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Broadridge Financial Solutions Account Manager - Global Proxy, EMEA in London, United Kingdom

Broadridge, a global fintech leader with over $4 billion in revenue, provides communications, technology, data, and analytics. We help drive business transformation for our clients with solutions for enriching client engagement, navigating risk, optimising efficiency, and generating revenue growth.

Broadridge employs over 11,000 full-time associates globally with a significant presence in North America, Europe, and Asia. Please visit our website at www.broadridge.com to learn more.

Broadridge Investor Communications is an industry leader in providing proxy, share-owner and regulatory communications services. Broadridge Investor Communications also specialises in providing a wide range of innovative communications, technology and operations, data/analytics and marketing solutions to banks, broker-dealers, financial advisors, mutual fund companies and corporations.

The Account Manager is responsible for establishing and maintaining relationships with a subset of Broadridge’s Global Proxy and DMS clients. You will focus on client retention and developing in partnership with the Broadridge “Premier Account Leaders” account plans based on a cross-Broadridge understanding of the client as well as finding opportunities to drive new sales opportunities.

The individual in this role must have strong leadership and influencing skills and must partner closely with and look to influence business leaders and key decision makers both internal and with our clients organizations. Negotiation & communication skills and the ability to work successfully in a fast-paced environment are critical to this individual’s success.

The Account Manager is responsible for:

Client Relationship Management

  • Establish and maintain relationships with senior client executives

  • Build and cultivate additional relationships across all areas of the firm (Operations, IT, compliance, risk, procurement etc. across all products traded)

  • Solidify existing relationship

  • Meet frequently with client's senior management team to understand their business needs and to provide Broadridge updates on our strategic initiatives

  • Communicate changes in the business environment at either the client or Broadridge to management at all levels where appropriate

  • Provide input to the Premier Account Leaders by drafting detailed client profiles

  • Publish call reports in a timely manner

  • Prepare / execute annual client strategic plans

  • Escalation on client projects and service failure issues

  • Visit clients on a regular basis to address all open projects, etc…

  • Arrange attendance of senior client contacts at Broadridge events/meetings as required

  • Coordinate with appropriate business leaders develop and support client relationships

Product Sales (Value Added Products - VAP's)

  • Introduce new products and services to existing clients to increase their operational efficiency

  • Work with sales to produce and maintain a product sales pipeline (updated at least monthly according to agreed timeline)

  • Conduct and coordinate product presentations when/where necessary

  • Working with sales and appropriate business leaders (Business Acceptance Committee), negotiate pricing on product sales

  • Finalize all the appropriate documents in conjunction with Legal and Finance

Consultancy and Product Development Sales (Event-based)

  • Identify and close additional revenue opportunities within existing client base for consultancy and product development sales

  • Working with sales, produce and maintain a product sales pipeline (updated at least monthly according to agreed timeline)

  • Working with business, sales, negotiate pricing on such sales

Contract Negotiations

  • Renew all existing client agreements (prior to existing contract end date)

  • Handle negotiations on contact terms and conditions

  • Work with Business leaders, Finance and Legal on preparation of all pricing proposals and legal documents

  • Prepare and negotiate Service Level Agreements

  • Ensure appropriate billing processes are put in place

Strategic Client Reviews

  • Handle all aspects of the reviews

  • Coordinate compelling, well thought out topics to keep the meeting strategic in nature with limited tactical times.

  • Logistics and associated Presentations

  • Follow-up action items w/ monthly client update

Contribute to the Client Satisfaction Surveys process

  • Work with Client Service Management team to review survey results with the client

  • Review action plans with client where applicable

  • Monitor performance and update plan to ensure all tasks have been accomplished


  • Review metrics w/ client on a quarterly/annual basis, where appropriate

  • Suggest modifications to metrics as needed to address the changing conditions

  • Contribute to action plans (part of survey action plans) to remedy poor performing areas with updates monthly on current status

  • Degree-level

  • Over 5 years' experience in Financial Markets with at least 3 years of experience of client management. Have the ability to build trusting relationships

  • Be able to communicate and influence

Broadridge is an equal opportunity employer and makes employment decisions without regard to race, colour, religion, sex, sexual orientation, gender identity, national origin, protected veteran status, disability status, or any other status protected by law.

"Our Associates Matter.

Everyone Benefits from Diversity & Inclusion.

Diverse & Inclusive Teams Drive Growth."