Full-Time

Sr. Director – Delivery Lead

Confirmed live in the last 24 hours

Broadridge

Broadridge

10,001+ employees

Technology solutions for financial services industry

Data & Analytics
Financial Services

Senior, Expert

Toronto, ON, Canada

This is a hybrid role requiring a home office setup.

Category
Project Management
Business Development
Business & Strategy
Required Skills
SQL
Linux/Unix

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, Project Management and/or Computer/Software related discipline
  • 5-10 years in the financial industry, with 5-7 years in a project management or senior technical/business analyst roles handling large, time-sensitive projects
  • Experience in the financial services sector with an understanding of Canadian wealth management and financial products
  • Proven experience managing implementation scope (including Change Management), timelines, issues/risk mitigation, and overall delivery of the client solution
  • Familiarity with tools such as MS Office, MS Project, SQL queries, and UNIX commands.
Responsibilities
  • Establish and maintain the strategic aspect of enterprise-wide relationships with clients to ensure client satisfaction while also working to identify opportunities for maximum revenue retention
  • Be the primary executive point of contact for our clients on their engagement goals and managing the scope delivery of their contracts (SOWs)
  • Contribute and engage in all SOW processes and execution with the client to ensure a clear understanding of the implementation objective
  • Create regular cadence with teams throughout the SDLC process to ensure milestones and deliverables remain on track
  • Achieves delivery goals for all Project Implementations and ensure quality is met
  • Provides leadership and direction through other managers
  • Collaborate with internal Client Services, PMO, Development, Technology, and Account Management teams to establish project plans and execution of strategies of the engagement implementation
  • Create and maintain comprehensive status decks and financial tracking to ensure progress is clear and can be reported internally
  • Maintain ongoing communication with all stakeholders regarding project status, escalating issues as necessary and implementing remedial measures to keep projects on track
  • Assist the development team in validating results, identifying exceptions and errors, and reviewing outcomes before client delivery
  • Prepare contract documentation, Change requests as well as scope, cost and assumption summaries
  • Track costing and consolidate pricing estimations for non-development work required for each engagement
  • Liaise as required with client vendors in support of technical integration
  • Investigate and follow up on any discrepancies, ensuring timely resolution of open issues related to implementation guidelines and agreed upon deliverables
  • Establish and document procedures and policies managing deliveries and executing successful implementation plans
  • Drive enhancements to the implementation process and management by reviewing completed projects and integrating best practices and lessons learned
Desired Qualifications
  • Any investment industry related certifications that pertain to investments and/or registered product management would be considered an asset
  • Previous involvement in client conversions and large implementation projects is highly desirable
  • Proven experience in creating Onboarding & Release Strategies, Integrated Program Plans, Business Requirements Documents (SRDs, BRDs), and Test Plans is an asset
  • Programming experience (Oracle PL/SQL, MS SQL T-SQL) is a plus

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.

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Benefits

Remote Work Options

Hybrid Work Options

Flexible Work Hours