Job Description

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.
Work Modes: Hybrid (flexible work options) We are made up of high performing teams that meet in person to learn and collaborate as needed. This role is considered hybrid, which means you'll be assigned to a Broadridge office and given the flexibility to work remote.
Are you seeking a position within a growing company Broadridge is hiring! Our mission is to attract, develop and retain outstanding talent. Being a place where exceptionally driven and hardworking people want to work is how we deliver award-winning services to our customers and ultimately build customer value. Are you looking for a growing and dynamic firm where you can make an immediate impact If so, we encourage you to read below because Broadridge is growing!
Client Relationship Management
Establish and maintain relationships with senior client executives
Cultivate relationships at a higher level than exist today
Build and foster additional relationships across all areas of the firm (Operations, IT, compliance, risk, etc. across all products traded - not just fixed income and equities)
Solidify existing relationship
Meet with client's senior management team on a regular basis to understand their business needs and to provide BR updates on our pivotal initiatives
Ensure Broadridge is an integral part of any business decision
Communicate changes in the business environment at either the client or Broadridge to management at all levels where appropriate
Draft detailed client profiles for all accounts
Publish trip reports
Prepare / implement annual client strategic plans
Manage Client Projects
Visit clients on a regular basis to address all open projects, etc...
Product Sales (Value Added Products - VAP's)
Identify and close additional revenue opportunities within existing client base (trades done away from BR globally (fixed Income and Equity)
Introduce new products and services to existing clients to increase their operational efficiency
Produce and maintain a product sales pipeline (updated monthly by the 18th)
Conduct and coordinate product presentations when/where vital
Negotiate pricing on product sales
Finalize all the appropriate documents in conjunction with Legal and Finance
Contract Negotiations
Renew all existing client agreements (prior to existing contract end date)
Conduct and coordinate negotiations on contact terms and conditions
Work with Finance and Legal on preparation of all pricing proposals and legal documents
Prepare Service Level Agreements
Project Management
Analyze client business initiatives and determine action plan (may be part of strategic plan)
Draft client dedication letter and ensure client cost approvals are acquired (signatures)
Oversee the project to ensure BR meets/exceeds all key achievements and expectations
Facilitate the initial project kickoff and help acquire the correct resources to accomplish goal
Conduct and coordinate both internal and client update sessions
Steering Committee / Subcommittees
Manage all aspects of the quarterly Steering Committee and Subcommittees Agenda
Organize compelling, well thought out topics w/ guest speakers and interactive sessions to keep the meeting strategic in nature with limited tactical times.
Logistics (location, gifts, meals/breaks, after meeting affair, etc...)
Presentations (hard copies and visual)
Follow-up action items w/ monthly client update
Conduct Client Satisfaction Surveys
Manage all aspects of the Client Survey (launch, prepare survey materials for distribution, tabulate results, etc...)
Review survey results with the client
Prepare action plans / Review action plans with client where applicable
Monitor performance and update plan to ensure all tasks have been accomplished
Metrics
Deliver monthly metrics to clients
Review metrics w/ client 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.
#LI-CS1
Broadridge is an equal opportunity employer and makes employment decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, protected veteran status, disability, age or any other protected status. 'Everyone Benefits from Diversity & Inclusion. Diverse & Inclusive Teams Drive Growth.' US applicants: Click here to view the 'EEO is the Law' poster. If you are a qualified individual with a disability or a disabled veteran, you may request a reasonable accommodation in the event you are unable or limited in your ability to use or access the Company's career webpage as a result of your disability. You may request a reasonable accommodation(s) by calling 888-237-7769 or by sending an email to [HIDDEN TEXT].
We recognize that ensuring our long-term success means creating an environment where everyone is welcome, where everyone's strengths are valued and where everyone can perform at their best. Broadridge provides equal employment opportunities to all associates and applicants for employment without regard to race, color, religion, sex (including sexual orientation, gender identity or expression and pregnancy), marital status, national origin, ethnic origin, age, disability, genetic information, or military or veteran status and other protected characteristics protected by applicable federal, state, or local laws.US applicants: Click to view the 'EEO is the Law' poster. If you are a qualified individual with a disability or a disabled veteran, you may request a reasonable accommodation in the event you are unable or limited in your ability to use or access the Company's career webpage because of your disability. You may request a reasonable accommodation(s) by calling 888-237-7769 or by sending an email to .
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.
Work Modes: Hybrid (flexible wo