VP of Sales

Required experience5 - 10 years
Base SalaryTBD

About us

Founded in 2001, Vestmark’s mission is to build technology solutions that help financial institutions and advisors efficiently manage investor wealth. We know that we are only as good as our people. Our team of over 300 employees is made up of highly skilled software engineers, implementation specialists, business strategists, and visionaries who maintain an eye toward the future of financial technology. We come to work with an understanding that we are all consumers of financial information and strive to improve how it's accessed and delivered.
Our technology now services over 40 institutions, 25,000 advisors, over $600 billion in assets, and 2 million investor accounts. The same spirit of innovation that compelled us to found our business remains with us today, as we guide our clients through the constantly changing technology landscape and empower them to help investors achieve better investment outcomes.

Why you'll love working here

At the heart of Vestmark's success are passionate, ambitious, and driven professionals. Vestmark strives to create a dynamic, challenging, and collaborative workspace for our talented team. This environment promotes individual, team, and organizational growth. 
If you are looking to surround yourself with energetic, like-minded professionals, we invite you to explore the available opportunities.

Job description

The Vice President of Sales will manage direct new account sales in a North American territory to meet annual quota for software and services of Vestmark’s Unified Wealth Management Solution.The Vice President of Sales will be personally responsible for prospecting, working and closing deals.  
  • 30% - Prospect and work with assigned inside sales person to fully cover territory, build relationships and cover all sales opportunities
  • 30% - Meet with prospective clients/working deals; Organize and run presentations, demo’s, and pilots; Work throughout prospective client organization to understand the organization and its’  players and decisions makers; Build high level relationships; Understand business and technical requirements and messages clearly; Articulate Vestmark advantages to best position Vestmark and close business
  • 30% - Work through objections, pricing and contract issues to close deals
  • 10% - Develop relationships with existing customers, industry consultants and complementary software vendors to leverage sales opportunities through references and referrals
  • Series 65 or other FINRA licenses strongly desired
  • Minimum of 3 years of significant strategic selling experience to C-level decision makers; 5+ years is preferred
  • Must have thorough understanding of strategic selling and demonstrated success against quota in a highly competitive environment
  • Knowledge and experience with selling software and/or large consulting projects to the financial industry, preferably in investment management (buy-side)
  • Big-ticket software sales experience is required 
  • Must have technical acumen to understand requirements and objections, and to articulate Vestmark advantages
  • Experience selling managed services or solutions that include hosting, application management and data is preferred
  • Consulting sales experience desirable in addition to enterprise software sales experience
Necessary Attributes:
  • High energy and excellent client-facing skills
  • Must be intelligent and personable
Bachelor’s degree; Technical or Finance degrees preferred.

Required skills

  • 5+ years C-Level sales exp

Our Office


Wakefield 100 Quannapowitt Pkwy, Massachusetts
Company size201 – 500 employees


Wakefield 100 Quannapowitt Pkwy, Massachusetts