Vestmark, Inc.
VP, Business Development
United States (Remote) · Vp
Sponsorship not specifiedDetected 55 days ago
SalesforceCRMBusiness DevelopmentLead GenerationLeadershipCommunicationPublic Speaking
About the role
- This role requires a strong relationship-builder who can effectively communicate Vestmark's wealth management technology solutions to RIAs and independent wealth management firms.
- We celebrate diversity and are committed to creating an inclusive environment for all employees.
Requirements
- A successful candidate must demonstrate their ability to work cross-functionally across all Vestmark functions-from Product, Technology, Sales, Client Success, and Marketing.
Nice to have
- Network extensively across the financial services landscape to identify new distribution opportunities and deepen existing partnerships with RIAs and wealth management platforms
- 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
- Deep understanding of the financial advisory landscape, including broker-dealer and RIA distribution models
- 5-7 years of experience in financial services, preferably in business development, distribution, wholesaling, or relationship management roles
- Established network within wealth management distribution channels
- Experience working with wealth management technology platforms or fintech solutions
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