Account Executive

• The Managing Director is to be a trusted advisor to our issuer clients.
• Deliver advisory services for a variety of corporate events, including proxy contests, M&A, corporate actions, shareholder engagement, shareholder meetings and special situations.
• Primary point of contact for client engagements.
• Close prospective clients and enhance revenue opportunities with existing clients.
• Deliver high levels of client satisfaction which requires anticipating client needs and through direct communication.
• Seek to increase the firm’s overall revenue and profitability through the pursuit of new business, including, but not limited to, calling on companies, attorneys, and investment bankers to secure new corporate clients including proxy fight and M&A-related solicitation opportunities.
• Expected to have an expert level of knowledge regarding the proxy and corporate actions industries and related technical mechanics.
• Comfortable and confident in speaking with clients, prospects, and industry participants (exude confidence in communications).

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