Broadridge · 1 day ago
Integrated Platform Project Manager
Annapolis, MD
Full-time
Onsite
Senior Level
$185K/yr - $195K/yr
5+ years expBroadridge is a company dedicated to empowering others and is seeking an Integrated Platform Project Manager to join their team. In this role, you will manage the client onboarding process for the Integrated Platform, ensuring a seamless experience from contract to go-live while collaborating with various internal teams.
BankingCrowdfundingEnterprise SoftwareFinanceFinancial ServicesInformation TechnologyOutsourcingSoftwareVenture Capital
Responsibilities
Lead the client onboarding process for the integrated platform, ensuring an organized, transparent, and positive client experience from initial engagement through full operational handover
Act as the primary point of contact for new clients during onboarding, coordinating communication between internal teams and external
Plan, manage, and execute integration activities, including environment setup, configuration, data migration, and system validation
Collaborate with cross-functional teams including Product, Engineering, Implementation, and Client Success to ensure timely and accurate of onboarding milestones
Define and maintain onboarding frameworks, tools, and documentation to establish consistency, quality, and scalability in delivery
Manage project timelines, resource planning, and risk mitigation for each client onboarding initiative
Monitor and report on onboarding progress, identifying and resolving issues proactively to keep activities on track
Support continuous improvement by gathering client feedback and identifying opportunities to streamline processes and enhance client satisfaction
Facilitate smooth transition of clients to ongoing or account management teams following successful onboarding
Partner with leadership to forecast onboarding capacity, identify operational bottlenecks, and drive process optimization
Qualification
Required
Bachelor's degree in Information Technology, Business, or a field; master's degree or equivalent experience preferred
5+ years of experience in client onboarding, implementation management, or platform integration roles within a technology-driven or SaaS environment
Demonstrated experience leading complex stakeholder onboarding or implementation projects
Strong understanding of system integration concepts, data onboarding, configuration management, and client readiness processes
Excellent project management skills, with familiarity using tools such as Jira, or Smartsheet
Exceptional communication and relationship management abilities, with confidence interfacing at all organizational levels
Proven problem-solving, organizational, and time-management skills
Ability to adapt in a fast-paced, evolving environment with multiple concurrent initiatives
Benefits
Bonus Eligible
Paid sick leave in compliance with the Colorado Healthy Families and Workplaces Act
Company
Broadridge
Broadridge is a provider of investor communications and technology solutions for broker dealers, banks, mutual funds and corporate issuers.
10001+ employees
H1B Sponsorship
Broadridge has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (109)
2024 (124)
2023 (83)
2022 (141)
2021 (100)
2020 (73)
Funding
Current Stage
Public CompanyTotal Funding
$3.05B2023-08-17Post Ipo Debt· $1.3B
2021-05-17Post Ipo Debt· $1B
2019-12-10Post Ipo Debt· $750M
Leadership Team
Timothy Gokey
Chief Executive Officer
Tyler Derr
Chief Technology Officer
Recent News
FF News | Fintech Finance
2025-12-03
2025-11-19
Company data provided by crunchbase