Implementation Manager, Corporate Actions

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Broadridge

10,000+ employees

Founded 2007

💼 Consulting

📦 Logistics

🛡️ Insurance

💰 Post-IPO Debt on 2023-08

Consulting • Logistics • Insurance

Broadridge is a global technology leader providing expert solutions for the financial services industry. With over five decades of experience, Broadridge helps asset management firms, institutional investors, and various financial services providers manage operational risk, enhance investor communications, and simplify portfolio and regulatory management. The company offers services across areas such as capital markets, consumer finance, insurance, and telecom, focusing on streamlining client and customer communications, data management, and analytics to optimize business operations and compliance. Broadridge is renowned for its innovative technology solutions that drive business transformation and operational efficiency for its clients, aiming to improve financial and corporate governance, investor insights, and communication strategies.

📋 Description

• Define the user testing strategy and manage client testing plans, tracking, reporting, issue triage, and delivery • Plan and manage internal and client training, including materials, delivery plans, product demonstrations, and hands-on training • Raise change requests and complete required change analysis • Identify project risks, issues, and dependencies; provide mitigation and timely escalation • Define upstream and downstream data integration mappings and associated client business configuration • Define conversion strategy and runbooks; manage mock conversions and final go-live • Participate in planning, governance, and delivery of implementation activities, including mock conversions and go-live weekends • Provide implementation governance, reporting, issue escalation, management, and representation on steering committees and working groups • Manage production comparisons and reconciliations between legacy output and Broadridge’s solution using BDC (BR Data Control) • Manage implementation resources assigned to projects, directly or in a matrix structure • Define, execute, and report on environment setup runbooks, integration points, monitoring, control frameworks, and releases • Communicate release content and timing with clients and internal teams • Manage production-readiness checklists and collaborate with stakeholders to ensure timely, robust, and secure implementations

🎯 Requirements

• 5 years’ experience as a conversions/implementation consultant or manager delivering SaaS projects to Wealth or Capital Markets organizations • 2 years’ project management experience • 1 year of team-leading experience managing teams of up to 5 resources • Demonstrable critical thinking and proactive drive toward successful conclusions • Ability to define control processes and distil salient facts from data for clear reporting to senior management and clients • Client-facing capability and ability to build strong working relationships while defending Broadridge’s position • Experience with large-scale projects and 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 workstreams and assignments simultaneously • Ability to understand and challenge detail • Data analysis skills, including SQL and Excel • Asset Servicing platform experience in Wealth Management, Investment Banking, or another financial environment • Subject matter expertise in Asset Servicing, including Dividends, Coupons, Tax, and Corporate Actions announcements and processing • Thorough understanding of the Asset Servicing lifecycle, including event capture, data quality, position and transaction types, entitlement processing, and integration with US market participants • Product knowledge covering Equities and Fixed Income • Reconciliations experience, ideally with Broadridge’s Data Control • Previous Broadridge or Broadridge-product experience is desirable

🏖️ Benefits

• Collaborative, engaging, and inclusive environment • Workplace that empowers associates to be authentic and bring their best to work • Environment where associates feel safe, understood, and valued • Equal employment opportunities • Reasonable accommodations during the application and hiring process • Professional development opportunities • Educational opportunities, including formal classes, training programs and events • 100% virtual delivery of development programs • Access to 8,500+ online courses through LinkedIn Learning • Flexible and accountable workplace • Healthy work environment

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