Regional Director, Vestwell

• 3-5+ years in a B2B sales, preferably in retirement, FinTech, wealth, or a similar industry
• Intimate knowledge of how retirement plan advisors build, manage, and grow their practice
• Clear understanding and ability to articulate partnerships across multiple channels
• Consistent track record managing and leading sales regions and exceeding sales targets
• Ability to carry a plan sale over the entire sales cycle from prospecting to conversion
• Strong attention to detail and a passion for creating a top-notch selling environment and processes
• Excellent written & verbal communication skills are a must
• Experience developing and cold calling prospect lists

Desirable

• Identify and successfully convert strategic partnerships with RIA Aggregators, Broker/Dealers, TPAs, Payroll Providers, Banks, and other partners in your sales region
• Develop a retirement plan sales pipeline in your region through your key relationships and work with your internal to prospect for new clients - cold calling is a must
• Convert retirement plan opportunities into sales through a repeatable, scalable process in partnership with your internal sales
• Provide product demos and understand the retirement plan record-keeping, administration, and technology inside & out
• Build a robust process to hand-off sales to Vestwell’s implementation and client success teams to create a great client experience and generate repeat business
• Manage & deliver on your plan sales and revenue targets
• Be accountable for plan sponsor revenue generation in your region

• We’re a growth stage startup with lots of exciting milestones ahead
• We value health and wellness at Vestwell and in addition to a dedicated Employee Wellbeing Committee, we offer competitive health coverage and an open vacation policy
• We have adopted a remote-hybrid office policy, but all employees are welcome at our bright, comfortable office with many workspace options in midtown Manhattan so everyone has a setting that is the most productive for them
• We provide our team with all the equipment they need (plus a few perks!) to work effectively remotely. Oh, and naturally we have a great 401(k) plan!

Total funding: $237.5m

The current landscape of 401(k) retirement plans is stagnant in comparison to the standards of financial software innovation. Vestwell offers a digital record-keeping platform that works directly with wealth management firms to help workplaces save money on their employee retirement plans. Vestwell does this by removing the friction points financial advisors and companies have in establishing and maintaining defined contribution and benefit programs.