Role & seniority: Project Test Lead, leadership role overseeing testing strategy and governance for Wealth Management platform transformation (no hands-on testing).

Stack/tools: Legacy Broadridge platforms; migration to FNZ; platform-wide test planning and governance; Jira for test case strategy and traceability.

Top 3 responsibilities

Define and own end-to-end test strategy for the Broadridge-to-FNZ migration across assigned workstreams.
Build test case structures from scratch and lead tester teams; manage weekly status, risks, and defects.
Ensure comprehensive testing coverage (wealth management, regulatory, reconciliation, reporting) including backend areas (settlements, deposits, custodians, trade flow, post-trade ops) and communicate with senior stakeholders.

Must-have skills

Extensive testing experience in Tier-1 banks/large financial institutions; multi-year testing programs for wealth platforms.
Direct Broadridge/legacy platform experience and platform replacement initiatives.
Strong capital markets/wealth operations background (settlements, reconciliations, regulatory reporting; T+1 experience preferred).
Hands-on in building test strategies and test cases in Jira; experience with large-scale platform transformations.
Exceptional written/verbal communication; ability to convey testing approaches to business and technical audiences.

Nice-to-have

Experience supporting wealth advisor/client platforms.
Track record

Full Description

Project Test Lead – Wealth Management Platform Transformation

Location: Toronto (250 Yonge) – Hybrid 2–3x/week

Contract: 6 months to start (extensions likely on a multi-year program)

Interview: 1 round (45 mins)

Start: ASAP

Role Overview

Our client is undertaking a multi-year transformation to modernize its Wealth Management technology stack by decommissioning legacy Broadridge platforms and migrating to FNZ, consolidating approximately 24 systems down to 4.

The Project Test Lead will own testing strategy and governance for one or more workstreams within the Wealth platform, ensuring regulatory, reconciliation, and operational integrity throughout the migration.

This is a true test leadership role—no hands-on execution. The successful candidate will define strategy, build test case structures from scratch, and lead tester teams through disciplined delivery.

Key Responsibilities

Act as Test Lead for assigned workstreams, partnering closely with business, technology, and operations stakeholders Define and own end-to-end test strategy for platform migration from Broadridge to FNZ Build test case strategy and detailed test cases from scratch using Jira Lead weekly touchpoints with testing teams to track progress, risks, and defects Ensure testing coverage from a wealth management, regulatory, reconciliation, and reporting perspective

Oversee testing related to backend functions, including

Settlements
Deposits
Custodians
Trade flow and post-trade operations
Communicate clearly and confidently with senior stakeholders—concise, structured, and credible

Must-Have Qualifications

Extensive testing experience within Tier-1 banks or large financial institutions Proven experience leading multi-year testing programs for wealth management platforms Direct experience with Broadridge (legacy platforms) and platform replacement initiatives

Strong background in capital markets / wealth operations, including

Settlements (T+1 experience strongly preferred)
Reconciliations
Regulatory reporting
Hands-on experience building test strategies and test cases in Jira
Experience working on large-scale platform transformations (e.g., CDS or similar market infrastructure transformations)
Exceptional communication skills—able to articulate testing approaches clearly to business and technical audiences

Nice to Have

Experience supporting wealth advisor and client platforms Background working across multiple testing workstreams in parallel

TSG is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

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