Business Solutions Specialist (JR1022571)

  • 125 High St, Boston, MA
  • Full-time

Company Description

Broadridge Financial Solutions, Inc. (BR), a $4 billion global Fintech leader and part of the S&P 500® Index, is a leading provider of investor communications and technology-driven solutions to banks, broker-dealers, asset and wealth managers and corporate issuers. At Broadridge, we do well by doing good. Our unique culture is guided by the Service-Profit Chain—the idea that success is mutual, directly connecting employee engagement, client satisfaction, and the creation of stockholder value. We enable better financial lives by powering investing, governance, and communications for our clients, their customers, and the financial services industry.

Job Description

Job Description

Broadridge is growing! Are you seeking a position within a growing company? Broadridge is hiring! Our mission is to attract, develop and retain extraordinary talent. Being a place where exceptionally driven and hardworking people want to work is how we deliver award-winning services to our customers and ultimately create customer value.

Position Description:

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 Credit Portfolio Management Solution.

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 a key product set, 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 standard methodologies – 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, crafting 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
  • 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 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

Required Skills:

  • Candidates should possess excellent oral and written communication, presentation, and personal skills
  • Capacity to work in a dynamic, fast-paced and deadline driven environment
  • 3-5 years of experience with Credit Portfolio Management Solutions or related products such as WSO, IHS-Markit ThinkFolio, Black Mountain Everest, Intex, etc.
  • Candidates should have a strong background in Fixed Income, Structured Products, Public and Private Debt asset classes
  • Strong appetite to build knowledge of debt and structured product workflows
  • Ability to travel within the U.S. up to 10% of the time


  • BS/BA required (business concentration preferred)
  • Minimum of 3-5 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 handle 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

Additional Information

Broadridge is an equal opportunity employer and makes employment decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, protected veteran status, disability, age or any other protected status. "Everyone Benefits from Diversity & Inclusion. Diverse & Inclusive Teams Drive Growth." US applicants: Click here to view the "EEO is the Law" poster. If you are a qualified individual with a disability or a disabled veteran, you may request a reasonable accommodation in the event you are unable or limited in your ability to use or access the Company’s career webpage as a result of your disability. You may request a reasonable accommodation(s) by calling 888-237-7769 or by sending an email to [email protected]
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