Hiring: Sales Engineer (Hybrid- NYC) Company: Broadridge Location: New York, NY Job Posted Time: 2026-09-10 11:55:17 Target Skills & Keywords : AI, Derivatives, Fixed Income, Microsoft Excel, Microsoft PowerPoint, Portfolio Management, Product Management, Risk Management, Segment About the job Experience: •5 years of experience with Portfolio Management, Order Management and/or Risk Management solutions. Required Skills: •Interface directly 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. Qualifications: •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. •Broadridge considers various factors when evaluating a candidate's final salary including, but not limited to, relevant experience, skills, and education. •Use of AI in Hiring Compensation: •$150,000 - $170,000 / year Interested candidates, please apply directly through the job posting on company's career page or try via AI auto apply on this platform. Don't miss this opportunity to join a forward-thinking team!