Relationship Manager

🕒 May 14

🏢🏡 London – Hybrid

⏰ Full Time

🟠 Senior

🔴 Lead

💰 Account Manager

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Proxymity

WebsiteLinkedInAll Job Openings

51 - 200 employees

Proxymity is a multi-award winning investor communications platform that directly connects and authenticates issuers, intermediaries and investors in real-time via our unique digital pathway. This allows us to create more efficient, more accurate and more transparent solutions with no manual data entry or paper-based transfer. Proxymity currently has two powerful products:Proxymity Vote Connect: A fully digital proxy voting solution allowing meeting data, votes and more to be sent and received in real-time.and Proxymity Shareholder ID: A fully automated shareholder disclosure solution that aids regulatory compliance.Proxymity Vote Connect provides real-time transparency into the voting process, allowing instant amendment of instructions and much sought-after confirmation that votes have been recorded at the annual general meeting. Proxymity Shareholder ID fully automates the processing of shareholder disclosure requests and responses in regulatory compliant formats and timeframes.Proxymity was born out of Citi’s internal D10X program by London based employees of Citi’s ICG Securities Services business with the underlying technology developed at the Citi Innovation Lab in Tel Aviv.

📋 Description

• Establish and maintain relationships with multiple levels within the institutional 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 and maintain relationships with issuer agents in the region, acting as a trusted partner for business development opportunities and senior point of escalation. • 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. • Identify areas of growth and opportunity with new client segments via inquisitive and interactive discovery of their needs. • 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 and developing new ones into existing client portfolios. • Negotiation and execution of contracts with existing and new relationships

🎯 Requirements

• 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 servicing; Knowledge of the corporate actions and proxy voting ecosystems is a distinct advantage • 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 • Strong interpersonal skills and business acumen • Ambitious with a can-do attitude • Strong written and presentation skills

🏖️ Benefits

• Headspace subscription • Birthday off in addition to annual leave • Access to Absorb Learning • Improved family-friendly policies • Hybrid working scheme • Choose your tech • 2 duvet days a year • 1 volunteer day a year • 4-week sabbatical after 4 years at Proxymity • Workation- Our Workation policy means you can work anywhere in the world for up to 45 days per calendar year. • Companywide parties twice a year • Team socials • A company wins programme • Companywide panels on variety of subjects like diversity and inclusion, wellbeing etc.