SVP, National Account Manager

JOB DESCRIPTION

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.

• 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.