Director and Site Lead

2 weeks ago

Old Toronto, Canada Broadridge Full time

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 Director, 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. This role involves collaborating with the project teams throughout the entire project life cycle of an onboarding engagement.

Key Job Functions/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.
  • Achieve delivery goals for all Project Implementations and ensure quality is met.
  • Provide 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:

  • 4-5 years in the financial industry, with 4-5 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.
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