Account Manager - Buyside

The Account Manager will be responsible for:

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)
• 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 strategic 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 thorough client profiles for all accounts
• Publish trip reports in a timely manner
• Prepare / execute annual client strategic plans
• Escalation on Client Projects
• Visit clients on a regular basis to address all open projects, etc???

Product Sales (Value Added Products - VAP's)

• Identify and help close additional revenue opportunities within existing client base
• 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, 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 sales, negotiate pricing on such 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 and negotiate Service Level Agreements

Project Management Oversight

• Understand client business initiatives and determine action plan (may be part of strategic plan)
• Draft client commitment letter and ensure client cost approvals are obtained (signatures)
• Facilitate the initial project kickoff and help obtain the proper resources to accomplish goal
• Liaise with Client Service Management (CSM) and/or Project Management to oversee the project to ensure BR meets/exceeds all key milestones and expectations
• Conduct and coordinate both internal and client update sessions