WealthTech Enterprise Sales Director

Broadridge; New York (NY); On-site; USD 140,000 - 155,000; Full time

Job summary

Broadridge in New York is seeking a Sales Executive to drive new business for Wealth Management Solutions, focusing on advisor compensation, onboarding, and wealth technology platforms. You will leverage an established network to engage senior executives and manage multi-stakeholder sales cycles.

The role requires experience selling complex SaaS/operational tech to wealth management firms and traveling as needed to support clients and industry events.

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

Wealth management

Executive engagements

Multi-stakeholder sales

Networking

Presentations

Travel ready

Job description

Broadridge in New York is seeking a Sales Executive to drive new business for Wealth Management Solutions, focusing on advisor compensation, onboarding, and wealth technology platforms. You will leverage an established network to engage senior executives and manage multi-stakeholder sales cycles.

The role requires experience selling complex SaaS/operational tech to wealth management firms and traveling as needed to support clients and industry events.