Relationship Manager; Market Research Analyst, Client Services - Hybrid

Posted 2 Days Ago
Be an Early Applicant
2 Locations
In-Office
80K-100K Annually
Senior level
Fintech • Financial Services
The Role
The Relationship Manager serves as the main client contact, managing onboarding, support, and reporting. Additionally, the role involves conducting market research to support strategic initiatives and sales enablement.
Summary Generated by Built In

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.

Broadridge is hiring! We’re seeking a Relationship Manager to join our team.  You will work closely with Sales, Account Management, Operations, and Research to ensure exceptional client experience. This role will serve as the primary point of contact for assigned clients and accounts, managing all aspects of the client relationship from onboarding and reporting to payment coordination and ongoing support.

In addition, as part of the Research Department within the Global Securities Class Action team, this position will support research initiatives designed to deepen our understanding of the market, clients, and competitive landscape. This role will also contribute to thought leadership, sales enablement, and strategic research that helps guide business decisions.

Relationship Manager Responsibilities:

  • Serve as the main point of contact for assigned clients and accounts

  • Manage client onboarding, reporting, communications, and ongoing support

  • Monitor key deadlines, filings, deficiency responses, and data-related requests to ensure timely action

  • Advocate for clients and help maximize claims outcomes

  • Coordinate with internal teams to ensure efficient service and client satisfaction

  • Provide regular updates and reporting to clients

  • Help ensure timely payments and communicate distributions clearly

  • Support contract renewals and recurring client meetings, including business reviews

  • Identify opportunities to improve client experience and internal processes

  • Contribute to department initiatives, best practices, and team collaboration

Market Research Analyst Responsibilities

  • Conduct market and competitor research to support business strategy

  • Identify target markets, client segments, and industry trends

  • Support research projects related to the global securities class action landscape

  • Assist with thought leadership, written content, and research-based insights

  • Provide market intelligence to support sales enablement and business development

  • Build knowledge of client needs, market issues, and company solutions

  • Support the Research and Client Services teams with ongoing projects and day-to-day needs

Qualifications:

  • 5+ years of class action experience

  • Significant experience in project management, client management, and/or account management

  • Comprehensive understanding of securities class action plan allocations, as well as deficiency and audit processes and requirements

  • Experience with securities trading, including equity, debt, and derivative securities

  • Strong research, analytical, and writing skills

  • Excellent verbal and written communication skills

  • Strong presentation skills, including the ability to present to senior stakeholders and, ideally, at conferences

  • Ability to synthesize information and communicate findings clearly and effectively

  • Strong attention to detail, organizational skills, and follow-through

  • Ability to manage multiple assignments and priorities in a fast-paced environment

  • Proficiency in Word, Excel, and PowerPoint

  • Interest in financial services, market intelligence, and the global securities class action space

  • Bachelor’s degree in business, finance, economics, legal studies, communications, or equivalent relevant experience

Preferred Qualifications:

  • Prior experience in research, strategy, sales support, financial services, or a related area

  • Familiarity with preparing presentations, summaries, and research-driven business materials

  • Curiosity about clients, markets, competitors, and industry trends

  • Collaborative mindset and strong interpersonal skills

Compensation Range: The salary range for this position is between $80,000 - $100,000 USD. Broadridge considers various factors when evaluating a candidate's final salary including, but not limited to, relevant experience, skills, and education.
Bonus Eligibility: Bonus Eligible
Benefits Information: Please visit www.broadridgebenefits.com for information on our comprehensive benefit offerings for this role

#LI-PP1

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 Hiring 

As 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.

US applicants: Click here to view the EEOC "Know Your Rights" poster.

Disability Assistance

We recognize that ensuring our long-term success means creating an environment where everyone is welcome, where everyone's strengths are valued, and where everyone can perform at their best. Broadridge provides equal employment opportunities to all associates and applicants for employment without regard to race, color, religion, sex (including sexual orientation, gender identity or expression, and pregnancy), marital status, national origin, ethnic origin, age, disability, genetic information, military or veteran status, and other protected characteristics protected by applicable federal, state, or local laws. 

If you need assistance or would like to request reasonable accommodations during the application and/or hiring process, please contact us at 888-237-7769 or by sending an email to [email protected].

Skills Required

  • 5+ years of class action experience
  • Significant experience in project management, client management, and/or account management
  • Comprehensive understanding of securities class action plan allocations
  • Experience with securities trading, including equity, debt, and derivative securities
  • Strong research, analytical, and writing skills
  • Excellent verbal and written communication skills
  • Strong presentation skills
  • Bachelor's degree in business, finance, economics, legal studies, communications, or equivalent

Broadridge Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Broadridge and has not been reviewed or approved by Broadridge.

  • Healthcare Strength Healthcare coverage is described as broad, with multiple medical plan options plus dental, vision, prescription coverage, and telehealth access. Preventive care is framed as fully covered in-network, alongside added supports like an employee assistance program and on-site wellness availability in some locations.
  • Retirement Support Retirement support is positioned as meaningfully supportive via a 401(k) match structure that increases with tenure. Added financial support such as one-on-one financial counseling is also included as part of the broader rewards approach.
  • Parental & Family Support Parental support is presented as substantial, including up to nine weeks of paid new-parent salary continuation. Additional family-oriented programs like back-up care and dependent-care options are included in the benefits mix.

Broadridge Insights

Am I A Good Fit?
beta
Get Personalized Job Insights.
Our AI-powered fit analysis compares your resume with a job listing so you know if your skills & experience align.

The Company
HQ: New Hyde Park, NY
14,000 Employees
Year Founded: 2007

What We Do

Broadridge Financial Solutions, Inc. (NYSE: BR), is a global fintech leader, delivering technology-driven solutions that drive digital transformation for banks, broker-dealers, asset and wealth managers and public companies. At Broadridge, we are committed to making a difference. Our unique culture is guided by the Service-Profit Chain—the idea that success is mutual, directly connecting employee engagement, client satisfaction, and the creation of stockholder value. We enable better financial lives by providing the critical infrastructure that powers investing, corporate governance and communications. A certified Great Place to Work®, Broadridge is part of the S&P 500® Index, employing over 14,000 associates in 21 countries.

Gallery

Gallery

Similar Jobs

Ramsey Theory Group Logo Ramsey Theory Group

Senior Software Engineer

Artificial Intelligence • Machine Learning • Software • Database
Hybrid
3 Locations
50 Employees
130K-160K Annually

CrowdStrike Logo CrowdStrike

Learning & Development Analyst (Remote)

Cloud • Computer Vision • Information Technology • Sales • Security • Cybersecurity
Remote or Hybrid
USA
10000 Employees
70K-110K Annually

CrowdStrike Logo CrowdStrike

Technical Support

Cloud • Computer Vision • Information Technology • Sales • Security • Cybersecurity
Remote or Hybrid
USA
10000 Employees
70K-110K Annually

Capital One Logo Capital One

Lead Software Engineer

Fintech • Machine Learning • Payments • Software • Financial Services
Hybrid
New York, NY, USA
55000 Employees
215K-246K Annually

Similar Companies Hiring

Scotch Thumbnail
Artificial Intelligence • eCommerce • Fintech • Payments • Retail • Software • Analytics
US
35 Employees
Kepler  Thumbnail
Fintech • Software
New York, New York
6 Employees
Onshore Thumbnail
Artificial Intelligence • Fintech • Software • Financial Services
New York, New York
60 Employees

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account