Full-Time

Pre-Sales Director

Flexible Options

Confirmed live in the last 24 hours

Broadridge

Broadridge

10,001+ employees

Technology solutions for financial services industry

Data & Analytics
Financial Services

Senior

London, UK

Hybrid role requiring 3 days attendance in the office in London or Paris.

Category
Customer Success Management
Sales & Account Management
Required Skills
Microsoft Azure
Sales
Word/Pages/Docs
AWS
Google Cloud Platform
Excel/Numbers/Sheets
Requirements
  • 5-7 years of financial industry experience, specifically in Regulatory Trade and Transaction Reporting (Dodd-Frank, EMIR, MiFID II, CAT and SFTR)
  • Experience working with Sales, Account Management, Product and Technology teams.
  • An awareness of Artificial Intelligence and Machine Learning.
  • An awareness of SaaS capabilities (IBM, AWS, Azure, GCP, etc.)
  • Collaboration skills including working in complex matrix organizations.
  • Strong Microsoft PowerPoint, Excel, Word, and Visio Skills.
  • Excellent verbal and written communication skills including independent client facing presentations and scope capture. A second language would be a plus.
  • Sales / Business Development experience in the financial services technology industry or industry experience from working within financial institutions.
  • Ability to initiate, develop and maintain relationships and can represent Broadridge at a senior level, both internally and externally.
  • The ability to work in a fast-paced environment and under tight deadlines.
  • Technically capable to define, configure and demonstrate solutions.
  • Ability to travel to meet clients and prospects.
  • A Technically minded individual would be an advantage.
Responsibilities
  • Engage with clients, prospects, partners, and the industry at large to understand their needs, enhance their experience of Broadridge’s Regulatory Solutions for trade and transaction reporting.
  • Primarily provide comprehensive understanding of Regulatory Trade and Transaction Reporting and its eco-system through presentations, technical explanations, and documentation.
  • Engage with Sales, Product, Strategy, Marketing, and other leaders to understand and effectively communicate the value of our solutions and services to client facing associates, clients, and the industry at large.
  • Owns the RFP/RFI process by coordinating responses and ensuring cogent executive summaries (Internal and external).
  • Maintain sales support material to represent the solution offering to the client.
  • Create sales questionnaires to collect, categorize and provide key drivers/metrics for the creation of business cases for new sales opportunities.
  • Coordinate and present 'Proof of Concept' with prospect transaction data and success criteria.
  • Work with delivery team to document scope and mutual assumptions for contracting the offering and the implementation.
  • Work alongside the sales directors in identifying prospective new clients and in assisting the qualification process.
  • Work with marketing and product to design and execute on campaigns (including Lead Gen).
  • Establish domain expertise and credibility with customers on best practices. Work with Broadridge’s existing partners and help to identify additional complementary technologies that would add value to the Regulatory Solutions Suite.
  • Conduct business trips as required for both sales meetings and other business development activities such as seminars, trade shows and industry events as appropriate.
  • Continually assess and conduct market awareness reviews and feedback to the Business Unit on trends and potential opportunities.

Broadridge Financial Solutions provides technology-driven services for the financial services industry, focusing on processing and managing large volumes of financial transactions. They help clients, including financial firms and investment managers, track and manage investments effectively, handling over $10 trillion in daily trading volume. Broadridge stands out by offering a comprehensive suite of services, including data management, analytics, and client communications, which support compliance and operational efficiency. The company's goal is to be a vital partner for financial institutions, equipping them with the tools and insights needed for effective investment management.

Company Stage

IPO

Total Funding

$3.1B

Headquarters

New York City, New York

Founded

1962

Simplify Jobs

Simplify's Take

What believers are saying

  • Broadridge's AI-powered insights service aligns with growing demand for AI in finance.
  • Collaboration with CCRI enhances Broadridge's data integration and analytics capabilities.
  • Recognition by Everest Group highlights Broadridge's strength in wealth management solutions.

What critics are saying

  • Emerging fintech startups could erode Broadridge's market share.
  • Rapid technological advancements may strain Broadridge's financial resources.
  • Decentralized finance platforms pose a threat to traditional providers like Broadridge.

What makes Broadridge unique

  • Broadridge processes over $10 trillion in daily trading volume, ensuring market efficiency.
  • They provide visibility into 95% of ETF and 90% of mutual fund assets.
  • Broadridge's COLLATE system is a leader in collateral management, recognized by Chartis.

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Benefits

Remote Work Options

Hybrid Work Options

Flexible Work Hours