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Pre-Sales Director (Hybrid - Flexible Options)

Encinos Kapital
London
5 months ago
Applications closed

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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. We’re seeking aPre-Sales Director of Trade and Transaction Reporting Solutionsto be a part of our Pre-Sales Team within our International business, based in London and focusing on EMEA.
You will have the opportunity to help increase sales of Global Technology and Operations (GTO) products and service offerings, specifically in Broadridge’s Regulatory Solution Suite, which is designed to help financial organizations address the operational challenges of managing Regulatory Trade and Transaction Reporting.

The Pre-Sales Team within Broadridge for the International business provides subject matter expertise on our solutions and services in a Sales Support and Business Development capacity. The Pre-Sales Director for Broadridge Message Automation (BRMA) – International serves as a consultative solutions and services specialist to Sales Directors in the region. The primary responsibility is to provide functional & business support, including assessing customer needs with a consultative approach, creating custom presentations and product demonstrations based on the needs identified, and generally supporting the sales process with prospects and clients.

Job Responsibilities:

  • Engage with clients, prospects, partners, and the industry at large to understand their needs, enhancing their experience of Broadridge’s Regulatory Solutions for trade and transaction reporting.
  • Provide a comprehensive understanding of Regulatory Trade and Transaction Reporting and its ecosystem through presentations, technical explanations, and documentation.
  • Engage with Sales, Product, Strategy, Marketing, and other leaders to effectively communicate the value of our solutions and services to client-facing associates, clients, and the industry.
  • Own 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 the delivery team to document scope and mutual assumptions for contracting the offering and the implementation.
  • Assist the sales directors in identifying prospective new clients and in 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 provide feedback to the Business Unit on trends and potential opportunities.
  • Note: The role requires significant presence in London or Paris and is a hybrid role with 3 days attendance in the office expected.

Preferred Qualifications:

  • 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.

Skills/Competencies:

  • 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 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.

We are dedicated to fostering a diverse, equitable, and inclusive environment and committed to providing a workplace that empowers associates to be authentic and bring their best to work.

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National AI Awards 2025

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