VP, North American Wealth Management Product Sales (Hybrid- NYC)
Core
Lead a sales team selling Broadridge's front-, middle-, and back-office technology and operations solutions to Wealth Management firms, broker-dealers, and private banks.
Role type
VP, Wealth Management Product Sales
Builds
New recurring revenue and new logo acquisition for Broadridge's Wealth Management solutions
Domain
Financial Technology (FinTech) / Wealth Management
Deliverable
product features
Required skills
Sales leadership, consultative sales approach, contract negotiation, pipeline management, quota setting, team recruitment and training, market whitespace analysis, stakeholder engagement at C-suite level
Preferred skills
SaaS and enterprise platform sales experience, deep knowledge of Wealth Management operations (books & records, tax reporting, corporate actions, securities lending, cash management, fee/expense management), ability to travel 50%
Technologies
Broadridge front-to-back Wealth Management solutions
Responsibilities
Lead sales team introducing solutions to North American market; manage centralized database of target accounts and pipeline; implement processes for accountability and pipeline conversion; integrate marketing activities into sales motion; participate in client meetings to refine value story; build premier sales force via recruitment and training; craft and assign quotas; engage with senior-level executives; maintain awareness of product developments; attend industry conferences and events; coordinate internal resources for sales cycle support
Seniority
VP, strategic leadership with hands-on team management