Proxymity does not discriminate on the basis of race, colour, religion, sex, sexual orientation, gender identity or expression, national origin, age, disability, veteran status, marital status, or based on an individual’s status in any group or class protected by applicable federal, state or local law. Proxymity encourages application from minorities, women, the disabled, protected veterans and all other qualified applicants.

About Proxymity

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 four years with a global footprint in London, 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 clients with a focus on nurturing the existing relationship whilst developing and actioning account plans. You will understand and anticipate the clients needs to grow and deepen the relationship through driving new commercial opportunities that deliver mutually beneficial business outcomes. The individual in this role must possess strong leadership and influencing skills, with a demonstrated track record of influencing and empathizing emphasising with business leaders and key decision-makers within the client organisation. Negotiation and communication skills are critical, as well as the ability to work in a fast-paced environment whilst managing multiple priorities.

In your relationship capacity, you act as a key client escalation point, lead and oversee key programs of work, manage contractual matters and work with internal stakeholders to ensure ongoing client satisfaction.

Your efforts to ensure ongoing satisfaction and adoption of the Proxymity platform will require close collaboration with all Proxymity business functions, including senior management, business development, legal, product, marketing, operations, and technology.

Responsibilities:

Establish and maintain relationships with multiple levels within the client organisation, whilst cultivating these relationships to a higher level. This includes organising and running a series of regular client meetings from monthly service reviews, senior steering committee meetings and annual relationship reviews. Act as primary owner to resolve open action items.
Build and foster relationships across the client organisation, including with Product, Operations, Technology and Compliance, using these relationships to influence good outcomes for the client and Proxymity.
Build, maintain and drive account plans for clients ensuring a good understanding of their business needs and our solutions, whilst constantly working to match these and expand the business relationship.
Collaborate with an existing base of financial intermediaries to ensure widespread adoption of the Proxymity platform by their respective custody and other relevant business lines.
Work with the Head of Relationship Management to refine and execute the sales and marketing strategy for financial intermediaries.
Regular reporting to Proxymity management on the status of your client portfolio, challenges, and emerging opportunities.
Collaboration with the Proxymity marketing team to evolve marketing collateral and narratives for the financial intermediary client segment, as well as help in the planning of client events in the region.
Build a deep understanding of the Proxymity value proposition and product lines with a view to marketing our solutions to your client portfolio.
Negotiation and execution of contracts that will support relationships with financial intermediaries.

5+ years of relevant client facing experience
Strong written and presentation skills
Experience managing budgets and commercial contracts
Extensive knowledge of financial markets and asset servicing; Knowledge of the corporate actions and proxy voting ecosystems is a distinct advantage
Experience managing client onboarding/implementation
Proven track record of client engagement
Record of working on confidential initiatives
Strong interpersonal skills and business acumen
Ambitious with a can-do attitude
Additional language (Mandarin, Cantonese, or Japanese) would be an advantage