Director, Account Management

1 week ago

Toronto, Ontario, Canada Broadridge Full time
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.


The Director, Account Management will be responsible for managing the overall relationship of specific accounts, helping clients achieve their business goals, and take maximum advantage of the products, services, and resources offered by Broadridge Financial Solutions.


The Director will partner with clients to understand their needs and develop Broadridge strategic account plans to meet and service those needs going forward.

The Director will work within the Broadridge organization and across the Broadridge matrix to resolve client issues to ensure excellence in service delivery.

The Director will also serve as the client's advocate within Broadridge.


Client Relationship Management- Establish and maintain relationships with senior client executives- Cultivate relationships at a high level- Build and foster additional relationships across all areas of the firm (Operations, IT, compliance, risk, etc.) across all products- Solidify existing relationship- Meet with client's senior management team on a regular basis to understand their business needs and to provide updates on our strategic initiatives- Communicate changes in the business environment to management at all levels where appropriate.

These changes may occur at either the client or Broadridge.- Prepare/execute annual client strategic plans- Crisis Management- Motivate, train, discipline, coach, counsel

Manage Client Projects- Meet with all clients on a regular basis to address all open projects,- Meet with all clients to ascertain if Broadridge is meeting service expectations and address any downfalls

Product Sales (Value Added Products - VAP's)- Identify and close additional revenue opportunities within existing client base- Introduce new products and services to existing clients to increase their operational efficiency- Conduct and coordinate product presentations when/where necessary- Negotiate pricing on product sales- Finalize all the appropriate documents in conjunction with Legal and Finance- Work closely with our Sales Team to identify revenue opportunities

Service Negotiations- Work with Finance and Legal on preparation of all pricing proposals and legal documents- Ensure service proposals meet Broadridge policy

Project Management- Analyze client business initiatives and determine action plan (may be part of strategic plan)- Oversee the project to ensure BR meets/exceeds all key milestones and expectations- Facilitate the initial project kickoff and help obtain the proper resources to accomplish goal- Conduct and coordinate both internal and client update sessions

Steering Committee/Subcommittees- Work with Executive Administration and assist in the managing of the quarterly Steering Committee and Subcommittees (Agenda, Guest Speakers, Minutes, Logistics, Presentations and Follow-up)

Conduct Client Satisfaction Surveys- Manage all aspects of the Client Survey (launch, prepare survey materials for distribution, tabulate results, etc.)- Review survey results with the client- Work with all areas of the organization to prepare survey response to all clients based on their feedback- Prepare action plans / Review action plans with client where applicable

Metrics- Establish a standard monthly set of firm wide metrics- Deliver monthly metrics to clients (MOR)- Review metrics with client on a monthly basis- Modify metrics as needed to address the changing conditions- Action plans (part of survey action plans) to remedy poor performing areas with updates monthly on current status

Account Receivables- Resolve discrepancies- Invoices reviewed for accuracy prior to client receiving the invoice- Perform contract review annually to ensure Broadridge is capturing revenue for service performed

Leadership- Set positive example- Motivate, train, discipline, coach, counsel- In conjunction with HR, conduct interviews for new hires

Basic Skill Level Requirements

Education:

  • University Degree, MBA an asset, or equivalent experience

Experience:

  • 10 years of Account Management experience within the Financial Industry, and a strong understanding of the Financial Industry

Communication Skills/Skills:

  • Excellent written and verbal communication skills
  • Strong interpersonal skills with the ability to build positive business relationships
  • Proficient with Microsoft Excel & Word and knowledge of Access would be a definite asset
  • Possess welldeveloped negotiation/facilitation skills
  • Innovative thinker with proven problem solving skills
  • Strong planning, organizing and prioritizing ability
  • Proven track record of providing World Class Service
  • Selfstarter with ability to work with mínimal supervision
Recruitment Process

Background Check Process

Broadridge requires employees to complete a background check that is comple

  • NA-Managing Director

    2 weeks ago

    Toronto, Ontario, Ontario, Canada LEON CYCLEManaging Director Full time

    Position Title: Managing DirectorReports to: CEOLocation: TorontoLeon Cycle introduction:Leon Cycle started in Germany and has steadily expanded its global presence since then; to Spain, USA, Australia, Italy, France and Canada. Our mission is to design, manufacture and sell e-bikes through various distribution channels (e-commerce, and dealers). Our most...

  • Account Manager

    1 week ago

    Toronto, Ontario, Canada Security Management Full time

    Account Manager:Job Overview:SMS Security is a mid-sized security systems company providing guard services and technical system support to commercial and condominium buildings in Toronto. We are seeking an Account Manager to join our growing Guard Services team. As an Account Manager, you will act as a communication liaison between our clients, security...

  • Account Manager/Director

    1 week ago

    Toronto, Ontario, Canada Red Nucleus Full time

    Red Nucleus is hiring an Account Director to join our global team This is a hybrid role, based out of our Toronto, Canada office. We succeed by being the premier provider of strategic learning and development, scientific advisory services, and medical communications solutions for the life sciences industry. Our global team is composed of nearly 800...

  • Account Director

    4 weeks ago

    Toronto, Ontario, Canada Publicis Worldwide Full time

    Company DescriptionPublicis is an omni-channel communications agency with over 600 employees across our Canadian operations. The office is the largest in our industry in Canada and boasts talent across various disciplines of marketing and advertising expertise. Publicis carries a balanced split of Canadian, U.S. and Global clients for which we are Agency of...

  • Account Director

    1 month ago

    Toronto, Ontario, Canada Publicis Worldwide Full time

    Company DescriptionPublicis is an omni-channel communications agency with over 600 employees across our Canadian operations. The office is the largest in our industry in Canada and boasts talent across various disciplines of marketing and advertising expertise. Publicis carries a balanced split of Canadian, U.S. and Global clients for which we are Agency of...

  • Director, Finance

    1 week ago

    Toronto, Ontario, Canada Brookfield Asset Management Full time

    Job Description Position Summary: The Director, Finance will be part of Brookfield's Corporate team and will report into the SVP, Finance. Located in our head office in Downtown Toronto, the Director, Finance role is a highly visible position that provides a progressive and dynamic career as well as exposure to senior leadership. The Director, Finance will...

  • Director of Development

    1 week ago

    Old Toronto, Ontario, Canada Chad Management Group Full time

    Director of Development JOB SUMMARY: The Director of Development is responsible for Reena Foundation's annual giving program (all yearly gifts under $10,000) and the identification, cultivation, and stewardship activities related to the acquisition of intermediate donors ($10,000 to $100,000). ACCOUNTABILITY AND KEY RELATIONSHIPS: The Director of Development...

  • Account Director

    1 week ago

    Toronto, Ontario, Canada Dentsu International Full time

    Our mission is to Drive Business Performance. We use data to create personalized and connected experiences that deliver transformative business outcomes. Our role is to ensure our clients meet their quantifiable business goals every day, consistently, in every market. We are entirely focused on delivering better business results through optimization,...

  • Account Director

    2 weeks ago

    Toronto, Ontario, Canada Dentsu Creative Full time

    Our mission is to Drive Business Performance. We use data to create personalized and connected experiences that deliver transformative business outcomes. Our role is to ensure our clients meet their quantifiable business goals every day, consistently, in every market. We are entirely focused on delivering better business results through optimization,...

  • Account Director

    1 week ago

    Toronto, Ontario, Canada Adjust Your Set, North America Full time

    About the role:The Account Director leads the team to create impactful and effective work across the portfolio of brands. The role delivers an exceptional level of strategic thinking, client service and creative thinking as we build a new studio for our clients. The Account Director develops and builds strong relationships with clients at a senior level,...

  • Director, Account Management

    1 week ago

    Toronto, Ontario, Canada CIBC Full time

    We're building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what's right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are and...

  • House Director

    2 weeks ago

    Toronto, Ontario, Canada Brookfield Asset Management Full time

    Payroll Director Location Toronto,ON :Location Brookfield Place - 181 Bay Street Brookfield Culture Brookfield has a unique and dynamic culture. Brookfield is committed to the development of our people through challenging work assignments and exposure to diverse businesses. Human Resources Services (HRS) is an internal function providing global operations...

  • Account Manager/Director

    1 week ago

    Toronto, Ontario, Canada Starcom Melbourne Full time

    With a history that dates back over 80 years, Starcom is a global communications planning and media leader. Each day, we apply this belief to harness the transformative power of data and technology to inspire and move people and business forward. With more than 7,000 employees in over 100 offices around the world, Starcom partners with the world's leading...

  • Account Director

    1 week ago

    Toronto, Ontario, Canada FCBSIX Full time

    Job purposeAt FCB/SIX, the Account Director is the agency's commissioner at the client. We want a person who understands the client's needs beyond marketing and looks deeper at the partnership they have with the agency. This person takes a leadership role in strategy development and ensures that the strategy maps back to the client's goals. The Account...

  • Director of Account Management

    1 week ago

    Toronto, Ontario, Canada Moncler Full time $125,000

    Moncler Store Directors take on the role of Brand Leader in our top boutiques. They are responsible for growing their store's sales through providing an exceptional level of service to their clients and managing the operations of their stores efficiently. They recruit, manage, lead and support the development of their teams and represent the brand by way of...

  • Director, Key Accounts

    1 week ago

    Toronto, Ontario, Canada iLobby® Facility & Visitor Management Full time

    About iLobby Visitor Management: Backed by a $100MM investment from top VC firm, Insight Partners, iLobby is experiencing rapid growth as an enterprise market leader in the Facility and Visitor Management software space. With clients in 45+ countries and a platform that is truly best-in-class, the company is rapidly growing and well positioned for more...

  • Manager, Property Accounting

    1 week ago

    Toronto, Ontario, Canada Crown Property Management Inc. Full time

    Position Summary and Objectives:The Manager, Property Accounting reports to the Director, Property Accounting to provide reliable and timely financial reports for properties managed by Crown on an efficient basis and provide efficient support to property managers and administrators. This position oversees and manages the property accounting...

  • Account Director

    1 week ago

    Toronto, Ontario, Canada VMLY&R Full time

    Description Position at VMLY&R About Us VML Canada is all about putting everything we are into everything we do. We're a full-service experience agency that thrives on creating work that brings people together, creating new value for people and businesses through connected brands. We resist the usual ways of seeing, thinking, and doing. We question...

  • Account Director

    1 week ago

    Toronto, Ontario, Canada VMLY&R Full time

    About UsVML Canada is all about putting everything we are into everything we do. We're a full-service experience agency that thrives on creating work that brings people together, creating new value for people and businesses through connected brands.We resist the usual ways of seeing, thinking, and doing. We question everything, using data and insights to...

  • Account Director

    2 weeks ago

    Toronto, Ontario, Canada FCBSIX Full time

    Job purpose At FCB/SIX, the Account Director is the agency's commissioner at the client. We want a person who understands the client's needs beyond marketing and looks deeper at the partnership they have with the agency. This person takes a leadership role in strategy development and ensures that the strategy maps back to the client's goals. The Account...