Product Manager – Tax Withholding

🕒 vor 29 Tagen

🏖️ New Jersey – Remote

🏖️ New Jersey – Remote

💵 $75 - $85 / Stunde

⏰ Vollzeit

🟠 Senior

🔴 Experte

✅ Produktmanager

🦅 H1B-Visum-Sponsor

Dieses Unternehmen hat in der Vergangenheit H1B-Visa gesponsert.

👻 Geisterscore 5%

Was es bedeutet: wie wahrscheinlich diese Stelle offen bleibt, ohne dass aktiv eingestellt wird.So liest du es: 60 % oder höher heißt, wir halten das für einen Geisterjob. Niedrigere Werte sind weniger bedenklich.Wie wir werten: Dauer offen, Neuveröffentlichungen, offene Stellen vs Teamgröße, wie schnell Stellen geschlossen werden, und ob ein Gehalt angegeben ist.Hinweis: eine Schätzung aus öffentlichen Daten, kein Urteil über das Unternehmen. Echte Stellen können hoch punkten, nutze es also als Hinweis, nicht als Fakt.

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Broadridge

WebsiteLinkedInAlle Stellen

10.000+ Mitarbeiter

Gegründet 2007

💼 Beratung

📦 Logistik

🛡️ Versicherung

💰 Post-IPO Debt im 2023-08

Consulting • Logistics • Insurance

Broadridge ist ein weltweit führendes Technologieunternehmen, das Expertentechnologien für die Finanzdienstleistungsbranche anbietet. Mit über fünf Jahrzehnten Erfahrung unterstützt Broadridge Vermögensverwaltungsgesellschaften, institutionelle Anleger und verschiedene Anbieter von Finanzdienstleistungen dabei, operationelle Risiken zu managen, die Kommunikation mit Investoren zu verbessern und das Portfoliomanagement sowie die regulatorische Verwaltung zu vereinfachen. Das Unternehmen bietet Dienstleistungen in Bereichen wie Kapitalmärkte, Konsumfinanzierung, Versicherung und Telekommunikation an und konzentriert sich darauf, die Kunden- und Klientenkommunikation, Datenmanagement und Analysen zu optimieren, um Geschäftsprozesse und Compliance zu verbessern. Broadridge ist bekannt für seine innovativen Technologielösungen, die die Geschäftstransformation und operative Effizienz für seine Kunden vorantreiben, mit dem Ziel, die Finanz- und Unternehmensführung, Anlegererkenntnisse und Kommunikationsstrategien zu verbessern.

Beschreibung

• Own the product strategy, roadmap, and priorities for tax withholding and related tax reporting capabilities • Serve as the primary product lead and subject matter expert for withholding rules, processing logic, and regulatory requirements across equities, mutual funds, fixed income, and options • Partner with Tax, Compliance, Legal, Operations, and Technology teams to define and deliver solutions • Translate IRS regulations, tax guidance, and industry requirements into product requirements, feature definitions, business rules, and functional capabilities • Define and manage the product backlog, including epics, features, user stories, acceptance criteria, and prioritization • Lead product discovery and current-state assessments to identify process gaps, control weaknesses, operational risks, and automation opportunities • Drive design and enhancement of withholding calculation, tax lot accounting, tax reporting workflows, downstream integrations, data controls, reconciliations, and exception management capabilities • Partner with engineering and architecture teams to ensure scalable, feasible solutions aligned with enterprise standards • Establish success metrics and monitor accuracy, compliance, operational efficiency, and risk reduction outcomes • Support end-to-end delivery, including requirements clarification, dependency management, stakeholder alignment, testing, implementation planning, and post-release validation • Lead onboarding of new clients onto the tax withholding platform, including setup, requirements gathering, data mapping and validation, testing, issue resolution, and production readiness • Coordinate conversion and migration of account, tax, security, position, and reference data • Lead or support UAT, defect triage, release readiness, and production issue resolution • Oversee product governance, documentation, and control frameworks for audit readiness and regulatory reviews • Communicate roadmap updates, risks, issues, and delivery progress to stakeholders and senior leadership • Monitor industry and regulatory developments and incorporate required changes into the product roadmap

🎯 Anforderungen

• Bachelor’s degree in Finance, Accounting, Business, Economics, Information Systems, or a related field • 8–10+ years of experience in product management, business analysis, or product delivery within financial services, brokerage, wealth management, asset servicing, or tax operations • Strong experience owning or supporting products related to tax withholding, tax reporting, securities processing, or post-trade operations • Deep knowledge of withholding processing, tax lot accounting, and tax reporting requirements • Direct experience with tax and regulatory requirements impacting withholding and reporting • Strong understanding of broker-dealer operations, post-trade processing, custody, and securities lifecycle events • Ability to translate complex regulatory and operational requirements into product solutions and technology deliverables • Experience managing product backlogs, priorities, requirements, and cross-functional delivery in Agile, Scrum, or hybrid environments • Strong analytical and problem-solving skills, including reconciliations, root cause analysis, impact assessments, and exception management • Experience supporting testing, defect management, release planning, and production support for complex financial systems • Experience managing and onboarding new clients for tax withholding platforms, including setup/configuration, requirements gathering, testing, data conversion/migration, validation, and implementation • Experience coordinating client implementations from initial setup through testing, conversion, go-live, and post-production stabilization • Proficiency with JIRA, Confluence, Excel, SQL, Visio, or similar tools • Excellent communication and stakeholder management skills • Strong organizational and execution skills in a deadline-driven, highly regulated environment • Preferred: Knowledge of complex intermediary structures and flow-through entities • Preferred: Experience with brokerage back-office systems, withholding engines, or tax reporting platforms • Preferred: Knowledge of DTCC processing, corporate actions, securities reference data, and position/account master data dependencies • Preferred: Experience with regulatory change management, audit support, and control framework design • Preferred: Professional certifications such as CSPO, CBAP, PMP, CPA, or CFA • Preferred: Experience leading product initiatives within enterprise transformation, platform modernization, or operational risk reduction programs

🏖️ Vorteile

• Remote work off-site • Limited travel, generally for team learning and collaboration meetings • Inclusive and collaborative workplace environment • Equal employment opportunities • Reasonable accommodations during the application and hiring process