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
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
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."
Broadridge Financial Solutions
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