CareerPlan

Director, Sales executive for Advisor Compensation

New York, NY, USFull-time$135k–$145k2026-09-30 → 2026-11-11
Based in United States

Core

Drive new business growth for Broadridge's Wealth Management Solutions, specifically focusing on Advisor Compensation, Advisor Onboarding, and Wealth Technology platforms.

Role type

Senior enterprise sales executive (wealth management)

Builds

Strategic relationships and new revenue streams for Wealth Management Solutions

Domain

Wealth management / Financial services technology

Required skills

Enterprise technology sales, consultative selling, executive engagement, complex sales cycle management, contract negotiation, wealth management operations knowledge, pipeline development, RFP response, business case development

Preferred skills

Advisor technology sales, digital transformation initiatives, cross-functional collaboration, enterprise software sales methodologies

Technologies

SaaS, workflow technology, operational technology, CRM, compensation platforms, onboarding platforms, practice management platforms

Responsibilities

Develop and execute strategic sales plans; build and maintain pipelines across broker-dealers, wealth managers, RIAs, and private banks; lead complex sales cycles from prospecting to close; position solutions by aligning business outcomes with client priorities; partner with product and implementation teams; represent the company at industry events; develop trusted relationships with senior executives.

Seniority

Senior, hands-on IC