Sr. Project Manager (hybrid)

Posted Yesterday
Be an Early Applicant
Edgewood, NY, USA
Hybrid
80K-85K Annually
Senior level
Fintech • Financial Services
The Role
Lead shareholder engagement strategies and client campaigns, coordinating service, production, and call center teams. Track campaign deliverables, manage client communications, attend client meetings and industry events, identify sales opportunities, and represent customer requirements. Use data analytics to guide decisions while developing client relationships and subject-matter expertise in shareholder engagement products and solicitation processes.
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! We’re seeking a Senior Project Manager to help shape meaningful shareholder engagement strategies and turn them into seamless client campaigns. As Senior Project Manager, you’ll bring teams together, use data to guide decisions, and build trusted relationships that help clients deliver an outstanding experience.


Responsibilities:

  • Responsible for creating, tracking and communicating of shareholder engagement strategy to clients
  • Partner with service, production and call center to ensure client’s engagement strategy is followed throughout campaign
  • Responsible for the oversight of client communication schedule to ensure all deliverables are met
  • Attend client meetings and industry conferences to develop relationships, subject matter expertise and foster trust
  • Listen for opportunities to offer additional products/services to existing clients
  • Participate in the sales process where required, possible local travel
  • Serve as a sponsor and proxy for the ultimate customer. Deep focus on understanding customer requirements and customer experience

Qualifications:

  • 3+ years client service and strategy experience
  • Deep knowledge of traditional solicitation process and shareholder engagement products
  • Experience with the Broadridge’s Shareholder Data Services product a plus
  • Ability to travel to client meetings and industry events
  • Strong data analysis, comfortable with understanding and translating data analytics
  • Understanding of corporate issuers and requirements of corporate secretaries
  • Excellent internal and external communication skills required ; client service experience a plus
  • Ability to operate in evolving environment as process and technology around these products changes with the product growth

Compensation Range: The salary range for this position is between $80,000 - $85,000. 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 client service and strategy experience
  • Deep knowledge of traditional solicitation processes and shareholder engagement products
  • Experience with Broadridge Shareholder Data Services product
  • Ability to travel to client meetings and industry events
  • Strong data analysis skills and ability to understand and translate data analytics
  • Understanding of corporate issuers and corporate secretary requirements
  • Excellent internal and external communication skills
  • Client service experience
  • Ability to operate in an evolving environment as products, processes, and technology change

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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