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.
This is a quota-carrying position for a seasoned financial services sales professional who has the ability to develop and maintain key client relationships, manage complex sales cycles and execute in the delivery of sales results to contribute directly to annual sales targets. The ideal candidate will have proven experience in financial services/technology and/or SaaS/enterprise sales and/or consulting with ability to establish, develop and maintain senior-level relationships across bank and broker-dealer accounts. Candidate must have excellent oral and written communication skills, will be able to work in a highly collaborative sales environment, will be able to build and maintain productive working relationships with both internal and external clients and will be results-oriented. Candidate must also have a detailed knowledge of the financial services market, specifically the general workings of wealth management and capital markets broker/dealer operations, as well as exposure to, or experience in, working in a high-performing sales culture, and knowledge of B2B sales best practices.
We are made up of high performing teams that meet in person to learn and collaborate as needed. This role is considered hybrid, which means you’ll be assigned to a Broadridge office and given the flexibility to work remote.
Responsibilities:
- Identify new business opportunities within existing clients by cold calling and leveraging existing internal and external relationships and market products and services to existing client firms.
- Independently oversee and complete all aspects of the sales process, from pre-qualification to completion. The position requires high-level interaction with senior management at both the client and Broadridge.
- Follow a ""Playbook"" approach that includes the development of business cases and pricing, utilizing complex internal models. Provide direction internally by recommending enhancements to current product set and business processes.
- Lead all relative activities and alignment of required resources across Broadridge to ensure the successful and timely closing of sales.
- Be accountable for and take ownership of all objectives, deliverables and commitments to these clients and internal stakeholders related to the execution of new business.
- Develop strategic account plans to identify opportunities to grow pipeline, sell appropriate Broadridge products and services and maximize revenue.
- Maintain a constant awareness of current and planned development of Broadridge products and continuously engaged with clients to keep them abreast of product information.
- Provide management with all requested sales reports and supporting correspondence, including the utilization of the sales management tool [Salesforce.com].
- Attend trade shows, conferences or other industry-related events to help strengthen existing Broadridge and client relationships, develop new relationships, remain current on industry issues, increase awareness of competitive offerings, and promote Broadridge products and services.
- Manage internal resources to provide the necessary expertise and support during the sales process including legal, finance, product specialists, and senior management.
Qualifications:
- BS in business or related field, MBA preferable
- Prior success selling to senior level financial services executives. 8-10 years of experience.
- 10+ years of either Broker-Dealer Operations Experience or Broker-Dealer Sales Experience
- Ability to build, foster and maintain key strategic relationships within prospect accounts, including senior client relationships at CxO levels
- Ability to work within a collaborative environment to achieve results
- Strong investment industry knowledge and existing network of relationships
- Excellent interpersonal, communication, presentation and negotiation skills
- Self-starter with attention to detail and strong time and territory management skills
Salary range $165,000.00- $190,000.00. Commision Eligible.
Broadridge considers various factors when evaluating a candidate's final salary including, but not limited to, relevant experience, skills, and education.
Please visit www.broadridgebenefits.com for more information on our comprehensive benefit offerings.
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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.
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].
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.
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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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