VP, Business Development
As VP of Business Development you will be responsible for helping financial advisors understand the value of combining Vestmark’s industry leading daily-tax-optimized UMA platform and sub-advisory services. 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 RIAs and independent 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.
Job 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 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, Marketing 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
Required Qualifications, Capabilities, and Skills
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
Preferred Qualifications, Capabilities, and Skills
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
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 65 license preferred
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. #LI-TG1 #LI-Remote
Vestmark takes a market-based approach to compensation to ensure we pay fairly and competitively. Compensation for this role depends on several factors such as skills, experience, qualifications, job scope and location.
In addition to base salary, Vestmark offers a comprehensive total rewards package, which includes equity-based grants for all new hires, company-paid medical premiums of 90%, a competitive time-off program, and other variable compensation, if eligible.
Salary range
$110,000—$140,000 USD
Job 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 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, Marketing 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
Required Qualifications, Capabilities, and Skills
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
Preferred Qualifications, Capabilities, and Skills
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
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 65 license preferred
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. #LI-TG1 #LI-Remote
Vestmark takes a market-based approach to compensation to ensure we pay fairly and competitively. Compensation for this role depends on several factors such as skills, experience, qualifications, job scope and location.
In addition to base salary, Vestmark offers a comprehensive total rewards package, which includes equity-based grants for all new hires, company-paid medical premiums of 90%, a competitive time-off program, and other variable compensation, if eligible.
Salary range
$110,000—$140,000 USD