Broadridge
Broadridge
Broadridge dezvoltă soluții tehnologice și operaționale pentru industria serviciilor financiare. Platforma și serviciile sale sprijină administratorii de active, investitorii instituționali și alte organizații financiare în operațiuni de pe piețele de capital, comunicarea cu investitorii și clienții, gestionarea datelor, analiză, administrarea portofoliilor, procesele de reglementare și riscul operațional. Compania deservește și sectoare conexe, inclusiv finanțarea consumatorilor, asigurările și telecomunicațiile, ajutând organizațiile să coordoneze fluxuri complexe de informații, să îmbunătățească supravegherea și să gestioneze mai eficient procesele esențiale de afaceri.

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.

Descriere

  • 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.

Cerințe

  • 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.

Beneficii

  • Eligibility for a bonus.
  • Comprehensive benefits offerings.
  • Equal employment opportunities.
  • Reasonable accommodations available during the application and hiring process.

Locuri de muncă similare