The Vice President, Account Management is accountable for the strategic direction, executive relationship management, client retention, and profitable growth of designated strategic accounts. This leader will build trusted partnerships, align Broadridge capabilities to client priorities, and drive measurable value across a complex account portfolio.
This role will assist with account strategy and executive governance, lead client engagements and commercial negotiations, and partner across Broadridge to resolve critical issues and deliver consistent service. The VP, Account Management represents the client voice internally while balancing client outcomes, risk, and profitable growth.
Key Job Functions/ResponsibilitiesClient Relationship Management- Establish and maintain relationships with senior client executives
- Cultivate relationships at a high level
- Build and foster relationships across all areas of the firm including Operations, IT, Compliance, and Risk, and other functional areas across all products
- Solidify existing relationships
- Meet with client's senior management team on a regular basis to anticipate their business needs and to provide updates on our strategic initiatives
- Managing complex contract renewals, securing mutually beneficial terms that strengthen long-term client partnerships
- Communicate material changes in the business environment across all management levels, whether originating with the client or Broadridge
- Develop and execute annual client strategic plans
- Lead crisis-management efforts
Strategic Sales, Account Management & Client Strategy- Support multi-year growth strategies and revenue plans for priority accounts by translating client priorities and Broadridge capabilities into qualified pipeline, cross-sell and upsell opportunities, retention goals, and measurable revenue outcomes.
- Lead executive-level commercial strategy for complex renewals and expansions, shaping negotiation approaches and directing pricing, deal structure, risk assessment, and internal approvals in partnership with Sales, Finance, Legal, and Product leaders.
- Foster key client relationships, convening client executives and Broadridge senior leaders to align on shared outcomes, resolve escalations, and sustain long-term partnership health.
- Co-create forward-looking client strategies and transformation roadmaps informed by client operating models and market, regulatory, and technology trends; connect client needs to relevant Broadridge solutions and innovation priorities.
- Lead account planning and performance reviews, using retention, growth, profitability, satisfaction, and service metrics to prioritize investment, mitigate risk, and hold cross-functional teams accountable.
Manage Client Projects- Conduct regular client engagements to review all open projects
- Maintain ongoing client dialogue to assess Broadridge's service performance, identify gaps against expectations, and lead corrective actions that strengthen client satisfaction
Product Sales (Value Added Products - VAP's)- Identify and close additional revenue opportunities within existing client base
- Introduce new products and services to existing clients to increase their operational efficiency
- Conduct and coordinate product presentations when/where necessary
- Negotiate pricing on product sales
- Finalize all the appropriate documents in conjunction with Legal and Finance
- Work closely with our Sales team to identify revenue opportunities
Service Negotiations- Partner with Finance and Legal to develop, review and finalize pricing proposals and legal documentation
- Ensure all service proposals comply with Broadridge policies
Project Management- Analyze client business initiatives to determine actionable plans that align with strategic priorities
- Ensure Broadridge meets or exceeds all key milestones and expectations on projects
- Facilitate the initial project kickoff and help obtain the proper resources to accomplish goal
- Conduct and coordinate both internal and client update sessions
Steering Committee/Subcommittees- Partner with Executive Administration and assist in the managing of the quarterly Steering Committee and Subcommittees (Agenda, Guest Speakers, Minutes, Logistics, Presentations and Follow-up actions)
Conduct Client Satisfaction Surveys- Support collection of the Client Survey
- Review survey results with the client
- Work with all areas of the organization to prepare survey responses to all clients based on their feedback
- Prepare action plans / review action plans with client where applicable
Metrics- Review metrics with clients on a monthly basis
- Modify metrics as needed to address the changing conditions
- Action plans (part of survey action plans) to remedy poor performing areas with updates monthly on current status
Account Receivables- Resolve discrepancies
- Invoices reviewed for accuracy prior to client receiving the invoice
- Perform contract review annually to ensure Broadridge is capturing revenue for service performed
Basic Skill Level RequirementsEducation:- University Degree, MBA an asset, or equivalent experience
Experience:- 15 years of Account Management experience within the Financial Industry, and a strong understanding of the Financial Industry
Communication Skills/Skills:- Excellent written and verbal communication skills
- Strong interpersonal skills with the ability to build positive business relationships.
- Proficient with Microsoft Excel and Word, with working knowledge of Microsoft Access considered an asset
- Strong negotiation and facilitation skills
- Innovative thinker with proven problem-solving skills
- Strong planning, organizing and prioritizing ability
- Proven track record of providing World Class Service
- Self-starter with ability to work with minimal supervision
Recruitment ProcessThroughout the application process, you will be required to attend interviews in person. Our recruiters will explain the interview process at each stage and answer any questions you may have.
Workplace FlexibilityWe are committed to supporting flexible work arrangements, investing in technology or other resources to enable you to work from home effectively, wherever possible.
At this time this is a hybrid role, and therefore you should have a basic home office set up, high-speed internet, and the ability to work without distractions during core business hours.
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