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Remote New

Director - Proxy and Transfer Sales

Equiniti
United States, North Carolina
Mar 03, 2025

Management Level

F

Equiniti is a leading international provider of shareholder, pension, remediation, and credit technology. With over 6000 employees, it supports 37 million people in 120 countries.

EQ US is a leading provider of ownership data management, analytics and advisory services to public and private companies as well as corporate issuers and mutual funds. EQ offers a comprehensive product set, including transfer agency services, cap table management, equity compensation services, proxy solicitation and advisory services, private company solutions and bankruptcy claims administration services. Affiliates include, D.F. King and Co., Inc. and Astrella Private Company Solutions, Inc. Learn more at: www.equiniti.com/us

EQ's vision is to be the leading global share registrar, offering complementary services to its client base and our values set the core foundations to our success. We are TRUSTED to deliver on our commitments, COMMERCIAL in building long term value, COLLABORATIVE in our approach and we IMPROVE by continually enhancing our skills and services. There has never been a better time to join EQ.

Core Duties/Responsibilities

  • Manage subordinate managers and/or professional teams that consist of multi-functional groups.
  • Manage relationship with external Vendors to ensure impeccable service and drive to expense reduction.
  • Manage and maintain metrics and reporting on various department KPI's including customer satisfaction targets and trend-based analysis. Ensure team members are meeting established productivity and quality goals.
  • Deliver on results by working with employees to evaluate KPI's and developing a strategy to increase ROI.
  • Provide leadership and mentoring for development of employees with a focus on succession planning.
  • Ensure compliance and risk guidelines are monitored and followed.
  • Build strong partnerships with all areas of the business to support overall operation.
  • Develop and execute department plans to ensure successful coordination of team activities.
  • Provide strategic leadership across capabilities within business unit.
  • Establish and maintain control framework including monitoring of processes and financial controls.
  • Lead key change initiatives within assigned business function to support efficiency as well as the evolving product and service strategy for the business.

Skills, Capabilities and Attributes

  • Minimum 10+ years of Proxy Services experience.
  • Demonstrated proven strategic and operational leadership, business acumen and customer service skills.
  • Management experience as a leader and developer of high performing employees.
  • Demonstrated working knowledge of Cost Center oversight.
  • Energetic, self-motivated leader with outstanding initiative to network and develop relationships.
  • Demonstrated knowledge of regulatory and compliance requirements for operations.
  • Demonstrated strong problem solving and decision making skills.
  • Demonstrated ability to grow a highly effective and efficient team.
  • Demonstrated ability to work with a diverse group of individuals at all levels of the organization, both internally and externally.
  • Change management skills.
  • Demonstrated strong communication (verbal, written, and presentation) communication skills.
  • High technical aptitude with experience in Microsoft Office.
  • Demonstrated strong analytical skills.

Equal Opportunity Statement

We are an equal opportunity employer and make employment decisions without regard to race, creed, religion, national origin, sex (including pregnancy, gender identity, and sexual orientation), parental status, marital status, national origin, age, disability, family medical history or genetic information, political affiliation, military service, status with regard to public assistance, or any other characteristic protected under federal, state, or applicable local law.

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