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.

Role Overview

Broadridge is seeking a Technical Account Manager to serve as the primary technical and operational partner for our clients, ensuring the successful delivery and ongoing optimization of Broadridge's Tbricks trading platform and related solutions.

This role combines technical expertise, service delivery, client relationship management, and issue resolution. You will work closely with clients to understand their business objectives, manage complex technical challenges, monitor service performance, and coordinate with internal teams to ensure contractual commitments, service levels, and business outcomes are achieved.

The ideal candidate has a strong background in trading technology, enterprise software, or capital markets platforms, along with excellent communication skills and a passion for delivering exceptional client experiences.

Responsibilities

• Serve as the primary technical point of contact for assigned clients.
• Build and maintain strong client relationships, acting as a trusted advisor and advocate.
• Ensure contracted service levels, KPIs, and customer expectations are met or exceeded.
• Lead regular service reviews, operational meetings, and customer status updates.
• Collaborate with clients to understand their technical requirements, business objectives, and evolving needs.
• Maintain in-depth knowledge of Tbricks products, workflows, and platform capabilities to effectively support clients and provide expert guidance.
• Manage and troubleshoot complex technical issues, coordinating with Product, Engineering, and Support teams to drive timely resolution.
• Monitor service performance, identify risks, and proactively recommend improvements to enhance customer outcomes.
• Track, analyze, and report on customer success metrics and operational KPIs.
• Support project delivery by managing scope, timelines, dependencies, risks, and client communications.
• Partner with Sales, Product Management, and Engineering teams to provide client feedback and contribute to product enhancements.
• Identify opportunities for solution expansion, contract renewals, and additional business within existing accounts.
• Promote customer adoption, engagement, retention, and long-term success.
• Evaluate and recommend new technologies and processes that improve customer engagement and service delivery.
• Acts as a resource for colleagues with less experience.

Your Profile

• Bachelor's degree in Computer Science, Engineering, Information Technology, or a related field.
• 5+ years of experience in Technical Account Management, Customer Success, Professional Services, Technical Support, Solutions Engineering, or a similar client-facing technical role.
• Strong experience supporting enterprise software, trading platforms, capital markets solutions, or financial technology products.
• Experience supporting platforms such as Tbricks, OMS, EMS, electronic trading, or similar front-office trading technologies is highly preferred.
• Strong understanding of software development, system architecture, APIs, networking concepts, and enterprise application environments.
• Proven ability to troubleshoot and resolve complex technical issues while managing multiple stakeholders.
• Experience managing enterprise client relationships and delivering high-quality service in a technology, fintech, or financial services environment.
• Demonstrated project management skills with the ability to manage competing priorities and deadlines.
• Strong analytical, problem-solving, and decision-making skills.
• Excellent written and verbal communication skills, with the ability to engage both technical and non-technical audiences.
• Ability to work independently and effectively in a fast-paced, client-focused environment.
• Experience collaborating across Sales, Product Management, Engineering, and Support organizations.

Preferred Qualifications

• Experience supporting trading workflows, order management, execution management, or capital markets platforms.
• Knowledge of service delivery best practices, SLA management, and customer success methodologies.
• Experience leading technical implementations, onboarding programs, or platform migrations.
• Familiarity with cloud technologies, APIs, integrations, and distributed system environments.
• Experience working directly with buy-side, sell-side, or institutional financial services clients.

#LI-KA2

#LI-Hybrid

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. 

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.