Wealth Management Product Sales Leader - NA

broadridge; New York (NY); On-site; USD 200,000 - 220,000; Full time

Job summary

Broadridge is seeking the Head of North American Wealth Management Product Sales to lead a sales team selling front-to-back Wealth Management technology and services. The role emphasizes coaching, pipeline management, and stakeholder engagement with C-suite executives to drive new revenue and logo acquisition.

You will work with product leadership to align market feedback with product roadmap and ensure a strong Broadridge value proposition across prospects and clients in NA Wealth Management.

Qualifications

• Minimum 10 years of sales leadership experience selling technology or enterprise solutions into Wealth Management.
• Deep understanding of front-, middle-, and back-office operations within Wealth Management firms, broker-dealers, and private banks.
• Strong connections across the Wealth Management ecosystem, including custodians, clearing firms, consultants, and tech partners.
• Established relationships with C-suite and senior executives in Wealth Management.
• Experience with Software-as-a-Service and/or enterprise platform sales.
• Strong closing and contract-negotiation skills.
• Knowledge of wealth management solutions including books & records, tax reporting, corporate actions, securities lending, cash management, advisor compensation, fee/expense management, data management, reconciliation, and reporting.
• Consultative sales approach with strong problem-solving skills.
• Ability to travel up to 50%.
• Proven success managing product and segment sales teams to quota.
• Excellent presentation and interpersonal skills in a dynamic, high-pressure environment.

Responsibilities

• Lead a sales team introducing Broadridge’s front-to-back Wealth Management solutions to the North American market.
• Manage a centralized database of target accounts, including pipeline opportunities, contact management, and campaign tracking for new logos.
• Implement processes and tools to maintain accountability and ensure sales associates are building and converting pipeline.
• Prepare and maintain whitespace analysis for the Wealth Management market segment.
• Integrate marketing activities into the sales motion, including brand and product training, lead generation, and campaign execution.
• Participate in client meetings to refine the Broadridge value story and coach the sales team.
• Build a premier Wealth Management sales force, including recruitment, training, and performance management.
• Help craft and assign quotas for the team and individual contributors.
• Engage with senior-level executives at prospective clients and across Broadridge.
• Maintain awareness of current and planned Broadridge product developments.
• Attend industry conferences, trade shows, and events to strengthen relationships, develop new ones, stay current on market trends, and promote Broadridge solutions.
• Coordinate internal resources to provide the necessary expertise and support throughout the sales cycle.

Skills

Sales leadership

Enterprise software sales

SaaS experience

Consultative selling

Contract negotiation

C-suite relationship management

Team coaching

Travel up to 50%

Presentation skills

Job description

Broadridge is seeking the Head of North American Wealth Management Product Sales to lead a sales team selling front-to-back Wealth Management technology and services. The role emphasizes coaching, pipeline management, and stakeholder engagement with C-suite executives to drive new revenue and logo acquisition.

You will work with product leadership to align market feedback with product roadmap and ensure a strong Broadridge value proposition across prospects and clients in NA Wealth Management.