VP, Business Development

About the role

As VP of Business Development, you will help 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 the ability to work cross-functionally across all Vestmark functions—from Product, Technology, Sales, Client Success, and Marketing.

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.

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.

Preferred Qualifications

• 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.

Pay

Salary range: $110,000 USD - $140,000 USD.

Benefits

• Comprehensive total rewards package, including equity-based grants for all new hires.
• Company-paid medical premiums of 90%.
• Competitive time-off program.
• Other variable compensation, if eligible.