Wealth Management Segment Sales, VP (NYC- In office)

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.

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.

Qualifications:

• BS in business or related field, MBA preferable
• 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

Salary range $175,000.00- $195,000.00 USD . Bonus Eligible.

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

Please visitwww.broadridgebenefits.comfor more information on our comprehensive benefit offerings.

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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.

US applicants: Clickhereto 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 toBRcareers@broadridge.com.

Client-provided location(s): New York, NY

Job ID: broadridge-JR1075842

Employment Type: FULL_TIME

Posted: 2025-08-26T19:07:21