Senior Client Relationship Manager (Hybrid)

Broadridge; Deer Park (NY); On-site; USD 90,000 - 110,000; Full time

Benefits offered by this job

Bonus Eligible

Benefits information page

Job summary

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

Bring your project management expertise, collaborative approach, and mentoring passion to help drive exceptional client outcomes.

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

Communication skills

Presentation skills

Organization

Detail oriented

Education

Bachelor's degree or equivalent experience

Tools

Word

Excel

PowerPoint

Job description

At Broadridge, we've built a culture where the highest goal is to empower others to accomplish more. If you're passionate about developing your career, while helping others along the way, come join the Broadridge team.

Broadridge is hiring! Join our team as a Senior Client Relationship Manager and lead complex proxy solicitation campaigns for top-tier clients. In this highly visible, client-facing role, you'll partner across teams to deliver successful projects on time and within budget while providing strategic guidance throughout the campaign lifecycle. Bring your project management expertise, collaborative approach, and passion for mentoring others to help drive exceptional client outcomes.

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.

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

Compensation Range:

The salary range for this position is between $90,000-$110,000 USD. Broadridge considers various factors when evaluating a candidate's final salary including, but not limited to, relevant experience, skills, and education.

Bonus Eligibility:

Bonus Eligible

Benefits Information:

Please visit www.broadridgebenefits.com for more information on our comprehensive benefit offerings.

We are dedicated to fostering a collaborative, engaging, and inclusive environment

We are dedicated to fostering a collaborative, engaging, and inclusive environment and are committed to providing a workplace that empowers associates to be authentic and bring their best to work. We believe that associates do their best when they feel safe, understood, and valued, and we work diligently and collaboratively to ensure Broadridge is a company-and ultimately a community-that recognizes and celebrates everyone's unique perspective.

Use of AI in Hiring

As part of the recruiting process, Broadridge may use technology, including artificial intelligence (AI)-based tools, to help review and evaluate applications. These tools are used only to support our recruiters and hiring managers, and all employment decisions include human review to ensure fairness, accuracy, and compliance with applicable laws. Please note that honesty and transparency are critical to our hiring process. Any attempt to falsify, misrepresent, or disguise information in an application, resume, assessment, or interview will result in disqualification from consideration.

Disability Assistance

We recognize that ensuring our long-term success means creating an environment where everyone is welcome, where everyone's strengths are valued, and where everyone can perform at their best. Broadridge provides equal employment opportunities to all associates and applicants for employment without regard to race, color, religion, sex (inclu