VP, North American Wealth Management Product Sales

• 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.

• 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.

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.

• Wealth Management Sales Leadership
• Consultative Sales Approach
• Closing and Contract-Negotiation Skills
• Wealth Management Solutions Knowledge
• Relationship Management with C-Suite Executives

• Sales Leadership
• Pipeline Management
• Quota Management
• Wealth Management Solutions
• Software-as-a-Service Sales
• Enterprise Platform Sales
• Problem‑Solving Skills
• Data Management
• Contract Negotiation
• Performance Management

• Interpersonal Skills
• Presentation Skills
• Coaching Skills
• Dynamic Environment Adaptability
• Team Building

• Wealth Management
• Broker-Dealers
• Private Banks
• Custodians
• Clearing Firms
• Consultants
• Technology Partners
• Market Trends
• Client Meetings
• Whitespace Analysis

• Centralized Database Management
• Campaign Tracking Tools
• Lead Generation Tools
• Marketing Integration Tools
• Salesforce Automation Tools