Relationship Manager

Proxymity; Greater London; On-site; GBP 70,000 - 120,000; Full time

Benefits offered by this job

4-week sabbatical

Workation (up to 45 days)

Hybrid working model

Birthday off

Choose your tech

Duvet days

Family leave

Mindfulness subscriptions

Volunteer day

Job summary

Proxymity is seeking a Relationship Manager to oversee a portfolio of key clients in the EMEA region, focusing on nurturing existing relationships while developing new business opportunities in conjunction with commercial teams.

Reporting to the Head of Relationship Management, you will understand client needs, drive commercial opportunities, and coordinate with senior stakeholders to deliver outcomes that benefit both the client and Proxymity.

Qualifications

• 8+ years of relevant experience in a Relationship Manager or commercial role.
• Experience building relationships with senior leaders and decision-makers.
• Experience in onboarding/implementation and managing budgets.
• Extensive knowledge of financial markets and asset servicing is a plus.

Responsibilities

• Manage a portfolio of key clients in the EMEA region and identify new business opportunities.
• Develop and execute account plans to expand relationships and solutions.
• Lead regular client meetings including service reviews and steering committees.
• Collaborate with internal teams (sales, product, legal, marketing, operations, technology) to deliver outcomes.
• Negotiate and execute contracts with clients and partners.
• Act as primary escalation point and ensure client satisfaction and adoption of Proxymity platform.

Skills

Relationship management

Leadership

Influencing

Negotiation

Communication

Presentation skills

Strategic thinking

Budget management

Proactive

Job description

• As part of the relationship management team, you will manage a portfolio of key client in the EMEA region with a focus on nurturing existing relationships whilst developing, identifying and cultivating new business opportunities for Proxymity in conjunction with commercial teams
• Reporting into the Head of Relationship Management, you will understand and anticipate the client’s needs to grow and deepen the relationship through driving new commercial opportunities that deliver mutually beneficial business outcomes
• In your relationship capacity, you act as a key client escalation point in the EMEA region, lead and oversee key programs of work, manage contractual matters and work with internal stakeholders to ensure ongoing client satisfaction
• Your efforts to ensure ongoing satisfaction, adoption and evolution of the Proxymity platform and products will require close collaboration with all Proxymity business functions, including senior management, business development, sales, legal, product, marketing, operations, and technology
• Establish and maintain relationships with multiple levels within the client organisation, whilst cultivating these relationships to a higher level
• This includes organising and running a series of regular client meetings from monthly service reviews, senior steering committee meetings and annual relationship reviews
• Act as primary owner to resolve open action items
• Build and foster relationships across the client organisation, including with Product, Operations, Technology and Compliance, using these relationships to influence good outcomes for the client and Proxymity
• Build and maintain relationships with issuer agents in the region, acting as a trusted partner for business development opportunities and senior point of escalation
• Build, maintain and drive account plans for clients ensuring a good understanding of their business needs and our solutions, whilst constantly working to match these and expand the business relationship
• Collaborate with an existing base of financial intermediaries to ensure widespread adoption of the Proxymity platform by their respective custody and other relevant business lines
• Identify areas of growth and opportunity with new client segments via inquisitive and interactive discovery of their needs
• Work with management to refine and execute the sales and marketing strategy for the APAC region
• Regular reporting to Proxymity management on the status of your client portfolio, challenges, and emerging opportunities
• Take active roles in local advocacy and become a recognised market participant and thought leader
• Collaboration with the Proxymity marketing team to evolve marketing collateral and narratives for the financial intermediary client segment, as well as help in the planning of client events in the region
• Develop a deep understanding of the Proxymity value proposition and product lines with a view to marketing our solutions and developing new ones into existing client portfolios
• Negotiation and execution of contracts with existing and new relationships

Benefits

• 4-week sabbatical after 4 years at Proxymity
• Workation - Our Workation policy means you can work anywhere in the world for up to 45 days per calendar year
• Work your way: We embrace flexibility at Proxymity and have a hybrid working model in place to accommodate everyone’s individual needs
• Birthday off: No one wants to spend their birthday at work - with this benefit you don’t have to! Get your birthday off, every year
• Choose your tech: We know everyone has their own personal preferences so when you join Proxymity, you can choose a device that works for you
• Duvet days: We know it can be tricky to balance work and life sometimes so you will have two duvet days a year which you can use to switch off for a day
• Family leave: We offer six months maternity and four weeks paternity leave all at full pay and have enhanced adoption and shared parental leave policies in place so you can enjoy those precious moments
• Mindfulness: We offer subsidised subscriptions to mindfulness apps such as Headspace so you can make sure you’re taking care of your mental health
• Volunteer day: We know the importance of being able to give back to those in need and offer one paid Volunteer Day a year so you can do just that
• Workation: Work from almost anywhere in the world for up to 45 days per calendar year and extend those summer evenings
• 4 week sabbatical: When you have been at Proxymity for four years take a break and relax on a four-week sabbatical, on top of your annual leave

This role would suit someone with strong commercial, leadership and influencing skills, with a demonstrated track record of working with senior business leaders and key decision-makers within the client organisationNegotiation and communication skills are critical, as well as the ability to be proactive, self-driven and able to prioritise effectively in a dynamic environmentStrong written and presentation skillsDemonstrates initiative and a proactive approach to workExperience managing successful client onboarding/implementationExperience in navigating and managing senior management at clients and partners8+ years of relevant experience in a Relationship Manager or commercial roleExperience in developing new business ideas and opportunitiesExperience managing budgets and executing on commercial contracts independentlyProven track record of positive client engagementExtensive knowledge of financial markets and asset servicing; Knowledge of the corporate actions and proxy voting ecosystems is a distinct advantageStrong interpersonal skills and business acumenRecord of working on confidential initiatives effectively.