What are the responsibilities and job description for the Sales Executive - Broadridge Retirement and Workplace (Hybrid) position at Broadridge?
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
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.
We are dedicated to fostering a collaborative, engaging, and inclusive environment and are committed to providing a workplace that empowers associates to be authentic and bring their best to work. We believe that associates do their best when they feel safe, understood, and valued, and we work diligently and collaboratively to ensure Broadridge is a company—and ultimately a community—that recognizes and celebrates everyone’s unique perspective.
Use of AI in Hiring
As part of the recruiting process, Broadridge may use technology, including artificial intelligence (AI)-based tools, to help review and evaluate applications. These tools are used only to support our recruiters and hiring managers, and all employment decisions include human review to ensure fairness, accuracy, and compliance with applicable laws. Please note that honesty and transparency are critical to our hiring process. Any attempt to falsify, misrepresent, or disguise information in an application, resume, assessment, or interview will result in disqualification from consideration.
US applicants: Click here to view the EEOC "Know Your Rights" poster.
Disability Assistance
We recognize that ensuring our long-term success means creating an environment where everyone is welcome, where everyone's strengths are valued, and where everyone can perform at their best. Broadridge provides equal employment opportunities to all associates and applicants for employment without regard to race, color, religion, sex (including sexual orientation, gender identity or expression, and pregnancy), marital status, national origin, ethnic origin, age, disability, genetic information, military or veteran status, and other protected characteristics protected by applicable federal, state, or local laws.
If you need assistance or would like to request reasonable accommodations during the application and/or hiring process, please contact us at 888-237-7769 or by sending an email to BRcareers@broadridge.com.
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.
- 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
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.
We are dedicated to fostering a collaborative, engaging, and inclusive environment and are committed to providing a workplace that empowers associates to be authentic and bring their best to work. We believe that associates do their best when they feel safe, understood, and valued, and we work diligently and collaboratively to ensure Broadridge is a company—and ultimately a community—that recognizes and celebrates everyone’s unique perspective.
Use of AI in Hiring
As part of the recruiting process, Broadridge may use technology, including artificial intelligence (AI)-based tools, to help review and evaluate applications. These tools are used only to support our recruiters and hiring managers, and all employment decisions include human review to ensure fairness, accuracy, and compliance with applicable laws. Please note that honesty and transparency are critical to our hiring process. Any attempt to falsify, misrepresent, or disguise information in an application, resume, assessment, or interview will result in disqualification from consideration.
US applicants: Click here to view the EEOC "Know Your Rights" poster.
Disability Assistance
We recognize that ensuring our long-term success means creating an environment where everyone is welcome, where everyone's strengths are valued, and where everyone can perform at their best. Broadridge provides equal employment opportunities to all associates and applicants for employment without regard to race, color, religion, sex (including sexual orientation, gender identity or expression, and pregnancy), marital status, national origin, ethnic origin, age, disability, genetic information, military or veteran status, and other protected characteristics protected by applicable federal, state, or local laws.
If you need assistance or would like to request reasonable accommodations during the application and/or hiring process, please contact us at 888-237-7769 or by sending an email to BRcareers@broadridge.com.
Salary : $115,000 - $140,000