VP, Advisor Sales at Vestmark, Inc. (Remote)

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About Vestmark

Headquartered outside of Boston, MA, Vestmark is a leading provider of portfolio management and trading solutions for the wealth management industry. Supporting over $1.5 trillion in assets and 5 million accounts, Vestmark is a trusted partner to some of the largest and most respected wealth management firms, offering an innovative SaaS platform and comprehensive suite of outsourced services. Founded in 2001 with the mission of improving investment outcomes for all investors, Vestmark is a privately-owned company on the forefront of innovation and disruption of the FinTech industry.

About Vestmark Advisory Solutions (VAS)

Vestmark Advisory Solutions (VAS) is a wholly owned subsidiary of Vestmark Inc. that combines deep investment expertise with the power of Vestmark’s industry leading technology to offer best-in-class investment management solutions. VAS is a registered investment advisor with $1.6 billion AUM.  The investment team at VAS is responsible for managing Vestmark’s new and growing suite of personalized investment products and services including direct indexing, ESG preferences and personalization, tax transition, and customized tax management across multiple asset classes. VAS is also responsible for Vestmark’s Model Trading Services and industry leading Manager Marketplace.

THE ROLE

Vestmark has been supporting clients’ direct indexing solutions for more than a decade.  As we embark on our next stage of growth and evolution, Vestmark Advisory Solutions seeks a Vice President of Advisor Sales to drive new sales to RIAs for Vestmark’s  Direct Indexing platform.

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

The ideal candidate will possess a hunger for growth, a desire to exceed targets, and a demonstrated track record of success in building a presence in new market segments. Key responsibilities are those typically associated with a VP, Advisor Sales of similar stage growth companies and include the following:

  • Achieve and exceed quarterly goals that are established by the SVP, Direct Indexing
  • Actively demonstrate knowledge of the competition to proactively position Vestmark against their competitors and ensure prospects are familiar with the full spectrum of Vestmark’s capabilities and services
  • Deliver compelling presentations tailored to each client
  • 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 senior sales management
  • Able to address the complexities of selling to RIAs, and the unique needs of each
  • Understand, navigate and influence the customer purchasing process
  • Ability to travel occasionally and work flexible hours as necessary
  • Ability to work and thrive in a fast-paced, dynamic environment, under tight deadlines 

Qualifications:

The company seeks a Vice President of Advisor Sales with strong organizational skills and a proven track record of sales success in an internet, technology, financial services, or financial technology enterprise.

The following are other key qualifications:

  • 4+ years of proven business development and strategic selling to decision makers, with a strong preference for experience selling to RIAs.
  • Exemplary knowledge of sales principles, practices, tactics, tools and developing value proposition with customers
  • Experience selling investment solutions to financial advisors
  • An extensive record of executing sales cycles into RIAs where it is imperative to win over the ultimate decision maker in order to get a deal over the finish line
  • An individual with gravitas, a strong work ethic, and entrepreneurial spirit. Possesses excellent verbal and written communications, presentation, time management, and leadership skills
  • 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 education 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
  • Disposition to work for a company that embraces the concept of radical candor, but demands exceptional business acumen to affect value creation
  • Extremely loyal, highly sophisticated, positive, hard-working, energetic, and collaborative
  • While SaaS experience is a plus, fintech or financial services experience is a must; experience selling to or working within the RIA sector is a plus
  • Bachelor’s degree: Technical or Finance degree preferred; CFP or CFA preferred
  • Ability to travel as needed

What Vestmark Offers

Vestmark offers the ability to develop strong relationships with colleagues who enjoy collaborating, a flexible work-life balance, managers who respect and listen to their ideas and a competitive salary and benefits.

Vestmark also offers a strong value-based culture while working on challenging projects in an exciting Fintech industry committed to helping regular investors reach their goals.


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.

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Technology we use

  • Engineering
  • Product
  • Sales & Marketing
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Location

Our company is conveniently located in Wakefield just north of Boston. We also offer a hybrid work option for those who are more comfortable at home.

An Insider's view of Vestmark, Inc.

What's the biggest problem your team is solving?

It’s my job to educate users on the best ways to use our product. While anyone can push the buttons, I always ask “why?” and “what is the user trying to accomplish?” I'm not only demonstrating the product, but also the value it adds to the workflow of the customer. By interacting with users, we are not just teaching but also learning.

Jenny

Staff Trainer

How has your career grown since starting at the company?

My time at Vestmark has been like a "choose your own adventure" novel. I joined the company as a mid-level software engineer but have since grown into the role of a technical lead, to an engineering manager, and now helping to drive our agile transformation. I truly believe that Vestmark thinks that I should be in the driver's seat of my career.

Bobby

Engineering Manager

What is your vision for the company?

My vision for Vestmark is two-fold. First, to provide an awesome workplace where people can be challenged, have fun and be rewarded. Second, to truly help the financial well-being of investors by enabling financial advisors and institutions to efficiently manage and trade their clients’ portfolios through an innovative SaaS platform.

John

Vice Chairman

What are Vestmark, Inc. Perks + Benefits

Vestmark, Inc. Benefits Overview

Vestmark's biggest focus is our people. Our corporate health is dependent on our employee's well being. Across the company, we maintain an attractive standard of competitive benefits.

Culture
Volunteer in local community
Vestmark has a Charitable Committee that focuses on contributing in many ways to helping the environment and supporting the philanthropic interests of our employees. Your cause is our cause.
Partners with Nonprofits
Friends outside of work
Eat lunch together
Intracompany committees
Vestmark has a fun committee that manages monthly fun events and programs. A few examples of our events are our annual chili cook off, ugly sweater contest, and MUCH more!
Daily sync
Open door policy
Team owned deliverables
Team based strategic planning
Group brainstorming sessions
Diversity
Dedicated Diversity/Inclusion Staff
Unconscious bias training
Diversity manifesto
Health Insurance & Wellness Benefits
Flexible Spending Account (FSA)
Vestmark employees can contribute up to $2,750 annual to their FSA, $5k annual for dependent care, and participate in our employeer funded HSA program.
Disability Insurance
Dental Benefits
Our dental plan covers $1500 of expenses and Vestmark contributes 90% towards the cost!
Vision Benefits
Health Insurance Benefits
Vestmark contributes 90% towards the cost of the employee insurance plans!
Life Insurance
Pet Insurance
Wellness Programs
Onsite Gym
Mental Health Benefits
Retirement & Stock Options Benefits
401(K)
In additional to our traditional 401(k) program, we also offer a ROTH 401(k) option for our employees.
401(K) Matching
Vestmark provides employees with a traditional 401(k) and ROTH 401(k) matching plan. We match 50% of contributions up to 8% of our employee's annual gross pay.
Company Equity
Vestmark also offers additional compensation in the form of restricted stock options. Our RSU’s are issued through a vesting and distribution schedule after achieving required milestones.
Performance Bonus
Match charitable contributions
Vestmark is very proud of our Charitable Giving Program. Will will match up to $250 annually to an approved charity of our employees choice.
Child Care & Parental Leave Benefits
Child Care Benefits
Generous Parental Leave
We provide 12 weeks of paid parental leave for the primary caretaker and 2 weeks of paid leave for the secondary caretaker.
Flexible Work Schedule
Vestmark provides employees with remote and hybrid options depending upon job responsibilities.
Remote Work Program
Family Medical Leave
Adoption Assistance
Vestmark offers up to 12 weeks of paid parental leave for an adoption event.
Company sponsored family events
Vestmark sponsors employee/family oriented events including outdoor events and virtual game nights.
Vacation & Time Off Benefits
Generous PTO
3 weeks - prorated from start date. Additional day for each year of service up to 10 years.
Paid Holidays
Paid Sick Days
Perks & Discounts
Casual Dress
Commuter Benefits
Company Outings
Vestmark hosts company events throughout the year.
Game Room
Stocked Kitchen
Some Meals Provided
Meals provided for special occasions and company sponsored events.
Happy Hours
Parking
Fitness Subsidies
Professional Development Benefits
Job Training & Conferences
Vestmark offers employees professional development opportunities for our employees including the ability to attend internal job training and external conferences.
Diversity Program
Lunch and learns
Vestmark hosts lunch and learn and leadership development meetings once a month.
Cross functional training encouraged
Promote from within
Mentorship program
Online course subscriptions available
Customized development tracks
Paid industry certifications

Additional Perks + Benefits

Creating a strong work life balance is important to us, this is why we offer our employees a generous paid time off package. This benefit enables employees to take the time they need to achieve a desired level of harmony between work at Vestmark and life outside of the office.

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