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Broadridge

Fintech infrastructure for investor communications

Senior Sales Account Manager

Account ManagementConfirmed live in the last 24 hours
Full-timeCalifornia, USA

About the Job

Requirements

  • At least five years of sales experience as an Account Manager or Account Executive; relevant industry experience may be considered in place of this requirement.
  • Experience identifying opportunities, building a pipeline and closing sales with senior stakeholders.
  • Strong sales presentation, consultative selling and negotiation skills.
  • Knowledge of corporate governance, investor relations, shareholder services, SEC filings or related corporate issuer needs.
  • Ability to interpret SEC rules and discuss their implications with clients, drawing on internal experts as appropriate.
  • A self-directed approach and the ability to match solutions to client needs.
  • Based in the San Francisco Bay Area, with the ability to travel up to 20%.

Responsibilities

  • Manage and grow relationships with senior legal, corporate governance and investor relations professionals.
  • Proactively identify client needs and pursue opportunities to expand Broadridge’s work with existing accounts.
  • Present solutions across investor communications, corporate governance, shareholder services, and SEC filing services and software, tailoring each presentation to the client.
  • Lead sales opportunities from discovery through proposals, contract negotiations and close.
  • Help clients interpret shareholder ownership and proxy voting data, and discuss challenges arising from new SEC regulations.
  • Develop budgets for shareholder communication events and represent Broadridge at governance and investor relations events throughout the Bay Area.
  • Partner with internal teams to support client retention and revenue growth.

About the Company

Broadridge

Fintech infrastructure for investor communications

Broadridge provides critical financial services infrastructure that powers investor communications, proxy voting, and trading operations for public companies, brokers, and asset managers. It runs platforms that process trillions of dollars in trades and millions of communications daily, delivering regulated software and services for governance, trading, and asset management. What sets it apart is its history as an ADP division that became a standalone public company, plus a broad, end-to-end suite built through acquisitions across proxy voting, fund data, trading, and wealth-management technology. Its goal is to be the essential, scaleable backbone for financial markets, expanding with data, digital assets, and AI-driven solutions.

Company size
10,001+
Company stage
IPO
Headquarters
Town of North Hempstead, New York
Founded
1962

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