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

Fintech
Financial Services

Senior, 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 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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