RVP, National Sales
Vestwell is the financial technology company powering the new savings economy. Our 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 over 2M active savers, with over $50B in assets saved across all 50 states. 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?
Our team is growing rapidly and we are looking for a Regional Sales Director who has successfully sold retirement plan administration and record-keeping services in the small and emerging corporate retirement plan market. You should be able to work closely with financial advisors and strategic partners at an executive or leadership level to build a sales pipeline, win retirement plans, and develop strategic relationships. You should feel as comfortable on the phone cold calling prospects as you do developing deep, meaningful relationships with financial advisors.
As a FinTech firm, we take a different approach to sales than traditional incumbents. We believe that through strategic partnerships, a virtual sales approach, and teamwork, salespeople can command impressive plan sales volumes and become true partners to the advisors they work with. Expect to become an expert at demoing software, outlining our administrative capabilities, and how Vestwell’s technology works. The right hire is highly relationship oriented and transactional, with a passion to learn and grow.
The ideal candidate has proven experience selling in the Midwest, Great Lakes, Rust Belt regions. Extensive travel is required to meet with clients and prospects to perform your sales activities.
What Will You Be Doing?
You will be the primary driver for gaining distribution and converting retirement plans within your assigned region. Beyond this baseline, your responsibilities include providing leadership, deep expertise, and strategic support to the broader team.
Identify, develop, and convert strategic partnerships with RIA Aggregators, Broker/Dealers, TPAs, Payroll Providers, Banks, and other key partners within your sales region.
Develop, own, and manage a robust retirement plan sales pipeline, leveraging existing relationships and proactively prospecting for new clients, including strategic outreach and cold calling.
Consulting with prospects about possible plan features or plan types that may align with their workforce and assessing whether a standalone plan or aggregated plan would work best for the prospect's demographics and business goals.
Convert retirement plan opportunities into sales, applying judgment and strategic thinking through a repeatable, scalable process in partnership with your internal sales team.
Deliver product demonstrations and maintain deep expertise in retirement plan record-keeping, administration, and technology, serving as a trusted advisor to prospects and clients.
Design and manage hand-off processes to Vestwell’s implementation and client success teams, ensuring a seamless client experience that drives repeat business.
Own and deliver on plan sales and revenue targets, exercising discretion in prioritization and approach to achieve results.
Maintain accountability for plan sponsor revenue generation within your region, influencing outcomes through relationship management, strategic execution, and cross-functional collaboration.
Requirements
The Necessities
5+ years in a B2B sales, preferably in retirement, FinTech, wealth, or a similar industry
Intimate knowledge of how retirement plan advisors build, manage, and grow their practice
Clear understanding and ability to articulate partnerships across multiple channels
Consistent track record managing and leading sales regions and exceeding sales targets
Ability to carry a plan sale over the entire sales cycle from prospecting to conversion
Strong attention to detail and a passion for creating a top-notch selling environment and processes
Excellent written & verbal communication skills are a must
Experience developing cold calling prospect lists
Travel required 50-70% of the time
The Extras
Experience selling retirement plan record-keeping and administration is a very, very strong plus
Previous coverage of the small and emerging corporate retirement plan market
Previously covered the sales region being hired
Strong understanding of what a record-keeper, TPA, and 3(16) administrator does
Any FS certifications are a plus, eg: Series 65, Series 7, CFA, etc.
This role will be based in the Greater Ohio region, in a remote capacity.
The expected base salary range for this position is a minimum of $100K - $110K, plus performance based variable. Please note that salary bands are based on NY and other similar metro areas and may differ based on where the role is ultimately hired.
OUR BENEFITS
We’re an innovative, high-growth company with an exciting future ahead. At Vestwell, we prioritize employee wellbeing through comprehensive health benefits, generous time off, and a dedicated Employee Wellbeing Committee. Our hybrid work model offers flexibility while providing access to our collaborative offices in Midtown Manhattan, Austin, King of Prussia, and Scottsdale. And, of course, as a company focused on helping people save for the future, we offer a competitive 401(k) plan.
OUR PROCESS
Our interview process starts the same for every candidate with 1-2 introductory conversations to learn more about your background, interests, and what you're looking for, while also giving you the opportunity to learn more about Vestwell and the team. From there, the process varies by role but typically includes a skills or experience-based assessment, such as a coding interview, portfolio review, or deeper discussion of your relevant experience. Successful candidates then move on to a virtual or in-person interview panel. Before extending an offer, we complete a reference check with a current or former manager and a peer. Throughout the process, we prioritize transparency, clear communication, and minimizing surprises.
For your awareness you will only receive correspondence from [email protected] any other domain not ending in Vestwell.com is not our Recruitment team.
Vestwell’s Privacy Policy. Attention California residents: In the course of conducting our business and complying with federal, state, and local government regulations governing such matters as employment, tax, insurance, etc., we must collect Personal Information from you. Should you accept employment with Vestwell you may view our California Privacy Rights Act here: Vestwell’s California Privacy Rights Policy.
To learn more, visit vestwell.com
Who Are We Looking For?
Our team is growing rapidly and we are looking for a Regional Sales Director who has successfully sold retirement plan administration and record-keeping services in the small and emerging corporate retirement plan market. You should be able to work closely with financial advisors and strategic partners at an executive or leadership level to build a sales pipeline, win retirement plans, and develop strategic relationships. You should feel as comfortable on the phone cold calling prospects as you do developing deep, meaningful relationships with financial advisors.
As a FinTech firm, we take a different approach to sales than traditional incumbents. We believe that through strategic partnerships, a virtual sales approach, and teamwork, salespeople can command impressive plan sales volumes and become true partners to the advisors they work with. Expect to become an expert at demoing software, outlining our administrative capabilities, and how Vestwell’s technology works. The right hire is highly relationship oriented and transactional, with a passion to learn and grow.
The ideal candidate has proven experience selling in the Midwest, Great Lakes, Rust Belt regions. Extensive travel is required to meet with clients and prospects to perform your sales activities.
What Will You Be Doing?
You will be the primary driver for gaining distribution and converting retirement plans within your assigned region. Beyond this baseline, your responsibilities include providing leadership, deep expertise, and strategic support to the broader team.
Identify, develop, and convert strategic partnerships with RIA Aggregators, Broker/Dealers, TPAs, Payroll Providers, Banks, and other key partners within your sales region.
Develop, own, and manage a robust retirement plan sales pipeline, leveraging existing relationships and proactively prospecting for new clients, including strategic outreach and cold calling.
Consulting with prospects about possible plan features or plan types that may align with their workforce and assessing whether a standalone plan or aggregated plan would work best for the prospect's demographics and business goals.
Convert retirement plan opportunities into sales, applying judgment and strategic thinking through a repeatable, scalable process in partnership with your internal sales team.
Deliver product demonstrations and maintain deep expertise in retirement plan record-keeping, administration, and technology, serving as a trusted advisor to prospects and clients.
Design and manage hand-off processes to Vestwell’s implementation and client success teams, ensuring a seamless client experience that drives repeat business.
Own and deliver on plan sales and revenue targets, exercising discretion in prioritization and approach to achieve results.
Maintain accountability for plan sponsor revenue generation within your region, influencing outcomes through relationship management, strategic execution, and cross-functional collaboration.
Requirements
The Necessities
5+ years in a B2B sales, preferably in retirement, FinTech, wealth, or a similar industry
Intimate knowledge of how retirement plan advisors build, manage, and grow their practice
Clear understanding and ability to articulate partnerships across multiple channels
Consistent track record managing and leading sales regions and exceeding sales targets
Ability to carry a plan sale over the entire sales cycle from prospecting to conversion
Strong attention to detail and a passion for creating a top-notch selling environment and processes
Excellent written & verbal communication skills are a must
Experience developing cold calling prospect lists
Travel required 50-70% of the time
The Extras
Experience selling retirement plan record-keeping and administration is a very, very strong plus
Previous coverage of the small and emerging corporate retirement plan market
Previously covered the sales region being hired
Strong understanding of what a record-keeper, TPA, and 3(16) administrator does
Any FS certifications are a plus, eg: Series 65, Series 7, CFA, etc.
This role will be based in the Greater Ohio region, in a remote capacity.
The expected base salary range for this position is a minimum of $100K - $110K, plus performance based variable. Please note that salary bands are based on NY and other similar metro areas and may differ based on where the role is ultimately hired.
OUR BENEFITS
We’re an innovative, high-growth company with an exciting future ahead. At Vestwell, we prioritize employee wellbeing through comprehensive health benefits, generous time off, and a dedicated Employee Wellbeing Committee. Our hybrid work model offers flexibility while providing access to our collaborative offices in Midtown Manhattan, Austin, King of Prussia, and Scottsdale. And, of course, as a company focused on helping people save for the future, we offer a competitive 401(k) plan.
OUR PROCESS
Our interview process starts the same for every candidate with 1-2 introductory conversations to learn more about your background, interests, and what you're looking for, while also giving you the opportunity to learn more about Vestwell and the team. From there, the process varies by role but typically includes a skills or experience-based assessment, such as a coding interview, portfolio review, or deeper discussion of your relevant experience. Successful candidates then move on to a virtual or in-person interview panel. Before extending an offer, we complete a reference check with a current or former manager and a peer. Throughout the process, we prioritize transparency, clear communication, and minimizing surprises.
For your awareness you will only receive correspondence from [email protected] any other domain not ending in Vestwell.com is not our Recruitment team.
Vestwell’s Privacy Policy. Attention California residents: In the course of conducting our business and complying with federal, state, and local government regulations governing such matters as employment, tax, insurance, etc., we must collect Personal Information from you. Should you accept employment with Vestwell you may view our California Privacy Rights Act here: Vestwell’s California Privacy Rights Policy.