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Vp, national accounts & advisory enterprise sales

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Fin Capital

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Location:
United States , New York

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Category:
Sales

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Contract Type:
Not provided

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Salary:

150000.00 - 160000.00 USD / Year
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Job Description:

The Vestwell team is growing and we’re excited to bring onboard a VP, National Accounts and Advisory Enterprise Sales who will play an integral role in how we reach our revenue targets. You will be responsible for outreach to advisory firms in your territory, closing plans and partnerships with these groups. You will also be responsible for building out partnerships in the payroll channel to drive retirement plan sales.

Job Responsibility:

  • 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
  • Responsible for achieving CARR and plan volume goals associated with Advisory, Payroll and National Accounts
  • 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

Requirements:

  • 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
What we offer:
  • Competitive health coverage
  • Generous vacation offering
  • Hybrid office policy
  • Great 401(k) plan
  • Eligible to participate in the Company Bonus Pool
  • Eligible to receive new hire equity in the Company

Additional Information:

Job Posted:
February 17, 2026

Employment Type:
Fulltime
Work Type:
Hybrid work
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