Manager, Client Policy

Glass Lewis & Co•Toronto, ON

5d•Hybrid

About The Position

The Manager, Client Policy is a mid-senior leadership role responsible for overseeing consultative client policy services and managing the Client Policy team within their region. This individual will serve as a subject matter expert on proxy voting policy, a trusted point of contact for key client relationships, and a hands-on people leader committed to developing a high-performing regional team. The Manager, Client Policy sits within a global client policy function and works in close partnership with the Client Policy leadership team, as well as cross-functional teams across Client Services, Research, Operations, and Commercial. This role requires someone who can balance day-to-day team management and client delivery with a broader awareness of how the regional function contributes to the firm's global policy strategy.

Requirements

5–7 years of experience in proxy voting, corporate governance, or a related field within the institutional investment or financial services industry
Demonstrated experience managing and developing a team, with a track record of building capability and fostering professional growth
Strong knowledge of proxy voting policy across a range of markets, proposal types, and governance frameworks
Proven client-facing skills with the ability to manage complex relationships and navigate escalations with confidence and professionalism
Strong organizational and project management skills, with the ability to manage multiple priorities in a fast-paced, deadline-driven environment
Analytical and data-informed approach to problem solving and decision making
Effective communicator across a wide range of internal and external stakeholders, with strong written and verbal communication skills
Proficiency with JIRA, Excel, SharePoint, and PowerBI
A collaborative, empathetic leadership style with a genuine commitment to team and client success
Bachelor's degree required

Responsibilities

Lead, mentor, and develop a regional team of Client Policy Analysts, fostering a culture of excellence, collaboration, and continuous improvement
Conduct regular 1:1s and provide ongoing coaching, feedback, and career development support, maintaining documentation to inform annual performance reviews
Deliver regular training to ensure analysts are proficient in conducting annual guideline reviews, preparing client-facing materials, and leading client meetings independently
Maintain and build team knowledge of key governance trends, market nuances, and evolving corporate governance topics across relevant markets
Set clear performance expectations and serve as an initial escalation point for team questions and challenges, engaging the Client Policy leadership team as appropriate
Serve as a regional subject matter expert on proxy voting policy, with strong knowledge across a broad range of proposal types, markets, and governance frameworks
Oversee the accurate and timely delivery of client policy services, ensuring alignment with client intent and Glass Lewis's operational and quality standards
Own the quality of all client-facing deliverables produced by the regional team, maintaining a consistently high standard of output
Stay current on governance trends, regulatory developments, and market-specific nuances, sharing insights across the team and with clients as appropriate
Provide management-level support to key client relationships within the region, serving as a senior point of contact for policy-related matters and escalations
Engage proactively with clients to assess satisfaction, identify emerging needs, and reinforce Glass Lewis's position as a trusted governance partner
Measure and monitor client satisfaction through surveys, regular touchpoints, and other tools, using insights to drive continuous improvement
Navigate client escalations with professionalism and sound judgment, resolving issues efficiently and escalating to the VP of Client Policy where appropriate
Act as a liaison between the Client Policy and Commercial teams, contributing to prospect demonstrations, RFP responses, and Sales team meetings
Provide actionable insights on current client relationships, including opportunities to expand or deepen services within the regional book of business
Partner with the broader leadership team to identify opportunities for new products, services, or enhancements to the policy offering
Track and report on key performance indicators for the regional team, surfacing insights and trends to inform decision-making at the leadership level
Maintain a working knowledge of policy operations, core Glass Lewis products and services, and general proxy voting mechanics to support both team development and client conversations