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.
The Senior Director, Account Management will be responsible for managing a portfolio of client relationships within our Broadridge Asset Management Solutions 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. The individual in this role will need to have strong presentation and influencing skills as well as a commercial mindset. 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 partners across all areas of the firm
- Monitor service delivery and health of account relationships, keep clients apprised of our capabilities and be 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 annual 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
- 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
Required Experience:
- Deep understanding of the inner workings of front/middle office operations of Hedge Funds and Private Credit managers
- Minimum 10 years of buy side experience or account management experience
- Closing and contract negotiation skills
- Detailed knowledge of products including OMS, Portfolio Management, Risk, Compliance Data Warehouse, Pricing, Reference Data, Accounting, Reconciliation and Reporting, Managed Services
- Ability to take a consultative approach to problem solving with clients and internal stakeholders
- Ability to travel (20%).
- Excellent presentation and interpersonal skills. The ability to work in a dynamic, high pressure environment.
Compensation Range: The salary range for this position is between $175,000.00- $195,000.00 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 more information on our comprehensive benefit offerings for this role.
#LI-CS2
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
- Deep understanding of front/middle office operations of Hedge Funds and Private Credit managers
- Minimum 10 years of buy side experience or account management experience
- Closing and contract negotiation skills
- Detailed knowledge of products including OMS, Portfolio Management, Risk, Compliance, Data Warehouse, Pricing, Reference Data, Accounting, Reconciliation and Reporting, Managed Services
- Ability to take a consultative approach to problem solving with clients and internal stakeholders
- Ability to travel up to 20%
- Excellent presentation and interpersonal skills; ability to work in a dynamic, high pressure environment
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
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








