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Broadridge develops technology and operational solutions for the financial services industry. Its platform and services support asset managers, institutional investors, and other financial organizations with capital markets operations, investor and customer communications, data management, analytics, portfolio administration, regulatory processes, and operational risk. The company also serves adjacent sectors including consumer finance, insurance, and telecommunications, helping organizations coordinate complex information flows, improve oversight, and run essential business processes more efficiently.
Senior Account Relationship Manager – United States Hybrid
Lead strategic enterprise client relationships for Broadridge’s financial technology solutions, from implementation and renewals to adoption and growth. Work with Sales, Product, and Operations to strengthen client outcomes and shape solution priorities.
United States
California
Pennsylvania$130,000 – $145,000 / year
HybridFull-timeSeniorLeadEnglish RequiredAccount ManagerSalesDescription
- Act as the senior relationship lead for assigned enterprise accounts across onboarding, implementation, and post-launch engagement.
- Build a detailed understanding of client strategies, objectives, and success measures to uncover improvement and expansion opportunities.
- Collaborate with Sales, Product, and Business Development on new business initiatives, executive presentations, RFPs, and solution proposals.
- Develop and deliver account expansion plans through enterprise demonstrations, renewal preparation, and upsell strategies.
- Convert client and market feedback into product insights and support roadmap planning.
- Own strategic account plans, renewal readiness, revenue growth, and client adoption efforts.
- Facilitate executive meetings, quarterly business reviews, and strategic planning discussions.
- Manage escalations and keep clients informed throughout the resolution process.
- Direct end-to-end program management for enterprise implementations and multi-channel solution deployments.
- Represent client priorities and help Product and Operations leaders set roadmap direction.
- Monitor adoption, usage, satisfaction, and commercial performance indicators.
- Coach Relationship Management colleagues and share practices that support enterprise account success.
Requirements
- At least eight years of experience in client relationship management, enterprise account management, or program management within B2B SaaS, technology, or financial services.
- Deep knowledge of the broker-dealer, recordkeeping, and financial advisory ecosystem.
- Working familiarity with fiduciary management platforms, data aggregation, advisor compensation, and related technology solutions.
- Demonstrated success managing complex, multi-stakeholder client relationships with measurable revenue growth or retention results.
- Excellent executive presence, communication, and presentation capabilities.
- Experience working directly with senior client stakeholders.
- Ability to lead large-scale programs, cross-functional initiatives, and multiple concurrent priorities.
- Strong analytical, problem-solving, and organizational abilities.
- Bachelor’s degree in Business, Finance, or a related field required.
- MBA or equivalent experience preferred.
Benefits
- Eligibility for a bonus.
- Comprehensive benefits offerings.
- Equal employment opportunities.
- Reasonable accommodations available during the application and hiring process.
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