Broadridge · 3 days ago
Director, Sales
New York, NY
Full-time
Hybrid
Senior Level, Lead/Staff
$130K/yr - $150K/yr
10+ years expBroadridge is a company that empowers others to achieve more, and they are seeking a dynamic Sales Director to drive growth for their Fi360 solutions in the Retirement and Wealth market. This role focuses on selling enterprise software, data, analytics, and training to large retirement firms, serving as a trusted advisor to clients.
BankingCrowdfundingEnterprise SoftwareFinanceFinancial ServicesInformation TechnologyOutsourcingSoftwareVenture Capital
Responsibilities
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
Qualification
Required
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 skills—confident 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
Preferred
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 operator—not just a seller
Benefits
Commission Eligible.
Please visit• •www.broadridgebenefits.com• •for more information on our comprehensive benefit offerings
Company
Broadridge
Broadridge is a provider of investor communications and technology solutions for broker dealers, banks, mutual funds and corporate issuers.
10001+ employees
H1B Sponsorship
Broadridge has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (109)
2024 (124)
2023 (83)
2022 (141)
2021 (100)
2020 (73)
Funding
Current Stage
Public CompanyTotal Funding
$3.05B2023-08-17Post Ipo Debt· $1.3B
2021-05-17Post Ipo Debt· $1B
2019-12-10Post Ipo Debt· $750M
Leadership Team
Timothy Gokey
Chief Executive Officer
Tyler Derr
Chief Technology Officer
Recent News
FF News | Fintech Finance
2025-12-03
2025-11-19
Company data provided by crunchbase