Project Manager, Engagement and Data Strategy for both the Non-Listed Issuer (NLI) and listed issuer businesses. Role responsible for creating, tracking and communicating of shareholder engagement strategy through the use of Broadridge’s suite of shareholder engagement products. The NLI business is the fastest growing segment of the issuer proxy business and these clients are heavy users of the shareholders engagement products. These are the same products which appeal to many of the listed issuers and are sold as a result of the consultation of Shareholder Data Services (SDS).
Job Description
- 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
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- For NLI, 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, travel required
- Serve as a sponsor and proxy for the ultimate customer. Deep focus on understanding customer requirements and customer experience
Requirements:
- Three years plus 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
Locations: Brentwood, New York