Strategic WealthTech Enterprise Sales Director

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

Job summary

Broadridge is seeking a Sales Executive to drive new business growth in Wealth Management Solutions, focusing on advisor compensation, onboarding, and wealth technology platforms in the US market.

The role requires a deep network across broker-dealers, RIAs, private banks, and wealth firms, with a track record of closing complex SaaS deals and leading multi-stakeholder cycles. Travel to client sites will be required.

Qualifications

• 6-10+ years of enterprise technology sales experience within the wealth management industry.
• Demonstrated success selling complex SaaS, workflow, or operational technology solutions to broker-dealers, wealth managers, RIAs, private banks, or financial institutions.
• Strong understanding of wealth management operations, including advisor onboarding, advisor compensation, recruiting, and practice management workflows.
• Proven ability to manage complex, multi-stakeholder sales cycles and negotiate enterprise agreements.
• Established network of executive relationships across the wealth management market is strongly preferred.
• Excellent communication, presentation, and executive engagement skills.
• Self-motivated with a proven track record of consistently exceeding sales targets.
• Willingness to travel as required to support clients, prospects, and industry events.

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, and other wealth management firms.
• Identify, qualify, and pursue enterprise opportunities related to advisor compensation, advisor onboarding, and wealth technology modernization.
• Lead complex, consultative sales cycles from prospecting to describing solution value propositions and demoing through contract negotiation and close.
• Position Broadridge’s technology solutions by aligning business outcomes with client strategic priorities.
• Partner closely with Enterprise Sales, Account Management, Product, Presales, and Implementation teams to deliver a seamless client experience.
• Support commercial proposals, RFP responses, executive presentations, and business case development.
• Represent Broadridge at industry conferences, client meetings, and thought leadership events.
• Develop trusted relationships with senior executives and key decision makers across the wealth management industry.

Skills

Enterprise sales

SaaS sales

Executive engagement

Relationship building

Multi-stakeholder sales

Communication skills

Travel readiness

Job description

Broadridge is seeking a Sales Executive to drive new business growth in Wealth Management Solutions, focusing on advisor compensation, onboarding, and wealth technology platforms in the US market.

The role requires a deep network across broker-dealers, RIAs, private banks, and wealth firms, with a track record of closing complex SaaS deals and leading multi-stakeholder cycles. Travel to client sites will be required.