Implementation Manager with Corporate Actions

Role Description

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

Key responsibilities include:

• 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.
• Training: Plan and manage both internal and client training, including 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 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.
• Planning & Execution: Participating in all phases of the planning, governance & delivery of the implementation activities.
• Implementation Governance: Providing the first level of control that the implementation’s plan activities are resourced and executed appropriately.
• Production Compare Management & Reporting: Participating in all phases of reconciliation work to compare legacy output to BR’s solution.
• Team Management: Day to day management of the implementation resources assigned to a project.
• Environment Management: Definition, execution & reporting of environment setup runbooks.
• Production Readiness: Managing the checklist and collaborating with internal and client stakeholders to ensure projects are successfully implemented on time.

Qualifications

• 5 yrs experience as a conversions/implementation consultant or manager, working on SaaS project delivery to Wealth or Capital Markets organizations.
• 2 yrs project management experience.
• 1 yr 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.
• 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.

Requirements

• 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.
• 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.

Benefits

• Hourly range $80-100/hr.
• Broadridge considers various factors when evaluating a candidate's final salary including relevant experience, skills, and education.