SVP, National Account Manager

Posted 2 Days Ago
Be an Early Applicant
New York, NY, USA
In-Office
130K-190K Annually
Senior level
Financial Services
The Role
Lead client relationship management and project execution for proxy campaigns from sale through delivery. Partner with Sales and cross-functional teams to develop proposals, manage financials, ensure timely, compliant execution, escalate risks, and drive client retention while supporting operational improvements.
Summary Generated by Built In

Senior Vice President, National Account Manager

Location: New York (Home Based), Remote role

In this remote position you’ll experience our supportive approach and the ability to balance work and life as part of our global team.

We give you a world of potential

Computershare Fund Services (CFS), part of Issuer Services, provides proxy services and compliance mailings to Mutual Funds, Closed-End Funds, ETFs, and Variable Annuity clients. The SVP, National Account Manager role operates at a local level within CFS and works closely with the Sales team. The role also collaborates cross-functionally with internal teams and Shared Services, including Operations and CCS, to successfully execute proxy campaigns.
 
A role you will love
 
The SVP, National Account Manager serves as an extension of the Sales team, partnering closely with Sales leadership to manage projects from point of sale through campaign execution. The role is responsible for day-to-day client relationship management, ensuring project expectations are met or exceeded. Acting as a project manager, the role coordinates with CFS teams including Data Processing, Production, and Call Center to drive accurate execution of client requirements, while managing and reviewing project financials to ensure budgets remain on track. Any changes to project scope or strategy are escalated as needed to minimize impact on execution.
 
Some of your key responsibilities will include:
  • Lead the successful management and execution of proxy projects, ensuring delivery within required timelines and projected costs.
  • Collaborate closely with Sales and Strategy teams to support the development of sales estimates, financial analysis, and proposals.
  • Participate in sales presentations and support new business development initiatives.
  • Partner with Sales to manage and strengthen client relationships, supporting business unit financial objectives and driving client retention for future proxy engagements.
  • Coordinate effectively with CCS, Operations, and Virtual Meeting teams to meet client expectations and proxy voting requirements.
  • Support initiatives focused on improving operational efficiencies and maintaining competitiveness within the proxy services industry.
  • Proactively escalate issues related to client satisfaction, variances to expected costs, or project risks to Senior Management and the Sales team as appropriate.
What will you bring to the role
  • Excellent written and verbal communication skills, with the ability to engage effectively with clients and senior client leadership.
  • Strong analytical and troubleshooting skills to support complex proxy project execution and financial review.
  • Proficiency in Microsoft Excel, Microsoft Word, Microsoft PowerPoint, and Microsoft Teams.
  • Strong organizational skills with a high level of attention to detail, accuracy, and thoroughness.
  • Ability to understand the business and accurately represent services when responding to client inquiries.
  • Capability to manage multiple, complex proxy campaigns while maintaining compliance with timelines, cost expectations, and quality standards.
  • Ability to lead proxy campaign execution by instructing and coordinating cross-functional teams, despite not having direct people management responsibilities.
  • Willingness and ability to support the training and development of other team members as required.
  • Capacity to interact confidently with senior client leadership while also managing detailed project execution activities.
  • Proven ability to collaborate effectively across internal teams and shared services to achieve project and business objectives.
  • Direct contribution to the success of the business through seamless proxy execution, strong client relationship management, and close partnership with the Sales team.
  • Bachelor’s degree required.
  • Eight to ten years of professional experience, preferably in a client-facing role within the securities industry.
  • Experience with proxy services is preferred but not required.

Rewards designed for you

Paid parental leave, flexible working and a caring and inclusive culture

Health and wellbeing rewards that can be tailored to support you and your family, including paid time off, observed holidays, medical, dental and vision plans

Invest in your future with 401k matching, setting aside salary to purchase shares in our company and tax-advantaged flexible spending plans, including healthcare, dependent care and commuter

Income protection. Our package includes short and long-term disability benefits, life insurance and supplemental life insurance

And more. Ours is a welcoming and close-knit community, with experienced colleagues ready to help you grow. Our careers hub will help you find out more about our rewards and life at Computershare, visit computershare.com/careershub

Compensation. The typical base pay range for this role is $130,000 - $190,000 annually. This base pay range is specific to New York, United States and may not be applicable to other locations.

 
About Us
A company to be proud of
We're a global leader in financial administration with over 11,000 employees across more than 22 different countries. At Computershare, it’s more than just a job, our open and inclusive culture means that we will help you to grow, to move forward and make the most of our world of opportunities.
Fairness and culture
We're dedicated to providing you with the opportunity to succeed on your own merits, starting from the application process and continuing throughout your career with us. Our goal is to create an environment where everyone feels valued, to remove barriers and obstacles and ensure equal opportunities for all. For support with accommodations or adjustments during our recruitment process please visit computershare.com/access for further information.
About the Team
Since 1978, we’ve been trusted by companies around the globe to manage their shareholder registry, corporate actions and shareholder meetings and we’re now the number one transfer agency in the world. As client needs evolved, so has our portfolio of services; extending our Issuer Services into equity and entity governance services to companies both public and private worldwide. Careers in Issuer Services could mean anything from assisting shareholders with their portfolios, enabling access to global markets or helping clients deliver on their equity and entity compliance requirements everywhere they operate.

Skills Required

  • Bachelor's degree
  • Eight to ten years of professional experience
  • Client-facing experience (preferably in the securities industry)
  • Proficiency in Microsoft Excel
  • Proficiency in Microsoft Word
  • Proficiency in Microsoft PowerPoint
  • Proficiency in Microsoft Teams
  • Excellent written and verbal communication skills
  • Strong analytical and troubleshooting skills
  • Strong organizational skills and attention to detail
  • Ability to manage multiple, complex proxy campaigns and meet timelines and budgets
  • Experience with proxy services
  • Ability to coordinate cross-functional teams and interact with senior client leadership
  • Willingness and ability to support training and development of team members
Am I A Good Fit?
beta
Get Personalized Job Insights.
Our AI-powered fit analysis compares your resume with a job listing so you know if your skills & experience align.

The Company
HQ: Melbourne
736 Employees

What We Do

Computershare is the world’s largest stock transfer agent that has pioneered many of the securities industry’s innovations to help companies build and maintain strong relationships with their investors, employees and customers. For more than 35 years, we have grown rapidly in markets around the world to meet the evolving needs of our 40,000 clients. Today, we offer a comprehensive range of professional services including stock transfer, employee equity plans, investor relations, corporate governance and other business solutions. For more information, visit www.computershare.com

Similar Jobs

Morningstar Logo Morningstar

U.S. RMBS Credit Ratings, Vice President - New York

Artificial Intelligence • Big Data • Enterprise Web • Fintech • Software • Financial Services
Hybrid
New York, NY, USA
11500 Employees
113K-179K Annually

AMP Logo AMP

Director, Commercial Origination & Business Development

Artificial Intelligence • Computer Vision • Greentech • Machine Learning • Robotics • Industrial • Automation
Easy Apply
Remote or Hybrid
United States
175 Employees

Fora Logo Fora

Director of Agency Management

Agency • On-Demand • Professional Services • Sales • Software • Travel • Hospitality
Easy Apply
Hybrid
New York City, NY, USA
200 Employees
180K-225K Annually

PNC Bank Logo PNC Bank

Software Engineer

Machine Learning • Payments • Security • Software • Financial Services
Remote or Hybrid
USA
55000 Employees
88K-203K Annually

Similar Companies Hiring

Granted Thumbnail
Mobile • Insurance • Healthtech • Financial Services • Artificial Intelligence
New York, New York
23 Employees
Hanover Park Thumbnail
Artificial Intelligence • Fintech • Software • Financial Services
New York, New York
42 Employees
Onshore Thumbnail
Artificial Intelligence • Fintech • Software • Financial Services
New York, New York
60 Employees

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account