Implementation Lead (CONTRACT) REMOTE

Broadridge Financial Solutions; Toronto; Remote; CAD 152,000 - 179,000; Full time

Job summary

Broadridge Financial Solutions is seeking a Senior Project Manager to join our North America team. You’ll work with clients to implement our SaaS Corporate Actions & Tax Reporting applications, drive onboarding, and lead multi-team collaboration to deliver on complex, high-impact programs.

Responsibilities span testing, training, change control, risk management, data integration, migrations, and governance.

Qualifications

• 10+ yrs experience as conversions/implementation consultant or manager, working on SaaS project delivery to Wealth or Capital Markets organizations.
• 7 yrs experience project management.
• 5 yrs team leading experience, managing up to 5 resources.
• Demonstratable critical thinking and proactively driving successful conclusions.
• Ability to define control processes and distil salient facts for senior management reporting.
• Client facing and able to defend BR’s position with clients.
• Experience with large-scale projects and end-to-end governance.
• Experience in an agile environment with JIRA.
• Excellent attention to detail for accurate reporting.
• Ability to handle multiple work streams and assignments simultaneously.

Responsibilities

• User Testing Management & Reporting – define testing strategy and work with clients to plan, track, and report testing progress.
• Training – plan and manage internal and client training, including material and demonstrations.
• Change Control – raise CRs and ensure governance of changes.
• Risk Identification and Management – identify risks and dependencies and provide mitigation.
• Data Integration / Configuration Definition – define data mappings and necessary configurations for client businesses.
• Migration/Conversion – define conversion strategy and runbooks; manage mock conversions and go-live activities.
• Planning & Execution – support all phases of implementation planning and governance.
• Implementation Governance – ensure resources are allocated and reporting is maintained for Steering Committees.
• Production Compare Management & Reporting – reconcile legacy outputs with BR’s solution and drive improvements.
• Team Management – supervise implementation resources; may include direct or matrixed leadership.
• Environment Management – define runbooks, integration points, and release control; communicate with clients.
• Production Readiness – ensure on-time, secure go-live with thorough internal reporting.

Skills

Conversions/Implementation

Project management

Team leadership

Client facing

Agile (JIRA)

Data analysis

Tools

SQL

Excel

JIRA

Job description

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. Broadridge is seeking a tenacious & proactive Senior Project 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 IC's Notifications.
• Reconciliations experience, ideally with BR’s Data Control.

Hourly range $110-130/hr Broadridge considers various factors when evaluating a candidate's final salary including, but not limited to, relevant experience, skills, and education.

#LI-MR1 #LI-REMOTE

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.

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 7billion communications annually and underpin the daily average trading of over $15trillion in equities, fixed income, and other securities globally. A certified Great Place to Work®, Broadridge is part of the S&P500® Index, employing over 15000 associates in 21 countries. LinkedIn Facebook Instagram Twitter YouTube Glassdoor The Muse 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 and are committed to creating a world‑class workplace that prioritizes the well‑being of our associates.

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.

We are dedicated to fostering a collaborative, inclusive, and healthy environment and are committed to creating a world‑class workplace that prioritizes the well‑being of our associates.