Full-Time

Business Solutions Lead

Confirmed live in the last 24 hours

Broadridge

Broadridge

10,001+ employees

Technology solutions for financial services industry

Data & Analytics
Financial Services

Senior

Toronto, ON, Canada

This is a hybrid role requiring a home office setup.

Category
Financial Consulting
Consulting

You match the following Broadridge's candidate preferences

Employers are more likely to interview you if you match these preferences:

Degree
Experience
Requirements
  • College Diploma or University Degree, preferably in a Business and/or Computer/Software related discipline
  • 5+ years in a business analyst, business subject matter expert type role
  • 2+ years in a Business Solutions Specialist (BSS) role
  • Experience in the financial services sector. Knowledge of Term Deposits, Mutual Funds (record keeping or distribution), Equities, ETF, etc.
  • Financial industry knowledge including regulators and regulations (IIROC, MFDA, OSFI, FATCA, AML, CASL, etc.)
  • Familiarity with Financial industry business data domains (CIF, Product, Finance, etc.)
  • Knowledge of project management methodologies and SDLC
  • Strong analytical and critical thinking skills
  • Excellent facilitation, written and verbal communication skills
  • A proactive, “service-first” attitude combined with superior interpersonal and presentation skills
  • Ability to work independently on projects with tight deadlines and minimal supervision
  • Fully bilingual (French / English verbal and written) would be an asset
Responsibilities
  • Be the primary business requirements point of contact with clients to interface with Broadridge
  • Understand the business process requirements of our clients and help translate them into future state processes and support or prepare Business Requirement Document (BRD)
  • Document and analyze the required information and data to understand and support the business processes
  • Contribute to and ensure all project planning and internal requirements/steps are accounted for and actioned appropriately in the Project Plans.
  • Oversee the clients’ business requirements throughout the SDLC
  • Strong familiarity with technical integration patterns, Broadridge’s API definitions and business usage
  • Leading System Requirement Document (SRD) walkthroughs with clients, Broadridge’s architecture and development teams
  • Liaise as required with client vendors in support of technical integration
  • Facilitate knowledge sharing, training sessions, sales support to clients and potential stakeholders
  • Support clients during the software configuration process to meet their business needs
  • Travel may be required at client locations
  • Other duties as assigned by Management
Desired Qualifications
  • Any investment industry related certifications that pertain to investments and/or registered product management would be considered an asset
  • Experience with portfolio management is a definite asset

Broadridge Financial Solutions provides technology-driven services for the financial services industry, focusing on processing and managing large volumes of financial transactions. They help clients, including financial firms and investment managers, track and manage investments effectively, offering visibility into a significant portion of ETF and mutual fund assets. Broadridge differentiates itself by providing a comprehensive suite of services, including data management, analytics, and client communications, which support regulatory compliance and operational efficiency. The company's goal is to be a vital partner for financial institutions, equipping them with the tools and insights needed for effective investment management and client engagement.

Company Stage

IPO

Total Funding

$3.1B

Headquarters

New York City, New York

Founded

1962

Simplify Jobs

Simplify's Take

What believers are saying

  • Increased blockchain adoption enhances Broadridge's security and transparency in transaction processing.
  • The rise of ESG investing boosts demand for Broadridge's advanced analytics solutions.
  • Digital transformation in finance drives demand for Broadridge's integrated technology services.

What critics are saying

  • GenAI-powered analytics may face data privacy and security challenges in financial transactions.
  • New leadership appointments could lead to strategic shifts misaligned with market expectations.
  • ClearFi platform expansion might encounter integration issues with existing client systems.

What makes Broadridge unique

  • Broadridge processes over $10 trillion in daily trading volume, showcasing its market influence.
  • The company provides visibility into 95% of ETF and 90% of mutual fund assets.
  • Broadridge's comprehensive suite includes ESG monitoring and AI-powered analytics for financial services.

Help us improve and share your feedback! Did you find this helpful?

Benefits

Remote Work Options

Hybrid Work Options

Flexible Work Hours