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.

The Delivery Lead is responsible for interacting directly with our larger clients and internal engagement teams to oversee and play a leadership role to ensure a smooth and successful execution of each implementation.  As well as supporting efficient strategies and tactics to ensure engagement initiative goals are met and projects are delivered in a timely manner with exceptional quality.  

This role involves collaborating with the project teams throughout the entire project life cycle of an onboarding engagement. The Delivery Lead will be partnering with Project Managers, Business Solution Specialists, Technical Solution Specialists and Executives, as well as our larger Clients during the Client’s business transformation to our suite of financial software products to ensure a positive outcome for the Client.  In addition, you will be responsible for tracking progress and reporting to Broadridge executive parties.

Key Job Functions/Responsibilities:

In this role you will be the Delivery lead for onboarding Broadridge solutions to our clients.  Utilizing well-developed business skills to manage and guide a client onboarding program from start to finish with our clients and ensuring all deliverables are met and on time, with quality.  

• 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

• Other duties assigned by management

Basic Skill Level Requirements

Education:

• College Diploma or University Degree, preferably in a Business, Project Management and/or Computer/Software related discipline

• Any investment industry related certifications that pertain to investments and/or registered product management would be considered an asset

Experience:

• 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 is advantageous

• 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

• 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. Programming experience (Oracle PL/SQL, MS SQL T-SQL) is a plus

Skills:

• 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

Additional Requirements:

• Willingness to work flexible hours, including weekends, during critical conversion cycle phases (e.g., Mock Runs, Dry Runs, and Go-Lives) or key implementation milestones

• Availability to travel to client sites as needed

Recruitment Process

Throughout your application process, you may be asked to connect with us virtually or in-person. Our recruiters will explain how hybrid interviews will be held throughout the recruitment process, and they will be able to answer any questions you might have. 

Background Check Process

Broadridge requires employees to complete a background check that is completed by one of our service providers. We use this service to complete the following checks:

• Employment verification

• Education verification

• Credit inquiry

• Canadian criminal record check

Workplace Flexibility

We are committed to supporting flexible work arrangements, investing in technology or other resources to enable you to work from home effectively, wherever possible. 

At this time this is a hybrid role, and therefore you should have a basic home office set up, high-speed internet, and the ability to work without distractions during core business hours.

Accessibility & Accommodation

Broadridge is an equal opportunity employer and is committed to a diverse and inclusive workplace ensuring that equal employment opportunities are provided to all individuals, regardless of race, colour, gender identity, sexual orientation, marital status, creed, age, disability, religious affiliation, or national origin or citizenship. If you require any accommodations during the recruitment process, please notify our recruitment team.

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Broadridge associates helped us envision our Connected Workplace - a work model that allows associates around the globe, dependent upon their role responsibilities, take advantage of the benefits of both on-site and off-site work to support our clients, one another, and the communities where we live and work. Our Connected Workplace is grounded in the concept of FACS: Flexible, Accountable, Connected, and Supported, which is our commitment to our associates. FACS supports our strong culture and allows us to achieve business goals while supporting meaningful work-life integration for our associates.

We are dedicated to fostering a diverse, equitable, and inclusive environment and committed to providing a workplace that empowers associates to be authentic and bring their best to work. We believe that associates can only do their best when they feel safe, understood, and valued, and we work diligently and collaboratively to ensure Broadridge is a company—and ultimately a community—that recognizes and celebrates diversity in all its dimensions.