Director, Product Sales

Broadridge

. Develop and execute a strategic sales plan for Broadridge’s CAIP solutions across Wealth Management, Capital Markets, and Asset Management .

Posted 9/28/2026full-timeNew York City • New York • United StatesLead💰 $150,000 - $165,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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

Demonstrates extensive expertise in Corporate Actions and Income Processing (CAIP) within financial services, with a proven track record in enterprise software sales, strategic planning, and stakeholder engagement. Capable of translating operational challenges into effective technology solutions while leading complex sales cycles.

Highest-signal resume keywords

10+ Years Of Enterprise Software Sales ExperienceDeep CAIP Domain ExpertiseComplex SaaS Sales ExperienceStakeholder EngagementUnderstanding Of CAIP Workflows

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Enterprise Software SalesWorkflow AutomationOperational TransformationSolution PositioningNegotiationRFP Response DevelopmentBusiness Case DevelopmentDiscovery ProcessClient Needs AssessmentTechnology Solution Translation

Soft Skills

CommunicationLeadershipCollaborationProblem-SolvingPresentation Skills

Industry Keywords

Wealth ManagementCapital MarketsAsset ManagementFinancial InstitutionsCAIP InfrastructureOperational ChallengesMarket PracticesTechnology RequirementsEnterprise SalesClient Engagement

About the role

Key responsibilities & impact

Develop and execute a strategic sales plan for Broadridge’s CAIP solutions across Wealth Management, Capital Markets, and Asset Management
Build and maintain a pipeline across banks, broker-dealers, custodians, asset managers, wealth managers, and other financial institutions
Identify, qualify, and pursue enterprise opportunities involving CAIP technology, workflow automation, modernization, and operational transformation
Lead complex enterprise software sales cycles from prospecting and discovery through solution positioning, negotiation, and close
Conduct discovery, understand client operating models and challenges, and identify opportunities for Broadridge technology
Articulate the business value of modernizing CAIP infrastructure
Engage senior stakeholders across Operations, Technology, Asset Servicing, Product, and executive leadership
Partner with Enterprise Sales, Account Management, Product, Presales, and Implementation teams
Lead and support RFP responses, commercial proposals, executive presentations, demonstrations, and business case development
Represent Broadridge at industry conferences, client meetings, and thought leadership events

Requirements

What you’ll need

10+ years of enterprise software or technology sales experience within financial services
Deep Corporate Actions and Income Processing (CAIP) domain expertise
Strong understanding of CAIP processing workflows, operating models, market practices, technology requirements, and industry challenges
Understanding of the CAIP environment across Wealth Management, Capital Markets, and Asset Management
Proven success selling complex SaaS, enterprise software, workflow, or operational technology solutions to financial institutions
Ability to engage credibly with CAIP, Operations, Technology, and executive stakeholders
Ability to translate operational challenges into technology solutions

Benefits

Comp & perks

Bonus eligible
Comprehensive benefit offerings (details provided at www.broadridgebenefits.com)
Equal employment opportunities
Reasonable accommodations during the application and hiring process