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.

The Account Manager will focus on retaining 100% of the client base and developing account plans based on a cross-Broadridge understanding of the client as well as identifying opportunities to drive new sales opportunities.

The individual in this role must have strong leadership and influencing skills and must partner closely with and look to influence business leaders and key decision makers both internal and with our clients organizations.  Negotiation & communication skills and the ability to work successfully in a fast-paces environment are critical to this individual’s success.

Responsibilities

Client Relationship Management

Establish and maintain relationships with senior client executivesCultivate relationships at a higher level than exist todayBuild and foster additional relationships across all areas of the firm (Operations, IT, compliance, risk, etc. across all products traded)Solidify existing relationshipMeet with client's senior management team on a regular basis to understand their business needs and to provide BR updates on our strategic initiativesEnsure Broadridge is an integral part of any business decisionCommunicate changes in the business environment at either the client or Broadridge to management at all levels where appropriateDraft thorough client profiles for all accountsPublish trip reports in a timely mannerPrepare / execute annual client strategic plansEscalation on Client ProjectsVisit clients on a regular basis to address all open projects, etc.

Product Sales (Value Added Products - VAP's)

Identify and close additional revenue opportunities within existing client baseIntroduce new products and services to existing clients to increase their operational efficiencyWork with sales to produce and maintain a product sales pipeline (updated at least monthly according to agreed timeline)Conduct and coordinate product presentations when/where necessaryWorking with sales, negotiate pricing on product salesFinalize all the appropriate documents in conjunction with Legal and Finance

Consultancy and Product Development Sales (Event-based)

Identify and close additional revenue opportunities within existing client base for consultancy and product development salesMaintain CRM system to reflect sales pipelineWorking with sales, negotiate pricing on such salesFinalize all the appropriate documents in conjunction with Legal and Finance

Contract Negotiations

Renew all existing client agreements (prior to existing contract end date)Conduct and coordinate negotiations on contact terms and conditionsWork with Finance and Legal on preparation of all pricing proposals and legal documentsPrepare and negotiate Service Level Agreements

Client Management

Understand Client Business initiatives and agree action plan ( may be part of strategic plan)Liaise with Client Services (Support Teams, Professional Services and Project Management)Work with Product and Marketing teams to coordinate Client attendance at industry events, product updates and client focus groups

Contribute to the Client Satisfaction Surveys process

Work with Client Service Management team to review survey results with the clientContribute to action plans / Review action plans with client where applicableMonitor performance and update plan to ensure all tasks have been accomplished

Client Services

Review services w/ client on a monthly basis, where appropriateContribute to action plans (part of survey action plans) to remedy poor performing areas with updates monthly on current status

Qualifications

Degree-levelHave a minimum 5 years of Account Management experience within the Financial Services Industry (buy-side)Have a strong understanding of the buy-side market and associated workflowsHave the ability to build trusting relationshipsBe able to communicate and influenceExceed client expectations

We are made up of high-performing teams that meet in person to learn and collaborate as needed. This role is considered hybrid, which means you’ll be assigned to a Broadridge office and given the flexibility to work remote.

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Broadridge associates helped us envision our Connected Workplace - a work model that allows associates around the globe, dependent upon their role responsibilities, 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.