Product & Wealth Segment Sales (BPO) - Hybrid, Flexible Options

New York 5 months ago Remote Full-time External
1.3m - 1.4m / yr
**Overview:** We are seeking an experienced sales executive and Brokerage business expert to join our successful and growing Wealth Product Sales team with a specific focus on Operations outsourcing. As a key member of our team, you will be responsible for developing and driving strategy, providing strategic oversight, and building long-term partnerships with our Financial Services clients. **Responsibilities:** • Achieve revenue targets • Collaborate with sales and business leadership teams to develop and drive strategy • Assist in forecasting sales activity and revenue achievement • Provide strategic oversight in the creation of presentations, proposals, and RFP responses • Develop strategic sales plan (individual and team) around the identification of specific accounts in order to sell all Wealth products and services and maximize revenue opportunities • Introduce Broadridge to senior executives at potential clients and develop and expand these relationships both horizontally and vertically within account • Manage internal resources to provide the necessary expertise and support during the sales process including legal, finance, product specialists, and senior management • Maintain a constant awareness of current and planned development of Broadridge products • Interface with clients to keep them abreast of product information • Represent Broadridge at conferences and other industry-related events to help strengthen existing relationships, develop new relationships, remain current on industry issues, increase awareness of competitive offerings, and promote Broadridge products and services • *Qualifications:** • Results-oriented professional with extensive sales and business management experience in b-to-b sales; selling technology and service solutions to C-level stakeholders • Knowledge of Financial Services Industry, ideally specific to broker dealer markets with operations expertise • 10+ years in within the Financial Services Industry ideally with management experience • Skilled negotiator and experienced leader in managing client relationships • Demonstrated ability to achieve and exceed sales quotas and effectively forecast and manage to quotas • Excellent C-level oral, written, and presentation skills • Must have the ability to work in a fast-paced, high-pressure environment • Willingness to travel to clients and prospects • Bachelor's Degree with strong record achievement • Previous training in and experience with a sales methodology • Strong technical foundation. Ability to use CRM, Office, social tools, etc. **Benefits:** Salary range (US-based candidates only): $180,000.00 - $190,000.00. Bonus Eligible