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.
This position is for an aspiring quota-carrying Pre-Sales Business Solutions Professional to join an exciting learning and contributing track, partnering with senior level Business Solutions team members to achieve the overall Broadridge Asset Management Solutions Sales objectives. The solution set area of focus will be centered around the Portfolio Master - Order, Portfolio & Risk Management Solution, focusing on hedge funds and alternative investment managers. Ideal candidates will have a strong background in derivatives, valuation, risk management with a focus on alternative investments.
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This role includes two critical components; a strong learning track with exposure and participation in key areas of Asset Management partner groups. Because you'll be relied upon by other Segment Sales Teams to act as the Subject Matter and Demo Specialist within Portfolio Master, you will need to become versed in our client base, support structure, product functionality and its differentiation. The goal is to have you participating in client/prospect facing meetings, presentations, and demonstrations for Broadridge Asset Management Solutions both internally and externally throughout North America. You will work closely with many teams including, but not limited to Business Solutions, Sales, and Account Management within Broadridge to accurately position the products to drive sales and expand the current use of the products.
Who you are:
- You have excellent communication skills; you know when to be concise vs. detailed and you are audience focused.
- You're a storyteller, using data points, examples and other resources to paint a picture with your audience. You know what it means to create a buyer vision.
- You work well in collaborative groups and are anxious to listen, reflect and share ideas.
- You have a natural curiosity, are vigilant and disciplined about learning whether self-paced or guided through other channels. You ask thoughtful questions and check for understanding.
- You have a working knowledge of the financial services market, as well as exposure to, or experience with, working in a high-performing sales culture, and knowledge of b-to-b sales best practices - ideal candidate will have spent time in a sales operations or enablement function.
- Maintain a knowledge-base of current and planned development of all relative Broadridge products and services that can be sold to the assigned accounts
- Work with potential and existing customers supporting the pre-sales / solutions team throughout the sales process, with a focus on front-to-back investment management solutions opportunities
- Document meeting minutes, creating detailed action items and seeing them through to completion
- Maintain dashboards that track overall sales activity throughout the lifecycle of each sale
- 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
- 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)
- Prepare Business Analysis Discovery documentation and presentation material to prospects to highlight value propositions of the software
- Prepare and present documentation to product management teams for missing functional GAPS
- Communicate customer/prospect activities with the assigned Sales Representative via Salesforce.com and other sales activity tools
- Work as part of the senior business solutions team to deliver Proofs of Concept (POC) tailored to meet customer's functional and technical requirements
- Candidates should possess excellent oral and written communication, presentation, and interpersonal skills
- Capacity to work in a dynamic, fast-paced and deadline driven environment
- Strong appetite to build knowledge of Order Management, Portfolio Management, Investment Book of Record, Performance Attribution, Data Warehouse, Visual Analytics, and reference data management workflows
- 5+ years' experience in Financial Technology or on the buy-side
- Ability to travel within the U.S. up to 10% of the time
- BS/BA required (business concentration preferred)
- 5+ years' experience in financial services, b-to-b sales, technology and/or solutions sales
- Excellent oral, written, and presentation skills a must
- Track record of delivering against an assigned quota a plus
- Previous training and experience with sales process and methodology in sales ops/enablement
- Strong technical foundation; ability to use CRM, Excel, PPT and related applications to manage data, report results, and present to both internal and external executive management
- Strong time management skills with an ability to prioritize work, multi-task across various activities and meet deadlines
- Willingness to travel to clients and prospects
Broadridge considers various factors when evaluating a candidate's final salary including, but not limited to, relevant experience, skills, and education.
Please visitwww.broadridgebenefits.comfor more information on our comprehensive benefit offerings.
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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.
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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 toBRcareers@broadridge.com.