Technical Account Manager

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, ensuring they gain maximum value from our solutions.
• Lead issue resolution as the main escalation point for complex technical challenges, managing communication and driving swift resolution.
• Facilitate post-incident reviews while implementing proactive improvements to prevent recurrence.
• Oversee project timelines, budgets, and deliverables, ensuring clear communication of milestones and proactive risk management.
• Partner cross-functionally with internal teams to translate client feedback into product and service enhancements.
• Deliver engaging presentations, foster client trust, and continuously strengthen relationships.

We're looking for someone with exceptional communication, organizational, and problem-solving skills, combined with the ability to handle complex technical discussions confidently. If you thrive at the intersection of technology and client engagement, this role offers the chance to make a meaningful impact.

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

Role Responsibilities

• Engage with clients in a consultative way to propose solutions or gather business case requirements
• Translate business requirements into technical documentation
• Manage project timelines and budgets to ensure efficient and timely delivery to clients
• Lead training sessions on system functionality to relevant client users
• Facilitate user acceptance testing (UAT) with clients
• Monitor client account health, satisfaction and proactively address risks. Communicate client feedback to relevant teams internally to identify potential product enhancements
• Work with internal teams to identify areas for process improvement

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.
• Hands-on configurations experience
• 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

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.