Technical Account Manager

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.

As a Technical Account Manager at Broadridge, you will serve as a trusted advisor and subject matter expert on our front-office solutions, acting as the key liaison between our clients and internal teams such as Product Management, Account Management, and Client Support. This is a client-facing role where you will develop deep partnerships, build a strong understanding of client needs, and advocate for their success within our organization.

In this role, you will:

• Serve as the primary technical advisor for strategic clients, acting as a subject matter expert and ensuring they gain maximum value from Broadridge's front‑office solutions.

• Engage with clients in a consultative manner to gather business requirements, propose tailored solutions, and translate those needs into clear technical documentation.

• Perform hands‑on system configuration, customizing workflows, parameters, and platform features to align solutions with client requirements and accelerate adoption.

• Act as the main escalation point for complex technical challenges, managing client communication, coordinating resolution efforts, and leading post‑incident reviews to implement preventative improvements.

• Oversee project timelines, budgets, and deliverables, providing transparent milestone updates and proactively addressing risks or potential roadblocks.

• Deliver training sessions on system functionality for client users, while facilitating user acceptance testing (UAT) to ensure smooth deployment and alignment with client expectations.

• Monitor overall client account health and satisfaction, proactively identifying and addressing risks while sharing feedback with internal teams to influence product and service enhancements.

• Collaborate closely with Product Management, Account Management, Client Support, and Engineering teams to ensure successful delivery and drive continuous process improvement.

• Build and maintain strong client relationships by fostering trust through proactive engagement, clear communication, and impactful presentations.

This is a hybrid position, blending in-office collaboration at your assigned Broadridge office with the flexibility of working from home.

Qualifications

• Bachelor's degree in Finance, Business, Information Technology, or related field.

• 5-7 years of experience in software implementation, project management, account management, or a related role, preferably in the investment management or financial services industry.

• Familiarity with investment management concepts, including portfolio management, trading, accounting, and reporting.

• Experience working with traditional buy-side institutions (ie: hedge funds, asset managers, etc.)

• Familiarity with equity, fixed income, and/or derivative markets

• Strong technical skills, including knowledge of database structures, data integration, and APIs.

• Proficiency in tools like SQL, Excel, and workflow visualization software (e.g., Visio).

• Excellent communication, interpersonal, and client-facing skills.

• Ability to manage multiple projects and deadlines in a fast

Preferred Qualifications

• Experience working with investment management software (e.g., Charles River, Eze, or other similar platforms).

• Project management certification (e.g., PMP, ScrumMaster) is a plus

• Knowledge of financial regulations and reporting standards

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We are dedicated to fostering a collaborative, engaging, and inclusive environment and are committed to providing a workplace that empowers associates to be authentic and bring their best to work. We believe that associates do their best when they feel safe, understood, and valued, and we work diligently and collaboratively to ensure Broadridge is a company—and ultimately a community—that recognizes and celebrates everyone's unique perspective. 

Use of AI in Hiring 

As part of the recruiting process, Broadridge may use technology, including artificial intelligence (AI)-based tools, to help review and evaluate applications. These tools are used only to support our recruiters and hiring managers, and all employment decisions include human review to ensure fairness, accuracy, and compliance with applicable laws. Please note that honesty and transparency are critical to our hiring process. Any attempt to falsify, misrepresent, or disguise information in an application, resume, assessment, or interview will result in disqualification from consideration.