Senior Project Manager

This is a fully remote position, open to applicants in United States, +3 more locations.

📋 Description

• Develop testing strategies and oversee user testing, which includes planning, tracking, reporting, issue triage, and delivery.

• Organize and manage both internal and client training sessions, including the creation of materials, delivery plans, product demonstrations, and hands-on training.

• Submit change requests and conduct necessary analyses for project governance.

• Recognize project risks, issues, and dependencies; provide mitigation strategies and escalate issues promptly.

• Establish upstream and downstream data integration mappings along with the corresponding client configuration.

• Create conversion strategies and runbooks; oversee mock conversions and final go-live activities.

• Engage in planning, governance, and execution of implementation activities, including mock conversions and go-live weekends.

• Offer implementation governance, reporting, issue escalation, and representation in project steering committees and working groups.

• Supervise production comparisons and reconciliation tasks using BDC (BR Data Control), with an emphasis on enhancing match rates and reporting outcomes.

• Directly manage implementation resources or operate within a matrix structure.

• Define, execute, and report on environment setup runbooks, integration points, monitoring, control frameworks, and release schedules.

• Oversee production-readiness checklists and collaborate with stakeholders to ensure timely, robust, and secure implementations.

⛳️ Requirements

• 10+ years of experience as a conversions/implementation consultant or manager, focusing on SaaS project delivery for Wealth or Capital Markets organizations.

• 7 years of project management experience.

• 5 years of experience in team leadership, managing teams of up to 5 resources.

• Proven critical thinking skills and a track record of proactively driving successful outcomes.

• Ability to define control processes and distill key insights from data to present clearly to senior management and clients.

• Client-facing skills, capable of building strong working relationships with clients while effectively advocating for BR’s position.

• Experience with large-scale projects and a solid understanding of the complete project lifecycle and governance.

• Familiarity with working in an agile environment utilizing JIRA.

• Exceptional attention to detail to facilitate accurate reporting.

• Capacity to manage multiple work streams and assignments concurrently.

• Ability to comprehend and challenge intricate details.

• Proficient in data analysis, including the use of SQL and Excel.

• Desirable: Experience with Asset Servicing platforms within a Wealth Management, Investment Banking, or other financial contexts.

• Desirable: Subject matter expertise in Asset Servicing, covering Dividends, Coupons, Tax, and Corporate Actions announcements and processing.

• Desirable: Understanding of the Asset Servicing lifecycle and its components, such as event capture, data quality/data cleansing, position and transaction types, entitlement processing, and integration with US Market Participants.

• Desirable: Product knowledge related to Equities and Fixed Income.

• Desirable: Previous experience at Broadridge or with Broadridge products like Astrid, BPS, Impact, IPE/Gloss, or ICS’ Notifications.

• Desirable: Experience in reconciliations, ideally with BR’s Data Control.

🏝️ Benefits

• Competitive salary and performance-based bonuses.

• Comprehensive health and wellness benefits.

• Opportunities for professional growth and development.

• Collaborative and inclusive work environment.