Relationship Manager in London

Proxymity is a market leading digital investor communications platform focused on providing regulatory compliant products, initially on Proxy Voting and Shareholder Disclosure services. Founded in London and spun out of Citi, our mission focuses on benefitting the whole capital markets ecosystem. This ethos is endorsed by investment from a global consortium of influential financial institutions. Proxymity’s service offering is now global, matching the needs of our custodian and broker community, reflected by a fast-growing client base.

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, focusing on nurturing existing relationships while developing, identifying, and cultivating new business opportunities for Proxymity. 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 while managing multiple priorities.

In your relationship capacity, you act as a key institutional client escalation point in the EMEA region, lead and oversee key programmes 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.
• Organise and run 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.
• Build and maintain relationships with issuer agents in the region, acting as a trusted partner for business development opportunities.
• Build, maintain, and drive account plans for clients ensuring a good understanding of their business needs and our solutions.
• Collaborate with an existing base of financial intermediaries to ensure widespread adoption of the Proxymity platform.
• Identify areas of growth and opportunity with new client segments.
• 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.
• Build a deep understanding of the Proxymity value proposition and product lines.
• Negotiation and execution of contracts with existing and new relationships.

Qualifications:

• 8+ years of relevant experience in a Relationship Manager or commercial role.
• Experience of maintaining day-to-day relationships 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 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.
• 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 – Work anywhere in the world for up to 45 days per calendar year.
• Company-wide parties twice a year
• Team socials
• A company wins programme
• Company-wide panels on a variety of subjects like diversity and inclusion, wellbeing, etc.