Broadridge · 2 months ago
Director, Sales- Data & Insights
United States
Full-time
Remote
Senior Level, Lead/Staff
$145K/yr - $150K/yr
10+ years expBroadridge is a company dedicated to empowering others to accomplish more, and they are seeking a highly motivated Sales Associate to lead enterprise sales efforts in the defined contribution retirement plan industry. The role focuses on selling innovative financial technology solutions to large institutional customers and driving adoption of their platform across the retirement plan ecosystem.
BankingCrowdfundingEnterprise SoftwareFinanceFinancial ServicesInformation TechnologyOutsourcingSoftwareVenture Capital
Responsibilities
Own and lead the end-to-end sales cycle for iJoin’s suite of solutions (software, data, reporting and analysis)
Identify, qualify, scope, price lead contract negotiations with precision and professionalism. To close new business opportunities within both new and existing accounts
Maintain strong product fluency to align client needs with iJoin 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 iJoin 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 and 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
Experience with retirement plan record-keepers in business development or plan sales
Preferred
Experience selling data and analytics platforms into enterprise retirement and DC firms
The ability to think like a business operator—not just a seller
Benefits
Comprehensive benefits package (health, dental, vision, 401(k), etc.)
Paid sick leave in compliance with the Colorado Healthy Families and Workplaces Act and other legally required benefits
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