Director, Product Sales (Hybrid- NYC)

Posted 2 Days Ago
Be an Early Applicant
New York, NY, USA
Hybrid
150K-165K Annually
Expert/Leader
Fintech • Financial Services
The Role
Drive new business growth for Corporate Actions and Income Processing and related Asset Servicing solutions. Build enterprise pipelines across financial institutions, lead complex software sales cycles, conduct discovery, position technology solutions, manage proposals and negotiations, and engage senior operations, technology, and executive stakeholders. Partner with sales, product, presales, and implementation teams while representing the company at industry and client events.
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.

The Sales Executive will be responsible for driving new business growth for Broadridge’s Corporate Actions and Income Processing (CAIP) solutions, with additional responsibility for select Asset Servicing solutions, including Tax. This individual will combine deep CAIP domain expertise with a proven track record of selling complex enterprise software and technology solutions to financial institutions.

The ideal candidate has extensive knowledge of the CAIP ecosystem across Wealth Management, Capital Markets, and Asset Management, including the workflows, technology, operational challenges, and evolving needs of firms across these markets. They will leverage this expertise to engage credibly with clients, identify opportunities, and position Broadridge’s CAIP technology with senior business, operations, and technology stakeholders.

This is a highly visible role requiring consultative software sales expertise, CAIP subject matter knowledge, executive engagement, and strong collaboration across sales, product, presales, and implementation teams.


Key Responsibilities

  • Develop and execute a strategic sales plan to drive new business for Broadridge’s CAIP solutions across Wealth Management, Capital Markets, and Asset Management.
  • Build and maintain a robust pipeline across banks, broker-dealers, custodians, asset managers, wealth managers, and other financial institutions.
  • Identify, qualify, and pursue enterprise opportunities related to CAIP technology, workflow automation, modernization, and operational transformation.
  • Lead complex enterprise software sales cycles from prospecting and discovery through solution positioning, negotiation, and close.
  • Leverage deep CAIP expertise to conduct effective discovery, understand client operating models and challenges, and identify opportunities for Broadridge technology.
  • Articulate the business value of modernizing CAIP infrastructure, including increased automation, operational efficiency, scalability, risk reduction, and improved client experience.
  • Engage senior stakeholders across Operations, Technology, Asset Servicing, Product, and executive leadership.
  • Partner closely with Enterprise Sales, Account Management, Product, Presales, and Implementation teams to develop and execute strategic opportunities.
  • Lead and support RFP responses, commercial proposals, executive presentations, demonstrations, and business case development.
  • Represent Broadridge at industry conferences, client meetings, and thought leadership events and help strengthen Broadridge’s position in the CAIP market.

Qualifications

  • 10+ years of enterprise software or technology sales experience within financial services.
  • Deep CAIP domain expertise, including a strong understanding of processing workflows, operating models, market practices, technology requirements, and industry challenges.
  • Demonstrated understanding of the CAIP environment across Wealth Management, Capital Markets, and Asset Management.
  • Proven success selling complex SaaS, enterprise software, workflow, or operational technology solutions to financial institutions.
  • Ability to engage credibly with CAIP, Operations, Technology, and executive stakeholders and translate operational challenges into technology solutions.

Compensation Range: The salary range for this position is between $150,000.00- $165,000.00 USD.

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

Benefits Information: Please visit www.broadridgebenefits.com for more information on our comprehensive benefit offerings for this role.


#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

  • 10+ years of enterprise software or technology sales experience within financial services
  • Deep Corporate Actions and Income Processing domain expertise, including workflows, operating models, market practices, technology requirements, and industry challenges
  • Understanding of the Corporate Actions and Income Processing environment across Wealth Management, Capital Markets, and Asset Management
  • Proven success selling complex SaaS, enterprise software, workflow, or operational technology solutions to financial institutions
  • Ability to engage CAIP, Operations, Technology, and executive stakeholders and translate operational challenges into technology solutions

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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