Senior Director, Pre-Sales

Reposted 10 Days Ago
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Hopewell Center, NY, USA
In-Office
Senior level
Fintech • Financial Services
The Role
The Senior Director, Pre-Sales will oversee pre-sales strategy, engage clients, and lead complex sales pursuits for Broadridge's Front and Middle Office solutions across the APAC region.
Summary Generated by Built In

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.

Role Overview

We are seeking a Director, Pre-Sales to join our International Pre-Sales team, with a focus on the APAC region.

This role will provide strategic pre-sales leadership and subject matter expertise to support the growth of Broadridge’s Front and Middle Office solutions across APAC. The successful candidate will act as a consultative solution specialist to Sales Directors and senior client stakeholders, helping shape client engagements, support business development initiatives, and position Broadridge’s capabilities in a highly competitive market.

The role requires deep industry knowledge of front-to-middle-office workflows, strong awareness of the APAC competitive landscape, and the leadership capability to coordinate regional and overseas teams in support of complex sales pursuits.

Responsibilities

  • Partner with Sales Directors and regional leadership to drive pre-sales strategy and support revenue growth for Broadridge’s Front and Middle Office solutions across APAC.

  • Engage with clients, prospects, partners, and industry stakeholders to understand business challenges, operating models, and transformation priorities across front and middle office functions.

  • Deliver compelling presentations, solution demonstrations, workshops, and consultative discussions tailored to client requirements and strategic business objectives.

  • Provide deep domain expertise across front and middle office operations, including order management, trade capture, portfolio management, investment operations, compliance workflows, and related data and technology ecosystems.

  • Lead and coordinate cross-functional pre-sales activities involving Sales, Product, Technology, Delivery, Strategy, and Marketing teams, including collaboration with overseas and matrixed teams.

  • Own and manage responses to RFPs, RFIs, and due diligence questionnaires, ensuring high-quality submissions, clear executive messaging, and alignment to client needs.

  • Develop tailored business cases and value propositions that articulate operational, financial, and strategic benefits, including efficiency gains, risk reduction, scalability, and regulatory readiness.

  • Maintain current knowledge of market trends, client priorities, regulatory developments, and competitor offerings across APAC, and provide feedback to product and business leadership.

  • Support marketing and business development initiatives, including campaigns, lead generation activities, industry events, seminars, and thought leadership engagements.

  • Act as a senior internal reference point for solution positioning, market intelligence, and front-to-middle-office innovation trends, helping shape strategic opportunities and enhancement priorities.

Your Profile

  • Extensive pre-sales, solution consulting, business development, or product-facing experience within financial services technology, with strong expertise in front and middle office solutions.

  • Deep understanding of front-to-middle-office workflows and platforms, including areas such as order and execution management, investment operations, trade lifecycle processing, portfolio workflows, compliance, and data integration.

  • Strong knowledge of the APAC financial markets landscape, including regional client needs, market structure, and competitive solution providers.

  • Proven ability to operate as a senior client-facing advisor, engaging effectively with executives, business stakeholders, operations teams, and technology leaders.

  • Demonstrated leadership experience coordinating complex opportunities across geographically dispersed or overseas teams within a matrix organization.

  • Strong experience working collaboratively with Sales, Account Management, Product Management, Technology, Delivery, and Marketing teams.

  • Excellent communication, presentation, and writing skills, with the ability to create compelling client materials, executive summaries, scope documents, and business cases.

  • Technically credible, with the ability to understand solution architecture, define requirements, and support configuration or demonstration of capabilities in a client context.

  • Awareness of SaaS, cloud, and emerging technologies, including platforms such as AWS, Azure, GCP, and evolving use cases for AI and machine learning in financial services.

  • Based in Hong Kong or Singapore, with the flexibility to travel across APAC as required for client meetings, industry events, and business development activities.

#LI-KA2

#LI-Hybrid

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. 

Use of AI in Hiring 

As part of the recruiting process, Broadridge may use technology, including artificial intelligence (AI)-based tools, to help review and evaluate applications. These tools are used only to support our recruiters and hiring managers, and all employment decisions include human review to ensure fairness, accuracy, and compliance with applicable laws. Please note that honesty and transparency are critical to our hiring process. Any attempt to falsify, misrepresent, or disguise information in an application, resume, assessment, or interview will result in disqualification from consideration.

Skills Required

  • Extensive pre-sales, solution consulting, or business development experience within financial services technology
  • Deep understanding of front-to-middle-office workflows and platforms
  • Strong knowledge of the APAC financial markets landscape
  • Demonstrated leadership experience in coordinating complex opportunities across teams
  • Excellent communication, presentation, and writing skills

Broadridge Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Broadridge and has not been reviewed or approved by Broadridge.

  • Healthcare Strength Healthcare coverage is described as broad, with multiple medical plan options plus dental, vision, prescription coverage, and telehealth access. Preventive care is framed as fully covered in-network, alongside added supports like an employee assistance program and on-site wellness availability in some locations.
  • Retirement Support Retirement support is positioned as meaningfully supportive via a 401(k) match structure that increases with tenure. Added financial support such as one-on-one financial counseling is also included as part of the broader rewards approach.
  • Parental & Family Support Parental support is presented as substantial, including up to nine weeks of paid new-parent salary continuation. Additional family-oriented programs like back-up care and dependent-care options are included in the benefits mix.

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The Company
HQ: New Hyde Park, NY
14,000 Employees
Year Founded: 2007

What We Do

Broadridge Financial Solutions, Inc. (NYSE: BR), is a global fintech leader, delivering technology-driven solutions that drive digital transformation for banks, broker-dealers, asset and wealth managers and public companies. At Broadridge, we are committed to making a difference. 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 providing the critical infrastructure that powers investing, corporate governance and communications. A certified Great Place to Work®, Broadridge is part of the S&P 500® Index, employing over 14,000 associates in 21 countries.

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