Senior Project Manager

Broadridge

. Define testing strategies and manage user testing, including planning, tracking, reporting, issue triage, and delivery.

Posted 9/29/2026full-timeRemote • United States, CanadaSenior💰 $110 - $130 per hourWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates extensive experience in managing SaaS project delivery within Wealth or Capital Markets, focusing on implementation governance, data integration, and client training. Proficient in data analysis, project management, and leading teams to ensure successful project outcomes.

Highest-signal resume keywords

SaaS Project DeliveryProject ManagementData Analysis (SQL & Excel)Implementation GovernanceAgile Methodology (JIRA)

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Data Integration MappingsConversion StrategiesMock ConversionsProduction ComparisonsControl ProcessesIssue TriageEnvironment Setup RunbooksReportingRisk ManagementClient Configuration

Soft Skills

Critical ThinkingClient Relationship BuildingAttention to DetailProactive Problem SolvingTeam Leadership

Tools & Technologies

JIRABDC (BR Data Control)Broadridge Products (Astrid, BPS, Impact, IPE/Gloss, ICS’ Notifications)

Industry Keywords

Wealth ManagementCapital MarketsAsset ServicingCorporate ActionsInvestment BankingData QualityReconciliations

Tech Stack

Tools & technologies

SQL

About the role

Key responsibilities & impact

Define testing strategies and manage user testing, including planning, tracking, reporting, issue triage, and delivery.
Plan and manage internal and client training, including materials, delivery plans, product demonstrations, and hands-on training.
Raise change requests and complete required analysis for project governance.
Identify project risks, issues, and dependencies; provide mitigation and timely escalation.
Define upstream and downstream data integration mappings and associated client configuration.
Define conversion strategies and runbooks; manage mock conversions and final go-live activities.
Participate in planning, governance, and delivery of implementation activities, including mock conversions and go-live weekends.
Provide implementation governance, reporting, issue escalation, and representation on project steering committees and working groups.
Manage production comparisons and reconciliation work using BDC (BR Data Control), prioritizing match-rate improvements and reporting results.
Manage implementation resources directly or in a matrix structure.
Define, execute, and report on environment setup runbooks, integration points, monitoring, control frameworks, and releases.
Manage production-readiness checklists and collaborate with stakeholders to ensure timely, robust, and secure implementations.

Requirements

What you’ll need

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: Asset Servicing platforms in a Wealth Management, Investment Banking, or other financial environment.
Desirable: Subject matter expertise in Asset Servicing, including Dividends, Coupons, Tax and Corporate Actions announcements and processing.
Desirable: Understanding of the Asset Servicing lifecycle and components, including event capture, data quality/data cleansing, position and transaction types, entitlement processing, and integration with US Market Participants.
Desirable: Product knowledge covering Equities and Fixed Income.
Desirable: Previous experience at Broadridge or with Broadridge products such as Astrid, BPS, Impact, IPE/Gloss or ICS’ Notifications.
Desirable: Reconciliations experience, ideally with BR’s Data Control.