Vice President, Solutions – Financial Services

Job not on LinkedIn

October 26

🗽 New York – Remote

Although this job is listed in New York, this company may be open to hiring remote in other states.

💵 $277k - $360k / year

⏰ Full Time

🔴 Lead

💸 Financial Planning and Analysis (FP&A)

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Workiva

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SaaS • Finance • Compliance

Workiva is a cloud-based, AI-powered platform that unifies financial reporting, risk and compliance management, and sustainability reporting. It enables teams to connect data across systems, collaborate in real time, automate reporting (including XBRL tagging), and maintain auditability and traceability for regulated disclosures and assurance processes. Workiva serves large enterprises and finance, legal, audit, and sustainability teams to accelerate reporting, improve accuracy, and reduce risk.

1001 - 5000 employees

Founded 2008

☁️ SaaS

💸 Finance

📋 Compliance

📋 Description

• Lead Workiva’s global Financial Services vertical strategy across Banking, Insurance, and Asset Management, shaping solutions that address critical industry challenges including regulatory compliance, financial and sustainability reporting, governance and risk. • Develop and execute quarterly, annual, and multi-year business plans aligned with corporate strategy, vertical opportunity, revenue goals and customer success. • Define and maintain a vertical-specific solution roadmap in collaboration with Product, Engineering, and Marketing, with clear alignment to financial services customer needs. • Align investment prioritization across GTM, product, services, and partner functions to maximize vertical growth. • Act as an internal and external evangelist for Workiva’s Financial Services solutions, speaking at industry events, providing thought leadership, and engaging in strategic client conversations. • Ensure vertical-specific business KPIs are defined, measured, and used to continuously improve performance and inform decision-making. • Serve as the market-facing executive for the Financial Services vertical, regularly engaging with global customers, partners, and advisory firms to understand emerging needs and shape value-driven solutions. • Build trusted relationships with C-level stakeholders, particularly within the Office of the CFO, Risk, Compliance, and Finance Transformation functions. • Lead strategic co-selling and joint value initiatives with key partners, including technology vendors, consulting/advisory firms, and implementation partners. • Collaborate with Sales and Customer Success to support client acquisition, expansion, and retention across the FS vertical.

🎯 Requirements

• 15+ years of leadership experience in Financial Services, enterprise B2B SaaS, and technology consulting. • Proven expertise across Banking, Insurance, and Asset Management sectors, including global regulatory frameworks (e.g., SEC, EBA, ESMA, Basel III, Solvency II, CSRD). • Bachelor's degree in business, finance, technology, or a related field. • Proven success building, leading and executing GTM strategies for a B2B enterprise technology company within a Financial Services vertical. • Demonstrated success working with Advisory and Technology partners serving the Financial Services ecosystem and the Office of the CFO. • Deep, customer- and partner-facing experience, including relationship development, strategic account engagement, and market influence. • Strong understanding of FS-specific solution areas such as regulatory reporting, sustainability compliance, risk management, and financial transformation. • Deep understanding of the digital transformation imperatives within financial services, including cloud adoption, RegTech, and AI. • Demonstrated cross-functional leadership within global companies, adept at achieving outcomes and impacting stakeholders across various global and functional teams, without direct reporting lines. • MBA or relevant advanced degree preferred. • Excellent executive communication and stakeholder management skills.

🏖️ Benefits

• A discretionary bonus typically paid annually • Restricted Stock Units granted at time of hire • 401(k) match and comprehensive employee benefits package