SVP, National Account Manager

About the role

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.

Responsibilities

• 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.
• Cook up 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.

Requirements

• 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.

Qualifications

• 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.

Skills

• Excellent written and verbal communication skills.
• Strong analytical and troubleshooting skills.
• Proficiency in Microsoft Office Suite.
• Strong organizational and attention to detail skills.
• Ability to manage multiple, complex projects.
• Collaborative and cross-functional team player.

Benefits

• Paid parental leave.
• Flexible working hours.
• A caring and inclusive culture.
• Health and wellbeing rewards, including paid time off, observed holidays, medical, dental, and vision plans.
• Investment in your future with 401k matching, setting aside salary to purchase shares in our company, and tax-advantaged flexible spending plans, including healthcare, dependent care, and commuter.
• Income protection, including short and long-term disability benefits, life insurance, and supplemental life insurance.

Pay

The typical base pay range for this role is $130,000 - $190,000 annually.

Schedule

This is a remote role, located in New York.