Buyside Sales, Account / Business Development Representative

Broadridge

. Identify and engage prospective clients through cold calling, email, social outreach, networking and industry events .

Posted 9/28/2026full-timeNew York City • New York • United StatesJuniorMid-Level💰 $80,000 - $95,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in B2B sales processes, including lead generation, prospecting, and client relationship management. Proficient in utilizing CRM systems and sales tools to support sales activities and maintain accurate records.

Highest-signal resume keywords

B2B Sales ExperienceLead GenerationCRM ProficiencyCommunication SkillsKnowledge of Asset Management

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Lead QualificationSales Process SupportProposal DevelopmentMarket ResearchPipeline Management

Soft Skills

Self-StarterStrong Work EthicCuriosityCoachabilityOrganizational Skills

Tools & Technologies

CRM SoftwareMicrosoft OfficeLinkedInSales Tools

Industry Keywords

Financial ServicesInvestment ManagementAlternative InvestmentsSales Opportunities

About the role

Key responsibilities & impact

Identify and engage prospective clients through cold calling, email, social outreach, networking and industry events
Research target firms and contacts to develop thoughtful and relevant prospecting strategies
Generate and qualify leads and partner with Sales Executives to develop relationships into sales opportunities
Support Sales Executives throughout the sales process, including client meetings, presentations, proposals and RFP responses
Develop knowledge of Broadridge’s investment management technology and operations solutions and the markets served
Stay current on industry trends and use market intelligence to identify potential opportunities
Coordinate with Product, Solutions, Marketing and other internal partners to support sales activities
Maintain accurate prospecting, pipeline and client activity in CRM
Learn fundamentals of complex B2B sales, including discovery, solution positioning, pipeline management, commercial processes and contracting

Requirements

What you’ll need

2–3 years of experience in sales, business development, financial services or another client-facing role
Strong interest in developing a career in sales and financial services
Self-starter with a strong work ethic, sense of urgency and willingness to proactively create opportunities
Comfortable with cold calling, prospecting and building new relationships
Curious, coachable and eager to learn complex products and markets
Strong written, verbal and interpersonal communication skills
Knowledge of or interest in Asset Management and Alternative Investments and selling software
Strong organizational skills and attention to follow-through
Working knowledge of CRM, Microsoft Office, LinkedIn and other sales tools
Willingness to travel as needed

Benefits

Comp & perks

Bonus eligible
Comprehensive benefit offerings (details provided at www.broadridgebenefits.com)
Equal employment opportunity and reasonable accommodation support