About the role
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.
74629
About The Select Group
The Select Group (TSG) is a privately held technology consulting firm headquartered in Raleigh, North Carolina. Since 1999, we’ve been at the forefront of delivering end-to-end consulting services to clients across diverse industries including Communications, Consumer and Industrials, Energy and Utilities, Federal, Financial Services, Healthcare, and Technology, throughout the U.S. and Canada. We help you solve your toughest challenges, inspire digital innovation and drive meaningful results.
We are committed to supporting your needs, helping you to address ever-evolving trends across various industries. Our service areas—Cloud & Infrastructure, Cybersecurity, Data & AI, Digital Transformation, Learning & Development, and Project Management & Agile—are designed to create long-term success by aligning with your business goals and advancing to meet future demands.
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About the role
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.
74629
About The Select Group
The Select Group (TSG) is a privately held technology consulting firm headquartered in Raleigh, North Carolina. Since 1999, we’ve been at the forefront of delivering end-to-end consulting services to clients across diverse industries including Communications, Consumer and Industrials, Energy and Utilities, Federal, Financial Services, Healthcare, and Technology, throughout the U.S. and Canada. We help you solve your toughest challenges, inspire digital innovation and drive meaningful results.
We are committed to supporting your needs, helping you to address ever-evolving trends across various industries. Our service areas—Cloud & Infrastructure, Cybersecurity, Data & AI, Digital Transformation, Learning & Development, and Project Management & Agile—are designed to create long-term success by aligning with your business goals and advancing to meet future demands.