VP, Business Development

🕒 Junho 11

🇺🇸 Estados Unidos – Remoto (EUA)

💵 $110.000 - $140.000 / ano

⏰ Tempo Integral

🔴 Especialista

💰 Desenvolvimento de Negócios (BDR)

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Vestmark

SiteLinkedInTodas as Vagas

201 - 500 funcionários

Fundada em 2001

💼 Consultoria

⚖️ Jurídico

📦 Logística

💰 $11.700.000 Venture Round em 2017-10

Consulting • Legal • Logistics

A Vestmark é uma empresa que fornece soluções inovadoras de SaaS para gestão de patrimônio. Sua plataforma principal, Vestmark ONE, oferece uma solução de conta gerenciada unificada (UMA) que simplifica a construção e gestão de portfólios. A plataforma é projetada para corretores, gestores de ativos, bancos e assessores de investimento registrados (RIAs), permitindo que eles ofereçam soluções de investimento personalizadas em larga escala. Os serviços da Vestmark incluem análise de portfólio, negociações avançadas, rebalanceamento, negociações sensíveis a impostos, compliance e gestão de risco. A empresa também oferece serviços terceirizados e um marketplace de gestores, facilitando uma gestão de portfólio eficiente e melhores resultados para investidores. Com mais de US$ 1,5 trilhão em ativos na plataforma e apoiando mais de 72. 000 assessores financeiros, a Vestmark é líder no espaço de tecnologia para gestão de patrimônio, sendo continuamente reconhecida por inovação e excelência.

Descrição

• Build and maintain strategic relationships with field distribution teams, home office leadership, and key decision-makers at partner firms through proactive outreach, consultative conversations, and regular touchpoints • Network extensively across the financial services landscape to identify new distribution opportunities and deepen existing partnerships with RIAs and wealth management platforms • Partner closely with Vestmark's sales and client success teams to align on go-to-market strategies, ensuring distribution partners are equipped with the resources and knowledge needed to promote Vestmark's solutions • Deliver compelling presentations of Vestmark's value proposition to field distribution audiences, showcasing how our technology platform solves critical operational and investment management challenges • Coordinate and participate in field events, regional conferences, and partner meetings to strengthen visibility and relationships within distribution networks • Serve as the voice of distribution partners internally at Vestmark, providing feedback to Product, Technology, Marketing and Leadership teams to inform roadmap priorities and enhance partner experience • Drive lead generation and opportunity identification by maintaining strong communication channels with distribution teams and tracking emerging needs within their advisor networks • Leverage Vestmark's thought leadership and market insights to educate distribution partners on industry trends, regulatory changes, and the evolving wealth management landscape.

🎯 Requisitos

• Bachelor's degree required or relevant experience • Proven track record in relationship management and networking within financial services, particularly with distribution teams, wholesalers, or field organizations • Passion for financial technology and understanding of wealth management platforms, investment management, and operational efficiency solutions • Strong interpersonal and communication skills with the ability to build credibility and trust across diverse stakeholder groups • Demonstrated ability to work collaboratively across internal teams and with external partners in a matrixed environment • Self-starter with the ability to manage multiple priorities, navigate ambiguity, and drive results independently • Deep understanding of the financial advisory landscape, including broker-dealer and RIA distribution models • Willingness to travel regularly to meet with distribution partners and attend industry events.

🏖️ Benefícios

• equity-based grants for all new hires • company-paid medical premiums of 90% • a competitive time-off program • other variable compensation, if eligible