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Marcos Ferreira
Enterprise Account Manager @Broadridge
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WORK HISTORY
Enterprise Account Manager @Broadridge
Fort Myers, FL, US
I manage a complex, enterprise book of business supporting Trust Banks and Registered Investment Advisors across the West Coast, with accountability for 100% client retention and $1.5M+ in annual growth. My role centers on building long‑term executive relationships, advising C‑suite leaders on industry trends, and helping firms scale assets under management while navigating an increasingly complex regulatory environment.As a trusted partner, I lead strategic business reviews and in‑person engagements—meeting clients in their offices and at industry events—to share how peers are leveraging Broadridge to modernize operations, enhance advisor and investor engagement, and mitigate regulatory risk. Although based in Florida, I travel extensively across my west-coast territory to maintain a strong on‑the‑ground presence with key stakeholders.My clients rely on a broad suite of Broadridge solutions that collectively support governance, compliance, advisor enablement, communications, and operational efficiency, including:Proxy and governance solutions that streamline shareholder communications, voting, disclosure, and regulatory obligationsClass action and corporate actions services that reduce operational risk and ensure timely participation and recoveryData, analytics, and research tools that empower advisors with actionable insights and investment due diligenceAdvisor marketing and engagement platforms that help firms grow, retain, and deepen client relationshipsPrint, tax, and reporting solutions that deliver accurate, compliant, and scalable client communicationsI thrive at the intersection of relationship management, industry insight, and consultative growth, helping financial institutions turn regulatory complexity and operational challenges into competitive advantages.
SKILLS
ABOUT MARCOS FERREIRA
I am an Enterprise Account Manager with 14+ years of progressive growth at Broadridge Financial Solutions, partnering with Trust Banks, RIAs, and financial institutions to drive retention, revenue expansion, and long-term strategic value.I currently manage a complex West Coast enterprise portfolio with full accountability for client retention and growth, maintaining 100% retention while generating $1.5M+ in annual expansion revenue.I am highly proficient in leveraging artificial intelligence in my daily work — both as a research and strategic planning tool and as part of executive-level client dialogue. I use AI-driven insights to enhance account preparation, industry analysis, and opportunity identification, and I regularly advise clients on how AI-enabled solutions can improve compliance, governance, operational efficiency, advisor enablement, and investor engagement.My work centers on:• Executive and C-suite relationship development• Strategic business reviews and multi-year account planning• AI-enabled insights and data-driven decision-making• Regulatory and governance solutions• Cross-functional leadership across sales, product, and operations• Revenue expansion through consultative growth strategiesClients rely on me not just as a vendor, but as a strategic partner helping them modernize operations, integrate emerging technologies like AI, navigate regulatory complexity, and scale assets under management.Throughout my career, I’ve progressed from inside sales to enterprise account ownership and team leadership, earning President’s Club recognition and consistently exceeding growth targets.I believe long-term partnerships are built on trust, accountability, innovation, and delivering measurable results.If you’re looking to connect around enterprise account management, AI-enabled financial solutions, growth strategy, or executive partnership development — I’d welcome the conversation.
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