About the position 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 Implementations Manager 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. Do you have a strong Asset Servicing 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! Work-Mode: This is a remote role where you will work off-site. Travel is limited and generally used for team learning and collaboration meetings.

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). Prioritising & 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.

Requirements

• 10 yrs experience as a conversions/implementation consultant or manager, working on SaaS project delivery to Wealth or Capital Markets organizations.
• 5 yrs project management experience.
• Asset Servicing platforms (either in-house or vendor solutions) in a Wealth Management, Investment Banking, or other financial environment.
• 1 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.
• 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 ICS’ Notifications.
• Reconciliations experience, ideally with BR’s Data Control.