Senior Project Manager: Shareholder Engagement & Strategy

Broadridge; Town of Hunter (NY); On-site; USD 80,000 - 85,000; Full time

Job summary

Broadridge is hiring a Senior Project Manager to shape shareholder engagement strategies and translate them into seamless client campaigns. You will lead cross-functional teams, use data to guide decisions, and build trusted relationships that help clients deliver an outstanding experience.

Responsibilities include creating and tracking engagement strategy, coordinating with service and production teams, and maintaining client communication schedules.

Qualifications

• 3+ years client service and strategy experience.
• Deep knowledge of traditional solicitation process and shareholder engagement products.
• Experience with Broadridge’s Shareholder Data Services product is a plus.
• Ability to travel to client meetings and industry events.
• Strong data analysis, comfortable with understanding and translating data analytics.
• Understanding of corporate issuers and requirements of corporate secretaries.
• Excellent internal and external communication skills; client service experience a plus.
• Ability to operate in evolving environment as process and technology around these products changes with the product growth.

Responsibilities

• Create, track and communicate shareholder engagement strategy to clients.
• Partner with service, production and call center to ensure engagement strategy is followed throughout campaigns.
• Oversee client communication schedules to ensure all deliverables are met.
• Attend client meetings and industry conferences to develop relationships and expertise.
• Identify opportunities to offer additional products/services to existing clients.
• Participate in the sales process where required, including possible local travel.
• Act as sponsor for the customer and ensure understanding of customer requirements and experience.

Skills

Client service

Strategy

Data analysis

Communication

Travel readiness

Tools

Shareholder Data Services

Job description

Broadridge is hiring a Senior Project Manager to shape shareholder engagement strategies and translate them into seamless client campaigns. You will lead cross-functional teams, use data to guide decisions, and build trusted relationships that help clients deliver an outstanding experience.

Responsibilities include creating and tracking engagement strategy, coordinating with service and production teams, and maintaining client communication schedules.