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Relationship Manager; Market Research Analyst, Client Services - Hybrid

Manage key client relationships while guiding market research to support sales strategy
New York
Senior
$80,000 – 100,000 USD / year
11 hours agoBe an early applicant
Broadridge Financial Solutions

Broadridge Financial Solutions

Provides investor communications, technology, and data solutions that power governance, trading, and operations for financial services firms worldwide.

9 Similar Jobs at Broadridge Financial Solutions

Relationship 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.

Broadridge is hiring! We're seeking a Relationship Manager to join our team. You will work closely with Sales, Account Management, Operations, and Research to ensure exceptional client experience. This role will serve as the primary point of contact for assigned clients and accounts, managing all aspects of the client relationship from onboarding and reporting to payment coordination and ongoing support.

In addition, as part of the Research Department within the Global Securities Class Action team, this position will support research initiatives designed to deepen our understanding of the market, clients, and competitive landscape. This role will also contribute to thought leadership, sales enablement, and strategic research that helps guide business decisions.

Relationship Manager Responsibilities:

  • Serve as the main point of contact for assigned clients and accounts
  • Manage client onboarding, reporting, communications, and ongoing support
  • Monitor key deadlines, filings, deficiency responses, and data-related requests to ensure timely action
  • Advocate for clients and help maximize claims outcomes
  • Coordinate with internal teams to ensure efficient service and client satisfaction
  • Provide regular updates and reporting to clients
  • Help ensure timely payments and communicate distributions clearly
  • Support contract renewals and recurring client meetings, including business reviews
  • Identify opportunities to improve client experience and internal processes
  • Contribute to department initiatives, best practices, and team collaboration

Market Research Analyst Responsibilities

  • Conduct market and competitor research to support business strategy
  • Identify target markets, client segments, and industry trends
  • Support research projects related to the global securities class action landscape
  • Assist with thought leadership, written content, and research-based insights
  • Provide market intelligence to support sales enablement and business development
  • Build knowledge of client needs, market issues, and company solutions
  • Support the Research and Client Services teams with ongoing projects and day-to-day needs

Qualifications:

  • 5+ years of class action experience
  • Significant experience in project management, client management, and/or account management
  • Comprehensive understanding of securities class action plan allocations, as well as deficiency and audit processes and requirements
  • Experience with securities trading, including equity, debt, and derivative securities
  • Strong research, analytical, and writing skills
  • Excellent verbal and written communication skills
  • Strong presentation skills, including the ability to present to senior stakeholders and, ideally, at conferences
  • Ability to synthesize information and communicate findings clearly and effectively
  • Strong attention to detail, organizational skills, and follow-through
  • Ability to manage multiple assignments and priorities in a fast-paced environment
  • Proficiency in Word, Excel, and PowerPoint
  • Interest in financial services, market intelligence, and the global securities class action space
  • Bachelor's degree in business, finance, economics, legal studies, communications, or equivalent relevant experience

Preferred Qualifications:

  • Prior experience in research, strategy, sales support, financial services, or a related area
  • Familiarity with preparing presentations, summaries, and research-driven business materials
  • Curiosity about clients, markets, competitors, and industry trends
  • Collaborative mindset and strong interpersonal skills

Compensation Range: The salary range for this position is between $80,000 - $100,000 USD. Broadridge considers various factors when evaluating a candidate's final salary including, but not limited to, relevant experience, skills, and education.

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.

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.

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 BRcareers@broadridge.com.

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Relationship Manager; Market Research Analyst, Client Services - Hybrid
New York
$80,000 – 100,000 USD / year
Customer Success
About Broadridge Financial Solutions
Provides investor communications, technology, and data solutions that power governance, trading, and operations for financial services firms worldwide.