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Broadridge Financial Solutions Implementation Lead (Hybrid-Flexible Options) in New York, New York

At Broadridge, we've built a culture where the highest goal is to empower others to accomplish more. If youre passionate about developing your career, while helping others along the way, come join the Broadridge team.

Job Description

The Senior Implementation Consultant is a senior resource within our professional services group. This role is responsible for requirements gathering, implementation of the SentryPM solution, configuration of its modules, and conducting client training. He/she will have a background in investment management and/or loan loans processing and will have a good understanding of the back office terminology and operational requirements particularly for private credit funds, loans, and bank debt. Responsibilities

  • You will be responsible for managing the implementation of SentryPM (Order Management, Portfolio Management, Direct Lending, Data Warehouse and Reporting) on behalf of clients.

  • You will be part of a team responsible for end-to-end project delivery - requirements gathering, defining the scope, crafting and executing a project plan, identifying risks and dependencies, and aligning internal and client expectations throughout the life cycle of the project.

  • Youll be providing accurate project estimates and consistently meeting dedications with a specific focus on quality and delivery efficiency.

  • Conduct and manage client on-site meetings, workflow, and technical trainings.

  • You will document client-specific customizations and assisting with training the internal Support team on client-specific workflows.

  • Potentially lead multiple projects simultaneously while meeting the expected budget and deadlines.

  • Provide clients with consulting advice based upon technological considerations and industry best practices.

  • Effectively and expertly working with various internal teams on client projects and company-wide initiatives.


  • Extensive experience within the Financial Services Industry (buy-side).

  • Software Implementation experience a plus

  • Excellent and effective social skills, along with good communication skills both verbal and written. Client facing experience required.

  • Loan Processing / Portfolio Management implementation experience in multi-asset class trading environments.

  • Knowledge of project management methodologies and the ability to identify project risks a plus.

  • Demonstrated ability to work on multiple tasks simultaneously under pressure and competing deadlines.

  • At ease operating in a dynamic, fast-growing team, able to be self-sufficient with a can-do attitude.

  • Strong analytical and problem solving / decision-making skills.

  • Self-motivated, driven, and open to adapting to change within a dynamic environment.

  • BS/BA in Business, Finance, Computer Science or a related field.


Disability Assistance

We recognize that ensuring our long-term success means creating an environment where everyone is welcome, where everyone's strengths are valued and where everyone can perform at their best. Broadridge provides equal employment opportunities to all associates and applicants for employment without regard to race, color, religion, sex (including sexual orientation, gender identity or expression and pregnancy), marital status, national origin, ethnic origin, age, disability, genetic information, or military or veteran status and other protected characteristics protected by applicable federal, state, or local laws. US applicants: Click here ( to view the "EEO is the Law" poster. If you are a qualified individual with a disability or a disabled veteran, you may request a reasonable accommodation in the event you are unable or limited in your ability to use or access the Company's career webpage because of your disability. You may request a reasonable accommodation(s) by calling 888-237-7769 or by sending an email to .