Sr. Director, Account Management

Role Description

The Sr. Director, Account Management will be responsible for managing a portfolio of direct client relationships within the Broadridge Investment Accounting business. You will serve as a trusted advisor and strategic partner in helping clients achieve their business goals through the use of Broadridge's suite of products and services. You will need to have strong presentation and influencing skills. You will partner closely with business leaders and key decision makers both internally and within our clients' organizations to ensure the timely and successful delivery of our solutions.

Key Responsibilities:

Client Relationship Management

Cultivate and maintain strong relationships with executive sponsors and key stakeholders across all areas of the client organization
Monitor service delivery and health of account relationships, keep clients apprised of our capabilities and serve as a point of escalation though frequent engagement and communications
Facilitate periodic service review meetings to discuss ongoing performance and engage in strategic discussions (key initiatives, new capabilities, etc.)
Communicate changes in the business environment to management at all levels where appropriate
Bring to bear the full breadth of Broadridge's products and expertise to create a distinct, competitive offering for our clients
Prepare and execute monthly client strategic plans, define goals and objectives, and map a route to achieving them.

Client Retention

Grow Broadridge's market share and strengthen its positioning within each account
Become proficient in Broadridge investment accounting products and services and conduct product demonstrations
Work with team members to understand and help manage client satisfaction
Ensure all renewals are completed prior to expiration dates and participate in all necessary aspects of the renewal process
Provide market intelligence, client direction, and feedback while ensuring that Broadridge maintains its product and service edge
Conduct and coordinate negotiations on contract terms and conditions; work with business management, finance, and legal on preparation of all pricing proposals and legal documents
Ensure Information Security activities are coordinated across the Client and within Broadridge

Origination of upsell and new business opportunities

Meet with client's senior management teams on a regular basis to understand their business initiatives and priorities; identify opportunities where Broadridge product and service capabilities are well aligned
Maintain a constant awareness of current and planned development of Broadridge products and services
Engage appropriate internal business segments and product sales teams
30% - 50% travel anticipated
Primary location in Mount Laurel, NJ offices


Bachelor's degree
MBA a plus
Minimum 10 years of Account Management experience within the Financial Services Industry
Strong investment accounting knowledge required
Knowledge of buy side front, middle and back office operations and solutions strongly preferred
Experience working for a technology provider, a custody bank, or in the public fund management sector is a plus
Proven track record of sales results and growth
Ability to establish good personal and working relationship with clients
Excellent presentation & communication skills
Ability to work successfully in a dynamic environment


Equal Opportunity Employer Minorities/Women/Protected Veterans/Disabled

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