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Broadridge

Client Account Manager, Buy Side

Job Summary

Job Description:

The Client Account Manager will be responsible for establishing and maintaining relationships with Broadridge's regional buy-side clients. He/she will focus on cultivating relationships across the firm with a focus on senior client executives and decision makers. 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.

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The Account Manager is responsible for:

Client Relationship Management

  • Establish and maintain relationships with senior client executives
  • Cultivate relationships at a higher level than exist today
  • Build and foster additional relationships across all areas of the firm (Operations, IT, compliance, risk, etc. across all products traded)
  • Solidify existing relationship
  • Meet with client's senior management team on a regular basis to understand their business needs and to provide BR updates on our strategic initiatives
  • Ensure Broadridge is an integral part of any business decision
  • Communicate changes in the business environment at either the client or Broadridge to management at all levels where appropriate
  • Draft thorough client profiles for all accounts
  • Publish trip reports in a timely manner
  • Prepare / execute annual client strategic plans
  • Escalation on Client Projects
  • Visit clients on a regular basis to address all open projects, etc...
  • Understand client business initiatives and determine action plan (may be part of strategic plan

Product Sales (Value Added Products - VAP's)

  • Identify and close additional revenue opportunities within existing client base
  • Introduce new products and services to existing clients to increase their operational efficiency
  • Work 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 necessary
  • Working with sales, negotiate pricing on product sales
  • Finalize 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 sales
  • Working with sales, produce and maintain a product sales pipeline (updated at least monthly according to agreed timeline)
  • Working with sales, negotiate pricing on such sales
  • Finalize 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 conditions
  • Work with Finance and Legal on preparation of all pricing proposals and legal documents

Contribute to the Client Satisfaction Surveys process

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

Metrics

  • Review metrics w/ client on a monthly basis, where appropriate
  • Suggest modifications to metrics as needed to address the changing conditions
  • Contribute to action plans (part of survey action plans) to remedy poor performing areas with updates monthly on current status

Qualifications:

  • Degree-level
  • Have a minimum 5 years of experience within the Financial Services Industry (buy-side)
  • Direct and demonstrable client management experience working in a vendor/service provider role, with commercial exposure
  • Have the ability to build trusting relationships
  • Be able to communicate and influence
  • Exceed client expectations

LI-JF1

About Us

Broadridge, a global fintech leader with over $7 billion in market capitalization, provides communications, technology, data and analytics solutions. We help drive business transformation for our clients with solutions for enriching client-engagement, navigating risk, optimizing efficiency and generating revenue growth.

Broadridge employs approximately 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.

"Our Associates Matter.

Everyone Benefits from Diversity & Inclusion.

Diverse & Inclusive Teams Drive Growth."

Job ID: 26c34f0d59d47ae3f18c28e31e92d393
Employment Type: Other

Perks and Benefits

  • Health and Wellness

    • Health Insurance
    • Dental Insurance
    • Vision Insurance
    • FSA
    • FSA With Employer Contribution
    • HSA
    • HSA With Employer Contribution
    • Life Insurance
    • Short-Term Disability
    • Long-Term Disability
    • Fitness Subsidies
    • Pet Insurance
    • Mental Health Benefits
  • Parental Benefits

    • Family Support Resources
    • Birth Parent or Maternity Leave
    • Non-Birth Parent or Paternity Leave
    • Adoption Leave
    • Fertility Benefits
  • Work Flexibility

    • Flexible Work Hours
    • Remote Work Opportunities
    • Hybrid Work Opportunities
    • Work-From-Home Stipend
  • Office Life and Perks

    • Commuter Benefits Program
    • Casual Dress
    • Happy Hours
    • Company Outings
    • On-Site Cafeteria
    • Holiday Events
  • Vacation and Time Off

    • Paid Vacation
    • Paid Holidays
    • Personal/Sick Days
    • Leave of Absence
    • Volunteer Time Off
    • Unlimited Paid Time Off
  • Financial and Retirement

    • 401(K)
    • 401(K) With Company Matching
    • Performance Bonus
    • Financial Counseling
    • Relocation Assistance
  • Professional Development

    • Tuition Reimbursement
    • Promote From Within
    • Mentor Program
    • Access to Online Courses
    • Lunch and Learns
    • Leadership Training Program
    • Internship Program
  • Diversity and Inclusion

    • Founder led
    • Woman founded/led
    • Black founded/led
    • Latinx founded/led
    • Asian founded/led
    • Diversity, Equity, and Inclusion Program

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