Technical Account Manager

Broadridge Financial Solutions; Mumbai; On-site; INR 1,200,000 - 1,800,000; Full time

Job summary

Broadridge Financial Solutions seeks a Customer Success Technical Account Manager in Mumbai to onboard clients, optimise platform capabilities, and realise business value from Broadridge trading and connectivity solutions. You will work as a strategic technical partner, supporting initial onboarding, adoption, and expansion while collaborating with cross‑functional teams.

The role requires 3–4 years in institutional brokerage, strong knowledge of Indian markets, and experience with trading

Qualifications

• Experience advising clients on trading platforms and workflows.
• Ability to understand client business objectives and technical environments.
• Strong communication of technical concepts to business stakeholders.

Responsibilities

• Build trusted relationships with clients and act as their primary technical advisor.
• Understand client objectives, operating models, and trading workflows.
• Drive adoption, optimisation and value realisation across Broadridge solutions.
• Coordinate with internal teams to align on client priorities and success plans.
• Identify and remove technical barriers affecting adoption or retention.
• Advise on platform capabilities, integrations, upgrades, and best practices.
• Monitor account health and highlight risks and improvement opportunities.
• Lead technical account reviews and coordinate with product delivery teams.

Skills

Client relationship management

Technical account management

Trading workflows

OMS/EMS familiarity

Financial markets India

Strong communication

Tools

Order Management Systems

Execution Management Systems

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. Broadridge Trading & Connectivity Solutions (BTCS) is seeking a customer-focused, technically capable professional to join our Customer Success team. This role is ideal for someone with 3–4 years of experience in the institutional brokerage ecosystem who understands Indian financial markets, trading workflows, and the technology that supports them. As a Customer Success Technical Account Manager, you will serve as a strategic technical partner to clients using Broadridge trading platforms. You will help clients onboard successfully, adopt and optimise platform capabilities, overcome technical challenges, and realise sustained business value from their Broadridge solutions.

Key Responsibilities

• Build trusted, long-term relationships with assigned clients and act as their primary technical advisor.
• Develop a strong understanding of each client’s business objectives, operating model, trading workflows, and technical environment.
• Drive adoption, optimisation, and value realisation across Broadridge solutions, identifying opportunities for broader usage and growth.
• Partner with Customer Success Managers and internal stakeholders to develop and execute account success plans aligned to client priorities.
• Identify, manage, and help remove technical barriers that may affect adoption, satisfaction, retention, or operational readiness.
• Advise clients on platform capabilities, integrations, upgrades, solution best practices, and effective usage.
• Monitor technical account health, proactively identifying risks, trends, service‑improvement opportunities, and areas for expansion.
• Lead regular technical account reviews covering platform performance, current initiatives, roadmap alignment, and recommendations.
• Coordinate with Product Delivery, Product Management, Engineering, and Support teams to ensure client requirements are understood and addressed effectively.
• Represent client needs internally by advocating for product enhancements, service improvements, and operational feedback.
• Support key customer lifecycle events, including onboarding, platform upgrades, change events, expansions, and readiness activities.
• Deliver training, enablement sessions, demonstrations, and knowledge‑sharing activities to improve user confidence and adoption.
• Build knowledge of Broadridge products and international financial‑market workflows, including principal and agency trading, equities, derivatives, and FX.

Required Skills & Experience

• Minimum 3–4 years of relevant experience in the institutional brokerage ecosystem, including hands‑on support for trading applications.
• Good understanding of Indian financial markets, including NSE/BSE, the regulatory landscape, exchange trading, and the end‑to‑end trade lifecycle.
• Understanding of institutional order‑management workflows, including order entry, modification, cancellation, and execution.
• Familiarity with trading platforms, Order Management Systems (OMS), and/or Execution Management Systems (EMS).
• Strong written and verbal communication skills, with the ability to explain technical issues clearly to both business and technical stakeholders.
• Strong problem‑solving skills, attention to detail, and the ability to prioritise effectively in a fast‑paced, time‑sensitive trading environment.

Preferred Skills & Experience

• Experience working with a stockbroker, institutional trading desk, trading technology provider, fintech, or capital‑markets firm.
• Exposure to Indian equities and derivatives markets.
• Familiarity with FIX connectivity and electronic trading workflows.
• Experience using AI and productivity tools to improve documentation, reporting, analysis, and routine operational tasks.

This role offers the opportunity to combine technical expertise, client relationship management, and capital‑markets knowledge to help clients achieve meaningful outcomes while building deep expertise in Broadridge’s trading and connectivity product suite.

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.

Broadridge Financial Solutions (NYSE: BR) is a global technology leader with trusted expertise and transformative technology, helping clients and the financial services industry operate, innovate, and grow. We power investing, governance, and communications for our clients – driving operational resiliency, elevating business performance, and transforming investor experiences. Our technology and operations platforms process and generate over 7 billion communications annually and underpin the daily average trading of over $15 trillion in equities, fixed income, and other securities globally. A certified Great Place to Work®, Broadridge is part of the S&P 500® Index, employing over 15,000 associates in 21 countries.

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Broadridge is committed to creating an engaging workplace for the most talented associates in our industry. We are dedicated to fostering a collaborative, inclusive, and healthy environment that promotes flexibility and accountability. As a leading provider of technology, communications, and data and analytics solutions to businesses around the world, it is critical that we understand, embrace, and operate in a multicultural environment. Every associate has unique strengths, which, when fully appreciated and embraced, allow individuals to perform at their best, leading to our success. We believe our associates are our most important asset. Encouraging professional development opportunities is a core part of our culture.

Broadridge provides educational opportunities, including formal classes, training programs and events. To enable learning in our hybrid working model, Broadridge has redesigned all development programs for 100% virtual delivery. Our associates have access to 8,500+ online courses covering business, leadership, technical, and function‑specific topics through our LinkedIn Learning program.