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.
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 hiring! We are seeking an experienced Solutions Product Sales Specialist. In this position you will report to the VP, Head of Wealth Product Sales. We are looking for a high energy, driven sales professional whose ability to understand and develop client and internal relationships will contribute directly to our growth objectives. Ours is a client-centric culture that develops long term partnerships with our clients to solve their most pressing business needs.
At Broadridge you will work with the largest Wealth Organizations in the US and abroad introducing them to our Advisor Solutions team. Our existing clients and relationships continuously seek new products from Broadridge and within our rapidly expanding Wealth Segment, you will be on the cutting edge of omni-channel digital solutions focused on Advisors and seeking to grow their book of business within their firms.
Products you will interface with are the AdvisorStream technology, Websites, Content, Analytics, SEO, Digital leads, Ad Re-targeting, Video Marketing, Local Business Listings, and others. You will partner with a Segment Sales Team, Account Management, Executive Leadership, and others to engage with clients and develop awareness, understanding and opportunity for growth across both organizations. This is a quota carrying position whose primary objective is sales attainment.
This is a remote role where you will work off-site. Travel is limited and generally used for team learning and collaboration meetings.
Roles and Responsibilities:
- Maintain strong product knowledge of the full solution suite as well as competitive offerings
- Build and execute account-based sales strategies, collaborating with internal teams to drive deals to closure consistently and effectively
- Identify new business opportunities within new and existing clients.
- Lead the sales process from origination through to close, including qualification, executive presentations, business case/ROI development, proposal, and contract negotiation
- Effectively and consistently build and manage sales pipeline to ensure quarterly and annual sales attainment
- Fully understand prospect's technology stack, buying process, and stakeholder engagement (org chart and powerbase) to accurately align selling/buying process
- Provide client demonstrations including solution overview, market positioning, competition analysis, commercials, and guidance on contracting
- Partner with internal resources to provide the necessary expertise and support during the sales and solutioning process, including legal, finance, product, and senior management.
- Represent Broadridge at industry conferences and regional events
- Travel to prospect and client sites
Requirements:
- 5+ years of sales experience, preferably in Financial Services a/o Software
- B.A./B.S.
- Ability to build, foster, and maintain key relationships, including senior executive level relationships
- Proven track record of success in achieving / exceeding sales quotas
- Ability to originate opportunities, manage the sales process, and close sales
- Excellent presentation, written and oral communication skills
- Strong analytical, organizational and project management skills
- Ability to lead internal and external meetings
- Ability to communicate effectively with internal and external stakeholders
- Strong analytical and organizational skills
- Strong MS Excel, MS Word and PowerPoint skills
- Strong technical foundation; ability to use CRM, MS Office, social tools, etc.
- Willing to travel frequently to for clients and prospect meetings
Compensation Range: The salary range for this position is between $80,000.00- $100,000.00 USD.
Broadridge considers various factors when evaluating a candidate's final salary including, but not limited to, relevant experience, skills, and education.
Eligibility: Eligible for bonus and commission
Benefits Information: Please visit www.broadridgebenefits.com for more information on our comprehensive benefit offerings for this role.
All Colorado employees receive paid sick leave in compliance with the Colorado Healthy Families and Workplaces Act and other legally required benefits, as applicable. Apply by clicking the application link and submitting your information. The deadline to apply for this role is August 2027
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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
- 5+ years of sales experience, preferably in financial services or software
- Bachelor’s degree
- Ability to build, foster, and maintain key relationships, including senior executive relationships
- Proven success achieving or exceeding sales quotas
- Ability to originate opportunities, manage sales processes, and close sales
- Excellent presentation, written, and oral communication skills
- Strong analytical, organizational, and project management skills
- Ability to lead internal and external meetings
- Ability to communicate effectively with internal and external stakeholders
- Strong Microsoft Excel, Word, and PowerPoint skills
- Strong technical foundation and ability to use CRM, Microsoft Office, and social tools
- Willingness to travel frequently for client and prospect meetings
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.
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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.
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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.
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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.
Broadridge Insights
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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