Enterprise Wealth Tech Sales Director

Broadridge Financial Solutions, Inc.; New York (NY); On-site; USD 135,000 - 145,000; Full time

Benefits offered by this job

Benefits information

Job summary

Broadridge Financial Solutions, Inc. is seeking a senior Sales Executive to drive new business in its Wealth Management Solutions, focusing on advisor compensation, onboarding, and wealth technology platforms.

You will leverage an extensive industry network and engage executive stakeholders to position Broadridge's solutions. This role requires consultative selling, multi-stakeholder collaboration across sales, product, and implementation teams, and travel as needed to support clients and

Qualifications

• 6–10+ years in enterprise tech sales within the wealth management industry.
• Experience selling SaaS, workflow, or operational tech to broker-dealers, wealth managers, RIAs or banks.
• Strong understanding of advisor onboarding and compensation workflows.

Responsibilities

• Develop and execute a strategic sales plan to drive new business for Broadridge’s Wealth Management Solutions.
• Build and maintain a robust pipeline across broker-dealers, wealth managers, RIAs, private banks.
• Identify, qualify, and pursue enterprise opportunities related to advisor compensation, onboarding, and wealth tech modernization.
• Lead complex, consultative sales cycles from prospecting to close, including demos and contract negotiation.
• Position Broadridge’s technology solutions by aligning outcomes with client priorities.
• Partner with Enterprise Sales, Account Management, Product, Presales, and Implementation teams.
• Support proposals, RFPs, executive presentations, and business case development.
• Represent Broadridge at industry conferences and client meetings.
• Develop trusted relationships with senior executives and key decision makers.

Skills

Enterprise technology sales

Wealth management domain

Executive engagement

Sales leadership

Job description

Broadridge Financial Solutions, Inc. is seeking a senior Sales Executive to drive new business in its Wealth Management Solutions, focusing on advisor compensation, onboarding, and wealth technology platforms.

You will leverage an extensive industry network and engage executive stakeholders to position Broadridge's solutions. This role requires consultative selling, multi-stakeholder collaboration across sales, product, and implementation teams, and travel as needed to support clients and