Director, Sales- Data & Insights
About The Position
At Broadridge, we've built a culture where the highest goal is to empower others to accomplish more. If you’re passionate about developing your career, while helping others along the way, come join the Broadridge team. About the Role We are seeking a highly motivated Sales Associate to lead enterprise sales efforts in the defined contribution (DC) retirement plan industry. This role is focused on selling our innovative financial technology solutions (ijoin) to large institutional customers, primarily retirement plan recordkeepers. The Sales Executive will develop opportunities, work with the product and business leaders to close engagements and play a key role in driving adoption of our platform across the retirement plan ecosystem.
Requirements
- 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.
Nice To Haves
- Experience selling data and analytics platforms into enterprise retirement and DC firms.
- The ability to think like a business operator—not just a seller.
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.
Benefits
- Competitive base salary and commission package
- Comprehensive benefits package (health, dental, vision, 401(k), etc.)
- Opportunity to shape the future of financial technology in the retirement industry
- Collaborative culture with high-growth potential
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What This Job Offers
Job Type
Full-time
Career Level
Director
Education Level
No Education Listed
Number of Employees
5,001-10,000 employees
