Vestwell is the financial technology company powering the new savings economy. The New York City-based fintech platform redefines how people save for the critical aspects of life across 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. To learn more, visit vestwell.com

Who are we looking for?

As the Manager, Business Development Team, you will play a pivotal role in leading and mentoring a team of Business Development Associates to drive their success in qualifying leads, leveraging contacts for new business, relationship management and contributing to the overall sales pipeline. This includes driving individual outbound prospecting as well as providing guidance, coaching, and support to help Business Development team members achieve individual and team targets. 

What will you be doing?

Lead the Business Development (internal sales) team responsible for prospecting and contact management across advisor channel sales.

  • Lead & Inspire: Manage, coach, and motivate the BD team to exceed sales targets through outbound prospecting, while equipping the team with best practices and sales techniques.
  • Collaborate: Partner with other sales leaders to ensure alignment and impact of new initiatives and collateral to facilitate growth and enhancement of the team.
  • Drive Outbound Prospecting: Spearhead engagement with Sales Operations and Marketing to equip the BD team with high-quality lists, targeted data, and aligned content, ensuring effective outbound outreach and new client opportunities.
  • Hold Team Accountable to KPIs: Foster a performance-driven culture by tracking and managing team delivery on KPIs (call quotas, emails, meetings, lead conversions, proposal generation) - providing regular feedback and coaching to ensure goals are consistently surpassed.
  • Call Review & Coaching: Conduct regular call reviews to evaluate performance, provide actionable feedback, and refine sales techniques to improve outreach quality and hit KPIs.
  • Serve as a Resource: Act as a primary point of contact for the team, fielding questions and providing guidance on a variety of topics. Direct inquiries to appropriate subject matter experts (SMEs) when necessary, ensuring timely and accurate responses. Collaborate with SMEs to deliver insights and solutions, ensuring seamless communication across departments.

Your experience should include:

  • 5-7 years of internal sales experience; 2 of which should be managing a team 
  • Proficiency in Salesforce, Salesloft, and/or other similar platforms
  • Excellent verbal and written communication skills
  • Highly motivated sales professional with a proven track record of exceeding KPI goals

This role will be based in Vestwell’s New York City HQ, and will be expected to report to the office in a hybrid schedule.

The expected base salary range for this position is a minimum of $95K - $120K + OTE variable. This position is eligible to participate in the Company Bonus Pool and is eligible to receive new hire equity in the Company. Please note that salary bands are based on NY and other similar metro areas and may differ based on where the role is ultimately hired. 

OUR BENEFITS

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 generous vacation offering. We have adopted a 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!

OUR PROCESS

It starts the same for every candidate: getting to know the team members through 1 - 2 conversations about Vestwell, your experience, and your interests. Next steps can vary by role, but the usual next steps are a skill or experience screen (e.g. a coding interview for an Engineer, a portfolio review for a Designer, deeper experience call for other roles) which leads to a virtual or in-person interview panel after that if the screens go well. Before making an offer, our interview process concludes with a references check stage for your recruiter to meet with a current or former supervisor and peer. We prioritize transparency and lack of surprise throughout the process.

For your awareness you will only receive correspondence from recruiting@vestwell.com any other domain not ending in Vestwell.com is not our Recruitment team.

Vestwell’s Privacy Policy. Attention California residents: In the course of conducting our business and complying with federal, state, and local government regulations governing such matters as employment, tax, insurance, etc., we must collect Personal Information from you. Should you accept employment with Vestwell you may view our California Privacy Rights Act here: Vestwell’s California Privacy Rights Policy.

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