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Business Solutions Lead

Business Solutions Lead

CompanyBroadridge
LocationToronto, ON, Canada
Salary$Not Provided – $Not Provided
TypeFull-Time
DegreesBachelor’s
Experience LevelSenior

Requirements

  • College Diploma or University Degree, preferably in a Business and/or Computer/Software related discipline
  • 5+ years in a business analyst, business subject matter expert type role
  • 2+ years in a Business Solutions Specialist (BSS) role
  • Experience in the financial services sector. Knowledge of Term Deposits, Mutual Funds (record keeping or distribution), Equities, ETF, etc.
  • Financial industry knowledge including regulators and regulations (IIROC, MFDA, OSFI, FATCA, AML, CASL, etc.)
  • 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
  • Fully bilingual (French / English verbal and written) would be an asset

Responsibilities

  • Be the primary business requirements point of contact with clients to interface with Broadridge
  • Understand the business process requirements of our clients and help translate them into future state processes and support or prepare Business Requirement Document (BRD)
  • Document and analyze the required information and data to understand and support the business processes
  • Contribute to and ensure all project planning and internal requirements/steps are accounted for and actioned appropriately in the Project Plans.
  • Oversee the clients’ business requirements throughout the SDLC
  • Strong familiarity with technical integration patterns, Broadridge’s API definitions and business usage
  • Leading System Requirement Document (SRD) walkthroughs with clients, Broadridge’s architecture and development teams
  • Liaise as required with client vendors in support of technical integration
  • Facilitate knowledge sharing, training sessions, sales support to clients and potential stakeholders
  • Support clients during the software configuration process to meet their business needs
  • Travel may be required at client locations
  • Other duties as assigned by Management

Preferred Qualifications

  • Any investment industry related certifications that pertain to investments and/or registered product management would be considered an asset
  • Experience with portfolio management is a definite asset