Sales Director
Broadridge is seeking a dynamic Sales Director to drive growth for our Fi360 solutions across the Retirement and Wealth market. This is a high-impact role focused on selling enterprise software, data, analytics, and designation training to large retirement-focused firms. You will serve as a trusted advisor to clients, helping them unlock advisor visibility, streamline compensation models, and power growth through better insights.
What You'll Do
- Own and lead the end-to-end sales cycle for Fi360's suite of solutions (software, data tools, learning & designation products).
- Identify, qualify, and close new business opportunities within both new and existing accounts.
- Present to C-level executives, develop proposals, and lead contract negotiations with precision and professionalism.
- Maintain strong product fluency to align client needs with Fi360 capabilities.
- Expand relationships and cross-sell Broadridge capabilities beyond initial entry points.
- Collaborate cross-functionally with Broadridge sales teams to identify enterprise-level opportunities.
- Engage internal stakeholders across legal, finance, product, and leadership to ensure smooth deal execution.
- Represent Broadridge and Fi360 at key industry conferences, events, and forums.
What You Bring
10+ years of B2B sales experience, including 5+ years selling SaaS or technology-based solutions.Deep knowledge of the retirement or wealth industry, with a network of senior-level contacts.A proven track record of meeting or exceeding software sales quotas.Consultative approach to selling, with the ability to clearly link solutions to business outcomes.Comfort navigating large, matrixed organizations and aligning multiple stakeholders.Strong communication and presentation skillsconfident with both detail and strategy.High-level proficiency in tools like Salesforce, Excel, PowerPoint, and LinkedIn Sales Navigator.Strong organizational, time management, and self-motivation skills.Willingness to travel as needed to drive client engagement and close deals.You'll Stand Out If You Have
Experience selling data and analytics platforms into enterprise retirement firms.Exposure to advisor compensation platforms or BI / aggregation tools.The ability to think like a business operatornot just a seller.