Sodali & Co is a recognized global capital markets stakeholder advisory firm, serving over 2,000 clients in more than 65 countries. 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.

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 Director of Proxy Services is responsible for advising public company clients on proxy strategy and shareholder engagement. This role oversees the execution of complex proxy campaigns, ensures the highest standards of analytical rigor, and serves as a trusted adviser to boards, leadership teams, and key stakeholders. Provide high-level guidance to clients on governance trends, proxy advisor methodologies, voting risks, and investor expectations.

Advise senior executives and boards on strategic implications of voting outcomes and shareholder sentiment.

Support senior Sodali colleagues in advising clients on contested and sensitive situations, including activist campaigns, requisitioned meetings,



and majority of minority votes under applicable securities regulations

Proactively manage the account while being highly responsive to clients’ needs, whether they be an immediate or future positive need, or a response to a query, complete and or action item

Oversee end-to-end execution of proxy solicitation campaigns across annual meetings, special situations, and M&A; events, meeting client and project objectivesLead campaigns involving cross border ownership, multiple intermediaries, and complex voting mechanics, including beneficial ownership analysis and intermediary coordination

Ensure the accuracy, quality, and strategic framing of all vote projections, shareholder analytics, and client deliverables.

Drive effective issue management and escalation throughout peak proxy periods.

Build and maintain trusted relationships with clients, proxy advisors, legal advisors, and other market participants.

Identify opportunities to deepen client relationships and expand service offerings.

Lead cross-functional teams to deliver high-quality work under demanding timelines.

Establish strong operational discipline and promote best practices in data management, workflow execution, and quality control.

Set the tone for accountability, precision, and client service excellence across campaign teams,



particularly during peak proxy season.

Contribute to the development of management of sales and marketing campaigns

Bachelor’s degree in Business Administration, Finance, Economics or a related field.

Strong background in proxy solicitation, shareholder engagement, corporate governance, or investor relations.

Demonstrated knowledge of governance standards for listed companies, institutional investor policies, and proxy advisor methodologies.

Experience interacting with proxy advisory firms, custodians, transfer agents, and legal advisors in a transactional or contested setting.

Experience leading complex client engagements in fast-paced, high-stakes environments.

able to influence senior stakeholders with clarity and authority.

Advanced analytical and problem-solving capability, with proficiency in Excel and data-driven decision-making.

Proven ability to lead teams, manage competing priorities, and deliver results under pressure.

Ability to work flexible schedule and accommodate travelling.

Compensation: The pay range for this role is CAD$120,000 to CAD$140,000 Individual compensation will be commensurate with the candidate's experience.

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 accommodation to support candidates with disabilities or access needs throughout the recruitment process.

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📌 Management consulting service manager (Toronto)
🏢 Sodali
📍 Toronto