Lead and develop 2-3 client-facing professionals to manage successful proxy campaigns and act as consultative partners to our clients
Act as the primary contact for all strategy-led activities for major NLI accounts
Participate in campaign planning and strategy
Build customized budgets based on campaign strategies developed
Monitor campaign results and proactively work with the client and data strategy team to adapt the campaign strategy as needed to reach quorum
Collaborate with clients and internal teams to recommend the best success path for proxy events
Define go-to-market strategies and identify new product opportunities
Stay informed and responsive to proposed and finalized regulatory changes within the asset management space
Serve as an industry thought leader, participating in panels, and enhancing Broadridge’s reputation

Bachelor’s degree in Business Administration, Finance, or a related field
Minimum of 10 years of experience in Mutual Fund and/or Alternative Investment proxy management or related experience inside a top-tier Asset Management firm
Demonstrated experience in leading a team of client-facing professionals
Proven leadership, project management, and client engagement abilities
Ability to influence internal and external stakeholders, including senior leadership
Exceptional written and verbal communication skills, facilitating clear and concise information
Deep understanding of market demands and strategic execution expertise
Excellent relationship-building skills with internal and external stakeholders
Demonstrates a hands-on approach and willingness to engage directly in execution

Comprehensive benefit offerings
Paid sick leave in compliance with the Colorado Healthy Families and Workplaces Act

Senior Director, Client Relationship Management, Proxy Solutions, Non-Listed Issuer

Key skills