Director, Sales Executive – Advisor Compensation

Broadridge

. Develop and execute a strategic sales plan for Broadridge’s Wealth Management Solutions .

Posted 10/2/2026full-timeNew York City • New York • United StatesLead💰 $140,000 - $155,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in enterprise technology sales within the wealth management industry, with a strong focus on advisor onboarding, compensation, and operational technology solutions. Proven ability to build relationships with senior executives and manage complex sales cycles while exceeding sales targets.

Highest-signal resume keywords

Enterprise Technology Sales ExperienceSaaS Sales ExpertiseWealth Management Operations KnowledgeComplex Sales Cycle ManagementExecutive Relationship Building

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Advisor OnboardingAdvisor CompensationOperational Technology SolutionsSales Target AchievementConsultative SellingRFP Response DevelopmentBusiness Case DevelopmentDigital Transformation KnowledgeEnterprise Software Sales MethodologiesWealth Operations

Soft Skills

Excellent Communication SkillsPresentation SkillsSelf-MotivatedNegotiation SkillsCollaboration Skills

Tools & Technologies

CRM PlatformsWealth Management Technology SolutionsWorkflow SolutionsPractice Management PlatformsAdvisor Technology

Industry Keywords

Wealth ManagementBroker-DealersFinancial InstitutionsPrivate BanksRIAs

About the role

Key responsibilities & impact

Develop and execute a strategic sales plan for Broadridge’s Wealth Management Solutions
Build and maintain a pipeline across broker-dealers, wealth managers, RIAs, private banks, and other wealth management firms
Identify, qualify, and pursue enterprise opportunities related to advisor compensation, advisor onboarding, and wealth technology modernization
Lead complex consultative sales cycles from prospecting and solution demonstrations through contract negotiation and close
Position Broadridge’s technology solutions by aligning business outcomes with client strategic priorities
Partner with Enterprise Sales, Account Management, Product, Presales, and Implementation teams
Support commercial proposals, RFP responses, executive presentations, and business case development
Represent Broadridge at industry conferences, client meetings, and thought leadership events
Develop trusted relationships with senior executives and key decision-makers across the wealth management industry

Requirements

What you’ll need

6-10+ years of enterprise technology sales experience within the wealth management industry
Demonstrated success selling complex SaaS, workflow, or operational technology solutions to broker-dealers, wealth managers, RIAs, private banks, or financial institutions
Strong understanding of wealth management operations, including advisor onboarding, advisor compensation, recruiting, and practice management workflows
Proven ability to manage complex, multi-stakeholder sales cycles and negotiate enterprise agreements
Established network of executive relationships across the wealth management market strongly preferred
Excellent communication, presentation, and executive engagement skills
Self-motivated with a proven track record of consistently exceeding sales targets
Willingness to travel as required
Experience selling advisor technology, wealth operations, CRM, compensation, onboarding, or practice management platforms
Knowledge of digital transformation initiatives within broker-dealers and wealth management firms
Experience collaborating with Product, Implementation, Presales, and Client Success teams
Familiarity with enterprise software sales methodologies and long-cycle consultative selling

Benefits

Comp & perks

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