Broadridge

Broadridge Advisor Solutions Product Sales Specialist (Remote, EST)

Broadridge$80K — $100K *
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • 5+ years of sales experience in Financial Services or Software
  • Bachelor's degree (B.A./B.S.) required
  • Ability to build and maintain relationships, especially with senior executives
  • Proven track record in meeting/exceeding sales quotas
  • Strong presentation and communication skills
  • Analytical, organizational, and project management abilities
  • Proficient in MS Office, CRM tools, and various digital sales technologies

Responsibilities

  • Maintain in-depth product knowledge of Broadridge's full solution suite and competitors
  • Develop and execute account-based sales strategies in collaboration with internal teams
  • Identify and pursue new business opportunities within existing and new client accounts
  • Lead the sales process from initial contact to contract negotiation and closure
  • Manage and build a solid sales pipeline to meet sales targets
  • Understand client's technology and stakeholder landscape to align selling strategies
  • Conduct client demonstrations and provide detailed market analysis and solution guidance

Benefits

  • Comprehensive benefits package as detailed on the Broadridge benefits website
  • Paid sick leave in compliance with Colorado laws for employees in that state
  • Eligibility for bonus and commission structures
Full Job Description
Broadridge is hiring! We are seeking an experienced Solutions Product Sales Specialist. In this position you will report to the VP, Head of Wealth Product Sales. We are looking for a high energy, driven sales professional whose ability to understand and develop client and internal relationships will contribute directly to our growth objectives. Ours is a client-centric culture that develops long term partnerships with our clients to solve their most pressing business needs.

At Broadridge you will work with the largest Wealth Organizations in the US and abroad introducing them to our Advisor Solutions team. Our existing clients and relationships continuously seek new products from Broadridge and within our rapidly expanding Wealth Segment, you will be on the cutting edge of omni-channel digital solutions focused on Advisors and seeking to grow their book of business within their firms.

Products you will interface with are the AdvisorStream technology, Websites, Content, Analytics, SEO, Digital leads, Ad Re-targeting, Video Marketing, Local Business Listings, and others. You will partner with a Segment Sales Team, Account Management, Executive Leadership, and others to engage with clients and develop awareness, understanding and opportunity for growth across both organizations. This is a quota carrying position whose primary objective is sales attainment.

This is a remote role where you will work off-site. Travel is limited and generally used for team learning and collaboration meetings.

Roles and Responsibilities:
  • Maintain strong product knowledge of the full solution suite as well as competitive offerings
  • Build and execute account-based sales strategies, collaborating with internal teams to drive deals to closure consistently and effectively
  • Identify new business opportunities within new and existing clients.
  • Lead the sales process from origination through to close, including qualification, executive presentations, business case/ROI development, proposal, and contract negotiation
  • Effectively and consistently build and manage sales pipeline to ensure quarterly and annual sales attainment
  • Fully understand prospect's technology stack, buying process, and stakeholder engagement (org chart and powerbase) to accurately align selling/buying process
  • Provide client demonstrations including solution overview, market positioning, competition analysis, commercials, and guidance on contracting
  • Partner with internal resources to provide the necessary expertise and support during the sales and solutioning process, including legal, finance, product, and senior management.
  • Represent Broadridge at industry conferences and regional events
  • Travel to prospect and client sites


Requirements:
  • 5+ years of sales experience, preferably in Financial Services a/o Software
  • B.A./B.S.
  • Ability to build, foster, and maintain key relationships, including senior executive level relationships
  • Proven track record of success in achieving / exceeding sales quotas
  • Ability to originate opportunities, manage the sales process, and close sales
  • Excellent presentation, written and oral communication skills
  • Strong analytical, organizational and project management skills
  • Ability to lead internal and external meetings
  • Ability to communicate effectively with internal and external stakeholders
  • Strong analytical and organizational skills
  • Strong MS Excel, MS Word and PowerPoint skills
  • Strong technical foundation; ability to use CRM, MS Office, social tools, etc.
  • Willing to travel frequently to for clients and prospect meetings


Compensation Range: The salary range for this position is between $80,000.00- $100,000.00 USD.

Broadridge considers various factors when evaluating a candidate's final salary including, but not limited to, relevant experience, skills, and education.

Eligibility: Eligible for bonus and commission

Benefits Information: Please visit www.broadridgebenefits.com for more information on our comprehensive benefit offerings for this role.

All Colorado employees receive paid sick leave in compliance with the Colorado Healthy Families and Workplaces Act and other legally required benefits, as applicable. Apply by clicking the application link and submitting your information. The deadline to apply for this role is August 2027

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About Broadridge

Broadridge Financial Solutions, Inc. is a leading provider of investor communications and technology-driven solutions to banks, broker-dealers, asset and wealth managers and corporate issuers. With over 10,000 associates in 18 countries, Broadridge delivers the critical infrastructure that powers investing, corporate governance and communications to enable better financial lives. Broadridge is the leading provider of proxy services, handling more than 50% of the shares voted at the annual meetings of S&P 500 companies. The company also provides transaction processing services for fixed income, equity, and mutual funds, as well as technology solutions for wealth management.
Learn more about Broadridge
Size
13,704 employees
Market Cap
$15.9 billion
Industry
Net Income
$518.8 million
Founded
1962
5 Year Trend
+6.6%
Revenue
$4.6 billion
NASDAQ

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