Broadridge · 1 day ago
Project Manager (Hybrid)
Broadridge is a company focused on empowering others to achieve more, and they are seeking a Project Manager- Data Strategist to support their Non-Listed Issuer and listed issuer businesses. The role involves creating and communicating shareholder engagement strategies while collaborating with various teams to ensure client satisfaction and campaign effectiveness.
BankingCrowdfundingEnterprise SoftwareFinanceFinancial ServicesInformation TechnologyOutsourcingSoftwareVenture Capital
Responsibilities
Responsible for creating, tracking and communicating of shareholder engagement strategy to clients
Partner with service, production and call center to ensure client’s engagement strategy is followed throughout campaign
For NLI, responsible for the oversight of client communication schedule to ensure all deliverables are met
Attend client meetings and industry conferences to develop relationships, subject matter expertise and foster trust
Listen for opportunities to offer additional products/services to existing clients
Participate in the sales process where required, travel required
Serve as a sponsor and proxy for the ultimate customer. Deep focus on understanding customer requirements and customer experience
Qualification
Required
3+ years of client service/ strategy experience
Deep knowledge of traditional solicitation process and shareholder engagement products a plus
Experience with the Broadridge's Shareholder Data Services product a plus
Ability to travel occasionally to client meetings and industry events
Strong data analysis, comfortable with understanding and translating data analytics
Understanding of corporate issuers and requirements of corporate secretaries
Excellent internal and external communication skills required
Ability to operate in evolving environment as process and technology around these products changes with the product growth
Benefits
Bonus Eligible
Comprehensive benefit offerings
Company
Broadridge
Broadridge is a provider of investor communications and technology solutions for broker dealers, banks, mutual funds and corporate issuers.
H1B Sponsorship
Broadridge has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (109)
2024 (124)
2023 (83)
2022 (141)
2021 (100)
2020 (73)
Funding
Current Stage
Public CompanyTotal Funding
$3.05B2023-08-17Post Ipo Debt· $1.3B
2021-05-17Post Ipo Debt· $1B
2019-12-10Post Ipo Debt· $750M
Recent News
FF News | Fintech Finance
2025-12-03
2025-11-19
Company data provided by crunchbase