What are the responsibilities and job description for the Shareholder Advisory Practice Manager position at Morrow Sodali LLC?
About Us
Sodali & Co is a recognized global capital markets stakeholder advisory firm, serving over 2,000 clients in more than 65 countries. The Firm advises a diverse and global client base including many of the world’s largest companies. Formed by the mergers of several market-leading capital markets stakeholder engagement consultancies, Sodali is the largest global shareholder services firm in the world. The Firm operates out of three global headquarters in New York, London, and Sydney and is supported by 12 regional offices in major financial capitals around the world.
Sodali provides a full suite of shareholder, sustainability, and strategic communications advisory services that, together, enable the Firm to deliver clients differentiated insights, integrated expertise, and bespoke advice to address complex interconnected issues, identify and capitalize on strategic opportunities, and drive successful business outcomes.
Practice Group Summary
- Shareholder Advisory services include M&A Advisory, Activism Preparation and Defense, Board Governance Services, Corporate Governance Advisory, Proxy Solicitation, Capital Markets Intelligence, Global Debt and Bondholder Services, and Stakeholder Research.
- Sustainability services include ESG Assessment, Strategy & Implementation and Communications Advisory.
- Strategic Communications services include Corporate Communications, Financial and Transaction Communications, Investor Relations, Public Affairs and Campaigns, Crisis and Special Situations, and Research.
The Opportunity
The Shareholder Advisory Practice Manager will work closely with leadership to support the development of a leading global Shareholder Advisory Practice by overseeing operations, driving strategic initiatives, and enabling teams to deliver successful client outcomes while contributing directly to the delivery of client engagements.
Key Responsibilities:
- Support practice strategy development, planning, and execution of key priorities
- Partner with senior leadership to prioritize practice initiatives and serve as project manager
- Optimize processes to improve efficiency, client delivery quality, and consistency across engagements
- Support the development of frameworks, methodologies, and best-practice toolkits for consistent delivery
- Contribute to market development activities including proposals, capability decks/one-pagers, RFP responses, and thought leadership initiatives
- Monitor communications industry trends, client demand shifts, and emerging risks to inform practice direction
- Support workforce planning and capacity management across communication consulting teams
- Champion professional development initiatives, onboarding, training, and performance coordination
- Act as a trusted advisor to practice leadership regarding operations and practice strategy execution
- Collaborate with internal functions (Marketing, Finance, HR, Technology) to align and integrate practice needs
- Facilitate relationship building, knowledge sharing, and internal communications across the practice
- Serve as client delivery practitioner including developing communications strategies, analyses, and stakeholder outreach materials (press releases, letters, talking points, scripts, Q&A, etc.), participating in client-facing activities (calls, meetings, etc.), and managing client projects
- Support ELT and firm-wide initiatives, as needed
- Support Global Head of Shareholder Advisory with calendar management
Qualifications
- Bachelor’s degree in Business, Marketing, Finance, Political Science, Communications or a related field.
- 5 years of experience in a professional services, strategic communications, consulting, or advisory environment.
- Demonstrated experience balancing internal work with client-facing project delivery.
- Strong project and program management skills, with the ability to manage multiple workstreams simultaneously.
- Exceptional organizational skills and attention to detail, paired with a pragmatic, solution-oriented mindset.
- Excellent written and verbal communication skills, with experience preparing executive-level and client-ready materials.
- Comfort working in fast-paced, evolving environments where priorities may shift.
- Proactive, self-starter, comfortable working in a flat organization.
- Willingness to travel domestically and internationally as required.
All applicants must be currently authorized to work in the United States on a full-time basis
Sodali & Co is proud to be an Equal Opportunities Employer. We celebrate diversity and are committed to creating an inclusive environment where everyone feels valued and respected. We welcome applications from all qualified individuals regardless of race, color, religion, sex (including sexual orientation, gender identity, and pregnancy), national origin, age, disability, or veteran status. We are committed to providing reasonable accommodations to support candidates with disabilities or access needs throughout the recruitment process.
Salary : $100,000 - $140,000