VP, Asset Manager Channel

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

Compensation and Benefits

• Base salary range: $110,000–$140,000 USD
• Equity-based grants for all new hires
• Company-paid medical premiums of 90%
• Competitive time-off program
• Other variable compensation, if eligible