Proxymity
financial services
RelationshipManager
Neural analysis suggests this role is
optimal for Senior candidates.
“Relationship Manager at Proxymity. Skills: relationship management, client engagement, business development. Manage a portfolio of top-tier institutional clients and large financial institutions in the EMEA region. Nurture existing relationships”
What You'll Achieve.
grow and deepen the relationship by delivering mutually beneficial business outcomes; ensure ongoing client satisfaction, adoption and evolution of the Proxymity platform and products
Industry & Context.
Workation: work anywhere in the world for up to 45 days per calendar year
What They're Looking For.
Must Have
8+ years of relevant experience in a Relationship Manager or commercial role, Experience of maintaining day to day relationship along with building on existing relationships, Experience of leading regular relationship meetings on a monthly, quarterly and annual basis, Experience being the point person to manage client escalations, Extensive knowledge of financial markets and asset, Experience in navigating and managing senior management at clients and partners, Experience managing successful client onboarding/implementation, Proven track record of positive client engagement, Experience in developing new business ideas and opportunities, Experience executing on commercial contracts independently, interpersonal skills and business acumen, Ambitious with a can-do attitude, written and presentation skills
Nice to Have
Knowledge of the corporate actions and proxy voting ecosystems is a distinct advantage
What You'll Do.
Manage a portfolio of top-tier institutional clients and large financial institutions in the EMEA region
Nurture existing relationships
identify and cultivate new business opportunities
Understand and anticipate client needs
Grow and deepen client relationships
Deliver mutually beneficial business outcomes
Act as a key institutional client escalation point in the EMEA region
Lead and oversee key programs of work
Manage contractual matters
Ensure ongoing client satisfaction
adoption and evolution of the Proxymity platform and products
Establish and maintain relationships with multiple levels within the institutional client organisation
Organise and run regular client meetings
Act as primary owner to resolve open action items
Build and maintain relationships with issuer agents in the region
maintain and drive account plans for clients
Ensure widespread adoption of the Proxymity platform by financial intermediaries
Identify areas of growth and opportunity with new client segments
Regular reporting to Proxymity management on client portfolio status
and emerging opportunities
Evolve marketing collateral and narratives for the financial intermediary client segment
Help in the planning of client events in the region
Market Proxymity solutions and develop new ones into existing client portfolios
Negotiation and execution of contracts with existing and new relationships
How You'll Work.
Team & Collaboration
Work with internal stakeholders to ensure ongoing client satisfaction; Close collaboration with all Proxymity business functions, including senior management, business development, sales, legal, product, marketing, operations, and technology; Build and foster relationships across the client organisation, including with Product, Operations, Technology and Compliance; Act as a trusted partner for business development opportunities with issuer agents; Collaboration with the Proxymity marketing team; Work with commercial teams to develop, identify and cultivate new business opportunities
Communication Scope
written and presentation skills
Process & Methodology
lead and oversee key programs of work
Full Job Description
**Who we are** Proxymity is a market leading digital investor communications platform focused on providing regulatory compliant products, focused initially on Proxy Voting and Shareholder Disclosure services. Founded in London and spun out of Citi, from the very beginning our mission focused on benefitting the whole capital markets ecosystem, rather than just one part or one player within it. This ethos is endorsed by investment from global consortium of some the industry’s most influential financial institutions. Proxymity’s service offering is now a global one, matching the needs of our custodian and broker community respectively. This is reflected by a fast-growing client base who have long desired an improved service by a trusted vendor. As a result, we are a fast-growth company and have already gone from 10 - 200+ employees in the last five years with a global footprint in London, Manchester, New York, Tel-Aviv, Melbourne and Kuala Lumpur. **The role ** As part of the relationship management team, you will manage a portfolio of top-tier institutional clients and large financial institutions in the EMEA region with a focus on nurturing existing relationships whilst developing, identifying and cultivating new business opportunities for Proxymity in conjunction with commercial teams. Reporting into the Head of Relationship Management, you will understand and anticipate the client's needs to grow and deepen the relationship by delivering mutually beneficial business outcomes. The individual in this role must possess strong commercial, leadership and influencing skills, with a demonstrated track record of working with senior business leaders and key decision-makers within the client organisation. Negotiation and communication skills are critical, as well as the ability to be proactive, self-driven and work in a fast-paced environment whilst managingmultiple priorities. In your relationship capacity, you act as a key institutional client escalation point in the EMEA
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