Account Executive

Position Description:

You will support the emerging product sales team, and collaborate with account management and various business lines to assist in the sales and product launch process.


Conduct targeted data mining/research for prospective cross-sell opportunities among existing Broadridge issuer clients
Provide assistance with the RFI/RFP process and client presentation materials
Build custom client presentations for various products
Work in Excel to manipulate and organize data
Lead special projects related to sales initiatives and client requests as needed
Identify potential opportunities from various databases based on investment manager, administrator, trustee relationships or other qualifying attributes
Support pre-qualification of opportunities with particular focus on non-qualified plans and plans with assets held as outside custodians
Participate in industry conferences, educational sessions and client meetings as needed


Good general knowledge of the financial industry
Strong, PowerPoint and Excel skills
Ability to multi-task; strong time management skills with ability to prioritize multiple projects at a time
Strong and polished presentation skills, professional approach, and effective representation of Broadridge and its capabilities
Ability to initiate, develop and maintain relationships
Ability to work in a dynamic, high pressure environment
Prior sales or sales support experience a plus
1-5 years of experience preferred
Qualified and non-qualified retirement plan experience highly preferred

Position can be based from home anywhere in the US.


Equal Opportunity Employer Minorities/Women/Protected Veterans/Disabled

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