VP, Asset Manager Channel

Vestmark, Inc.•Wakefield, MA

2h•$150,000 - $170,000

About The Position

As the VP, Asset Manager Channel, you will be responsible for building and strengthening strategic relationships with field distribution teams across our partner ecosystem. You will serve as a key liaison between Vestmark and external distribution partners, driving platform awareness and adoption through collaborative networking and consultative engagement. This role requires a strong relationship-builder who can effectively communicate Vestmark's wealth management technology solutions to diverse distribution channels, including wirehouses, broker-dealers, RIAs, and wealth management firms. A successful candidate must demonstrate their ability to work cross-functionally across all Vestmark functions—from Product, Technology, Sales, Client Success, and Marketing—while fostering deep partnerships with field distribution teams to accelerate platform adoption and business growth.

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

Nice To Haves

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 (wirehouses, independent broker-dealers, RIAs, or similar)
Experience working with wealth management technology platforms or fintech solutions
Expertise in utilizing CRM systems such as Salesforce to manage pipeline, track activities, and report on business development metrics
Series 7 and/or Series 63 licenses preferred

Responsibilities

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 broker-dealers, 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, 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