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Broadridge Advisor Solutions Product Sales Specialist (Remote, EST)

Role overview

Qualifications

  • 5+ years of sales experience, preferably in Financial Services a/o Software
  • B.A./B.S.
  • Proven track record of success in achieving / exceeding sales quotas
  • Strong analytical, organizational and project management skills

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

Key facts

Hard skills

Other skills

  • Sales
  • Analytical Skills
  • Organizational Skills
  • Microsoft Office
  • Communication
  • Teamwork
  • Problem Solving

About the company

Broadridge logo

Broadridge

Capital Markets & Securities

Broadridge, a global fintech leader with $5 billion in revenues, helps clients get ahead of today’s challenges to capitalize on what’s next with communications, technology and data and analytics solutions that help transform their businesses. The world’s leading companies and financial institutions recognize us as an invaluable partner. We handle millions of trades a day involving trillions of dollars, deliver essential communications for over 5,000 brands and manage shareholder voting in 90 countries.

Company details

Company typeXLarge
IndustryCapital Markets & Securities
Company size10001

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Job description

At Broadridge, we've built a culture where the highest goal is to empower others to accomplish more. If you’re passionate about developing your career, while helping others along the way, come join the Broadridge team.

At Broadridge, we've built a culture where the highest goal is to empower others to accomplish more. If you’re passionate about developing your career, while helping others along the way, come join the Broadridge team.

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

#LI-CS2

#Remote

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.

Use of AI in Hiring 

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.

Disability Assistance

We recognize that ensuring our long-term success means creating an environment where everyone is welcome, where everyone's strengths are valued, and where everyone can perform at their best. Broadridge provides equal employment opportunities to all associates and applicants for employment without regard to race, color, religion, sex (including sexual orientation, gender identity or expression, and pregnancy), marital status, national origin, ethnic origin, age, disability, genetic information, military or veteran status, and other protected characteristics protected by applicable federal, state, or local laws. 

If you need assistance or would like to request reasonable accommodations during the application and/or hiring process, please contact us at 888-237-7769 or by sending an email to BRcareers@broadridge.com.

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Marcus Rivera

Chief Revenue Officer

m.rivera@company.com
linkedin.com/in/marcusrivera
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