VP Sales, Head of North American Wealth Management Product Sales (Hybrid- NYC)

About Broadridge Broadridge (NYSE: BR) is a global technology leader with trusted expertise and transformative technology, helping clients and the financial services industry operate, innovate, and grow. We power investing, governance, and communications for our clients – driving operational resiliency, elevating business performance, and transforming investor experiences. Our technology and operations platforms process and generate over 8 billion communications annually and underpin the daily average trading of over $18 trillion in tokenized and traditional securities globally. A certified Great Place to Work®, Broadridge is part of the S&P 500® Index, employing approximately 16,000 associates in 28 countries. For more information about us, please visit www.broadridge.com.

Broadridge

TechnologyData and Analyticsand Communications

B

broadridge.com

10,001+ employees

Financial Services

New York, New York

Public Company

284k LinkedIn followers

Raised $3.5B

• 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.
• Benefits Information: Please visit www.broadridgebenefits.com for more information on our comprehensive benefit offerings for this role.
• 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 company—and ultimately a community—that recognizes and celebrates everyone’s unique perspective.
• As part of the recruiting process, Broadridge may use technology, including artificial intelligence (AI)-based tools, to help review and evaluate applications. These tools are used only to support our recruiters and hiring managers, and all employment decisions include human review to ensure fairness, accuracy, and compliance with applicable laws. Please note that honesty and transparency are critical to our hiring process. Any attempt to falsify, misrepresent, or disguise information in an application, resume, assessment, or interview will result in disqualification from consideration.
• US applicants: Click here to view the EEOC "Know Your Rights" poster.

• Deep understanding of front‑, middle‑, and back‑office operations within Wealth Management firms, broker‑dealers, and private banks.
• Strong connectivity across the Wealth Management ecosystem, including custodians, clearing firms, consultants, and technology partners.
• Established relationships with C‑suite and senior executives across the Wealth Management industry.
• Minimum 10 years of sales leadership experience selling technology or enterprise solutions into Wealth Management organizations.
• Experience with Software‑as‑a‑Service and/or enterprise platform sales.
• Strong closing and contract‑negotiation skills.
• Detailed 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%.
• Demonstrated success managing product and segment sales teams to quota.
• Excellent presentation and interpersonal skills; ability to operate in a dynamic, high‑pressure environment.