Relationship Manager (Hiring Immediately)

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 region, 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, adoption and evolution of the Proxymity platform and products will require close collaboration with all Proxymity business functions, including senior management, business development, sales, legal, product, marketing, operations, and technology.

Responsibilities :

• 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 e]]>