Account Executive (Hybrid- NYC)

Posted 12 Hours Ago
Be an Early Applicant
6 Locations
Remote or Hybrid
100K-130K Annually
Junior
Fintech • Financial Services
The Role
Sell Broadridge SaaS solutions to sell-side and buy-side financial institutions. Manage full sales cycle from prospecting to close, build account-based strategies, maintain CRM forecasting, develop ROI/business cases, collaborate with internal teams, and exceed quota through pipeline generation and stakeholder engagement.
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.

Broadridge is a publicly held company (NYSE: BR) that generates over $7B in annual revenue and employs more than 14-thouand associates worldwide. We are an industry leader in the financial service technology space and offer a full suite of platform solutions for banks, broker/dealers, asset managers, hedge funds, and private credit firms – with technology that spans the front, middle and back office.

Broadridge is hiring! We are seeking Account Executives to work in our Emerging Segment, a newly formed segment in the Global Sales Marketing and Solutions Enterprise.  In this position you will report to an Emerging Markets segment leader.

We are looking for results-driven sales professionals with consultative sales experience and/or the ability to service clients, prospect within complex sales cycle environment and develop client and internal relationships. The role will have direct quota responsibility and contribute directly to Broadridge’s growth objectives and annual sales plan attainment.

An ideal candidate has experience in SaaS sales to sell-side and/or buy-side financial institutions, including banks and broker/dealers, asset managers, RIAs etc. You will be part of a highly collaborative team in delivering these solutions that include Sales, Product Specialists, Sales Engineers, and Service teams. Our team is comprised of diligent and ambitious self-starters focused on direct sales and building the Broadridge brand across all facets of financials services. Through organic and acquisitive growth, you will continue to have new solutions and technologies to learn about and bring to market. Your ability to originate sales and build strong relationships with prospects via cold calling, in person meetings, conference attendance, etc. is critical.

Responsibilities:

  • You have an aptitude for success in achieving/exceeding sales goals/ in selling software to, banks, broker/dealers, asset managers, hedge funds and/or private credit firms.
  • Can build and execute account-based sales strategies, collaborating with internal teams to drive deals to closure consistently and effectively.
  • Have strong project management and communication skills to lead the sales process from origination through to closing including qualification, executive presentations, business case/ROI development, proposal, and contract negotiations.
  • Diligently track, update, manage and accurately forecast net new sales in CRM.
  • Effectively and consistently build and manage a strong sales pipeline, at least three times the assigned quota, to ensure quarterly and annual sales attainment
  • Validate product and solution fit with the scope of prospect's business strategy and needs; and engage appropriate internal resources where and how necessary to position Broadridge services and advance sales cycle to closure.
  • Maintain strong product knowledge of the full Broadridge product and solutions suite and relative competitive offerings.
  • Fully understand prospect's technology stack, buying process and stakeholder engagement (org chart and powerbase) to accurately align selling/buying process, identify and develop relationships with stakeholders and manage multiple constituents.

Qualifications:

  • Bachelor’s degree required; Master’s degree a plus
  • Minimum 1-2 years of post-college work experience, ideally with quota responsibility and proven history of meeting or exceeding sales goals.
  • Ability to build, foster and maintain key strategic relationships within prospective accounts
  • Ability to work within a collaborative sales environment to achieve results
  • Working financial services industry knowledge
  • Excellent project management, relationship management,, communication, presentation, and contract negotiation skills
  • Self-starter with attention to detail and strong time and territory management skills

Compensation Range: The salary range for this position is between $100,000.00- $130,000.00 USD + Commissions and bonus eligibility.

Broadridge considers various factors when evaluating a candidate's final salary including, but not limited to, relevant experience, skills, and education.

Benefits Information: Please visit www.broadridgebenefits.com for more information on our comprehensive benefits package.

#LI-CS2

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.

US applicants: Click here to view the EEOC "Know Your Rights" poster.

Disability Assistance

We recognize that ensuring our long-term success means creating an environment where everyone is welcome, where everyone's strengths are valued, and where everyone can perform at their best. 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. 

If you need assistance or would like to request reasonable accommodations during the application and/or hiring process, please contact us at 888-237-7769 or by sending an email to [email protected].

Skills Required

  • Bachelor's degree
  • 1-2 years of post-college work experience
  • Quota responsibility or history of meeting/exceeding sales goals
  • Consultative SaaS sales experience or ability to service clients in complex sales cycles
  • Working knowledge of financial services (banks, broker/dealers, asset managers, RIAs, hedge funds)
  • Experience using and maintaining forecasts in CRM
  • Strong project management, communication, presentation, and contract negotiation skills
  • Ability to prospect/originate business via cold calling, in-person meetings, and conferences

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: Lake Success, 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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