Senior Client Relations & Proxy Campaign Lead

Broadridge; New York (NY); On-site; USD 90,000 - 110,000; Full time

Job summary

Broadridge is seeking a Senior Client Relationship Manager to lead complex proxy solicitation campaigns for top-tier clients. This highly visible, client-facing role will partner across teams to deliver projects on time and within budget while providing strategic guidance throughout the campaign lifecycle.

You will bring project management expertise, a collaborative mindset, and a passion for mentoring others to drive exceptional client outcomes in a fast-paced environment.

Qualifications

• 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

Responsibilities

• Leads and coordinates implementation of multiple medium to large, complex project initiatives, using proven project management tools and methods, working closely with cross-functional teams and resources to achieve key milestones within identified and established project timeframes.
• Assigned to Broadridge’s most high profile, top tiered clients, monitoring and communicating to key stakeholders project objectives, achievements, milestones, challenges and issues, and reporting on project status.
• Collaborates effectively to identify creative alternatives to project challenges, leads subject matter experts to resolve project challenges, removing obstacles and impediments to ensure business and operational objectives are met.
• Provides training, coaching, and guidance to more junior staff members on project related tasks
• Serves as a role model for team displaying leadership, integrity, and innovative ideas, ensuring that Broadridge policies and procedures are followed.
• Understands Broadridge pricing models and billing procedures, monitoring project costs ensuring projects remain on budget and maintains open communication regarding budget with clients.
• Understands Broadridge programming and technologies, as well as system capabilities, in order to provide guidance and consult with clients.
• Able to communicate across all levels of an organization, including legal, compliance, programming, operational, and production areas, having an understanding of all tasks and challenges related to project and proxy management.
• Leads and coordinates all tasks, assuring timely completion of all aspects of a campaign including data processing, typesetting, operations, programming, billing, special handling, and tabulation.
• Ability to lead and collaborate on proposal and system enhancement efforts, including project scoping and assessing effort required.

Skills

Project management

Mutual fund knowledge

Communication skills

Presentation skills

MS Word

MS Excel

MS PowerPoint

Organizational skills

Attention to detail

Innovative thinking

Education

Bachelor's degree

Tools

Microsoft Office Suite

Job description

Broadridge is seeking a Senior Client Relationship Manager to lead complex proxy solicitation campaigns for top-tier clients. This highly visible, client-facing role will partner across teams to deliver projects on time and within budget while providing strategic guidance throughout the campaign lifecycle.

You will bring project management expertise, a collaborative mindset, and a passion for mentoring others to drive exceptional client outcomes in a fast-paced environment.