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About the Role

Broadridge is seeking a tenacious & proactive Implementations Manager to join our growing North America team. This role will work closely with clients to implement our strategic SaaS Corporate Actions & Income Processing application and its associated platform components in the Americas.

Responsibilities

• Manage and report on user testing, defining the testing strategy and working with clients to plan, track, and expedite all phases of testing.
• Challenge clients on change vs. defect and ensure development activity focuses on essential issues for priority milestones.
• Work with clients to ensure clean and accurate data on test execution progress and issue tirage & delivery.
• Plan and manage internal and client training, including material preparation, delivery plans, and product demonstrations.
• Raise CRs and complete required analysis in a timely manner for project change governance.
• Identify project risks, issues, and dependencies, providing mitigation and escalation.
• Define upstream and downstream data integration mapping and configuration with clients.
• Define the conversion strategy and manage mock conversions and final go-live.
• Report on all mock and go-live activities for governance.
• Participate in all phases of planning, governance, and delivery of implementation activities.
• Support clients during mock conversions & go-live weekends.
• Provide first-level control for implementation plan activities, ensuring appropriate resourcing and execution.
• Manage internal & external reporting, issue escalation & management, and represent Broadridge on Project Steering Committee meetings and Working Groups.
• Participate in reconciliation work to compare legacy output to Broadridge's solution using BDC.
• Prioritize and drive improvements to match rates and daily reporting.
• Manage implementation resources assigned to a project on a day-to-day basis.
• Define, execute, and report on environment setup runbooks.
• Define integration points, monitoring & control frameworks, and releases.
• Communicate release content and timing with clients & internal teams.

Requirements

• 10 years of experience as a conversions/implementation consultant or manager, working on SaaS project delivery to Wealth or Capital Markets organizations.
• 5 years of project management experience.
• Experience with Asset Servicing platforms (either in-house or vendor solutions) in a Wealth Management, Investment Banking, or other financial environment.
• 1 year of team leading experience, task managing teams of up to 5 resources.
• Demonstrable critical thinking and ability to proactively drive successful conclusions.
• Ability to define control processes and distill salient facts for reporting to senior management & clients.
• Client-facing experience with the ability to build good working relationships while defending Broadridge's position.
• Experience with large-scale projects and a solid understanding of the full project lifecycle and Governance.
• Experience working in an agile environment with JIRA.
• Excellent attention to detail for accurate reporting.
• Ability to handle multiple work streams and assignments simultaneously.
• Ability to understand and challenge details.
• Data analysis including use of SQL & Excel.
• Subject matter expertise in all areas of Asset Servicing including Dividends, Coupons, Tax and Corporate Actions (Mandatory & Elective) announcements and processing.
• Thorough understanding of the Asset Servicing lifecycle and components including event capture, data quality/cleansing, position and transaction types, entitlement processing, and integration with US Market Participants.
• 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.

Skills

• SaaS
• Corporate Actions
• Income Processing
• Asset Servicing
• Project Management
• Agile
• JIRA
• SQL
• Excel
• Data Analysis
• Reconciliations
• Team Leadership

Location

• Remote

Work Type

• Remote
• Full-time

Experience Level

• 10 years experience
• 5 years project management experience
• 1 year team leading experience

Salary/Compensations

• $90-100/hr CAD

About the Company

• Broadridge Financial Solutions (NYSE: BR) is a global technology leader with trusted expertise and transformative technology, helping clients and the financial services industry operate, innovate, and grow.
• We power investing, governance, and communications for our clients – driving operational resiliency, elevating business performance, and transforming investor experiences.
• Our technology and operations platforms process and generate over 7 billion communications annually and underpin the daily average trading of over $15 trillion in equities, fixed income, and other securities globally.
• A certified Great Place to Work®, Broadridge is part of the S&P 500® Index, employing over 15,000 associates in 21 countries.
• Broadridge is committed to creating an engaging workplace for the most talented associates in our industry.
• We are dedicated to fostering a collaborative, inclusive, and healthy environment that promotes flexibility and accountability.
• 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.
• We believe that our associates are our most important asset.
• 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 hybrid working 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.

Equal Opportunity

• 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.