Director, Sales- Data & Insights

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.

About the Role

We are seeking a highly motivated Sales Associate to lead enterprise sales efforts in the defined contribution (DC) retirement plan industry. This role is focused on selling our innovative financial technology solutions (ijoin) to large institutional customers, primarily retirement plan recordkeepers. The Sales Executive will develop opportunities, work with the product and business leaders to close engagements and play a key role in driving adoption of our platform across the retirement plan ecosystem.

What You’ll Do

• Own and lead the end-to-end sales cycle for iJoin’s suite of solutions (software, data, reporting and analysis).
• Identify, qualify, scope, price lead contract negotiations with precision and professionalism. To close new business opportunities within both new and existing accounts.
• Maintain strong product fluency to align client needs with iJoin capabilities.
• Expand relationships and cross-sell Broadridge capabilities beyond initial entry points.
• Collaborate cross-functionally with Broadridge sales teams to identify enterprise-level opportunities.
• Engage internal stakeholders across legal, finance, product, and leadership to ensure smooth deal execution.
• Represent Broadridge and iJoin at key industry conferences, events, and forums.

What You Bring:

• 10+ years of B2B sales experience, including 5+ years selling SaaS or technology-based solutions.
• Deep knowledge of the retirement and wealth industry, with a network of senior-level contacts.
• A proven track record of meeting or exceeding software sales quotas.

• Consultative approach to selling, with the ability to clearly link solutions to business outcomes.
• Comfort navigating large, matrixed organizations and aligning multiple stakeholders.
• Strong communication and presentation skills—confident with both detail and strategy.
• High-level proficiency in tools like Salesforce, Excel, PowerPoint, and LinkedIn Sales Navigator.
• Strong organizational, time management, and self-motivation skills.
• Willingness to travel as needed to drive client engagement and close deals.
•  Additional Credentials:
  •  Experience with retirement plan record-keepers in business development or plan sales.

You’ll Stand Out If You Have:

• Experience selling data and analytics platforms into enterprise retirement and DC firms.
• The ability to think like a business operator—not just a seller.

Why Work at Broadridge:

• Competitive base salary and commission package
• Comprehensive benefits package (health, dental, vision, 401(k), etc.)
• Opportunity to shape the future of financial technology in the retirement industry
• Collaborative culture with high-growth potential

The salary range for this position is between $145,000 - $150,000. 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, Commision Eligible.

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 March 1, 2026

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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].