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About the role

  • Senior Project Manager implementing Broadridge SaaS corporate actions and tax-reporting solutions for North American wealth and capital-markets clients. Leading testing, conversions, governance, integrations, and go-live delivery.

Responsibilities

  • Define testing strategies and manage user testing, including planning, 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 analysis for project governance.
  • Identify project risks, issues, and dependencies; provide mitigation and timely escalation.
  • Define upstream and downstream data integration mappings and associated client configuration.
  • Define conversion strategies and runbooks; manage mock conversions and final go-live activities.
  • Participate in planning, governance, and delivery of implementation activities, including mock conversions and go-live weekends.
  • Provide implementation governance, reporting, issue escalation, and representation on project steering committees and working groups.
  • Manage production comparisons and reconciliation work using BDC (BR Data Control), prioritizing match-rate improvements and reporting results.
  • Manage implementation resources directly or in a matrix structure.
  • Define, execute, and report on environment setup runbooks, integration points, monitoring, control frameworks, and releases.
  • Manage production-readiness checklists and collaborate with stakeholders to ensure timely, robust, and secure implementations.

Requirements

  • 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: Asset Servicing platforms in a Wealth Management, Investment Banking, or other financial environment.
  • Desirable: Subject matter expertise in Asset Servicing, including Dividends, Coupons, Tax and Corporate Actions announcements and processing.
  • Desirable: Understanding of the Asset Servicing lifecycle and components, including event capture, data quality/data cleansing, position and transaction types, entitlement processing, and integration with US Market Participants.
  • Desirable: Product knowledge covering Equities and Fixed Income.
  • Desirable: Previous experience at Broadridge or with Broadridge products such as Astrid, BPS, Impact, IPE/Gloss or ICS’ Notifications.
  • Desirable: Reconciliations experience, ideally with BR’s Data Control.

Job type

Full Time

Experience level

Senior

Salary

$110 - $130 per hour

Degree requirement

No Education Requirement

Tech skills

SQL

Location requirements

RemoteUnited States

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