RVP, National Sales - Chicago

OverviewJoin to apply for the RVP, National Sales - Chicago role at Vestwell.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. Today, 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.For more information, visit .Who we are looking forWe are looking for a Regional Sales Vice President in the 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 be comfortable both dialing for prospects and building deep, meaningful relationships with financial advisors.What you will be doingYou 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. You will be expected to:Identify and convert strategic partnerships with RIA Aggregators, Broker/Dealers, TPAs, Payroll Providers, Banks, and other partners in your sales regionDevelop a retirement plan sales pipeline in your region through key relationships and prospect for new clients — cold calling is a mustConvert retirement plan opportunities into sales through a repeatable, scalable process in partnership with internal salesProvide product demos and understand retirement plan record-keeping, administration, and technology inside and outBuild a robust process to hand off sales to Vestwell’s implementation and client success teams to create a great client experience and generate repeat businessManage and deliver on plan sales and revenue targetsBe accountable for plan sponsor revenue generation in your regionRequirementsThe Necessities5+ years in a B2B sales role, preferably in retirement, FinTech, wealth, or a similar industryIntimate knowledge of how retirement plan advisors build, manage, and grow their practiceClear understanding and ability to articulate partnerships across multiple channelsConsistent track record of managing and leading sales regions and exceeding sales targetsAbility to carry a plan sale over the entire sales cycle from prospecting to conversionStrong attention to detail and a passion for creating a top-notch selling environment and processesExcellent written and verbal communication skillsExperience developing and cold calling prospect listsThe ExtrasExperience selling retirement plan record-keeping and administration is a strong plusPrevious coverage of the small and emerging corporate retirement plan marketStrong understanding of what a record-keeper, TPA, and 3(16) administrator doesAny financial services certifications are a plus (eg: Series 7 and 66 or Series 65 from an RIA, CFA, etc.)This role will be remote-based; however, we are prioritizing candidates in the Chicago, IL market.The expected base salary range for this position is $90,000 - $100,000 + OTE variable. This position is eligible to receive new hire equity. Salary bands are based on NY and similar metro areas and may differ based on where the role is ultimately hired.BenefitsWe’re an innovative, high-growth company with exciting milestones ahead. We value health and wellness and offer competitive health coverage and generous vacation. We have a hybrid office policy, with a bright, comfortable office in Midtown Manhattan for flexible work, and a strong 401(k) plan.Our processOur interview process starts with 1-2 conversations to get to know the team, your experience, and your interests. Subsequent steps may include a skill or experience screen, followed by a virtual or in-person interview panel if the screens go well. Before making an offer, the process includes a references check. We prioritize transparency and a lack of surprise throughout the process.For awareness, you will only receive correspondence from ; any other domain is not our recruitment team. Vestwell’s Privacy Policy applies, and California residents can view the California Privacy Rights Policy here. #J-18808-Ljbffr

Created: 2025-09-17