RVP, National Sales - Chicago

Overview

Vestwell is the financial technology company powering the new savings economy. The New York City–based fintech platform redefines how people save for retirement, education, and healthcare savings needs. Vestwell enables over 350,000 businesses and nearly 1.5 million active savers, with over $30 billion in assets saved across all 50 United States.

Vestwell offers a range of products, including workplace-delivered retirement plans, employer-offered student loan repayment benefits, and various savings accounts for education, emergencies, and individuals with disabilities. Vestwell’s platform serves a diverse clientele, including financial advisers, employers, third-party administrators, financial institutions, payroll providers, government agencies, and individual savers. To learn more, visit vestwell.com.

Who we are looking for

Regional Sales Vice President – Chicago market who has successfully sold retirement plan administration and record-keeping services in the small and emerging corporate retirement plan market. You should be able to work closely with financial advisors and strategic partners to build a sales pipeline, win retirement plans, and develop strategic relationships. You should feel comfortable on the phone cold calling prospects as well as developing deep, meaningful relationships with financial advisors.

What you will be doing

You will be the main driver for gaining distribution and converting retirement plans in your sales region. You will also provide leadership, deep expertise, and support to the rest of the team. Day-to-day responsibilities include :

• 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 key relationships and prospecting, including cold calling
• Convert retirement plan opportunities into sales through a repeatable, scalable process in partnership with internal sales
• Provide product demos and understand the retirement plan record-keeping, administration, and technology inside and 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 and deliver on plan sales and revenue targets
• Be accountable for plan sponsor revenue generation in your region

Requirements

The Necessities

The Extras

This role is remote-based but we are prioritizing candidates in the Chicago, IL market.

Compensation A base salary range of $90K–$100K plus variable OTE. Eligible for new hire equity. Salary bands are based on New York and similar metro areas and may differ by location.

Our benefits

We’re a high-growth company with a focus on health and wellness. We offer competitive health coverage, a generous vacation policy, and a hybrid work policy. Vestwell also provides a 401(k) plan. Location-specific details apply.

Equal Opportunity Vestwell is an equal employment opportunity employer. We do not discriminate on the basis of any protected status. We welcome applicants from all backgrounds to apply.

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