Implementation Lead (HYBRID - flexible options)

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.

Broadridge is Growing! We are seeking an Implementation Lead to join a stellar team. The Implementation Lead is a senior resource within our professional services group (“PSG”). This role is responsible for requirements gathering, implementation of the SentryPM solution, configuration of the underlying modules, and conducting client training. They will have a background in investment management and/or loans processing and will have a good understanding of middle/back-office terminology and operational requirements particularly for private credit funds and other buy side entities.

Work-Mode: We are made up of high performing teams that meet in person to learn and collaborate as needed.  This role is considered hybrid, which means you’ll be assigned to a Broadridge office and given the flexibility to work remotely.

Responsibilities

• Manage the implementation of SentryPM (Order Management, Portfolio Management, Direct Lending, Data Warehouse and Reporting) on behalf of clients.
• Responsible for end-to-end project delivery capabilities including requirements gathering, defining scope, crafting and executing a project plan, identifying risks and dependencies, and aligning internal and client expectations throughout the life cycle of the project.
• Prepare accurate project estimates and consistently meet expectations with a specific focus on quality and delivery efficiency.
• Conduct and manage client on-site meetings, workflow, and technical trainings.
• Document client-specific customizations and assist with training internal Support on client-specific workflows.
• Lead multiple projects simultaneously while meeting expected budget and deadlines.
• Provide clients with consulting and advisory guidance based upon technological considerations and industry best practices.
• Effectively work with various internal teams on client projects and company initiatives.

Qualifications:

• BS/BA in Business, Finance, Computer Science or a related field.
• Extensive experience with financial institutions especially buy-side entities including funds.
• Software implementation experience required.
• Excellent and effective social skills along with good communication skills both verbal and written. Previous client facing experience required.
• Order, loan processing, and portfolio management software implementation experience highly desired especially in multi-asset environments.
• Knowledge of project management methodologies and the ability to identify project risks.
• Demonstrated ability to work on multiple tasks simultaneously under pressure and competing deadlines.
• Comfortable in a dynamic and fast-growing team with the ability to be self-sufficient with strong initiative and work ethic.
• Strong analytical and problem solving/decision-making skills.
• Self-motivated, driven, and open to adapting to an ever changing and dynamic environment.

"Broadridge considers various factors when evaluating a candidate's final salary including, but not limited to, relevant experience, skills, and education."

Salary Range: 110,000.00 – 125,000.00 USD annual

Bonus Eligible

Please visit www.broadridgebenefits.com for more information on our comprehensive benefit offerings.

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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, to 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.

Disability Assistance

We recognize that ensuring our long-term success means creating an environment where everyone is we