VP, Business Development

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🔥 0 minutes ago

🇺🇸 United States – Remote

💵 $110k - $140k / year

⏰ Full Time

🔴 Lead

💰 Business Development (BDR)

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Vestmark

WebsiteLinkedInAll Job Openings

201 - 500 employees

Founded 2001

☁️ SaaS

💸 Finance

💳 Fintech

💰 $11.7M Venture Round on 2017-10

SaaS • Finance • Fintech

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.

📋 Description

• 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.

🎯 Requirements

• 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.

🏖️ Benefits

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