📌 Core Information
🔹 Job Title: Conversion Lead
🔹 Company: Broadridge
🔹 Location: Toronto, ON
🔹 Job Type: Full-Time
🔹 Category: Financial Services
🔹 Date Posted: April 3, 2025
🔹 Experience Level: 5-10 years
🔹 Remote Status: Hybrid
🚀 Job Overview
Key aspects of this role include:
- Collaborating with cross-functional teams to define conversion schedules and strategies
- Managing conversion projects, including planning, execution, and stakeholder communication
- Developing business and testing requirements, as well as testing procedures
- Ensuring successful conversion execution and balancing results
- Continuously improving conversion processes and documentation
ASSUMPTION: This role requires a strong project management background and a solid understanding of conversion processes within the financial services industry.
📋 Key Responsibilities
✅ Works with the Account Management team, PMO, and clients to define conversion schedules and strategy
✅ Creates and maintains project plans, ensuring projects stay on track and communicates status to stakeholders
✅ Develops detailed business requirements for each conversion, clearly defining development requirements and client deliverables
✅ Collaborates with development and QA teams to ensure timely delivery of development tasks and successful testing
✅ Develops detailed testing requirements and resources them appropriately to ensure 100% quality for the conversion
✅ Tests conversions to ensure they perform within the criteria for success, including acceptable parameters for conversion runtime performance and exception counts, and proper audit reports
✅ Balances conversions and ensures open issues with source data or conversion defects are followed up with the client to resolution
✅ Creates procedures and policies for testing and running conversions, working towards creating an effective, documented, repeatable process for client conversions
✅ Supports the Charter documentation to create an objective summary of the conversion scope, assumptions, timeline, and cost
✅ Brings continuous improvement to conversion process, design, documentation, and management through constant review of completed projects using best practices and lessons learned
ASSUMPTION: This role involves a high degree of cross-functional collaboration and requires strong communication and project management skills.
🎯 Required Qualifications
Education: Bachelor's degree in a relevant field (e.g., Business, Finance, or a related discipline)
Experience: 5-10 years of experience in project management, with a focus on conversion processes within the financial services industry
Required Skills:
- Proven experience in project management, with a focus on conversion processes
- Strong understanding of financial services industry and conversion strategies
- Excellent communication, collaboration, and stakeholder management skills
- Ability to develop detailed business and testing requirements
- Experience with project management tools and methodologies
- Familiarity with quality assurance processes and testing procedures
- Strong problem-solving and analytical skills
- Ability to work in a hybrid environment, balancing remote and on-site work
Preferred Skills:
- Certified Project Management Professional (PMP) designation
- Experience with Agile or Scrum methodologies
- Fluency in French or other languages relevant to the role
ASSUMPTION: Candidates should have a strong project management background and a solid understanding of conversion processes within the financial services industry.
💰 Compensation & Benefits
Salary Range: CAD 90,000 - CAD 120,000 per year (based on industry standards for a mid-level project management role in Toronto)
Benefits:
- Health, dental, and vision insurance
- Retirement savings plan with company match
- Employee stock purchase plan
- Paid time off (vacation, sick, and holidays)
- Employee assistance program
- Tuition reimbursement and professional development opportunities
Working Hours: Full-time, hybrid work arrangement (2-3 days on-site per week)
ASSUMPTION: Salary range is estimated based on industry standards for a mid-level project management role in Toronto. Actual compensation may vary based on experience and qualifications.
📌 Applicant Insights
🔍 Company Context
Industry: Financial Services. Broadridge is a global technology leader providing investing, governance, and communications solutions to the financial services industry.
Company Size: Broadridge has over 14,000 associates worldwide, providing a large and diverse work environment.
Founded: Broadridge was founded in 2007, following the spin-off from Automatic Data Processing (ADP).
Company Description:
- Broadridge Financial Solutions powers investing, governance, and communications for clients and the financial services industry
- The company processes and generates over 7 billion communications per year and underpins the daily trading of more than $10 trillion of securities globally
- A certified Great Place to Work®, Broadridge is part of the S&P 500® Index
Company Specialties:
- Technology and operations platforms
- Investment management
- Governance and regulatory compliance
- Communications and data distribution
Company Website: www.broadridge.com
ASSUMPTION: Broadridge's size and global presence provide opportunities for career growth and exposure to diverse projects and teams.
📊 Role Analysis
Career Level: Mid-level. This role offers opportunities for growth and development within Broadridge's project management and conversion teams.
Reporting Structure: The Conversion Lead reports to the Director of Conversion Services and works closely with the Account Management team, PMO, and clients.
Work Arrangement: Hybrid. This role requires a balance of remote and on-site work, with 2-3 days per week on-site in Toronto.
Growth Opportunities:
- Advancement to senior project management roles or leadership positions within Broadridge's conversion or related teams
- Expansion of responsibilities to include mentoring and knowledge-sharing with junior team members
- Opportunities to work on high-impact projects and contribute to Broadridge's continuous improvement initiatives
ASSUMPTION: This role offers a clear path for career progression within Broadridge's project management and conversion teams.
🌍 Location & Work Environment
Office Type: Hybrid. The Toronto office is located at 4 King St W, Toronto, Ontario, Canada.
Office Location(s): Toronto, ON
Geographic Context:
- Toronto is the capital city of the province of Ontario and the largest city in Canada
- The city is known for its multiculturalism, vibrant arts scene, and diverse neighborhoods
- Toronto offers a wide range of recreational activities, including parks, museums, and sports teams
Work Schedule: Full-time, with a hybrid work arrangement (2-3 days on-site per week)
ASSUMPTION: Toronto's diverse and vibrant culture provides a stimulating work environment for Broadridge employees.
💼 Interview & Application Insights
Typical Process:
- Phone or video screen with the hiring manager
- In-depth behavioral and technical interviews with cross-functional team members
- Final interview with the Director of Conversion Services
- Background check and reference checks
Key Assessment Areas:
- Project management skills and experience
- Understanding of financial services industry and conversion processes
- Communication, collaboration, and stakeholder management skills
- Problem-solving and analytical skills
- Cultural fit and alignment with Broadridge's values
Application Tips:
- Highlight relevant project management experience and accomplishments in your resume
- Tailor your cover letter to demonstrate your understanding of Broadridge's business and the role's requirements
- Prepare for behavioral and technical interview questions by reflecting on your past experiences and researching Broadridge's industry and values
ATS Keywords: Project Management, Conversion Strategy, Business Requirements, Quality Assurance, Testing Procedures, Client Communication, Continuous Improvement, Collaboration, Documentation, Data Analysis, Problem Solving, Stakeholder Management, Infrastructure Coordination, Performance Testing, Audit Reporting, Resource Management
ASSUMPTION: Broadridge's interview process is designed to assess candidates' technical skills, cultural fit, and alignment with the company's values.
🛠️ Tools & Technologies
- Project management tools (e.g., Microsoft Project, Jira, or Asana)
- Collaboration tools (e.g., Microsoft Teams, Slack, or Google Workspace)
- Testing and quality assurance tools (e.g., Selenium, QAComplete, or TestRail)
- Data analysis and visualization tools (e.g., Microsoft Excel, Power BI, or Tableau)
ASSUMPTION: The specific tools and technologies used may vary depending on the project and team requirements.
👔 Cultural Fit Considerations
Company Values:
- Integrity
- Collaboration
- Innovation
- Accountability
- Client focus
Work Style:
- Results-driven and focused on delivering high-quality outcomes
- Strong communicator and collaborator, with the ability to work effectively in a hybrid environment
- Adaptable and able to thrive in a dynamic, fast-paced work environment
Self-Assessment Questions:
- Do you have a proven track record of successfully managing complex projects within the financial services industry?
- Are you comfortable working in a hybrid environment, balancing remote and on-site work?
- Do you thrive in a dynamic, collaborative work environment and enjoy working with cross-functional teams?
ASSUMPTION: Broadridge values a diverse and inclusive work environment, and candidates who can demonstrate their ability to work effectively with a wide range of team members and stakeholders are likely to be successful in this role.
⚠️ Potential Challenges
- Managing multiple projects and priorities simultaneously
- Balancing the needs of clients, internal stakeholders, and project team members
- Adapting to changes in project scope, timelines, or resources
- Ensuring high-quality conversion results within tight deadlines
ASSUMPTION: These challenges can be overcome through strong project management skills, effective communication, and a focus on continuous improvement.
📈 Similar Roles Comparison
- Conversion Lead vs. Project Manager: While both roles involve project management, the Conversion Lead has a specific focus on conversion processes within the financial services industry
- Industry-specific context: The financial services industry is dynamic and highly regulated, requiring a strong understanding of industry trends and compliance requirements
- Career path comparison: The Conversion Lead role offers opportunities for growth and development within Broadridge's project management and conversion teams
ASSUMPTION: The Conversion Lead role is a specialized project management position within the financial services industry, offering unique opportunities for career growth and development.
📝 Sample Projects
- Managing a large-scale client conversion project, involving multiple teams and stakeholders
- Developing and implementing a new conversion testing process to improve quality and efficiency
- Collaborating with cross-functional teams to define and execute a complex conversion strategy
ASSUMPTION: These sample projects demonstrate the range of responsibilities and challenges faced by the Conversion Lead in this role.
❓ Key Questions to Ask During Interview
- Can you describe the typical conversion project lifecycle and the role of the Conversion Lead within that process?
- How does the Conversion Lead collaborate with the Account Management team, PMO, and clients to define conversion schedules and strategies?
- What are the key challenges faced by the Conversion Lead in this role, and how can they be overcome?
- How does the Conversion Lead ensure the quality and success of conversion projects, and what metrics are used to measure performance?
- What opportunities are there for growth and development within Broadridge's project management and conversion teams?
ASSUMPTION: These interview questions are designed to provide insight into the role's responsibilities, challenges, and growth opportunities.
📌 Next Steps for Applicants
To apply for this position:
- Submit your application through this link
- Tailor your resume to highlight your relevant project management experience and accomplishments
- Write a cover letter that demonstrates your understanding of Broadridge's business and the role's requirements
- Prepare for behavioral and technical interview questions by reflecting on your past experiences and researching Broadridge's industry and values
- Follow up with the hiring manager one week after submitting your application to express your continued interest in the role
⚠️ This job description contains AI-assisted information. Details should be verified directly with the employer before making decisions.
