Nov 14, 2023

Business Solutions Lead (Hybrid)

  • Broadridge
  • Toronto, ON
Full time Finance

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.

This consultative position will allow the Business Solutions Lead (BSL) to interact directly with Clients, provide guidance to fellow team members and the Project Engagement Team to develop efficient strategies and tactics to ensure projects are delivered in a timely manner with exceptional quality.  

This senior role will be engaged throughout the entire project life cycle. The BSL will be partnering with Clients during their business transformation to our suite of financial software products to ensure a positive outcome for our clients.  In addition, you will be working with and supporting the sales team to develop a quality pipeline, build a winning strategy, and conduct Product Demos to Clients to accelerate sales cycles.

Key Job Functions/Responsibilities

  • Be the primary business requirements point of contact with clients to interface with Broadridge

  • Understand the business process requirements of our clients, help translate them into future state processes, and support or prepare Business Requirement Document (BRD)

  • Document and analyze the required information and data to understand and support the business processes

  • Shepard the clients’ business requirements throughout the SDLC

  • Strong familiarity with technical integration patterns, Broadridge’s API definitions and business usage

  • Leading System Requirement Document (SRD) walkthroughs with clients, Broadridge’s architecture and development teams

  • Liaise as required with client vendors in support of technical integration

  • Facilitate knowledge sharing, training sessions, sales support and provide business Subject Matter Expertise (SME) to clients and potential stakeholders

  • Support clients during the software configuration process to meet their business needs

  • Support clients with industry certifications (i.e., RESP & RDSP)

  • Support client implementations and post implementation Business-as-Usual (BAU) support

  • Travel may be required to client locations

  • Other duties as assigned by Management

Basic Skill Level Requirements


  • College Diploma or University Degree, preferably in a Business and/or Computer/Software related discipline.

  • Any investment industry related certifications that pertain to investments and/or registered product management would be considered an asset (i.e., Canadian Securities Course (CSC)


  • 7+ years in a Business Analyst, Business Subject Matter expert and/or Quality Assurance role


  • Financial industry knowledge including regulators and regulations (IIROC, MFDA, OSFI, FATCA, AML, CASL, etc.) 

  • Familiarity with Financial industry business data domains (CIF, Product, Finance, etc.) 

  • Experience in the financial services sector. Knowledge of Term Deposits, Mutual Funds (record keeping or distribution), Equities, ETF, etc. 

  • Knowledge of project management methodologies and SDLC

  • Experience with portfolio management is a definite asset

  • Strong analytical and critical thinking skills

  • Excellent facilitation, 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 and minimal supervision

  • Fully bilingual (French / English verbal and written) would be an asset


  • Proficient in MS Office

Recruitment Process

Throughout your application process, you may be asked to connect with us virtually or in-person. Our recruiters will explain how hybrid interviews will be held throughout the recruitment process, and they will be able to answer any questions you might have. 

Background Check Process

Broadridge requires employees to complete a background check that is completed by one of our service providers. We use this service to complete the following checks:

  • Employment verification

  • Education verification

  • Credit inquiry

  • Canadian criminal record check

Workplace Flexibility

We 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 this is a hybrid role, and therefore you should have a basic home office set up, high-speed internet, and the ability to work without distractions during core business hours.

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.



Broadridge associates helped us envision our Connected Workplace, a work model that allows associates around the globe to take advantage of the benefits of both on-site and off-site work to support our clients, one another, and the communities where we live and work. Our Connected Workplace is grounded in the concept of FACS: Flexible, Accountable, Connected, and Supported, which is our commitment to our associates. FACS supports our strong culture and allows us to achieve business goals while supporting meaningful work-life integration for our associates.

We are dedicated to fostering a diverse, equitable, and inclusive environment and committed to providing a workplace that empowers associates to be authentic and bring their best to work. We believe that associates can only do their best when they feel safe, understood, and valued, and we work diligently and collaboratively to ensure Broadridge is a company—and ultimately a community—that recognizes and celebrates diversity in all its dimensions.