Broadridge Financial Solutions Jobs

Mobile broadridge Logo

Job Information

Broadridge Financial Solutions PM - Release Management (JR1025853) in Toronto, Ontario

Broadridge Financial Solutions, Inc. (BR) ( , a $4 billion global Fintech leader and part of the S&P 500® Index, is a leading provider of investor communications and technology-driven solutions to banks, broker-dealers, asset and wealth managers and corporate issuers. At Broadridge, we do well by doing good. Our unique culture is guided by the Service-Profit Chain—the idea that success is mutual, directly connecting employee engagement, client satisfaction, and the creation of stockholder value. We enable better financial lives by powering investing, governance, and communications for our clients, their customers, and the financial services industry.

As a PM – Release Management, you will build on your focus and knowledge of release management, client management and continue to develop relationships and business acumen in the Canadian wealth management industry. The candidate will be accountable for establishing a release schedule that aligns to our client’s strategy. The PM – Release Management works with both internal and external (client) stakeholders to manage all software releases.

Key Job Functions/Responsibilities

  • Develop and maintain relationships with key senior client stakeholders

  • Providing top notch customer service, supporting our client in their use of Broadridge’s software

  • Consistently work in lock step with senior client stakeholders to understand their strategies and how Broadridge can deliver the necessary solutions in a timely manner to ensure we do our part to help our client realize the financial benefits defined as part of their business case

  • Works closely with the Account Managers, delivery, and support teams to manage overall release calendar, to identify and mitigate potential conflicts in the development and test regions

  • Responsible for planning, coordinating, and leading of production readiness meetings for all software releases and secure approvals from support teams as well as client stakeholders to execute production deployment

  • Managing software deliveries to our clients, including the Release Charter process, release milestones / cut-off periods and project tracking throughout the solutions design and development period

  • Engages with all aspects of the various projects from the early phases of the development life cycle to ensure alignment with the overall release schedules

  • Lead both internal and external coordination and participation in software documentation walkthroughs

  • Ensures and collects release specific metrics to define a quality release

  • Defines, tracks, and manages release content and schedules – a comprehensive plan that integrates all the inputs and outputs of release planning activities, including the creation of release plans with dependencies, including batch requirements and dependencies

  • Release management services in the post-production relationship, e.g., ongoing software delivery planning and managing delivery of production releases

  • Overseeing and managing all aspects of Broadridge’s software implementations, across program streams such as business functional, technical / NFRs

  • Communicate with internal departments to ensure software release activities are managed and coordinated accordingly

  • Generate professional and accurate client documentations for release-related activities

  • Leading client meetings and other recurring activities with our clients, facilitates release planning and status meetings to review changes to releases and/or resolve items of high or moderate concern, including preparation of meeting materials and minutes

  • Works across the organization to improve and enforce development, testing, release documentation standards in conjunction with the development life cycle


  • Post-secondary education, preferably with a focus on subjects such as Computer Science, Project Management, Software Development or Business


  • Experience in a client facing roles is mandatory

  • 3 - 5 years of direct experience in a software release management role at a Financial Services Institution or in a Fintech company delivering and implementing wealth management solutions to Banking, IIROC and MFDA organizations

  • Experience in Application Service Provider (ASP) business is an asset


  • Strong analytical and critical thinking skills

  • Excellent 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, under minimal supervision

  • Understanding and experience in the financial services industry, preferably in banking, mutual funds and/or securities is required


  • Excellent knowledge of Microsoft suite of products, including Word, Excel, and PowerPoint

Recruitment ProcessCOVID-19 has accelerated change across our workplace, including our hiring practices. As a result, throughout your application process, you may be asked to connect with us virtually, and may not be required to meet in-person. Our recruiters will explain how virtual interviews will be held throughout the recruitment process, and they will be able to answer any questions you might have. Workplace FlexibilityWe are committed to supporting flexible work arrangements, investing in technology or other resources to enable you to work from home effectively, wherever possible.

At this time the role will start as full-time remote, as all of our associates are working from home. You should have a basic home office set up, high-speed internet, and the ability to work without distractions during core business hours. When everyone is able to return to the office this role will be hybrid, offering the right balance of virtual working and on-site activities (based out of our British Columbia or Ontario office location) for associates and clients as per the specific requirements of each role.

Accessibility & Accommodation

Broadridge is an equal opportunity employer and is committed to a diverse and inclusive workplace ensuring that equal employment opportunities are provided to all individuals, regardless of race, colour, gender identity, sexual orientation, marital status ,creed, age, disability, religious affiliation, or national origin or citizenship. If you require any accommodations during the recruitment process, please notify our recruitment team.