Senior Client Relationship Manager (Hybrid)

Posted 2 Days Ago
Be an Early Applicant
2 Locations
Hybrid
90K-110K Annually
Senior level
Fintech • Financial Services
The Role
Leads complex proxy solicitation campaigns for high-profile clients, coordinating cross-functional teams, milestones, budgets, billing, data processing, programming, operations, and tabulation. Communicates project status and challenges to stakeholders, resolves obstacles, provides strategic client guidance, supports proposals and system enhancements, and mentors junior staff.
Summary Generated by Built In

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.

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

We are dedicated to fostering a collaborative, engaging, and inclusive environment and are committed to providing a workplace that empowers associates to be authentic and bring their best to work. We believe that associates do their best when they feel safe, understood, and valued, and we work diligently and collaboratively to ensure Broadridge is a company—and ultimately a community—that recognizes and celebrates everyone’s unique perspective.

Use of AI in Hiring 

As part of the recruiting process, Broadridge may use technology, including artificial intelligence (AI)-based tools, to help review and evaluate applications. These tools are used only to support our recruiters and hiring managers, and all employment decisions include human review to ensure fairness, accuracy, and compliance with applicable laws. Please note that honesty and transparency are critical to our hiring process. Any attempt to falsify, misrepresent, or disguise information in an application, resume, assessment, or interview will result in disqualification from consideration.

US applicants: Click here to view the EEOC "Know Your Rights" poster.

Disability Assistance

We recognize that ensuring our long-term success means creating an environment where everyone is welcome, where everyone's strengths are valued, and where everyone can perform at their best. Broadridge provides equal employment opportunities to all associates and applicants for employment without regard to race, color, religion, sex (including sexual orientation, gender identity or expression, and pregnancy), marital status, national origin, ethnic origin, age, disability, genetic information, military or veteran status, and other protected characteristics protected by applicable federal, state, or local laws. 

If you need assistance or would like to request reasonable accommodations during the application and/or hiring process, please contact us at 888-237-7769 or by sending an email to [email protected].

Skills Required

  • 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 Microsoft Word, Excel, and PowerPoint
  • Highly organized with the ability to meet tight and competing deadlines
  • Detail-oriented with the ability to multitask
  • Ability to conceptualize innovative and creative approaches to project challenges
  • Bachelor's degree or equivalent experience

Broadridge Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Broadridge and has not been reviewed or approved by Broadridge.

  • Healthcare Strength — Healthcare coverage is described as broad, with multiple medical plan options plus dental, vision, prescription coverage, and telehealth access. Preventive care is framed as fully covered in-network, alongside added supports like an employee assistance program and on-site wellness availability in some locations.
  • Retirement Support — Retirement support is positioned as meaningfully supportive via a 401(k) match structure that increases with tenure. Added financial support such as one-on-one financial counseling is also included as part of the broader rewards approach.
  • Parental & Family Support — Parental support is presented as substantial, including up to nine weeks of paid new-parent salary continuation. Additional family-oriented programs like back-up care and dependent-care options are included in the benefits mix.

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The Company
HQ: Lake Success, NY
14,000 Employees
Year Founded: 2007

What We Do

Broadridge Financial Solutions, Inc. (NYSE: BR), is a global fintech leader, delivering technology-driven solutions that drive digital transformation for banks, broker-dealers, asset and wealth managers and public companies. At Broadridge, we are committed to making a difference. Our unique culture is guided by the Service-Profit Chain—the idea that success is mutual, directly connecting employee engagement, client satisfaction, and the creation of stockholder value. We enable better financial lives by providing the critical infrastructure that powers investing, corporate governance and communications. A certified Great Place to Work®, Broadridge is part of the S&P 500® Index, employing over 14,000 associates in 21 countries.

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