Broadridge

Senior Client Relationship Manager (Hybrid)

Broadridge • $90K — $110K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • 3+ years of project management experience
  • 3+ years in the mutual fund or insurance industry
  • Strong written and verbal communication skills
  • Excellent presentation capability
  • Proficient in Word, Excel, and PowerPoint
  • Highly organized with strong deadline management
  • Detail-oriented with multi-tasking ability
  • Creative problem-solving skills with innovative approaches

Responsibilities

  • Lead and implement medium to large-scale complex projects with cross-functional teams
  • Monitor and communicate project objectives and status to top-tier clients
  • Collaborate to identify and resolve project challenges and obstacles
  • Train and mentor junior staff on project tasks
  • Act as a role model by displaying leadership and innovative ideas
  • Manage project costs and maintain budget communication with clients
  • Provide guidance on Broadridge's technologies and capabilities
  • Oversee all campaign tasks to ensure timely completion
  • Collaborate on project proposals and system enhancements

Benefits

  • Comprehensive benefits package
  • Opportunities for professional development and training
  • Bonus eligibility for performance
  • Work in a highly visible, client-facing role
  • Collaborative and supportive team environment
Full Job Description
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. #LI-PP1

About Broadridge

Broadridge Financial Solutions, Inc. is a leading provider of investor communications and technology-driven solutions to banks, broker-dealers, asset and wealth managers and corporate issuers. With over 10,000 associates in 18 countries, Broadridge delivers the critical infrastructure that powers investing, corporate governance and communications to enable better financial lives. Broadridge is the leading provider of proxy services, handling more than 50% of the shares voted at the annual meetings of S&P 500 companies. The company also provides transaction processing services for fixed income, equity, and mutual funds, as well as technology solutions for wealth management.
Learn more about Broadridge
Size
13,704 employees
Market Cap
$15.9 billion
Industry
Net Income
$518.8 million
Founded
1962
5 Year Trend
+6.6%
Revenue
$4.6 billion
NASDAQ

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