Broadridge Logo

Broadridge

Broadridge Advisor Solutions Product Sales Specialist (Remote, EST)

Posted 25 Days Ago
Be an Early Applicant
In-Office or Remote
Hiring Remotely in New York, NY, USA
80K-100K Annually
Senior level
In-Office or Remote
Hiring Remotely in New York, NY, USA
80K-100K Annually
Senior level
Drives quota-carrying sales for Broadridge’s Advisor Solutions portfolio, targeting wealth organizations and existing clients. Responsibilities include developing account-based strategies, originating and qualifying opportunities, managing pipelines, delivering demonstrations and executive presentations, developing ROI cases, negotiating contracts, and closing deals. The specialist collaborates with sales, account management, legal, finance, product, and leadership teams while maintaining product and competitive knowledge. The role is remote, includes limited-to-frequent client travel, and requires strong relationship-building, communication, analytical, organizational, and presentation skills.
The summary above was generated by AI

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 [email protected].

Broadridge New York, New York, USA Office

605 3rd Ave, New York, NY, United States, 10158

Broadridge Newark, New Jersey, USA Office

2 Gateway Center, Newark, NJ, United States, 07102

Similar Jobs

46 Minutes Ago
Remote
USA
190K-240K Annually
Mid level
190K-240K Annually
Mid level
Blockchain • Fintech • Payments • Financial Services • Cryptocurrency • Web3 • Infrastructure as a Service (IaaS)
Own application security for backend services, APIs, cloud infrastructure, and edge systems handling financial transactions. Responsibilities include validating red-team findings, assigning severity, hardening services, implementing WAF and rate-limiting defenses, creating automated security configuration checks, expanding pull-request security gates, reviewing architectures, managing attack-surface coverage, and evaluating security tools. The role also partners with engineers and Security Operations to drive effective remediation.
Top Skills: Ddos ProtectionGoogle Cloud PlatformNode.jsRate LimitingStatic AnalysisTerraformTypescriptWeb Application Firewall (Waf)
An Hour Ago
Remote or Hybrid
United States
159K-190K Annually
Expert/Leader
159K-190K Annually
Expert/Leader
Artificial Intelligence • Cloud • Payments • Software • Business Intelligence • Generative AI • Automation
Lead portfolio strategy and operating layer for Product and Engineering: build prioritization frameworks, connect roadmaps to financial goals, define reporting/metrics for E-Team and Board, and drive cross-functional initiatives and decision-making.
Yesterday
Easy Apply
Remote
United States
Easy Apply
157K-185K Annually
Senior level
157K-185K Annually
Senior level
Artificial Intelligence • Fintech • Software • Travel
Own full-cycle recruiting for Product Delivery roles, including Product Management, Product Design, Growth, and leadership hiring. Build sourcing strategies, market maps, interview processes, portfolio evaluation standards, rubrics, and scorecards from the ground up. Partner with senior Product, Marketing, Growth, and executive stakeholders, use recruiting data to guide decisions, represent Engine to candidates, and support GTM hiring as priorities change.

What you need to know about the NYC Tech Scene

As the undisputed financial capital of the world, New York City is an epicenter of startup funding activity. The city has a thriving fintech scene and is a major player in verticals ranging from AI to biotech, cybersecurity and digital media. It also has universities like NYU, Columbia and Cornell Tech attracting students and researchers from across the globe, providing the ecosystem with a constant influx of world-class talent. And its East Coast location and three international airports make it a perfect spot for European companies establishing a foothold in the United States.

Key Facts About NYC Tech

  • Number of Tech Workers: 549,200; 6% of overall workforce (2024 CompTIA survey)
  • Major Tech Employers: Capgemini, Bloomberg, IBM, Spotify
  • Key Industries: Artificial intelligence, Fintech
  • Funding Landscape: $25.5 billion in venture capital funding in 2024 (Pitchbook)
  • Notable Investors: Greycroft, Thrive Capital, Union Square Ventures, FirstMark Capital, Tiger Global Management, Tribeca Venture Partners, Insight Partners, Two Sigma Ventures
  • Research Centers and Universities: Columbia University, New York University, Fordham University, CUNY, AI Now Institute, Flatiron Institute, C.N. Yang Institute for Theoretical Physics, NASA Space Radiation Laboratory

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account