Technical Account Manager

Broadridge Trading & Connectivity Solutions (BTCS) is seeking a customer-focused technically capable professional to join our Customer Success team. This role is ideal for someone with 34 years of experience in the institutional brokerage ecosystem who understands Indian financial markets trading workflows and the technology that supports them.

As a Customer Success Technical Account Manager you will serve as a strategic technical partner to clients using Broadridge trading platforms. You will help clients onboard successfully adopt and optimise platform capabilities overcome technical challenges and realise sustained business value from their Broadridge solutions.

Key Responsibilities

• Build trusted long-term relationships with assigned clients and act as their primary technical advisor.

• Develop a strong understanding of each clients business objectives operating model trading workflows and technical environment.

• Drive adoption optimisation and value realisation across Broadridge solutions identifying opportunities for broader usage and growth.

• Partner with Customer Success Managers and internal stakeholders to develop and execute account success plans aligned to client priorities.

• Identify manage and help remove technical barriers that may affect adoption satisfaction retention or operational readiness.

• Advise clients on platform capabilities integrations upgrades solution best practices and effective usage.

• Monitor technical account health proactively identifying risks trends service-improvement opportunities and areas for expansion.

• Lead regular technical account reviews covering platform performance current initiatives roadmap alignment and recommendations.

• Coordinate with Product Delivery Product Management Engineering and Support teams to ensure client requirements are understood and addressed effectively.

• Represent client needs internally by advocating for product enhancements service improvements and operational feedback.

• Support key customer lifecycle events including onboarding platform upgrades change events expansions and readiness activities.

• Deliver training enablement sessions demonstrations and knowledge-sharing activities to improve user confidence and adoption.

• Build knowledge of Broadridge products and international financial-market workflows including principal and agency trading equities derivatives and FX.

Required Skills & Experience

• Minimum 34 years of relevant experience in the institutional brokerage ecosystem including hands-on support for trading applications.

• Good understanding of Indian financial markets including NSE/BSE the regulatory landscape exchange trading and the end-to-end trade lifecycle.

• Understanding of institutional order-management workflows including order entry modification cancellation and execution.

• Familiarity with trading platforms Order Management Systems (OMS) and/or Execution Management Systems (EMS).

• Strong written and verbal communication skills with the ability to explain technical issues clearly to both business and technical stakeholders.

• Strong problem-solving skills attention to detail and the ability to prioritise effectively in a fast-paced time-sensitive trading environment.

Preferred Skills & Experience

• Experience working with a stockbroker institutional trading desk trading technology provider fintech or capital-markets firm.

• Exposure to Indian equities and derivatives markets.

• Familiarity with FIX connectivity and electronic trading workflows.

• Experience using AI and productivity tools to improve documentation reporting analysis and routine operational tasks.

This role offers the opportunity to combine technical expertise client relationship management and capital-markets knowledge to help clients achieve meaningful outcomes while building deep expertise in Broadridges trading and connectivity product suite.