Job Title: Advisory Consultant
SBU: SPS - BPS
Country: United States
State: New Jersey
City: Jersey City
Location: Jersey City-2 JSQ
Employment Status: Full Time - Permanent
Job Description:
(Description)
Responsible for the business direction and growth of the Tax Lot Engine, as well as supporting the client base in a Client Services role.
Acts as a Business Analyst for the product to ensure that the Tax Lot Engine complies with all regulatory requirements for government mandated Cost Basis Reporting (CBR) and supplies the functional scope needed by our clients to meet their business objectives. This includes the analysis, coordination, preparation and publication of business requirements (BRD's), functional requirements (FRD's) and associated use cases.
Must possess a thorough understanding of the product offering and is expected to provide senior level support to Broadridge clients, as well as administer guidance to other team members within the department, including other Product Managers, Project Managers, Product Assurance and Development. When required, the associate must provide support to the Account Management and Sales teams.
Responsible for producing and maintaining all client-facing product documentation for the product, including client bulletins, product manuals and user guides.
Acts as a point person for clients and internal escalation for problem-related matters and participates in client and internal management discussions. Advisory Consultants must have advanced troubleshooting skills to aid in the support of application related and client reported incidents. They should also play an integral role to ensure complete follow-up and thorough communication to the client base.
Participates in and/or manages special projects as required. This could include direct involvement or coordinating resources to achieve the objectives of the organization.
Qualifications Required:
(Experience, Skills, Academic)
Job Requirements:
Experience in writing business and functional requirements (BRD's and FRD's), including use case development.
Ability to analyze regulatory documents (ie, tax code) and industry publications and be able to translate the requirements to functional enhancements within the Tax Lot Engine.
Superior analytic and problem-solving skills and the ability to express results clearly and accurately in writing.
Strong verbal communication skills and interpersonal skills.
Excellent organization skills, attention to detail and the ability to meet project deadlines.
A background in the financial services field, including an understanding of brokerage processing, cost basis reporting and corporate actions.
Must be willing to provide product support, when needed, during non-business hours and weekends.
Some travel may be required to meet with clients or attend/participate in industry events.
Job Responsibilities:
Works closely with various project stakeholders (both internal and external) to determine system specifications for changes driven by regulatory requirements and client requested enhancements. Internal stakeholders include Broadridge Product & Project Managers, Product Development and Product Assurance. External stakeholders include TLE clients.
Creates business requirements (BRD's), functional requirements (FRD's) and associated use cases. Coordinates requirements walkthroughs and sign-offs, verifying with stakeholders that use cases and process models accurately portray specific business needs.
Institutes and monitors traceability between the BRD's, FRD's, use cases, technical requirements and test scripts.
Writes new or update existing system documentation, including user guides, client bulletins, etc.
Participates in TLE software system testing. Assists when necessary in the coordination of the QA testing with our Product Assurance department.
Oversees the weekend deployment of functional changes to the system and acts as the liaison between the technical teams and clients during these product implementations.
Responsible for problem diagnosis, resolution and follow-up in a timely manner in accordance with department standards. Analyzes defects identified both internally and by Broadridge clients. Logs all client events into the Remedy System and updates all open items within 24 hours. Provides proper research documentation to other departments when troubleshooting issues that cross departments.
Provides assistance in training other Associates
Keeps abreast of pending industry related changes and participates in industry advisory groups as needed. Participates as necessary in Industry Initiatives Sub-Committee meetings, preparing slide presentations and executive summaries as required.
Provide written status reports and dashboards of progress to the project leaders and management.
Education: Bachelors (highly preferred)
Experience Range: 7 - 10 years
Job Category: Client Services
Area of Interest: Product Management |