CA Solutions Architect - Computershare

Location: Canton MA (Hybrid – 3 days per week in office)

In this position, you’ll be based in the Canton MA office for a minimum of three days a week, with the flexibility to work from home for some of your working week. Find out more about our flexible work culture at computershare.com/flex. 

We give you a world of potential

We have a tremendous opportunity for someone to contribute their talents and strengths as a Corporate Actions Solutions Architect in Canton, MA. 

A role you will love

The Corporate Actions Solutions Architect is primarily responsible for the project planning and execution of Corporate Action transactions and acts as the primary contact for external and internal clients, and is primarily responsible for client satisfaction, retention and profitability.  This position is also responsible for reconciliation activities with clients, and for assisting in developing policies and procedures to meet service needs to clients.

Responsibilities could include, but are not limited to:

• Coordinates all aspects of project planning and execution of Corporate Actions transactions. 
• Reviews offering materials, merger documents and SEC filings. 
• Analyzes and synthetizes transaction requirements to find matching business solution. 
• Creates collaborative framework and coordinate/manage project activities across multiple business units and external partners to implement solutions. 
• Acts as subject matter expert on Corporate Actions initiatives. 
• Retains and maintains project documentation and related files
• Acts as primary contact on Corporate Actions events for external and internal clients (project status review, project documentation etc.) 
• Designs specific solution that fits transaction requirements and environment best. 
• Describes structure, characteristic, behavior, illustrates value and benefits and other aspects of recommended solution to stakeholders. 
• Defines features, phases, timelines and solution requirements. 
• Provides expert advice to internal & external clients. 
• Works with clients to track follow-up mailings, post-merger cleanups, and escheatment. 
• Meet the requirements and manage expectations of all stakeholders
• Reviews and negotiates service agent agreements with clients and/or outside counsel
• Internally/externally coordinates and communicates client funds flow and investment parameters.
• Reviews and approves client billing for corporate actions and follows up to ensure timely collection of outstanding invoices. 
• Negotiates/resolves disputed fees and expenses with clients. 
• Realize upsell and cross sell opportunities Internally/externally coordinates and communicates client funds flow and investment parameters. 
• Coordination receipt of client funding. 
• Prepares and distributes information highlighting important operational aspects of the corporate action onto COSMOS. 
• Available during non-business hours depending on project needs.
• Formulates, interprets and implements management policies and operational procedures; establishes procedures necessary to accommodate service needs

What will you bring to the role?

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Education and Experience

• Bachelor's degree (B. A.) from four-year college or university; and more than four years related experience and/or training or equivalent combination of education and experience. 
• Corporate Actions and/or transfer agent experience (highly preferred)
• Understands how all parts of the business model work together including processes, operating systems and applications. 
• Previous experience in project planning and execution of Corporate Action transactions
• Proven success with responsibility for client satisfaction, retention and profitability
• Availability during non-business hours depending on project needs.

If this sounds like a role you’d love to be part of, apply today! 

Rewards designed for you   

Paid parental leave, flexible working and a caring and inclusive culture.

Health and wellbeing rewards that can be tailored to support you and your family, including medical, dental and vision.

Invest in your future with 401k matching and tax-advantaged flexible spending plans, including healthcare, dependent care and commuter.

Income protection. Our package includes short and long-term disability benefits, life insurance and supplemental life insurance.

And more. Ours is a welcoming and close-knit community, with experienced colleagues ready to help you grow. Our handbook will help you find out more about our rewards and life at Computershare, visit computershare.com/careers-handbook.

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