Full-Time

Vice President

Client Relationship Management Proxy Solutions

Confirmed live in the last 24 hours

Broadridge

Broadridge

10,001+ employees

Technology solutions for financial services industry

Data & Analytics
Financial Services

Expert

Newark, NJ, USA + 1 more

More locations: New York, NY, USA

This role is hybrid, requiring both on-site and remote work.

Category
Customer Success Management
Sales & Account Management
Requirements
  • Bachelor’s degree in Business Administration, Finance, or a related field.
  • Minimum of 10 years of experience in Mutual Fund and/or Alternative Investment proxy management or related experience inside a top tier Asset Management firm.
  • Demonstrated experience in leading a team of client-facing professionals
  • Proven leadership, project management, and client engagement abilities.
  • Ability to influence internal and external stakeholders, including senior leadership.
  • Exceptional written and verbal communication skills, facilitating clear and concise information.
  • Deep understanding of market demands and strategic execution expertise.
  • Excellent relationship-building skills with internal and external stakeholders.
  • Comprehensive knowledge of proxy regulations and the regulatory landscape.
  • Experience with mutual fund and ETF proxy solicitation and corporate governance advisory services.
Responsibilities
  • Lead and develop a team of client-facing professionals to manage successful proxy campaigns and act as consultative partners to our clients.
  • Act as the primary contact for all campaign-related activities for major accounts.
  • Participate in campaign planning and strategy. Monitor campaign results and proactively work with the client and data strategy team to adapt the campaign strategy as needed to reach quorum.
  • Oversee sales enablement activities including training, proposal assistance, RFPs, and exploratory client conversations.
  • Collaborate with clients and internal teams to recommend the best success path for proxy events.
  • Define go-to-market strategies and identify new product opportunities.
  • Stay informed and responsive to proposed and finalized regulatory changes.
  • Serve as an industry thought leader, participating in panels, and enhancing Broadridge’s reputation.

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 investment managers, track and manage investments effectively, offering visibility into a significant portion of ETF and mutual fund assets. Broadridge differentiates itself by providing a comprehensive suite of services, including data management, analytics, and client communications, which support regulatory compliance and operational efficiency. The company's goal is to be a vital partner for financial institutions, equipping them with the tools and insights needed for effective investment management and client engagement.

Company Stage

IPO

Total Funding

$3.1B

Headquarters

New York City, New York

Founded

1962

Simplify Jobs

Simplify's Take

What believers are saying

  • Increased blockchain adoption enhances Broadridge's security and transparency in transaction processing.
  • The rise of ESG investing boosts demand for Broadridge's advanced analytics solutions.
  • Digital transformation in finance drives demand for Broadridge's integrated technology services.

What critics are saying

  • GenAI-powered analytics may face data privacy and security challenges in financial transactions.
  • New leadership appointments could lead to strategic shifts misaligned with market expectations.
  • ClearFi platform expansion might encounter integration issues with existing client systems.

What makes Broadridge unique

  • Broadridge processes over $10 trillion in daily trading volume, showcasing its market influence.
  • The company provides visibility into 95% of ETF and 90% of mutual fund assets.
  • Broadridge's comprehensive suite includes ESG monitoring and AI-powered analytics for financial services.

Help us improve and share your feedback! Did you find this helpful?

Benefits

Remote Work Options

Hybrid Work Options

Flexible Work Hours