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 Trading & Connectivity Solutions (BTCS) is seeking a customer-focused, technically capable professional to join our Customer Success team. This role is ideal for someone with 3–4 years of experience in the institutional brokerage ecosystem who understands Indian financial markets, trading workflows, and the technology that supports them.
As a Customer Success Technical Account Manager, you will serve as a strategic technical partner to clients using Broadridge trading platforms. You will help clients onboard successfully, adopt and optimise platform capabilities, overcome technical challenges, and realise sustained business value from their Broadridge solutions.
Key Responsibilities
- Build trusted, long-term relationships with assigned clients and act as their primary technical advisor.
- Develop a strong understanding of each client’s business objectives, operating model, trading workflows, and technical environment.
- Drive adoption, optimisation, and value realisation across Broadridge solutions, identifying opportunities for broader usage and growth.
- Partner with Customer Success Managers and internal stakeholders to develop and execute account success plans aligned to client priorities.
- Identify, manage, and help remove technical barriers that may affect adoption, satisfaction, retention, or operational readiness.
- Advise clients on platform capabilities, integrations, upgrades, solution best practices, and effective usage.
- Monitor technical account health, proactively identifying risks, trends, service-improvement opportunities, and areas for expansion.
- Lead regular technical account reviews covering platform performance, current initiatives, roadmap alignment, and recommendations.
- Coordinate with Product Delivery, Product Management, Engineering, and Support teams to ensure client requirements are understood and addressed effectively.
- Represent client needs internally by advocating for product enhancements, service improvements, and operational feedback.
- Support key customer lifecycle events, including onboarding, platform upgrades, change events, expansions, and readiness activities.
- Deliver training, enablement sessions, demonstrations, and knowledge-sharing activities to improve user confidence and adoption.
- Build knowledge of Broadridge products and international financial-market workflows, including principal and agency trading, equities, derivatives, and FX.
Required Skills & Experience
- Minimum 3–4 years of relevant experience in the institutional brokerage ecosystem, including hands-on support for trading applications.
- Good understanding of Indian financial markets, including NSE/BSE, the regulatory landscape, exchange trading, and the end-to-end trade lifecycle.
- Understanding of institutional order-management workflows, including order entry, modification, cancellation, and execution.
- Familiarity with trading platforms, Order Management Systems (OMS), and/or Execution Management Systems (EMS).
- Strong written and verbal communication skills, with the ability to explain technical issues clearly to both business and technical stakeholders.
- Strong problem-solving skills, attention to detail, and the ability to prioritise effectively in a fast-paced, time-sensitive trading environment.
Preferred Skills & Experience
- Experience working with a stockbroker, institutional trading desk, trading technology provider, fintech, or capital-markets firm.
- Exposure to Indian equities and derivatives markets.
- Familiarity with FIX connectivity and electronic trading workflows.
- Experience using AI and productivity tools to improve documentation, reporting, analysis, and routine operational tasks.
This role offers the opportunity to combine technical expertise, client relationship management, and capital-markets knowledge to help clients achieve meaningful outcomes while building deep expertise in Broadridge’s trading and connectivity product suite.
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.
Skills Required
- 3-4 years of relevant experience in the institutional brokerage ecosystem
- Hands-on support experience with trading applications
- Understanding of Indian financial markets, including NSE/BSE, regulatory landscape, exchange trading, and the end-to-end trade lifecycle
- Understanding of institutional order-management workflows, including order entry, modification, cancellation, and execution
- Familiarity with trading platforms, Order Management Systems, and/or Execution Management Systems
- Strong written and verbal communication skills
- Strong problem-solving skills, attention to detail, and prioritization ability in a fast-paced trading environment
- Experience with a stockbroker, institutional trading desk, trading technology provider, fintech, or capital-markets firm
- Exposure to Indian equities and derivatives markets
- Familiarity with FIX connectivity and electronic trading workflows
- Experience using AI and productivity tools for documentation, reporting, analysis, and routine operational tasks
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.
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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.
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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.
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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.
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