10+ Years of experience in the retirement industry
Existing network of relationships in the retirement industry
Ability to build, foster, and maintain key relationships, including senior executive level relationships
Proven track record of success in achieving / exceeding sales quotas
Ability to effectively navigate complex organizations
Ability to handle multiple strategic client accounts
Excellent presentation, written and oral communication skills
Ability to take a consultative sales approach to problem solving with existing and prospective clients
Ability to communicate effectively with internal and external stakeholders
Strong analytical and organizational skills
Strong MS Excel, MS Word and PowerPoint skills
Strong technical foundation; ability to use CRM, MS Office, social tools, etc.
Willing to travel frequently to for clients and prospect meetings
Compensation Range: The salary range for this position is between $115,000.00- $140,000.00 USD.
Broadridge considers various factors when evaluating a candidate's final salary including, but not limited to, relevant experience, skills, and education.
Bonus Eligibility: Bonus Eligible
Benefits Information: Please visit www.broadridgebenefits.com for more information on our comprehensive benefit offerings for this role.
All Colorado employees receive paid sick leave in compliance with the Colorado Healthy Families and Workplaces Act and other legally required benefits, as applicable. Apply by clicking the application link and submitting your information. The deadline to apply for this role is August 30, 2026.
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Additional Information
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.
We are seeking a high energy, driven salesperson whose ability to develop and engage key client relationships will contribute directly to our growth objectives. The ideal candidate will have 10+ years of experience in the retirement industry. The primary mandate is to drive sales and revenue growth for Broadridge Retirement and Workplace with a focus on Trading, Trust and Custody solutions, including Collective Investment Trust (CIT) solutions.
Responsibilities Include
Sales of Trading, Trust, and Custody solutions, including CIT solutions, to clients in the retirement and wealth industry.
Establish, build, and maintain relationships with clients with the goal of a positive and productive long-term relationship.
Identify new business opportunities within new and existing clients.
Maintain account relationships, grow existing relationships, and cross sell additional services into account base.
Lead the sales process from origination through to close, including qualification, executive presentations, proposal development, and contract negotiation.
Collaborate with other Broadridge sales and account management teams.
Partner with internal resources to provide the necessary expertise and support during the sales and solutioning process, including legal, finance, product, and senior management.
Represent Broadridge at industry conferences and regional events.
Travel to prospect and client sites.