Vestwell · 17 hours ago
VP, National Accounts & Advisory Enterprise Sales
New York, NY
Full-time
Hybrid
Senior Level
$150K/yr - $160K/yrVestwell is a financial technology company based in New York City that is redefining how people save across various needs. They are seeking a VP of National Accounts and Advisory Enterprise Sales to drive enterprise sales and strategy, focusing on partnerships with advisory firms and payroll channels to achieve revenue targets.
Employee BenefitsFinanceFinancial ServicesFinTechRetirement
Responsibilities
Drive enterprise sales and strategy efforts overseeing specific Advisory segments (firm scope includes wealth managers, broker dealers, banks and corporate RIAs) in pursuit of enterprise CARR and National Account partnerships. This role will focus specifically on Supra/Regional Banks, IBDs, Corporate RIAs, and may expand over time
Responsible for achieving CARR and plan volume goals associated with Advisory, Payroll and National Accounts. As the commercial owner, responsible for enablement pre-deal and post-deal sales with Enterprise RM, Sales Enablement, and National Sales working closely with the Partner Success and Enterprise Relationship Management team
Manage and create marketing strategies and resources, own marketing budget associated with National Account and Enterprise clients
Collaborate cross-functionally on complex client requirements, both pre-deal and post deal
Qualification
Required
Ability to build lead complex deals working internally to bring Vestwell to the client
Ability to manage multiple projects and relationships to drive long-term prospect goals
Ability to influence C-suite executives
A deep network in wealth management and retirement
Exceptional written and verbal communication skills
Familiarity and overall comfort using various software platforms (i.e MS Office and CRM databases)
Hyper-effective organizational skills with the ability to handle multiple projects simultaneously
Strong customer and commercial-focused philosophy
Ability to work within a team to achieve common goals
Ability to work with a sense of urgency
A highly motivated, self-starter who thrives on going fast and who can iterate rapidly
Articulate, concise, eloquent communication skills to be the voice outwardly and inwardly
Ability to work effectively and professionally with a wide range of personalities, roles, and teams
Strong work ethic with the ability to work both independently and on a team
Benefits
Competitive health coverage
Generous vacation offering
Great 401(k) plan
Company
Vestwell
Vestwell is the backbone of the modern savings economy; a fintech company powering savings for retirement, education, and healthcare.
Founded in 2016
201-500 employees
Funding
Current Stage
Late StageTotal Funding
$238.82MKey Investors
Lightspeed Venture PartnersGoldman Sachs Growth EquityF-Prime
2023-12-21Series D· $125M
2021-07-20Series C· $70M
2019-04-02Series B· $31.27M
Leadership Team
Aaron Schumm
Founder, Chairman, & CEO
David Sheen
Chief Financial Officer
Recent News
2025-12-23
Pulse 2.0
2025-12-21
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