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Wealth Management, Onboarding Business Integration

Broadridge Financial Solutions

This is a Full-time position in Newark, NJ posted May 7, 2020.

Work with VP – Client Onboarding / Lifecycle to understand the direction and key objectives of the strategic Client Onboarding program.

Work with Broadridge peers and external client partners to define high-level development objectives for the Client, Account, and Relationship (CARMA) business and data model, services, and system integrations.

Direct, review, and approve the development of user stories, business rules and other functional requirements for CARMA.

Lead analysis, requirements definition, testing, and business execution of “name and address” conversions.

Work with internal Broadridge and external client technology partners to ensure quality development and implementation of the business requirements.

Work with Quality Assurance partners to ensure defect-free delivery of the required features, data components and conversions.

Work with the project management team to ensure complete and accurate reporting of program activities.

Work with external client partners to develop effective user engagement and training strategies.

Preferred Qualifications: Four-year college degree or equivalent required.

7-10 years Client Onboarding related professional experience required.

Familiarity with Wealth Management business terms and processes required.

Travel may be required depending on external client location.

Skills/Competencies: Candidate must be effective at communicating both business and technical concepts related to the project requirements and objectives.

Candidate must have experience working with client and relationship-centric business and data models.

Candidate must be proficient at interpreting data file layouts.

Candidate must be able to multi-task across a variety of different activities and deliverables, with varying deadlines.

Standard Microsoft Office technical skills (Excel, PowerPoint, Word, etc) required.

Familiarity with Agile project development practices preferred but not required.