Implementation Manager

Implementation Manager

Requirements

• University degree or college diploma in a related field, or equivalent work experience
• 5+ years of experience as a Conversions/Implementation consultant or manager, working on SaaS project delivery to Wealth or Capital Markets organisations
• 2+ years of experience in project management
• 1+ year of team leading experience, task managing teams of up to 5 resources
• Strong client-facing experience with the ability to build effective relationships with clients while advocating for Broadridge’s position
• 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
• Proficiency in data analysis using SQL and Excel
• Experience of working in an Agile environment with Jira

Responsibilities

• Define the testing strategy to support the project’s requirements and work with clients to accurately plan, track, report, and expedite all phases of testing
• Plan and manage both internal and client training which includes the preparation of material, plans for delivery, and hands-on product demonstrations, and training
• Raise CRs and completing the required analysis in a timely manner to enable good governance of project change
• Identify project risks, issues, and dependencies and provide appropriate mitigation and timely escalation
• Work with our clients to define upstream and downstream data integration mapping, and any associated configuration to support the client’s business
• Define the conversion strategy and the runbook to execute it
• Manage 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
• Participate in all phases of the planning, governance, and delivery of the implementation activities
• Provide the first level of control that the implementation’s plan activities are resourced and executed appropriately
• Participate in all phases of reconciliation work to compare legacy output to Broadridge’s solution for the same inputs using BDC (Broadridge Data Control)
• Perform day-to-day management of the implementation resources assigned to a project
• Be responsible for the definition, execution, and reporting of environment setup runbooks
• Manage the checklist and collaborate with internal and client stakeholders to ensure projects are successfully implemented on time, robust, and secure
• Work closely with internal teams on delivery of conversions activities and provide mentoring/guidance to junior members of the team
• Have the ability to travel to client site where required to support, facilitate workshops, deliver conversion activities to support project implementations

Preferred Qualifications

• Previous experience at Broadridge or with Broadridge products such as Astrid, BPS, Impact, IPE/Gloss or ICS’ Notifications
• Reconciliations experience, ideally with Broadridge’s Data Control