VP, Business Development

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. Vestmark enables financial advisors and institutions to efficiently manage and trade their clients' portfolios using an innovative SaaS ecosystem along with outsourced investment advisory and operational services.

The ideal candidate will possess a track record of achieving targets, proactive and innovative problem solving and a self-starter mentality that will enable the candidate to succeed in a first of its kind role at Vestmark. Key responsibilities associated with a VP, Business Development include the following:

• 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 and ensuring clients and prospects are familiar with the full spectrum of Vestmark’s capabilities
• 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 and leverage industry contacts and expertise to secure introduction to new prospective clients
• 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 and is aligned with sales and milestones targets
• 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

Qualifications:

• 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

Vestmark is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. Vestmark prohibits employment discrimination on the basis of race, color, religion, gender identity, sex, sexual orientation, pregnancy, national origin, age, disability status, protected military or veteran status, and genetic information.  This role cannot be performed by a resident of New York City, NY. #LI-TG1  #LI-Remote