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Broadridge Financial Solutions Client Implementation Project Manager in Charlotte, North Carolina

Rockall, a Broadridge Business, is looking for a Client Implementation Project Manager for our collateral management software products to drive the client onboarding, from kick-off to business Go Live, with leading US Financial Institutions.

About you

Can analyze and interpret complex business problems to suggest alternative solutions and balance client and company needs / requirements and control project scope.

Process driven, and able to decide on deviations and assess the risks.

Have an outstanding and professional attitude towards customer service, with attention to detail. High energy and passion, with an underlying dedication to deliver results.

Have business analysis, consulting and data management knowledge and general technical knowledge.

Role Responsibilities

Lead Rockall product onboarding & implementations through all life cycle stages, working simultaneously on 2-3 projects of varying complexity and size and time zones.

Provide project planning through impact assessment and estimation of analysis effort.

Establish and maintain client relationships, communicate feedback as appropriate and manage client expectations for product delivery.

Learn the business domain to become a subject matter expert and provide consultancy and subject matter expertise guidance to customers and other stakeholders. Champion the benefits of productized solutions to business-critical applications. Support general product questions and share the product know-how.

Engage with customers – on-site and off-site – to understand, interpret and document business processes and requirements. Facilitate the integration of customer systems and data. Track and coordinate client acceptance testing.

Explain integration points and configurability options to customers, work with their teams to configure the solution, resolve any integration issues

Generate user documentation and participate in training sessions.

Solicit customer feedback and produce specifications and related artifacts for consideration in future product enhancements.

Build strong internal relationships with Product, Engineering, Operations, and Support teams. Work with the Product Manager to understand how customer requirements affect the product roadmap. Share insight and knowledge and cross-train others.

Hold internal teams and clients accountable for tasks. Provide regular status reports internally and to clients. Have the financial awareness of and control the budget.

Required Experience

  • Experience of working with large Financial Institutions and software solutions

  • 3+ years Project Lead or Project Management experience with client interaction and working with cross functional IT teams

  • 5+ years of Business/System/Data analysis experience

  • Excellent understanding Software Product Delivery, Onboarding & Implementations

  • Experience working in teams in a product delivery or consulting environment, ideally within Financial Services sector

  • Knowledge of the Software Development Life Cycle and experience in working with Agile Methodology

  • Experience working with multiple clients across various time zones

  • Knowledge of software implementations and Data Mapping

  • Excellent English communication skills – written, verbal and presentation skills

  • Ability to travel on an occasional basis in a post COVID19 safe environment

  • Based in Charlotte, NC

  • Eligible to work for Broadridge in USA

About us

Rockall - A Broadridge Business (https://www.broadridge.com/article/rockall-a-broadridge-business) offers three Fin Tech products: FASTNET – a next-generation cloud-hosted Securities-based Lending (SBL) credit risk evaluation and monitoring solution for wealth managers, private banks & broker dealers; NAVIGATOR (https://www.broadridge.com/financial-services/wealth-management/wealth/advance-control-risk-and-support-services/end-to-end-securities-based-lending) – Broadridge’s end-to-end SBL platform which builds on FASTNET to deliver complete SBL workflow and credit risk management from pre-origination and monitoring through to release, and COLLATE (https://www.broadridge.com/financial-services/capital-markets/transform-trade-life-cycle/banking-book-collateral-management) – Collateral Management solution for retail, commercial and wholesale banking.

Rockall’s successful 20-year track record in banking book Collateral Management led to the company being acquired by Broadridge in 2019.

We take our business seriously and have a sense of fun and are looking for like-minded individuals to join us!

Broadridge Financial Solutions, Inc. (NYSE: BR), a $4 billion global Fintech leader, is a leading provider of investor communications and technology-driven solutions to banks, broker-dealers, asset and wealth managers and corporate issuers. Broadridge's infrastructure underpins proxy voting services for over 50 percent of public companies and mutual funds globally, and processes on average more than U.S.$8 trillion in fixed income and equity securities trades per day. Broadridge is part of the S&P 500® Index and employs over 12,000 associates in 17 countries. Please visit our website at www.broadridge.com to learn more.

Broadridge is an equal opportunity employer and makes employment decisions without regard to race, colour, religion, sex, sexual orientation, gender identity, national origin, protected veteran status, disability status, or any other status protected by law.

"Our Associates Matter. Everyone Benefits from Diversity & Inclusion. Diverse & Inclusive Teams Drive Growth."

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