[Hiring] Implementation Lead @Broadridge

Role Description

Broadridge is seeking a tenacious & proactive Implementations Manager to join our growing North America team that works closely with clients to implement our strategic SaaS Corporate Actions & Tax Reporting applications and its associated platform components in the Americas.

Do you have a strong Asset Servicing and Tax background and a proven record of collaborating effectively with clients & multiple teams to deliver outstanding results? Are you able to drive clients to onboard swiftly and efficiently? We'd love to hear from you!

Job Responsibilities

• User Testing Management & Reporting – defining the testing strategy to support the project’s requirements and working with clients to accurately plan, track, report and expedite all phases of testing, challenging clients on change vs defect and ensuring development activity is focused on the essential issues for the priority milestones. Working with client to have clean and accurate data on test execution progress and issue tirage & delivery.
• Training – plan and manage both internal and client training which includes the preparation of material, plans for delivery, and hands-on product demonstrations & training.
• Change Control – raising CRs and completing the required analysis in a timely manner to enable good governance of project change.
• Risk Identification and Management – identifying project risks, issues and dependencies and providing appropriate mitigation and timely escalation.
• Data Integration / Configuration Definition – working with our clients to define upstream and downstream data integration mapping, and any associated configuration to support the client’s business.
• Migration/Conversion – definition of the conversion strategy and the runbook to execute it. Managing mock conversions and final go-live, ensuring any issues from the mocks are reported and tracked to completion in good time for subsequent mock runs. Includes reporting, internally and externally for all mock and go-live activities to ensure good governance.
• Planning & Execution - participating in all phases of the planning, governance & delivery of the implementation activities, including supporting clients during mock conversions & go-live weekends.
• Implementation Governance – providing the first level of control that the implementation’s plan activities are resourced and executed appropriately. Also includes internal & external reporting, issue escalation & management and representing BR on Project Steering Committee meetings and Working Groups.
• Production Compare Management & Reporting - participating in all phases of reconciliation work to compare legacy output to BR’s solution for the same inputs using BDC (BR Data Control). Prioritizing & driving improvements to match rates and daily reporting both internally and to clients.
• Team Management – day to day management of the implementation resources assigned to a project. May include direct team management or working in a matrix manner.
• Environment Management – definition, execution & reporting of environment setup runbooks, and the definition of integration points, monitoring & control frameworks and releases. Release management also includes communicating release content and timing with clients & internal teams.
• Production Readiness – managing the checklist and collaborating with internal and client stakeholders to ensure projects are successfully implemented on time, robust and secure. Includes internal reporting on progress to enable good governance.

Qualifications

• 10+ yrs experience as a conversions/implementation consultant or manager, working on SaaS project delivery to Wealth or Capital Markets organizations.
• 7 yrs experience project management experience.
• 5 yrs team leading experience, task managing teams of up to 5 resources.
• Demonstratable critical thinking and of proactively driving successful conclusions.
• Ability to define control processes, and to distil salient facts from the resulting data to report cleanly and clearly to senior management & clients.
• Client facing, and able to build good working relationships with clients whilst being strong enough to defend BR’s position.
• Experience of large-scale projects and solid understanding of the full project lifecycle and Governance.
• Experience of working in an agile environment with JIRA.
• Excellent attention to detail to enable accurate reporting.
• Ability to handle multiple work streams and assignments simultaneously.
• Ability to understand and challenge the detail.
• Data analysis including use of SQL & Excel.

Desirable Experience

• Asset Servicing platforms (either in-house or vendor solutions) in a Wealth Management, Investment Banking, or other financial environment.
• Subject matter expertise in all areas of Asset Servicing including Dividends, Coupons, Tax and Corporate Actions (Mandatory & Elective) announcements and processing.
• A thorough understanding of the Asset Servicing lifecycle and components including:
  • Event capture (multi-source)
  • Data quality / data cleansing
  • Position and Transaction types
  • Entitlement processing including trade generation and resulting ledgers
  • Integration with US Market Participants (eg BoNY and DTCC)
• Product knowledge covering Equities and Fixed Income.
• Previous experience at Broadridge or with Broadridge products such as Astrid, BPS, Impact, IPE/Gloss or ICS’ Notifications.
• Reconciliations experience, ideally with BR’s Data Control.

Compensation

Hourly range $100-125/hr. Broadridge considers various factors when evaluating a candidate's final salary including, but not limited to, relevant experience, skills, and education.

Company Description

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.