Broadridge

VP, Account Management (Hybrid- NYC)

Broadridge$200K — $225K *
Finance & Insurance
11 - 15 years of experience
Job Overview by Ladders

Qualifications

  • Deep understanding of front/middle office operations for Hedge Funds and Private Credit managers
  • 15+ years of buy side or account management experience
  • Strong closing and contract negotiation skills
  • Knowledge of OMS, Portfolio Management, Risk, Compliance Data Warehouse, Pricing, Reference Data, Accounting, Reconciliation, Reporting, and Managed Services
  • Consultative problem-solving approach with clients and stakeholders
  • Willingness to travel (20%)
  • Excellent presentation and interpersonal skills, able to thrive in high-pressure environments.

Responsibilities

  • Cultivate strong relationships with executive sponsors and key partners
  • Monitor service delivery and health of account relationships
  • Facilitate service review meetings for performance discussions
  • Communicate relevant business environment changes to management
  • Leverage Broadridge's full suite of products to enhance client offerings
  • Prepare and execute strategic annual client plans
  • Grow market share and strengthen account positioning
  • Manage client satisfaction and ensure timely renewals
  • Provide market insights and feedback to maintain a competitive edge
  • Negotiate contract terms and collaborate on pricing proposals
  • Coordinate Information Security activities across accounts

Benefits

  • Comprehensive benefits offerings available at www.broadridgebenefits.com
Full Job Description
Job Description

The VP, 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


RequiredExperience:
  • Deep understanding of the inner workings of front/middle office operations of Hedge Funds and Private Credit managers
  • Minimum 15 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 $200,000.00- $225,000 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.

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About Broadridge

Broadridge Financial Solutions, Inc. is a leading provider of investor communications and technology-driven solutions to banks, broker-dealers, asset and wealth managers and corporate issuers. With over 10,000 associates in 18 countries, Broadridge delivers the critical infrastructure that powers investing, corporate governance and communications to enable better financial lives. Broadridge is the leading provider of proxy services, handling more than 50% of the shares voted at the annual meetings of S&P 500 companies. The company also provides transaction processing services for fixed income, equity, and mutual funds, as well as technology solutions for wealth management.
Learn more about Broadridge
Size
13,704 employees
Market Cap
$15.9 billion
Industry
Net Income
$518.8 million
Founded
1962
5 Year Trend
+6.6%
Revenue
$4.6 billion
NASDAQ

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