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.
We are seeking a high energy, driven salesperson whose ability to develop and engage key client relationships will contribute directly to our growth objectives. The primary mandate is to drive sales and revenue growth for Broadridge Retirement and Workplace with a focus on Trading, Trust and Custody solutions, including Collective Investment Trust (CIT) solutions.
We are made up of high performing teams that meet in person to learn and collaborate as needed. This role is considered hybrid, which means you’ll be assigned to a Broadridge office and given the flexibility to work remote.
Responsibilities Include
- Sales of Trading, Trust, and Custody solutions, including CIT solutions, to clients in the retirement and wealth industry.
- Establish, build, and maintain relationships with Asset Managers, Banks, Broker Dealers, and RIAs with the goal of a positive and productive long-term relationship.
- Identify new business opportunities within new and existing clients.
- Maintain account relationships, grow existing relationships, and cross sell additional services into account base.
- Lead the sales process from origination through to close, including qualification, executive presentations, proposal development, and contract negotiation
- Collaborate with other Broadridge sales and account management teams.
- 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 experience in the retirement industry, and/or Broadridge sales experience
- 5 + Years of experience in sales, or product/strategy
- FINRA Series 6 or 7
- Expertise in Collective Investment Trusts (CITs)
- Existing network of relationships in the retirement industry
- 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 effectively navigate complex organizations
- Ability to handle multiple strategic client accounts
- Excellent presentation, written and oral communication skills
- Ability to take a consultative sales approach to problem solving with existing and prospective clients
- 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
Salary range $125,000.00- $140,000.00. Bonus Eligible. Commision Eligible. Broadridge considers various factors when evaluating a candidate's final salary including, but not limited to, relevant experience, skills, and education.
Please visit www.broadridgebenefits.com for more information on our comprehensive benefit offerings.
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#LI- Hybrid
Broadridge associates helped us envision our Connected Workplace - a work model that allows associates around the globe, dependent upon their role responsibilities, to take advantage of the benefits of both on-site and off-site work to support our clients, one another, and the communities where we live and work. Our Connected Workplace is grounded in the concept of FACS: Flexible, Accountable, Connected, and Supported, which is our commitment to our associates. FACS supports our strong culture and allows us to achieve business goals while supporting meaningful work-life integration for our associates.
We are dedicated to fostering a diverse, equitable, and inclusive environment and committed to providing a workplace that empowers associates to be authentic and bring their best to work. We believe that associates can only 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 diversity in all its dimensions.
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. US applicants: Click here to view the "EEO is the Law" poster.
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.
