Who we are
Proxymity is a market leading digital investor communications platform focused on providing regulatory compliant products, focused initially on Proxy Voting and Shareholder Disclosure services. Founded in London and spun out of Citi, from the very beginning our mission focused on benefitting the whole capital markets ecosystem, rather than just one part or one player within it. This ethos is endorsed by investment from global consortium of some the industry’s most influential financial institutions.
Proxymity’s service offering is now a global one, matching the needs of our custodian and broker community respectively. This is reflected by a fast-growing client base who have long desired an improved service by a trusted vendor. As a result, we are a fast-growth company and have already gone from 10 - 200+ employees in the last five years with a global footprint in London, Manchester, New York, Tel-Aviv, Melbourne and Kuala Lumpur.
The role
Reporting to the Head of Relationship Management, you will manage a portfolio of top-tier institutional clients and large financial institutions across EMEA. Your focus will be to deepen existing relationships and, working with our commercial teams, identify and develop new business opportunities that deliver mutually beneficial outcomes for clients and Proxymity.
You will act as the senior escalation point for clients in the region, lead key programmes of work and manage contractual matters. You will work closely with functions across Proxymity – including senior management, business development, sales, legal, product, marketing, operations and technology – to drive client satisfaction, platform adoption and product evolution.
Responsibilities:
- Build and maintain relationships at every level of the client organisation – from operational contacts to senior executives – including Product, Operations, Technology and Compliance teams.
- Lead a regular governance cadence of monthly service reviews, senior steering committees and annual relationship reviews, and own the resolution of resulting actions.
- Develop and drive account plans grounded in a clear understanding of each client’s business needs, identifying opportunities to expand the relationship.
- Drive adoption of the Proxymity platform across clients’ custody and other relevant business lines.
- Build relationships with issuer agents in the region, acting as a trusted partner for business development and a senior point of escalation.
- Identify growth opportunities in new client segments through structured discovery of their needs.
- Negotiate and execute contracts with new and existing clients.
- Partner with Marketing to refine collateral and messaging for the financial intermediary segment, and support the planning of regional client events.
- Develop deep knowledge of Proxymity’s value proposition and products to position existing solutions and help shape new ones.
- Report regularly to management on portfolio status, challenges and emerging opportunities.
Requirements
- 8+ years’ experience in relationship management or a similar commercial role
- Extensive knowledge of financial markets and asset servicing; knowledge of corporate actions and proxy voting is a distinct advantage
- Proven track record of managing and growing client relationships, including leading monthly, quarterly and annual relationship meetings
- Experience engaging and influencing senior decision-makers at clients and partners
- Experience acting as the lead point of escalation for client issues
- Experience delivering successful client onboarding and implementations
- Demonstrable success in identifying and developing new business opportunities
- Experience negotiating and executing commercial contracts independently
- Excellent negotiation, written communication and presentation skills
- Strong commercial acumen, with a proactive, self-driven approach and the ability to manage multiple priorities in a fast-paced environment
- French and/or Portuguese language skills are advantageous but not required
Benefits
- Headspace subscription
- Birthday off in addition to annual leave
- Access to Absorb Learning
- Improved family-friendly policies
- Hybrid working scheme
- Choose your tech
- 2 duvet days a year
- 1 volunteer day a year
- 4-week sabbatical after 4 years at Proxymity
- Workation- Our Workation policy means you can work anywhere in the world for up to 45 days per calendar year.
- Companywide parties twice a year
- Team socials
- A company wins programme
- Companywide panels on variety of subjects like diversity and inclusion, wellbeing etc.
Skills Required
- 8+ years of experience in relationship management or a similar commercial role
- Extensive knowledge of financial markets and asset servicing
- Knowledge of corporate actions and proxy voting
- Proven track record managing and growing client relationships
- Experience leading monthly, quarterly, and annual relationship meetings
- Experience engaging and influencing senior decision-makers at clients and partners
- Experience acting as the lead escalation point for client issues
- Experience delivering successful client onboarding and implementations
- Demonstrable success identifying and developing new business opportunities
- Experience independently negotiating and executing commercial contracts
- Excellent negotiation, written communication, and presentation skills
- Strong commercial acumen and a proactive, self-driven approach
- Ability to manage multiple priorities in a fast-paced environment
- French and/or Portuguese language skills
What We Do
Proxymity is a multi-award winning investor communications platform that directly connects and authenticates issuers, intermediaries and investors in real-time via our unique digital pathway. This allows us to create more efficient, more accurate and more transparent solutions with no manual data entry or paper-based transfer. Proxymity currently has two powerful products: Proxymity Vote Connect: A fully digital proxy voting solution allowing meeting data, votes and more to be sent and received in real-time. and Proxymity Shareholder ID: A fully automated shareholder disclosure solution that aids regulatory compliance. Proxymity Vote Connect provides real-time transparency into the voting process, allowing instant amendment of instructions and much sought-after confirmation that votes have been recorded at the annual general meeting. Proxymity Shareholder ID fully automates the processing of shareholder disclosure requests and responses in regulatory compliant formats and timeframes. Proxymity was born out of Citi’s internal D10X program by London based employees of Citi’s ICG Securities Services business with the underlying technology developed at the Citi Innovation Lab in Tel Aviv.
