending an email

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.

Hear from our associates how Broadridge has maintained its culture since the shift to a remote and hybrid working model.

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Broadridge is committed to creating an engaging workplace for the most talented associates in our industry. On and off-site working provides flexibility by balancing the needs of our clients, teams, and associates. Our Connected Workplace is grounded in the following concepts: Flexible, Accountable, Connected, and Supported. This approach allows us to achieve business goals while supporting meaningful work-life integration for our associates. Broadridges high-performance teams thrive in a culture based on trust and mutual respect that emphasizes outcomesrather than how, when, and where work is done.

We are dedicated to fostering a diverse, equitable, inclusive, and healthy environment. 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.

Our goal is to ensure our associates at every level of the organization represent the diversity of the clients we serve and the communities in which we work. We pursue both top-down and bottom-up approaches to advancing diversity, equity, and inclusion initiatives and values into our culture. This is reflected in the varying backgrounds of our over 13,000 associates working in 21 countries around the globe.

Learn about our DEI Program here ( .

We believe that our associates are among our most important assets. 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 Connected Workplace where associates may be working on-site, off-site, or using a hybrid 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.