VP, National Accounts & Advisory Enterprise Sales

Vestwell•New York, NY

2d•$150,000 - $160,000•Hybrid

About The Position

Vestwell is the financial technology company powering the new savings economy. The New York City-based fintech platform redefines how people save for the critical aspects of life across retirement, education, and healthcare savings needs. Today, Vestwell enables over 350,000 businesses and nearly 1.5 Million active savers, with over $30 billion in assets saved across all 50 United States. Vestwell offers a range of products, including workplace-delivered retirement plans, employer-offered student loan repayment benefits, and various savings accounts for education, emergencies, and individuals with disabilities. Vestwell's platform serves a diverse clientele, including financial advisers, employers, third-party administrators, financial institutions, payroll providers, government agencies, and individual savers. To learn more, visit vestwell.com Who Are We Looking For? The Vestwell team is growing and we’re excited to bring onboard a VP, National Accounts and Advisory Enterprise Sales who will play an integral role in how we reach our revenue targets. You will be responsible for outreach to advisory firms in your territory, closing plans and partnerships with these groups. You will also be responsible for building out partnerships in the payroll channel to drive retirement plan sales. The ideal candidate will be a motivated team player who possesses a positive “can do” attitude, a high degree of attention to detail, professionalism, and drive in order to undertake the wide latitude of responsibilities inherent with a rapidly growing company. At its core, you will contribute to the quality of our client’s end-to-end experience by providing vital support to the growing sales team at Vestwell.

Requirements

Ability to build lead complex deals working internally to bring Vestwell to the client
Ability to manage multiple projects and relationships to drive long-term prospect goals
Ability to influence C-suite executives
A deep network in wealth management and retirement
Exceptional written and verbal communication skills
Familiarity and overall comfort using various software platforms (i.e MS Office and CRM databases)
Hyper-effective organizational skills with the ability to handle multiple projects simultaneously
Strong customer and commercial-focused philosophy
Ability to work within a team to achieve common goals
Ability to work with a sense of urgency
A highly motivated, self-starter who thrives on going fast and who can iterate rapidly
Articulate, concise, eloquent communication skills to be the voice outwardly and inwardly
Ability to work effectively and professionally with a wide range of personalities, roles, and teams
Strong work ethic with the ability to work both independently and on a team

Responsibilities

Drive enterprise sales and strategy efforts overseeing specific Advisory segments (firm scope includes wealth managers, broker dealers, banks and corporate RIAs) in pursuit of enterprise CARR and National Account partnerships. This role will focus specifically on Supra/Regional Banks, IBDs, Corporate RIAs, and may expand over time.
Responsible for achieving CARR and plan volume goals associated with Advisory, Payroll and National Accounts. As the commercial owner, responsible for enablement pre-deal and post-deal sales with Enterprise RM, Sales Enablement, and National Sales working closely with the Partner Success and Enterprise Relationship Management team.
Manage and create marketing strategies and resources, own marketing budget associated with National Account and Enterprise clients.
Collaborate cross-functionally on complex client requirements, both pre-deal and post deal.