Broadridge · 1 week ago
Account Manager (Hybrid, NY, NJ)
Broadridge is a company that empowers others to accomplish more. The Account Manager will assist with account management and sales efforts, focusing on client relationships, retention strategies, and growth opportunities.
BankingCrowdfundingEnterprise SoftwareFinanceFinancial ServicesInformation TechnologyOutsourcingSoftwareVenture Capital
Responsibilities
Assist and help maintain the strategic aspects of enterprise-wide client relationships
Perform account planning to ensure active relationship management and identify whitespace opportunities for maximum revenue retention and sales growth
Support renewal of existing products/services and uncover up-sell opportunities
Identify and leverage thought leadership content for deeper client engagement
Act as a liaison with internal Business, Product, Sales, and Client Relations teams
Participate in client outreach and have direct contact with clients
Develop and execute outreach strategies to help drive retention and growth
Begin to independently plan approaches to assigned accounts
Maintain close collaboration with colleagues to support all aspects of the account management process
Qualification
Required
Minimum of three years' related job experience
Bachelor's degree or higher in Finance or a related field
Experience working with moderately complex territories/accounts, products, and services
Superb writing and communication skills
Knowledge of financial markets and the financial services industry
Familiarity with the regulatory communications process
Personable, with excellent listening and relationship-building skills
Ability to build positive working relationships with clients and colleagues
Comfortable working in a dynamic and fast-paced environment
Ability to travel to client sites as needed
Benefits
Bonus Eligible
Comprehensive benefit offerings
Company
Broadridge
Broadridge is a provider of investor communications and technology solutions for broker dealers, banks, mutual funds and corporate issuers.
H1B Sponsorship
Broadridge has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (109)
2024 (124)
2023 (83)
2022 (141)
2021 (100)
2020 (73)
Funding
Current Stage
Public CompanyTotal Funding
$3.05B2023-08-17Post Ipo Debt· $1.3B
2021-05-17Post Ipo Debt· $1B
2019-12-10Post Ipo Debt· $750M
Recent News
FF News | Fintech Finance
2025-12-03
2025-11-19
Company data provided by crunchbase