Account Manager (JR1011149)

    • Toronto, Canada

Company Description

Broadridge, a global fintech leader with over $4 billion in revenue, provides communications, technology, data, and analytics. We help drive business transformation for our clients with solutions for enriching client engagement, navigating risk, optimizing efficiency, and generating revenue growth. Broadridge employs over 10,000 full-time associates globally with a significant presence in North America, Europe, and Asia. Please visit our website at www.broadridge.com to learn more.

Job Description

Your mandate as an Account Manager is to manage RPM’s day to day relationship with your designated client(s) and to be a part of business development activities with new clients. To be successful in this role, you will leverage your business knowledge and relationship management skills to successfully provide excellent service to our customers.

General Responsibilities

  • Overseeing and managing all aspects of RPM’s software implementations, across program streams such as business functional, technical / NFRs and conversion.
  • Managing the program / project plan including critical path, key milestones, resource requirements, and dependencies. This includes managing client and RPM deliverables.
  • Managing software deliveries to our clients, including the Release Charter process, release milestones / cut-off periods and project tracking throughout the solutions design and development period.
  • Leading status meetings and other recurring activities with our clients, including preparation of meeting materials and minutes.
  • Reporting on project milestones.
  • Understanding the client’s business and operating environment, including the system features used by the client to manage their business.
  • Developing and maintaining excellent knowledge of the RPM products and capabilities in order to meet client service expectations.
  • Development and maintaining relationships with key customer stakeholders.
  • Account management services in the post-production relationship; e.g., ongoing software delivery planning, and managing delivery of production releases. 
  • Providing top notch customer service, supporting our customers in their use of RPM’s software. 
  • Recommending new modules and/or RPM services to create customer value.

Functional Competencies

  • Solid industry knowledge of the Canadian financial services sector and investment products – e.g., mutual funds and term deposits
  • Proactive attitude and ability to work effectively in a team environment
  • Excellent written and verbal communications and presentation skills
  • Strong computer skills in MS Project, Word, Excel and PowerPoint

Qualifications

  • 5+ years of experience in managing large client accounts. Ideally, you will have a sales or relationship management background, combined with knowledge of the investment business (Retail, IIROC and/or MFDA), or you have worked with software development firms in a similar role
  • Solid industry knowledge of the Canadian financial services sector
  • University degree or college diploma in a related field
  • Proactive attitude and ability to work effectively in a team environment
  • Outgoing, diplomatic, warm personality with superior people skills
  • Excellent written and verbal communications and presentation skills
  • Strong computer skills in Word, Excel, PowerPoint
  • Project Management experience an asset


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