Sales Engineer (Hybrid- NYC)
Broadridge Financial Solutions , Inc.
Responsibilities Work with potential and existing hedge fund and asset management firms supporting the pre‑sales / solutions team throughout the sales process, focusing on front‑to‑back investment management solutions. Document meeting minutes, craft detailed action items, and see them through to completion. Build and maintain a comprehensive understanding of buy‑side applications by supporting product demonstrations, technical explanations, and documentation. Establish domain expertise and credibility with buy‑side customers and partners. Assist the Sales Team in completing 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 functional and technical requirements. Stay current on industry trends, providing relevant feedback to the Sales Team and Product Management. Serve as the pre‑sales point person on opportunities, identifying and organizing additional resources required as part of the sales process. Qualifications 3–5 years of experience with Portfolio Management, Order Management, or Risk Management solutions. Strong background in Derivatives, Valuations, and/or Risk Management with a focus on derivatives, fixed income, rates, structured products, or other OTC asset classes. Capacity to work in a dynamic, fast‑paced, deadline‑driven environment. 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 internal and external executive management. Willingness to travel to clients and prospects. Self‑motivated to learn, taking initiative to seek answers. Compensation and Benefits Salary range: $105,000.00 – $125,000.00 USD. Bonus eligibility is available. Benefits information is available at . Equal Employment Opportunity 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. To request reasonable accommodations during the application and/or hiring process, contact View email address on click.appcast.io. EEOC Compliance US applicants: view the EEOC "Know Your Rights" poster. #J-18808-Ljbffr
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