Hybrid Proxy Design Project Manager

Posted 3 hours ago

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About the role

  • 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
  • Proactively identify risks, capacity constraints, and timeline impacts; implement mitigation strategies
  • Coordinate cross-functional teams
  • Serve as the primary internal point of contact for assigned projects
  • Partner with Account Managers to support client expectations, scope alignment, and change management
  • Facilitate project kickoffs, status meetings, and production reviews
  • Communicate timelines, dependencies, and risks clearly to internal teams and client-facing stakeholders
  • Ensure proxy materials meet brand standards, design specifications, and accessibility requirements
  • 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.

Job title

Proxy Design Project Manager

Job type

Experience level

Mid levelSenior

Salary

$75,000 - $80,000 per year

Degree requirement

Bachelor's Degree

Location requirements

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