Broadridge
Broadridge
Broadridge develops technology and operational solutions for the financial services industry. Its platform and services support asset managers, institutional investors, and other financial organizations with capital markets operations, investor and customer communications, data management, analytics, portfolio administration, regulatory processes, and operational risk. The company also serves adjacent sectors including consumer finance, insurance, and telecommunications, helping organizations coordinate complex information flows, improve oversight, and run essential business processes more efficiently.

Director of Sales, Advisor Compensation – Broadridge, New York (Hybrid)

Lead enterprise sales for Broadridge’s advisor compensation, onboarding, and wealth technology solutions. Build executive relationships and close complex deals with wealth management firms.

Description

  • Create and deliver a strategic sales plan for Broadridge Wealth Management Solutions
  • Build and manage a sales pipeline across broker-dealers, wealth managers, RIAs, private banks, and related firms
  • Source and qualify enterprise opportunities involving advisor compensation, onboarding, and wealth technology modernization
  • Manage consultative sales cycles from prospecting and demonstrations through negotiation and closing
  • Connect Broadridge technology capabilities to clients’ strategic business objectives
  • Coordinate with Enterprise Sales, Account Management, Product, Presales, and Implementation teams
  • Contribute to proposals, RFP responses, executive briefings, and business case development
  • Represent Broadridge at industry conferences, client meetings, and thought leadership events
  • Establish trusted partnerships with senior executives and decision-makers throughout the wealth management sector

Requirements

  • Bring 6–10+ years of enterprise technology sales experience in the wealth management industry
  • Show a successful record selling complex SaaS, workflow, or operational technology to broker-dealers, wealth managers, RIAs, private banks, or financial institutions
  • Understand wealth management operations, including advisor onboarding, compensation, recruiting, and practice management workflows
  • Demonstrate the ability to navigate multi-stakeholder sales processes and negotiate enterprise agreements
  • An established executive network in the wealth management market is strongly preferred
  • Communicate effectively through presentations and senior-level client engagement
  • Work independently with a consistent record of exceeding sales targets
  • Be willing to travel as needed
  • Have experience selling advisor technology, wealth operations, CRM, compensation, onboarding, or practice management platforms
  • Understand digital transformation initiatives at broker-dealers and wealth management firms
  • Collaborate effectively with Product, Implementation, Presales, and Client Success teams
  • Be familiar with enterprise software sales methods and long-cycle consultative selling

Benefits

  • Eligible for bonus compensation
  • Comprehensive benefits are available, with details provided through Broadridge Benefits
  • Equal employment opportunity and reasonable accommodations are provided throughout the application and hiring process

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