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Client Relationship Manager (Hybrid – Flexible Options)

Broadridge

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.

Highly engaged in the planning and execution of complex proxy solicitation campaigns, and related project initiatives, accomplishing the successful outcome of the proxy within the specified timeframes and budget. Client facing and consultative, having a thorough understanding of all campaign activities, fostering collaborative partnerships with internal business partners. Responsible for collaborating with clients, key stakeholders, and project teams to ensure objectives are met.

Job Responsibilities:

  • Leads and coordinates implementation of multiple small to medium sized 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.
  • Monitors and communicates with clients, business partners, project sponsors, and stakeholders, the project objectives, achievements, milestones, challenges and issues, and reports 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.
  • 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.
  • Participates and collaborates on proposal and system enhancement efforts, including project scoping and assessing effort required.

Work location is flexible.

Preferred Qualifications:

  • Bachelor’s degree or equivalent experience preferred
  • Extensive project management experience, PMP certification preferred
  • Five to seven years of mutual fund industry and/or insurance product knowledge

Skills/Competencies:

  • 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

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Disability Assistance
Broadridge is an equal opportunity employer and makes employment decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, protected veteran status, disability, age or any other protected status. “Everyone Benefits from Diversity & Inclusion. Diverse & Inclusive Teams Drive Growth.” US applicants: Click here to view the “EEO is the Law” poster. If you are a qualified individual with a disability or a disabled veteran, you may request a reasonable accommodation in the event you are unable or limited in your ability to use or access the Company’s career webpage as a result of your disability. You may request a reasonable accommodation(s) by calling 888-237-7769 or by sending an email to BRcareers@broadridge.com.

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Client Relationship Manager  (Hybrid – Flexible Options)

To apply for the job click here

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Broadridge

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