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.
Skills Required
- Bachelor's degree or relevant experience
- Proven track record in relationship management and networking within financial services (distribution teams, wholesalers, field organizations)
- Passion for financial technology and understanding of wealth management platforms, investment management, and operational efficiency solutions
- Strong interpersonal and communication skills with ability to build credibility and trust across stakeholders
- Demonstrated ability to work collaboratively across internal teams and with external partners in a matrixed environment
- Self-starter able 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 distribution partners and attend industry events
- 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
- Experience utilizing CRM systems such as Salesforce to manage pipeline and reporting
- Series 65 license
What the Team is Saying
Vestmark, Inc. Compensation & Benefits Highlights
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Healthcare Strength — Medical coverage is described as robust, with the employer covering a large share of premiums and offering multiple plan options including an HSA, alongside dental, vision, life, and disability. Wellness supports such as on-site fitness access, reimbursements, and incentive programs further reinforce overall health benefits.
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Leave & Time Off Breadth — Time off is structured with vacation, sick time, and a full set of company holidays, and public materials characterize the PTO and holiday policies favorably. Additional paid leaves are also listed.
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Retirement Support — A 401(k) program includes employer matching with vesting after a short service period, positioned as competitive for a midsize fintech employer. Traditional and Roth options and references to true-up practices strengthen the retirement offering.
Vestmark, Inc. Insights
What We Do
Headquartered outside of Boston, Mass. and founded in 2001, Vestmark is a leading provider of portfolio management/trading solutions and outsourced services for financial institutions and their advisors, enabling them to efficiently manage and trade customized client portfolios through an innovative SaaS platform. Supporting over $1.5 trillion in assets and more than 5 million accounts, Vestmark is a partner to some of the largest and most respected wealth management firms.
Why Work With Us
Our employees are the reason we've been named a Best Places to Work for several years! Our thriving hybrid work culture promotes individual growth, team collaboration, and employee wellness. This environment keeps client satisfaction high and employee turn-over low.
Gallery
Vestmark, Inc. Offices
Hybrid Workspace
Employees engage in a combination of remote and on-site work.
We have a mix of fully remote, hybrid, and in-office employees. We established Tuesdays & Thursdays as collaboration days for hybrid employees.
