Lead client relationship management and project execution for proxy campaigns from sale through delivery. Partner with Sales and cross-functional teams to develop proposals, manage financials, ensure timely, compliant execution, escalate risks, and drive client retention while supporting operational improvements.
Senior Vice President, National Account Manager
Location: New York (Home Based), Remote role
In this remote position you’ll experience our supportive approach and the ability to balance work and life as part of our global team.
We give you a world of potential
Computershare Fund Services (CFS), part of Issuer Services, provides proxy services and compliance mailings to Mutual Funds, Closed-End Funds, ETFs, and Variable Annuity clients. 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.
A role you will love
The SVP, National Account Manager serves as an extension of the Sales team, partnering closely with Sales leadership to manage projects from point of sale through campaign execution. The role is responsible for day-to-day client relationship management, ensuring project expectations are met or exceeded. Acting as a project manager, the role coordinates with CFS teams including Data Processing, Production, and Call Center to drive accurate execution of client requirements, while managing and reviewing project financials to ensure budgets remain on track. Any changes to project scope or strategy are escalated as needed to minimize impact on execution.
Some of your key responsibilities will include:
- 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.
- Coordinate effectively 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.
What will you bring to the role
- 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.
- Direct contribution to the success of the business through seamless proxy execution, strong client relationship management, and close partnership with the Sales team.
- 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.
Rewards designed for you
Paid parental leave, flexible working and a caring and inclusive culture
Health and wellbeing rewards that can be tailored to support you and your family, including paid time off, observed holidays, medical, dental and vision plans
Invest 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. Our package includes short and long-term disability benefits, life insurance and supplemental life insurance
And more. Ours is a welcoming and close-knit community, with experienced colleagues ready to help you grow. Our careers hub will help you find out more about our rewards and life at Computershare, visit computershare.com/careershub
Compensation. The typical base pay range for this role is $130,000 - $190,000 annually. This base pay range is specific to New York, United States and may not be applicable to other locations.
A company to be proud of
We're a global leader in financial administration with over 11,000 employees across more than 22 different countries. At Computershare, it’s more than just a job, our open and inclusive culture means that we will help you to grow, to move forward and make the most of our world of opportunities.
Fairness and culture
We're dedicated to providing you with the opportunity to succeed on your own merits, starting from the application process and continuing throughout your career with us. Our goal is to create an environment where everyone feels valued, to remove barriers and obstacles and ensure equal opportunities for all. For support with accommodations or adjustments during our recruitment process please visit computershare.com/access for further information.
About the Team Since 1978, we’ve been trusted by companies around the globe to manage their shareholder registry, corporate actions and shareholder meetings and we’re now the number one transfer agency in the world. As client needs evolved, so has our portfolio of services; extending our Issuer Services into equity and entity governance services to companies both public and private worldwide. Careers in Issuer Services could mean anything from assisting shareholders with their portfolios, enabling access to global markets or helping clients deliver on their equity and entity compliance requirements everywhere they operate.
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