VP, North American Wealth Management Product Sales (Hybrid- NYC)
$200,000–$220,000 year
HybridNew York City, New York, United States
Job Summary
Lead a sales team introducing Broadridge's front-to-back Wealth Management solutions to the North American market, managing a centralized database of target accounts and implementing processes to maintain accountability. Drive new recurring revenue and logo acquisition by developing opportunities with national, regional, and independent wealth managers, broker-dealers, and private banks. Prepare whitespace analysis, integrate marketing activities into the sales motion, and participate in client meetings to coach the team on delivering tailored pitches. Build a premier sales force through recruitment, training, and performance management while helping craft quotas. Engage with senior-level executives at prospective clients and attend industry conferences to strengthen relationships and promote solutions. Work closely with product leadership to ensure market feedback informs roadmap priorities.
Required Qualifications
- Deep understanding of front‐, middle‐, and back‐office operations within Wealth Management firms, broker‐dealers, and private banks
- Strong connectivity across the Wealth Management ecosystem, including custodians, clearing firms, consultants, and technology partners
- Established relationships with C‐suite and senior executives across the Wealth Management industry
- Minimum 10 years of sales leadership experience selling technology or enterprise solutions into Wealth Management organizations
- Experience with Software‐as‐a‐Service and/or enterprise platform sales
- Strong closing and contract‐negotiation skills
- Detailed knowledge of Wealth Management solutions including books & records, tax reporting, corporate actions, securities lending, cash management, advisor compensation, fee/expense management, data management, reconciliation, and reporting
- Consultative sales approach with strong problem‐solving skills
- Ability to travel up to 50%
- Demonstrated success managing product and segment sales teams to quota
- Excellent presentation and interpersonal skills; ability to operate in a dynamic, high‐pressure environment
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