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.
Role OverviewThe 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.
ResponsibilitiesClient Relationship Management
- 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)
- Track client sentiment, operational issues, and engagement levels to determine RAG (Red/Amber/Green) relationship status
- Identify risks early, manage escalations and develop remediation plans with internal teams
- 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...
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
- Prepare and negotiate Service Level Agreements
Project Management Oversight
- Understand client business initiatives and determine action plan (may be part of strategic plan)
- Draft client commitment letter and ensure client cost approvals are obtained (signatures)
- Facilitate the initial project kickoff and help obtain the proper resources to accomplish goal
- Liaise with Client Service Management (CSM) and/or Project Management to oversee the project to ensure BR meets/exceeds all key milestones and expectations
- Conduct and coordinate both internal and client update sessions
Focus Groups
- Manage all aspects of the regular Focus Group Agenda
- Organize compelling, well thought out topics with guest speakers and interactive sessions to keep the meeting strategic in nature with limited tactical times.
- Logistics (location, gifts, meals/breaks, after meeting affair, etc.)
- Presentations (hard copies and visual)
- Follow-up action items with monthly client update
Contribute to the Client Satisfaction Surveys process
- Work with Client Service Management team to review survey results with the client
- Contribute/review action plans with client where applicable
- Monitor performance and update plan to ensure all tasks have been accomplished
Metrics
- Review metrics with 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
Your Profile- Have a minimum 5 years of Account Management experience within the Financial Services Industry (buy-side)
- Have a strong understanding of the buy-side market
- Have the ability to build trusting relationships
- Be able to communicate and influence
- Exceed 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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We are dedicated to fostering a collaborative, engaging, and inclusive environment and are committed to providing a workplace that empowers associates to be authentic and bring their best to work. We believe that associates 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 everyone's unique perspective.
Use of AI in HiringAs part of the recruiting process, Broadridge may use technology, including artificial intelligence (AI)-based tools, to help review and evaluate applications. These tools are used only to support our recruiters and hiring managers, and all employment decisions include human review to ensure fairness, accuracy, and compliance with applicable laws. Please note that honesty and transparency are critical to our hiring process. Any attempt to falsify, misrepresent, or disguise information in an application, resume, assessment, or interview will result in disqualification from consideration.
