Sales Engineer

At Broadridge, we've built a culture where the highest goal is to empower others to accomplish more. If you’re passionate about developing your career, while helping others along the way, come join the Broadridge team.

• Work with potential and existing hedge fund and asset management firms supporting the pre-sales / solutions team throughout the sales process, with a focus on front-to-back investment management solutions.
• Document meeting minutes, crafting detailed action items and seeing them through to completion.
• Build and maintain a comprehensive understanding of buy-side applications through supporting the team’s product demonstrations, technical explanations, and documentation.
• Establish domain expertise and credibility with buy-side customers and partners.
• Assist the Sales Team in the completion of Requests for Proposals (RFP), and Requests for Information (RFI).
• Work as part of the senior business solutions team to deliver Proofs of Concept (POC) tailored to meet customer's functional and technical requirements.
• Stay current on industry trends, providing relevant feedback to the Sales Team and Product Management.
• Be the pre-sales point person on opportunities, identifying and organizing additional resources required as part of the sales process.

• 3–5 years of experience with Portfolio Management, Order Management and/or Risk Management solutions.
• Candidates should have a strong background in Derivatives, Valuations, and/or Risk Management with a focus on Derivatives, Fixed Income, Rates, Structured Products, and other OTC asset classes.
• Capacity to work in a dynamic, fast-paced, and deadline-driven environment.
• Candidates should possess excellent oral and written communication, presentation, and interpersonal skills.
• BS/BA required (business concentration preferred).
• Strong technical foundation; ability to use CRM, Excel, PowerPoint, and related applications to handle data, report results, and present to both internal and external executive management.
• Willingness to travel to clients and prospects.
• Self-motivated to learn, taking initiative to seek answers.

Compensation Range: The salary range for this position is between $105,000.00- $ 125,000.00 USD.

Broadridge considers various factors when evaluating a candidate's final salary including, but not limited to, relevant experience, skills, and education.

Bonus Eligibility: Bonus Eligible

Benefits Information: Please visit www.broadridgebenefits.com for more information on our comprehensive benefit offerings for this role.

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We are dedicated to fostering a collaborative, engaging, and inclusive environment and are committed to providing a workplace that empowers associates to be authentic and bring their best to work. We believe that associates do their best when they feel safe, understood, and valued, and we work diligently and collaboratively to ensure Broadridge is a company—and ultimately a community—that recognizes and celebrates everyone’s unique perspective.

Use of AI in Hiring 

As part of the recruiting process, Broadridge may use technology, including artificial intelligence (AI)-based tools, to help review and evaluate applications. These tools are used only to support our recruiters and hiring managers, and all employment decisions include human review to ensure fairness, accuracy, and compliance with applicable laws. Please note that honesty and transparency are critical to our hiring process. Any attempt to falsify, misrepresent, or disguise information in an application, resume, assessment, or interview will result in disqualification from consideration.

US applicants: Click here to view the EEOC "Know Your Rights" poster.

Disability Assistance

We recognize that ensuring our long-term success means creating an environment where everyone is welcome, where everyone's strengths are valued, and where everyone can perform at their best. Broadridge provides equal employment opportunities to all associates and applicants for employment without regard to race, color, religion, sex (including sexual orientation, gender identity or expression, and pregnancy), marital status, national origin, ethnic origin, age, disability, genetic information, military or veteran status, and other protected characteristics protected by applicable federal, state, or local laws. 

If you need assistance or would like to request reasonable accommodations during the application and/or hiring process, please contact us at 888-237-7769 or by sending an email to [email protected].