SaaS Corporate Actions Implementation Consultant

Broadridge Financial Solutions, Inc.; Newark (NJ); Remote; USD 83,000 - 103,000; Full time

Job summary

Broadridge Financial Solutions, Inc. is seeking a tenacious and proactive Implementation Consultant with Corporate Actions to join our North America team.

You will work with clients to implement our SaaS Corporate Actions & Income Processing platform across the Americas and Europe, driving onboarding and delivering effective data integration and testing. The role requires strong Asset Servicing experience, client-facing collaboration, and a track record of coordinating across multiple teams to

Qualifications

• 5 yrs Corporate Actions, Dividends & Coupons experience from a financial institution or FinTech.
• 3 yrs experience as a conversions/implementation consultant, working on SaaS project delivery to Wealth or Capital Markets organisations.
• Demonstrable critical thinking and proactively driving successful conclusions.
• Client facing, and able to build good working relationships with clients whilst defending BR's position.
• Experience of large scale projects and solid understanding of the full project lifecycle and Governance.
• 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.

Responsibilities

• User Testing Management & Reporting - working with clients to triage issues and to accurately 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.
• Training - quickly absorbing our industry leading APIs and product functionality to enable you to run client training sessions which includes the preparation of material, plans for delivery, and hands-on product demonstrations & training.
• Data Integration / Configuration Definition - working with our clients to define upstream and downstream data integration mapping, and suitable product configurations to support the client's business.
• Migration/Conversion - supporting the Implementation Manager in the definition of the conversion strategy and the execution runbook. Assisting on 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.
• Production Compare - participating in all phases of the 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 via new rule definitions and daily reporting both internally and to clients.
• Production Readiness - supporting the Implementation Manager by completing checklist activities and collaborating with internal and client stakeholders to ensure projects are successfully implemented on time and transition successfully into BAU.
• Collaboration - working closely with internal teams on delivery of conversions activities, and providing mentoring/guidance to junior members of the team.
• Travel - ability to travel to client site where required to support facilitate workshops, deliver conversion activities to support project implementations.

Skills

Data analysis (SQL & Excel)

Tools

JIRA

Job description

Broadridge Financial Solutions, Inc. is seeking a tenacious and proactive Implementation Consultant with Corporate Actions to join our North America team.

You will work with clients to implement our SaaS Corporate Actions & Income Processing platform across the Americas and Europe, driving onboarding and delivering effective data integration and testing. The role requires strong Asset Servicing experience, client-facing collaboration, and a track record of coordinating across multiple teams to