Senior Client Implementation Specialist at Broadridge engaging with clients to deliver solutions in investment management. Focusing on workflow reviews and project management to ensure timely deployments.
Responsibilities
Engage with clients to gather business case requirements
Translate business requirements into technical documentation
Manage project timelines and budgets to ensure efficient and timely delivery to clients
Lead training sessions on system functionality to relevant client users
Facilitate user acceptance testing (UAT) with clients
Communicate client feedback to relevant teams internally to identify potential product enhancements
Work with internal teams to identify areas for process improvement
Requirements
Bachelor’s degree in Finance, Business, Information Technology, or related field.
2–6 years of experience in software implementation, project management, or a related role, preferably in the investment management or financial services industry.
Familiarity with investment management concepts, including portfolio management, trading, accounting, and reporting.
Experience working with traditional buy-side institutions (ie: hedge funds, asset managers, etc.)
Familiarity with equity, fixed income, and/or derivative markets
Technical skills, including knowledge of database structures, data integration, and APIs.
Familiarity in tools like SQL, Excel, and workflow visualization software Tableau.
Excellent communication, interpersonal, and client-facing skills.
Ability to manage multiple projects and deadlines in a fast-paced environment.
SME Cross Domain Implementation Engineer Lead working with Department of War to enhance data and analytics capabilities across DoD. Designing secure data transfer solutions and leading technical teams for mission - critical projects.
Implementation Manager overseeing onboarding lifecycle for SMB waste haulers at CurbWaste. Managing customer relationships, data migrations, and cross - functional coordination throughout the process.
Customer Engineer managing post - sales technical relationships maintaining AI workloads for customers. Collaborating with teams to resolve issues and enhance product performance for enterprise clients.
Senior Advanced Customer Engineer providing mentorship and technical support to field engineers at Cognex. Responsible for project delivery, documentation, and customer communication.
Implementation Engineer translating global packaging regulations into machine - readable assessment logic for sustainability. Collaborating with a skilled team in a GreenTech startup.
Implementation Specialist onboarding clients during initial implementation of Axxess products and services. Collaborating with teams to ensure smooth client transitions at Axxess.
Client Implementation Manager leading complex financial services technology projects for State Street. Overseeing implementation programmes and collaborating with cross - divisional teams in London.
Implementation Consultant for Next Generation, Inc. supporting Ceridian DayForce deployments across clients. Responsible for managing the implementation lifecycle and ensuring client satisfaction.
MES Implementation Specialist at Leonardo UK supporting Siemens Opcenter deployment in digital manufacturing transformation. Collaborating with cross - functional teams and external partners in a multi - vendor environment.
HRnet Implementation Consultant optimizing HR operations through HRnet application for clients. Advising on HR processes and legislation while guiding clients to best practices.