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Regional Vice President

Northern California

Confirmed live in the last 24 hours



201-500 employees

Digital 401(k) recordkeeping and savings solutions


Compensation Overview

$90k - $100kAnnually

+ Variable


Remote in USA

Field Sales
Strategic Account Management
Sales & Account Management
Required Skills
Cold Calling
  • 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
  • Experience selling retirement plan record-keeping and administration is a very, very strong plus
  • Previous coverage of the small and emerging corporate retirement plan market
  • Strong understanding of what a record-keeper, TPA, and 3(16) administrator does
  • Any FS certifications are a plus, eg: Series 7 and 66 or a Series 65 from a registered investment advisor, CFA, etc.
  • 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

Vestwell, a digital 401(k) recordkeeper, is an excellent workplace for individuals passionate about empowering small business retirement savings. With a modern API-based platform that offers extensive integrations, configurable solutions, and a commitment to fiduciary oversight, the company stands out in its field for both technology deployment and commitment to compliance. Employees can thrive in a technologically sophisticated environment that prioritizes innovation and effective service delivery in the financial sector.

Company Stage

Series D

Total Funding



New York, New York



Growth & Insights

6 month growth


1 year growth


2 year growth