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Lead Conversions Analyst

Company: Broadridge
Location: Newark
Posted on: November 22, 2021

Job Description:

At Broadridge, we've built a culture where the highest goal is to empower others to accomplish more. If you're passionate about developing your career, while helping others along the way, come join the Broadridge team. Are you seeking a position within a growing company? Broadridge is hiring! Our mission is to attract, develop and retain outstanding talent. Being a place where exceptionally driven and hardworking people want to work is how we deliver award-winning services to our customers and ultimately build customer value. We're seeking a Conversions Team Lead to join our stellar team! You will have the opportunity to work with Broadridge's new top tier clients while implementing our cutting edge products. JOB RESPONSIBILITIES * Work with new Broadridge client to define system solutions. Prepare workflows, perform gap analysis, define business requirements, create development specifications, create /execute test scripts, prepare training materials, conduct training sessions, and write conversion data mapping documents. * Responsible for the definition and documentation of requirements relating to assigned settlement processes with knowledge relating to Reconciliations, Bank Loans, Prime Broker, DTC Settlements and Custody Functionality , RAD, Obligation Warehouse and ID Confirmation and Affirmation Processing, Possession and Control and services with adherence to documentation rules and formats. Define acceptance criteria including detailed balancing and checkout procedures to be applied during the testing phase to ensure that requirements were accurately and completely adhered to in the development phase. * Ensure that requirements are defined to result in fully and accurately functioning systems and products that adhere to all reporting rules and client requirements based on user-friendly functionality that meets or exceeds client expectations. * Stay abreast of latest industry changes and work with clients, vendors and industry groups to define service solutions in relation to assigned products and services. * Stay abreast of latest Broadridge development, bulletins and changes affecting the Settlements products * Leverage BPS functionality and proven ability to navigate GFW (GUI) screens, B1 settings, and TRAC reports. * Partner with technology, operations, client services, QA and product teams to successfully fulfill business requirements that satisfy Broadridge and client objectives. * Develop testing strategies and plans, perform test execution, manage defect management, and develop implementation plan for their specific area. * Professional well-spoken individual with excellent writing skills and a proven track record in building client relationship, creating effective presentations of business processes, and ability to work under tight timeframes. * Provide timely reports of deliverables and challenges to ensure project risk is understood by senior management. * Work with internal programmers, client technology staff, and client operational experts to implement workflow modifications and perform quality assurance testing affecting overall Broadridge solution. * Ability to travel outside New York area, at times for an extended period. * Expected to work extended hours and weekends as required. QUALIFICATIONS * 10+ years of conversions experience * 5+ years' experience in brokerage processing, DTCC settlements and BPS experience a plus. * Experience leading conversions team * Strong analytical and problem solving skills, with the ability to analyze situations and issues and develop and implement sound solutions; * Strong interpersonal and relationship building skills; * Familiarity with brokerage industry processes * Ability to maintain confidentiality and handle sensitive issues with tact and professionalism; * Ability to effectively communicate with managers and peers, clearly expressing ideas and concepts both verbally and in writing to address issues and facilitate interactions; * Participate in fostering a positive team environment that gives way to collaboration and unified goals; * Ability to handle multiple job duties in a fast paced environment; * Foster company success through a professional appearance, being courteous to customers and all associates and by having a positive attitude. * Intermediate level proficiency with Microsoft Word, Excel, and Outlook. Why join Broadridge? * We offer a valuable benefits package effective date of hire including comprehensive healthcare (medical/prescription drug, dental, and vision), wellness benefits, fertility treatment, inclusive parental leave, life insurance, tuition reimbursement, disability benefits and more. * We support a number of associate-led networks where associates with similar backgrounds and interests can find peer support, shape company policy and culture, receive mentorship from senior members, and develop their careers. * We provide a competitive 401k plan with employer match and additional basic company contribution. * We encourage our associates to rest and relax by taking advantage of our generous paid time off program including vacation, personal holidays, sick time, and paid company holidays. * We strive to improve both our environmental impact as well as our industries' by partnering with our clients to decrease their carbon footprint through digitization, data, and innovation. Disability Assistance Broadridge is an equal opportunity employer and makes employment decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, protected veteran status, disability, age or any other protected status. "Everyone Benefits from Diversity & Inclusion. Diverse & Inclusive Teams Drive Growth." 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 as a result of your disability. You may request a reasonable accommodation(s) by calling 888-237-7769 or by sending an email to

Keywords: Broadridge, Newark , Lead Conversions Analyst, Professions , Newark, New Jersey

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