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About the Role

The VP, Business Development Team, is a key member of Vestwell’s Sales leadership, driving efficiency, consistency, and growth in the Financial Advisor Channel. This strategic and hands-on leader collaborates with BD and RVP teams to align solutions, systems, and processes. The role is instrumental in training teams on new products, optimizing sales processes, and ensuring the sales organization has the right tools and strategies for success. This role also serves as a bridge between Sales, Product, Marketing, and Customer Success teams for smooth communication and coordination.

Responsibilities

Collaborate with Sales leadership to develop and execute go-to-market strategies.
Analyze market trends, competitive intelligence, and sales performance data to identify process improvement opportunities.
Partner with sales management and finance to develop sales targets, quotas, and KPIs.
Coordinate and execute Vestwell’s 2026 Partner Forum with executive leadership and marketing.
Collaborate with Team Leads to optimize sales team operations, systems, processes, and tools.
Partner with Sales Enablement, Marketing, and Product teams for seamless communication on product updates and campaigns.
Continuously improve sales processes, including lead management, CRM adoption, forecasting, and territory management.
Strategize and deliver training programs with Learning & Development and Enablement teams for sales staff and RVPs.
Provide ongoing coaching and support to sales staff to improve sales techniques, product knowledge, and client needs understanding.
Support RVPs in fostering continuous learning on product innovations, market trends, and best practices.
Partner with Marketing and Enablement to develop cadence/campaign strategies.
Lead adoption and optimization of sales tools, CRM systems (e.g., Salesforce), and data analytics platforms.
Ensure sales teams have necessary resources and technology for effective execution across the sales cycle.
Regularly evaluate and implement new sales technology solutions to increase efficiency.
Serve as a bridge between Sales, Product, Marketing, and Customer Success teams for smooth communication and coordination.
Work closely with Product and Marketing teams to prepare sales for product launches, enhancements, and client messaging.
Provide regular feedback from the sales team to Product and Marketing for aligned product positioning and messaging.
Regularly assess and report on sales performance metrics, identifying areas for improvement.
Develop and maintain dashboards and reports to track sales effectiveness, pipeline health, and performance against quotas.
Utilize data-driven insights for informed decisions on sales strategy and operational improvements.
Manage, coach, and motivate the sales team with DVPs and BD Managers to exceed sales targets through outbound prospecting.

Skills

Sales Strategy Development
Go-to-Market Strategy
Market Trend Analysis
Competitive Intelligence
Sales Performance Data Analysis
Process Improvement
KPI Development
Sales Operations Management
CRM Systems (Salesforce)
Data Analytics
Sales Enablement
Training Program Delivery
Coaching and Mentoring
Cross-Functional Collaboration
Performance Analysis
Reporting
Data-Driven Decision Making
Team Leadership
Outbound Prospecting Techniques

Location

New York City
Austin
Hybrid

Work Type

Hybrid

Experience Level

VP level

Salary/Compensations

$110,000 - $125,000 base salary
Eligible for Company Bonus Pool
Eligible for new hire equity

Benefits

Competitive health coverage
Generous vacation offering
Hybrid office policy
Bright, comfortable office with many workspace options
Great 401(k) plan
Dedicated Employee Wellbeing Committee

About the Company

Vestwell is a financial technology company powering the new savings economy.
New York City-based fintech platform redefining how people save for retirement, education, and healthcare.
Enables over 350,000 businesses and nearly 1.5 Million active savers, with over $30 billion in assets across all 50 United States.
Offers workplace-delivered retirement plans, employer-offered student loan repayment benefits, and various savings accounts.
Serves financial advisers, employers, third-party administrators, financial institutions, payroll providers, government agencies, and individual savers.