Premier Account Relationship Manager (Hybrid- PA, CA)

Broadridge Financial Solutions; California (PA); Hybrid; USD 130,000 - 145,000; Full time

Job summary

Broadridge Financial Solutions is seeking a Premier Account Relationship Manager to oversee senior enterprise accounts across PA and CA, guiding onboarding, implementation, and post-launch engagement.

This role partners with Sales, Product, and Operations to identify expansion opportunities, lead executive reviews, and drive revenue growth while ensuring high client satisfaction and risk management.

Qualifications

• 8+ years of client relationship management, enterprise account management, or program management experience in a B2B SaaS, technology, or financial services organization.
• Experience in broker-dealer, recordkeeping, and financial advisory ecosystem with fiduciary management platforms, data aggregation, advisor compensation, and related technology solutions.
• Proven track record managing complex, multi-stakeholder client relationships with measurable revenue growth or retention outcomes.
• Strong executive presence, communication, and presentation skills with experience engaging senior client stakeholders.
• Demonstrated ability to manage large-scale programs, cross-functional initiatives, and concurrent priorities.
• Strategic thinker with strong analytical, problem-solving, and organizational skills.

Responsibilities

• Serve as the senior point of contact for assigned premier enterprise accounts, guiding clients through onboarding, implementation, and post-launch engagement.
• Develop knowledge of client strategy and identify opportunities for expansion and improvement.
• Partner with Sales, Product, and Business Development teams to support new business efforts by providing client insights, participating in strategic presentations and RFP responses, and helping to shape solution proposals that align with enterprise client needs.
• Collaborate cross-functionally to identify and execute expansion opportunities within existing accounts, including participation in enterprise demos, renewal planning, and upsell strategies to drive revenue growth and client adoption.
• Act as a conduit between clients, Sales, and Product Management by capturing market and client feedback, translating it into actionable product insights, and contributing to roadmap discussions that enhance value delivery and competitive positioning.
• Drive strategic account planning, renewal readiness, and revenue growth through collaborative engagement with Product, Sales, and Operations teams.
• Lead executive-level meetings, quarterly business reviews, and strategic planning sessions to align client goals with product capabilities.
• Ensure timely and coordinated resolution of escalations while maintaining transparent client communication and confidence.
• Oversee end-to-end program management for large-scale enterprise implementations and multi-channel solution deployments.
• Partner closely with Product and Operations leadership to advocate for client needs, influence roadmap priorities, and enhance the client value proposition.
• Track and report on performance metrics including adoption, usage, satisfaction (NPS/CSAT), and commercial growth indicators.
• Mentor and support Relationship Management peers to promote best practices within the enterprise success model.

Skills

Client relationship management

Enterprise account management

Program management

Executive communication

Strategic thinking

Education

Bachelor’s degree in Business/Finance

MBA or equivalent experience preferred

Job description

## Premier Account Relationship Manager (Hybrid- PA, CA)Apply: Pennsylvania-Home Office: California-Home Office: Full time: Posted Yesterday: JR1086155At 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.This role oversees the delivery of contracted client services, ensuring performance standards are met while managing project scope, timelines, budgets, and risks. It combines strong client relationship management with specialized expertise to resolve complex challenges, improve service delivery, and support account growth. **Key Responsibilities:*** Serve as the senior point of contact for assigned premier enterprise accounts, guiding clients through onboarding, implementation, and post‐launch engagement.* Develop and maintain deep knowledge of client strategy, objectives, and success measures to proactively identify opportunities for expansion and improvement.* Partner with Sales, Product, and Business Development teams to support new business efforts by providing client insights, participating in strategic presentations and RFP responses, and helping to shape solution proposals that align with enterprise client needs.* Collaborate cross‐functionally to identify and execute expansion opportunities within existing accounts, including participation in enterprise demos, renewal planning, and upsell strategies to drive revenue growth and client adoption.* Act as a conduit between clients, Sales, and Product Management by capturing market and client feedback, translating it into actionable product insights, and contributing to roadmap discussions that enhance value delivery and competitive positioning.* Drive strategic account planning, renewal readiness, and revenue growth through collaborative engagement with Product, Sales, and Operations teams.* Lead executive‐level meetings, quarterly business reviews, and strategic planning sessions to align client goals with product capabilities.* Ensure timely and coordinated resolution of escalations while maintaining transparent client communication and confidence.* Oversee end‐to‐end program management for large‐scale enterprise implementations and multi‐channel solution deployments.* Partner closely with Product and Operations leadership to advocate for client needs, influence roadmap priorities, and enhance the client value proposition.* Track and report on performance metrics including adoption, usage, satisfaction (NPS/CSAT), and commercial growth indicators.* Mentor and support Relationship Management peers to promote best practices within the enterprise success model.**Qualifications:*** 8+ years of client relationship management, enterprise account management, or program management experience in a B2B SaaS, technology, or financial services organization.* Proven expertise working within the broker‐dealer, recordkeeping, and financial advisory ecosystem, with familiarity in fiduciary management platforms, data aggregation, advisor compensation, and related technology solutions.* Proven track record managing complex, multi‐stakeholder client relationships with measurable revenue growth or retention outcomes.* Strong executive presence, communication, and presentation skills with experience engaging senior client stakeholders.* Demonstrated ability to manage large‐scale programs, cross‐functional initiatives, and concurrent priorities.* Strategic thinker with strong analytical, problem‐solving, and organizational skills.* Bachelor’s degree in Business, Finance, or a related field required; MBA or equivalent experience preferred. Compensation Range: The salary range for this position is between $130,000.00- $145,000.00Broadridge considers various factors when evaluating a candidate's final salary including, but not limited to, relevant experience, skills, and education.Bonus Eligibility: Bonus EligibleBenefits Information: Please visit www.broadridgebenefits.com for more information on our comprehensive benefit offerings for this roleWe 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.US applicants: Click here to view the EEOC \"Know Your Rights\" poster.***Disability Assistance***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, military or veteran status, and other protected characteristics protected by applicable federal, state, or local laws.If you need assistance or would like to request reasonable accommodations during the application and/or hiring process, please contact us at 888-237-7769 or by sending an email to [e-mail].