Senior Shareholder Engagement Strategist

Broadridge Financial Solutions; Edgewood (NY); On-site; USD 80,000 - 85,000; Full time

Benefits offered by this job

Bonus eligible

Job summary

Broadridge Financial Solutions is seeking a Senior Project Manager to shape shareholder engagement strategies and drive client campaigns. You will lead cross-functional teams, coordinate communications, and build trusted relationships to deliver superior client experiences.

The role requires strong data analysis, travel to client meetings, and deep knowledge of engagement products. This position offers opportunities to influence strategy and growth across our client base within a collaborative,

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 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 required; 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 client’s engagement strategy is followed throughout campaign.
• Oversee client communication schedule to ensure all deliverables are met.
• Attend client meetings and industry conferences to develop relationships and trust.
• Identify opportunities to offer additional products/services to existing clients.
• Participate in the sales process where required, including possible local travel.
• Serve as a sponsor and proxy for the ultimate customer.
• Deep focus on understanding customer requirements and customer experience.

Skills

Client service

Strategy development

Data analysis

Communication

Travel willingness

Tools

Shareholder Data Services

Job description

Broadridge Financial Solutions is seeking a Senior Project Manager to shape shareholder engagement strategies and drive client campaigns. You will lead cross-functional teams, coordinate communications, and build trusted relationships to deliver superior client experiences.

The role requires strong data analysis, travel to client meetings, and deep knowledge of engagement products. This position offers opportunities to influence strategy and growth across our client base within a collaborative,