Broadridge

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.

This is a quota-carrying position for a seasoned financial services sales professional who has the ability to develop and maintain key client relationships, manage complex sales cycles and execute in the delivery of sales results to contribute directly to annual sales targets.

The ideal candidate will have proven experience in financial services/technology and/or SaaS/enterprise sales and/or consulting with ability to establish, develop and maintain senior-level relationships across bank and broker-dealer accounts. Candidate must have excellent oral and written communication skills, will be able to work in a highly collaborative sales environment, will be able to build and maintain productive working relationships with both internal and external clients and will be results-oriented.

Candidate must also have a detailed knowledge of the financial services market, specifically the general workings of wealth management and capital markets broker/dealer operations, as well as exposure to, or experience in, working in a high-performing sales culture, and knowledge of b-to-b sales best practices.

Key Job Functions/Responsibilities

• Identify new business opportunities within existing clients by cold calling and leveraging existing internal and external relationships and market products and services to existing client firms.
• Independently oversee and complete all aspects of the sales process, from pre-qualification to completion. The position requires high-level interaction with senior management at both the client and Broadridge.
• Follow a "Playbook" approach that includes the development of business cases and pricing, utilizing complex internal models. Provide direction internally by recommending enhancements to current product set and business processes.
• Lead all relative activities and alignment of required resources across Broadridge to ensure the successful and timely closing of sales.
• Be accountable for and take ownership of all objectives, deliverables and commitments to these clients and internal stakeholders related to the execution of new business.
• Develop strategic account plans to identify opportunities to grow pipeline, sell appropriate Broadridge products and services and maximize revenue.
• Maintain a constant awareness of current and planned development of Broadridge products and continuously engaged with clients to keep them abreast of product information.
• Provide management with all requested sales reports and supporting correspondence, including the utilization of the sales management tool [Salesforce.com].
• Attend trade shows, conferences or other industry-related events to help strengthen existing Broadridge and client relationships, develop new relationships, remain current on industry issues, increase awareness of competitive offerings, and promote Broadridge products and services.
• Manage internal resources to provide the necessary expertise and support during the sales process including legal, finance, product specialists, and senior management.

Basic Skill Level Requirements

Education:

• BS in business or related field, MBA preferable

Experience:

• Prior success selling to senior level financial services executives. 8-10 years of experience.
• 10+ years of either Broker-Dealer Operations Experience or Broker-Dealer Sales Experience
• Ability to build, foster and maintain key strategic relationships within prospect accounts, including senior client relationships at CxO levels
• Ability to work within a collaborative environment to achieve results
• Strong investment industry knowledge and existing network of relationships
• Excellent interpersonal, communication, presentation and negotiation skills
• Self-starter with attention to detail and strong time and territory management skills

Recruitment Process

Throughout your application process, you may be asked to connect with us virtually or in-person. Our recruiters will explain how hybrid interviews will be held throughout the recruitment process, and they will be able to answer any questions you might have.

Background Check Process

Broadridge requires employees to complete a background check that is completed by one of our service providers. We use this service to complete the following checks:

• Employment verification
• Education verification
• Credit inquiry
• Canadian criminal record check

Workplace Flexibility

We are committed to supporting flexible work arrangements, investing in technology or other resources to enable you to work from home effectively, wherever possible.

At this time this is a hybrid role, and therefore you should have a basic home office set up, high-speed internet, and the ability to work without distractions during core business hours.

Accessibility & Accommodation

Broadridge is an equal opportunity employer and is committed to a diverse and inclusive workplace ensuring that equal employment opportunities are provided to all individuals, regardless of race, colour, gender identity, sexual orientation, marital status, creed, age, disability, religious affiliation, or national origin or citizenship. If you require any accommodations during the recruitment process, please notify our recruitment team.

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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.