Senior Technical Account Manager - Client Success & Growth

Broadridge Financial Solutions; New York (NY); On-site; USD 150,000 - 160,000; Full time

Job summary

Broadridge Financial Solutions is seeking a Senior Technical Account Manager (TAM) to partner with clients, understand their business, and drive success across a multi‑pod operating model. You will combine technical acumen with relationship management to protect revenue and enable growth.

You will act as the primary client contact, monitor satisfaction, coordinate incidents and changes, and collaborate with Sales and Product Management to identify opportunities across a defined client portfolio.

Qualifications

• 8+ years’ experience in technical client service, account management, or application support within financial technology or trading environments.
• Deep knowledge of Order Management Systems, FIX connectivity, and front‑office trading workflows.
• Proven success managing complex client relationships and driving satisfaction in high‑pressure environments.
• Strong technical troubleshooting and coordination skills, with a disciplined approach to issue ownership.
• Commercially minded—able to identify growth opportunities and articulate client value propositions.
• Exceptional communication, presentation, and interpersonal skills.
• Knowledge of the FIX protocol and trading system architectures is highly desirable.

Responsibilities

• Develop a deep understanding of each client’s business model, trading strategies, and technology stack.
• Analyze product usage, workflows, and key business drivers to identify needs and opportunities.
• Lead remediation plans for at‑risk clients and track progress with internal teams.
• Identify upsell and cross‑sell opportunities and support pipeline development with Sales.
• Serve as primary client contact, manage tickets, and coordinate changes with stakeholders.
• Deliver onboarding and ongoing training to enhance product utilization.

Skills

Technical TAM

Client management

FIX connectivity

Trading workflows

Incident management

Cross-functional

Commercial acumen

Communication

Job description

Broadridge Financial Solutions is seeking a Senior Technical Account Manager (TAM) to partner with clients, understand their business, and drive success across a multi‑pod operating model. You will combine technical acumen with relationship management to protect revenue and enable growth.

You will act as the primary client contact, monitor satisfaction, coordinate incidents and changes, and collaborate with Sales and Product Management to identify opportunities across a defined client portfolio.