Director, Account Management
This individual will be responsible for managing (multiple) accounts utilizing web based marketing portals. This individual will be responsible for translating client scope into business requirements and stewarding these requirements into the business intake process while managing client expectations and ensuring client satisfaction. Facilitate and provide where able internal and external support, run scheduled and adhoc reports to drive client insights and develop IP. Support client and BR escalations, coordinate schedules, as well as identifying/assisting management with up-selling and cross-sell opportunities. Communicate and facilitate tasks internally based on client need and set priorities accordingly. Troubleshoot client issues before sending to internal resources to minimize resolution time and increase internal data team bandwidth.
Proactively work with clients on current, new, and future projects to ensure proper delivery of service while acting as a consultant of their marketing needs. Manage internal tasks and work with internal resources as well as our valued business partners to deliver client solutions. Negotiate and leverage business relationships. Facilitate monthly, quarterly, and annual billing based on the Statement of Work and client requests. Working directly with outside print, data and email vendors. Work with clients on email and web-based marketing programs. Foster high level relationships to ensure account stability.
Minimum 10 years of sales/account management experience.
Financial services industry experience required.
Broker/Dealer experience is a plus.
Experience with enterprise and advisor marketing or communication solutions is a plus.
Broadridge Financial Solutions, Inc. (NYSE:BR) is the leading provider of investor communications and technology-driven solutions for broker-dealers, banks, mutual funds, and corporate issuers globally. Broadridge’s investor communications, securities processing, and business process outsourcing solutions help clients reduce their capital investments in operations infrastructure, allowing them to increase their focus on core business activities. With over 50 years of experience, Broadridge’s infrastructure underpins proxy voting services for over 90% of public companies and mutual funds in North America and processes more than $5 trillion in fixed income and equity trades per day. Innovating and growing for over 50 years, FORTUNE® magazine has named Broadridge to its 2015 list of the World’s Most Admired Companies in the financial data services category and for the 9th year we have been honored as one of the Best Companies to Work for New York. Broadridge employs approximately 10,000 full-time associates in 14 countries.
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