VP - Business Development

February 25

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Vestmark

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Vestmark is a company that provides innovative SaaS solutions for wealth management. Its flagship platform, Vestmark ONE, offers a unified managed account (UMA) solution that simplifies portfolio construction and management. The platform is designed for broker-dealers, asset managers, banks, and registered investment advisors (RIAs), enabling them to deliver customized investment solutions at scale. Vestmark's services include portfolio analytics, advanced trading, rebalancing, tax-sensitive trading, compliance, and risk management. The company also offers outsourced services and a manager marketplace, facilitating efficient portfolio management and better investor outcomes. With over $1. 5 trillion in platform assets and supporting more than 72,000 financial advisors, Vestmark is a leader in the wealth management technology space, continuously recognized for innovation and excellence.

Account Oversight • Model Management and Rebalancing • Trading • Compliance • Client Performance and Reporting

201 - 500 employees

Founded 2001

☁️ SaaS

💸 Finance

💳 Fintech

💰 $11.7M Venture Round on 2017-10

📋 Description

• The Vice President of Business Development is responsible for driving new software sales in the RIA channel for the industry's leading wealth management offering combining technology and advisory solutions. • Achieve and exceed annual targets that are established by Chief Revenue Officer • Actively and demonstrate knowledge of the competition to proactively position Vestmark against their competitors • Deliver compelling presentations tailored to each client; ensure submissions stand out from the pack • Contribute to a culture of discipline and accountability by following the established cadence of weekly opportunity, pipeline, and forecast reviews • Strategically cultivate relationships with clients and develop client networks at the highest level • Understand and assess customer needs and uniquely and expertly position company products and services to meet those requirements • Execute a disciplined sales process that delivers value to clients • Provide accurate and timely territory plans and pipeline forecasts to sales management • Able to address the complexities of the decision-making process and effectively engage in complex negotiations with prospective clients and partners

🎯 Requirements

• 8-10 years of proven business development and strategic selling to C-level decision makers • Exemplary knowledge of sales principles, practices, tactics, tools and developing value proposition with customers • Experience selling technology and advisory solutions to RIAs • Strong organizational skills and a proven track record of serving as a contributor of growth at a TAMP, established RIA, service provider or asset manager that caters to the RIA space. • A successful candidate will have a scrappy mindset in addition to a strong results-oriented mentality, exceptional energy, and ambition • Must have demonstrated success meeting a quota in a highly competitive environment • Excellent client-facing and negotiation skills • Significant experience serving as a hard-charging, motivated individual who exceeds goals and targets • Strong ability to speak and present in a public forum • Ability to travel as needed