Full-Time

VP – GTO Canada Account Management

Hybrid

Confirmed live in the last 24 hours

Broadridge

Broadridge

10,001+ employees

Technology solutions for financial services industry

Fintech
Financial Services

Senior

Toronto, ON, Canada

This is a hybrid role requiring a home office setup.

Category
Strategic Account Management
Sales & Account Management
Requirements
  • Must have market experience in Wealth and Capital Markets; ideally with exposure to the Canadian Market
  • Extensive (10 years plus) sales management and selling experience required within a corporate environment
  • Knowledgeable of the sales and buy cycle of clients
  • Possesses and maintains requisite level of subject matter and industry expertise and knowledge
  • Ability to travel 20% of the time
Responsibilities
  • Demonstrate leadership including reinforcing corporate strategy and goals, encouraging positive Broadridge first behavior, and discouraging negative behavior
  • Lead, manage and coordinate account management team activities
  • Drive account management team efforts to achieve renewal and retention targets
  • Manage account management team cross sell and upsell efforts
  • Monitor and drive Account Manager performance against targets
  • Manage collaboration efforts of account management with Product and Segment Sales and Specialist Leadership team
  • Achieve overall account team quota – Recurring & Event (R&E) products
  • Achieve quota per product line – Recurring & Event (R&E)
  • Coach and monitor Account Specialists to achieve renewal, retention, and cross sell and upsell targets – effort, attitude, activity, and productivity
  • Plan and manage the hiring education and training of new Account Specialists
  • Build relationships internally (interlock) and externally to help foster growth
  • Assist with indirect sales that support and contribute to organizational goals
  • Share client feedback received with leader team

Broadridge Financial Solutions provides technology-driven services for the financial services industry, focusing on processing and managing large volumes of financial transactions. They help clients, including financial firms and corporations, track investments and ensure compliance with regulations through data management, analytics, and client communications. Broadridge stands out by offering visibility into a significant portion of ETF and mutual fund assets and generating revenue through subscription services and transaction fees. Their goal is to equip financial institutions with the tools and insights needed to manage investments effectively and enhance client communication.

Company Stage

IPO

Total Funding

$3.1B

Headquarters

New York City, New York

Founded

1962

Simplify Jobs

Simplify's Take

What believers are saying

  • Broadridge's strategic acquisitions, such as CompSci and AdvisorTarget, enhance its capabilities in SEC filings and digital marketing, respectively, positioning it for continued growth.
  • The integration with Transaction Network Services for global futures and options platforms reduces operational risks and simplifies market data management for clients.
  • Broadridge's extensive client base and handling of significant ETF and mutual fund assets provide a stable revenue stream and growth opportunities.

What critics are saying

  • The departure of key executives, such as the CFO, could lead to strategic misalignments and operational disruptions.
  • The highly competitive fintech landscape requires continuous innovation, and failure to keep pace could erode Broadridge's market share.

What makes Broadridge unique

  • Broadridge handles over $10 trillion in daily trading volume, making it a critical player in the financial markets with unmatched transaction processing capabilities.
  • Their comprehensive suite of services, including data management, analytics, and essential communications, provides end-to-end solutions for financial firms, unlike competitors who may offer more fragmented services.
  • Broadridge's focus on regulatory compliance and ESG performance monitoring sets it apart in helping clients navigate complex regulatory environments.

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