Product & Wealth Segment Sales ( BPO) - Hybrid, ...

At Broadridge, we've built a culture where the highest goal is to empower others to accomplish more. If youre passionate about developing your career, while helping others along the way, come join the Broadridge team. Broadridges Wealth Solutions division is bringing a suite of data-driven technology solutions to broker dealer, mutual fund, retirement, insurance, and asset management firms. Our clients are looking for solutions to their business challenges and Broadridge is uniquely positioned to support their needs today and into the future. Our business is about growth, innovation and the people that make it all possible. We are looking for an experienced sales executive and Brokerage business expert who can bring immediate value through leadership, product expertise and strategy design to our successful and growing Wealth Product Sales team with a specific focus on Operations outsourcing. Ours is a client-centric culture that develops long term partnerships with our Financial Services clients to solve their most pressing business needs. We have a full solution of technology and Operational services that enable our clients to focus on their core business, leverage data and analytics to better run them and communicate dynamically with their clients. You will be part of a hard-working and collaborative team that is continuing to build our brand internally and externally. Through organic and acquisitive growth, our team has a growing portfolio of solutions to bring to market. Responsibilities: + Achieve revenue targets. + Collaborate with sales and business leadership teams to develop and drive strategy. + Assist in forecasting sales activity and revenue achievement. + Provide strategic oversight in the creation of presentations, proposals and RFP responses. + Develop strategic sales plan (individual and team) around the identification of specific accounts in order to sell all Wealth products and services and maximize revenue opportunities. + Introduce Broadridge to senior executives at potential clients and develop and expand these relationships both horizontally and vertically within account. + Manage internal resources to provide the necessary expertise and support during the sales process including legal, finance, product specialists and senior management. + Maintain a constant awareness of current and planned development of Broadridge products. + Interface with clients to keep them abreast of product information. + Represent Broadridge at conferences and other industry-related events to help strengthen existing relationships, develop new relationships, remain current on industry issues, increase awareness of competitive offerings, and promote Broadridge products and services. Qualifications: + Results-oriented professional with extensive sales and business management experience in b-to-b sales; selling technology and service solutions to C-level stakeholders. + Knowledge of Financial Services Industry, ideally specific to broker dealer markets with operations expertise. + 10+ years in within the Financial Services Industry ideally with management experience + Skilled negotiator and experienced leader in managing client relationships. + Demonstrated ability to achieve and exceed sales quotas and effectively forecast and manage to quotas. + Excellent C-level oral, written, and presentation skills. + Must have the ability to work in a fast-paced, high-pressure environment. + Willingness to travel to clients and prospects. + Bachelors Degree with strong record achievement. + Previous training in and experience with a sales methodology. + Strong technical foundation. Ability to use CRM, Office, social tools, etc. Salary range ( US based candidates only)$180,000.00- $190,000.00. Bonus Eligible. Broadridge considers various factors when evaluating a candidate's final salary including, but not limited to, relevant experience, skills, and education. Please visit for more information on our comprehensive benefit offerings. #LI-CS2 #Hybrid 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 companyand ultimately a communitythat recognizes and celebrates everyones unique perspective. US applicants: Clickhere (to view the EEOC

Created: 2025-06-20