Project Manager leading end-to-end execution of proxy design and production projects. Collaborating with cross-functional teams to deliver high-quality proxy materials on time and budget.
Responsibilities
Manage the full lifecycle of proxy design projects from kickoff through final production and delivery
Develop detailed project plans, schedules, and milestone trackers aligned with filing deadlines and annual meeting dates
Oversee multiple proof cycles and manage version control across complex documents
Partner with Regulatory and Compliance teams to ensure adherence to SEC and other applicable requirements
Manage print specifications, production schedules, and mailing coordination where applicable
Monitor project budgets and scope to support profitability and resource optimization
Track key performance indicators including on-time delivery, error rates, and client satisfaction
Support continuous improvement initiatives to streamline proxy season workflows
Contribute to best-practice documentation and standardized processes for the Design team.
Requirements
Bachelor’s degree in Business, Communications, Graphic Design, or related field preferred
3–8 years of project management experience in financial services, financial print, agency, or regulated document production environments
Direct experience with proxy statements, annual reports, or SEC filings is a plus
Strong understanding of proxy statement structure and regulatory timelines
Exceptional organizational and time management skills with the ability to manage multiple concurrent, high-priority projects
Proven ability to operate effectively under tight deadlines and peak seasonal volume
Excellent written and verbal communication skills
High attention to detail and commitment to quality control
Proficiency with project management tools and workflow systems
Collaborative mindset with the ability to influence without direct authority.
Benefits
Please visit www.broadridgebenefits.com for more information on our comprehensive benefit offerings.
All Colorado employees receive paid sick leave in compliance with the Colorado Healthy Families and Workplaces Act and other legally required benefits, as applicable.
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