VP, North American Wealth Management Product Sales

Broadridge

Head of North American Wealth Management Product Sales leading sales executives responsible for selling solutions to Wealth Management firms at Broadridge.

Posted 7/21/2026full-timeNew York City • New York • 🇺🇸 United StatesLead💰 $200,000 - $220,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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

Demonstrates extensive expertise in Wealth Management sales leadership, including a deep understanding of front-, middle-, and back-office operations, and a consultative sales approach. Proven ability to build and manage high-performing sales teams, engage with senior executives, and drive successful sales strategies in a dynamic environment.

Highest-signal resume keywords

Wealth Management Sales LeadershipConsultative Sales ApproachClosing and Contract-Negotiation SkillsWealth Management Solutions KnowledgeRelationship Management with C-Suite Executives

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Sales LeadershipPipeline ManagementQuota ManagementWealth Management SolutionsSoftware-as-a-Service SalesEnterprise Platform SalesProblem-Solving SkillsData ManagementContract NegotiationPerformance Management

Soft Skills

Interpersonal SkillsPresentation SkillsCoaching SkillsDynamic Environment AdaptabilityTeam Building

Tools & Technologies

Centralized Database ManagementCampaign Tracking ToolsLead Generation ToolsMarketing Integration ToolsSalesforce Automation Tools

Industry Keywords

Wealth ManagementBroker-DealersPrivate BanksCustodiansClearing FirmsConsultantsTechnology PartnersMarket TrendsClient MeetingsWhitespace Analysis

About the role

Key responsibilities & impact

Lead a sales team introducing Broadridge’s front‑to‑back Wealth Management solutions to the North American market.
Manage a centralized database of target accounts, including pipeline opportunities, contact management, and campaign tracking for new logos.
Implement processes and tools to maintain accountability and ensure sales associates are building and converting pipeline.
Prepare and maintain whitespace analysis for the Wealth Management market segment.
Integrate marketing activities into the sales motion, including brand and product training, lead generation, and campaign execution.
Participate in client meetings to refine the Broadridge value story and coach the sales team.
Build a premier Wealth Management sales force, including recruitment, training, and performance management.
Help craft and assign quotas for the team and individual contributors.
Engage with senior‑level executives at prospective clients and across Broadridge.
Maintain awareness of current and planned Broadridge product developments.
Attend industry conferences, trade shows, and events to strengthen relationships, develop new ones, stay current on market trends, and promote Broadridge solutions.
Coordinate internal resources to provide the necessary expertise and support throughout the sales cycle.

Requirements

What you’ll need

Deep understanding of front‑, middle‑, and back‑office operations within Wealth Management firms, broker‑dealers, and private banks.
Strong connectivity across the Wealth Management ecosystem, including custodians, clearing firms, consultants, and technology partners.
Established relationships with C‑suite and senior executives across the Wealth Management industry.
Minimum 10 years of sales leadership experience selling technology or enterprise solutions into Wealth Management organizations.
Experience with Software‑as‑a‑Service and/or enterprise platform sales.
Strong closing and contract‑negotiation skills.
Detailed knowledge of Wealth Management solutions including books & records, tax reporting, corporate actions, securities lending, cash management, advisor compensation, fee/expense management, data management, reconciliation, and reporting.
Consultative sales approach with strong problem‑solving skills.
Ability to travel up to 50%.
Demonstrated success managing product and segment sales teams to quota.
Excellent presentation and interpersonal skills; ability to operate in a dynamic, high‑pressure environment.

Benefits

Comp & perks

Please visit www.broadridgebenefits.com for more information on our comprehensive benefit offerings for this role.