Senior Client Relationship Manager

Broadridge

. Lead and coordinate multiple medium to large, complex project initiatives using project management tools and methods .

Posted 9/29/2026full-timeNew York City • New York • United StatesSenior💰 $90,000 - $110,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates strong project management capabilities with a focus on leading complex initiatives, managing client relationships, and coordinating cross-functional teams. Proficient in utilizing project management tools while ensuring adherence to budget and timelines.

Highest-signal resume keywords

Project Management ExperienceMutual Fund Industry KnowledgeInsurance Product KnowledgeCommunication SkillsProficiency in Word, Excel, and PowerPoint

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Project ManagementBudget ManagementClient GuidanceProposal DevelopmentSystem Enhancements

Soft Skills

LeadershipCoachingProblem SolvingDetail OrientedOrganizational Skills

Certifications & Qualifications

Bachelor’s Degree or Equivalent Experience

Industry Keywords

Mutual FundInsuranceComplianceData ProcessingTypesetting

About the role

Key responsibilities & impact

Lead and coordinate multiple medium to large, complex project initiatives using project management tools and methods
Work with cross-functional teams to achieve milestones within established timeframes
Manage high-profile, top-tier client projects and communicate objectives, milestones, challenges, and status to stakeholders
Identify creative alternatives to challenges and lead subject matter experts to resolve issues
Provide training, coaching, and guidance to junior staff
Model leadership, integrity, and innovative ideas while following company policies and procedures
Monitor project costs, understand pricing and billing procedures, and keep projects on budget
Provide client guidance based on Broadridge programming, technologies, and system capabilities
Coordinate tasks across legal, compliance, programming, operations, production, data processing, typesetting, billing, special handling, and tabulation
Lead and collaborate on proposals and system enhancements, including project scoping and effort assessment

Requirements

What you’ll need

3+ years of project management experience
3+ years of mutual fund industry and/or insurance product knowledge
Solid and extensive written and oral communication skills
Excellent presentation skills
Highly proficient in Word, Excel, and PowerPoint
Highly organized with ability to meet tight and competing deadlines
Detail oriented with ability to multi-task
Able to conceptualize innovative and creative approaches to project challenges
Bachelor’s degree or equivalent experience preferred

Benefits

Comp & perks

Bonus eligible
Comprehensive benefit offerings (details provided at www.broadridgebenefits.com)
Equal employment opportunities
Reasonable accommodations during the application and hiring process