高级项目经理(合同制) 远程
Senior Project Manager (CONTRACT) REMOTE
在Broadridge,我们建立了一种文化,其中最高目标是赋能他人实现更多成就。如果你热衷于发展自己的职业生涯,同时在过程中帮助他人,欢迎加入Broadridge团队。
Broadridge正在寻找一位坚韧且积极主动的高级项目经理,加入我们不断壮大的北美团队。该团队与客户紧密合作,实施我们的战略SaaS公司行为及税务报告应用程序及其相关平台组件。你是否具备强大的资产服务和税务背景,并有与客户及多个团队有效协作、取得卓越成果的记录?你是否能够推动客户快速高效地完成上线?我们期待你的加入!
职位职责:
- 用户测试管理与报告 – 制定测试策略以支持项目需求,与客户合作准确规划、跟踪、报告并加快所有测试阶段,对变更与缺陷进行挑战,确保开发活动聚焦于优先里程碑的关键问题。与客户合作,确保测试执行进度、问题追踪与交付的数据干净准确。
- 培训 – 计划和管理内部及客户的培训,包括准备材料、制定交付计划,并进行实际的产品演示与培训。
- 变更控制 – 及时提出变更请求并完成必要的分析,以实现项目变更的良好治理。
- 风险识别与管理 – 识别项目风险、问题和依赖关系,并提供适当的缓解措施和及时上报。
- 数据集成/配置定义 – 与客户合作定义上游和下游数据集成映射,以及任何相关的配置以支持客户的业务。
- 迁移/转换 – 定义转换策略和操作手册以执行转换。管理模拟转换和最终上线,确保模拟中出现的问题得到报告并及时解决,为后续模拟运行做好准备。包括对所有模拟和上线活动进行内部和外部报告,以确保良好的治理。
- 规划与执行 – 参与实施活动的所有阶段的规划、治理和交付,包括在模拟转换和上线周末期间支持客户。
- 实施治理 – 提供技术指导和支持,确保项目按照既定流程和标准进行。
查看英文原文
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 seeking a tenacious & proactive Senior Project Manager to join our growing North America team that works closely with clients to implement our strategic SaaS Corporate Actions & Tax Reporting applications and its associated platform components in the Americas. Do you have a strong Asset Servicing and Tax background and a proven record of collaborating effectively with clients & multiple teams to deliver outstanding results? Are you able to drive clients to onboard swiftly and efficiently? We'd love to hear from you!
Job Responsibilities:
- User Testing Management & Reporting – defining the testing strategy to support the project’s requirements and working with clients to accurately plan, track, report and expedite all phases of testing, challenging clients on change vs defect and ensuring development activity is focused on the essential issues for the priority milestones. Working with client to have clean and accurate data on test execution progress and issue tirage & delivery.
- Training – plan and manage both internal and client training which includes the preparation of material, plans for delivery, and hands-on product demonstrations & training.
- Change Control – raising CRs and completing the required analysis in a timely manner to enable good governance of project change.
- Risk Identification and Management – identifying project risks, issues and dependencies and providing appropriate mitigation and timely escalation.
- Data Integration / Configuration Definition – working with our clients to define upstream and downstream data integration mapping, and any associated configuration to support the client’s business.
- Migration/Conversion – definition of the conversion strategy and the runbook to execute it. Managing mock conversions and final go-live, ensuring any issues from the mocks are reported and tracked to completion in good time for subsequent mock runs. Includes reporting, internally and externally for all mock and go=live activities to ensure good governance.
- Planning & Execution - participating in all phases of the planning, governance & delivery of the implementation activities, including supporting clients during mock conversions & go-live weekends.
- Implementation Governance – providing the first level of control that the implementation’s plan activities are resourced and executed appropriately. Also includes internal & external reporting, issue escalation & management and representing BR on Project Steering Committee meetings and Working Groups.
- Production Compare Management & Reporting - participating in all phases of reconciliation work to compare legacy output to BR’s solution for the same inputs using BDC (BR Data Control). Prioritizing & driving improvements to match rates and daily reporting both internally and to clients.
- Team Management – day to day management of the implementation resources assigned to a project. May include direct team management or working in a matrix manner.
- Environment Management– definition, execution & reporting of environment setup runbooks, and the definition of integration points, monitoring & control frameworks and releases. Release management also includes communicating release content and timing with clients & internal teams.
- Production Readiness – managing the checklist and collaborating with internal and client stakeholders to ensure projects are successfully implemented on time, robust and secure. Includes internal reporting on progress to enable good governance.
Qualifications:
- 10+ yrs experience as a conversions/implementation consultant or manager, working on SaaS project delivery to Wealth or Capital Markets organizations.
- 7 yrs experience project management experience.
- 5 yrs team leading experience, task managing teams of up to 5 resources.
- Demonstratable critical thinking and of proactively driving successful conclusions.
- Ability to define control processes, and to distil salient facts from the resulting data to report cleanly and clearly to senior management & clients.
- Client facing, and able to build good working relationships with clients whilst being strong enough to defend BR’s position.
- Experience of large-scale projects and solid understanding of the full project lifecycle and Governance.
- Experience of working in an agile environment with JIRA.
- Excellent attention to detail to enable accurate reporting.
- Ability to handle multiple work streams and assignments simultaneously.
- Ability to understand and challenge the detail.
- Data analysis including use of SQL & Excel.
Desirable Experience:
- Asset Servicing platforms (either in-house or vendor solutions) in a Wealth Management, Investment Banking, or other financial environment.
- Subject matter expertise in all areas of Asset Servicing including Dividends, Coupons, Tax and Corporate Actions (Mandatory & Elective) announcements and processing.
- A thorough understanding of the Asset Servicing lifecycle and components including:
o Event capture (multi-source)
o Data quality / data cleansing
o Position and Transaction types
o Entitlement processing including trade generation and resulting ledgers
o Integration with US Market Participants (eg BoNY and DTCC)
- Product knowledge covering Equities and Fixed Income
- Previous experience at Broadridge or with Broadridge products such as Astrid, BPS, Impact, IPE/Gloss or ICS’ Notifications.
- Reconciliations experience, ideally with BR’s Data Control.
Hourly range $110-130/hr
Broadridge considers various factors when evaluating a candidate's final salary including, but not limited to, relevant experience, skills, and education.
We are dedicated to fostering a collaborative, engaging, and inclusive environment and are committed to providing a workplace that empowers associates to be authentic and bring their best to work. We believe that associates 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 everyone’s unique perspective.
Use of AI in Hiring
As part of the recruiting process, Broadridge may use technology, including artificial intelligence (AI)-based tools, to help review and evaluate applications. These tools are used only to support our recruiters and hiring managers, and all employment decisions include human review to ensure fairness, accuracy, and compliance with applicable laws. Please note that honesty and transparency are critical to our hiring process. Any attempt to falsify, misrepresent, or disguise information in an application, resume, assessment, or interview will result in disqualification from consideration.
Originally posted on Himalayas