Workiva

1 day ago

Vice President of Solutions, Financial Services

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 11 hours agoStatus: Live

Job Summary

Lead Workiva’s Financial Services vertical, defining global strategy, innovation, and execution across Banking, Insurance, and Asset Management. Own the vertical solution roadmap, quarterly and multi-year business plans, and KPI-driven performance, aligning investment across GTM, product, services, and partners. Serve as the market-facing executive with C-level stakeholders and advisors, driving co-selling and joint value initiatives while leading a cross-functional team to scale adoption and customer success.

Location: United States

Workplace: Remote

Employment Type: Full time

Job Function: Executive & General Management

Seniority: Sr. Director level

Key Responsibilities

•Lead the global Financial Services vertical strategy across Banking, Insurance, and Asset Management, shaping solutions for regulatory compliance, financial and sustainability reporting, governance and risk.
•Develop and execute quarterly, annual, and multi-year business plans aligned to corporate strategy, vertical opportunity, revenue goals, and customer success.
•Define and maintain a vertical-specific solution roadmap in collaboration with Product, Engineering, and Marketing, aligned to customer needs and KPI performance.
•Act as the market-facing executive by engaging customers, partners, and advisory firms; build trusted relationships with C-level stakeholders and the Office of the CFO.
•Lead strategic co-selling and joint value initiatives with partners and drive FS vertical commercial success through collaboration with Sales and Customer Success, plus internal team leadership.

Travel: High travel

Pay and Benefits

Salary: USD 275,300 - 358,100 annually

Perks:401k

Key Requirements

•15+ years of progressive leadership experience in Financial Services, with meaningful impact in recent management consulting, technology consulting, general manager, or similar roles in Enterprise B2B SaaS.
•Proven expertise across Banking, Insurance, and Asset Management, including working knowledge of global regulatory frameworks (e.g., SEC, EBA, ESMA, Basel III, Solvency II, CSRD).
•Track record building, leading, and executing go-to-market strategies for B2B enterprise technology within the Financial Services vertical.
•Demonstrated success collaborating with advisory and technology partners serving the Financial Services ecosystem and the Office of the CFO.
•Bachelor’s degree in business, finance, technology, or a related field.

Experience:15+ yearsFinancial servicesEnterprise B2B SaaSManagement consultingTechnology consulting

Education:Bachelor's in business, finance, technology, or a related field

Skills:LeadershipStrategic planningThought leadershipCross-functional collaborationStakeholder management

Company Brief

Workiva

Provides a cloud-based platform for connected reporting, compliance, and financial data collaboration. Workiva streamlines SEC reporting, ESG disclosures, and enterprise risk and compliance workflows for large organizations across industries.

Industry: RegTech

Company Size: Enterprise (1,001+ employees)

Revenue: USD 500M to 1B

Growth: Public Company

Valuation: Public Company (Market Cap in USD)

Funding: IPO / Publicly Listed

Headquarters: Ames, United States

Founded: 2008

Website LinkedIn

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Workiva

1 day ago

Vice President of Solutions, Financial Services

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 11 hours agoStatus: Live

Job Summary

Location: United States

Workplace: Remote

Employment Type: Full time

Job Function: Executive & General Management

Seniority: Sr. Director level

Key Responsibilities

•Lead the global Financial Services vertical strategy across Banking, Insurance, and Asset Management, shaping solutions for regulatory compliance, financial and sustainability reporting, governance and risk.
•Develop and execute quarterly, annual, and multi-year business plans aligned to corporate strategy, vertical opportunity, revenue goals, and customer success.
•Define and maintain a vertical-specific solution roadmap in collaboration with Product, Engineering, and Marketing, aligned to customer needs and KPI performance.
•Act as the market-facing executive by engaging customers, partners, and advisory firms; build trusted relationships with C-level stakeholders and the Office of the CFO.
•Lead strategic co-selling and joint value initiatives with partners and drive FS vertical commercial success through collaboration with Sales and Customer Success, plus internal team leadership.

Travel: High travel

Pay and Benefits

Salary: USD 275,300 - 358,100 annually

Perks:401k

Key Requirements

•15+ years of progressive leadership experience in Financial Services, with meaningful impact in recent management consulting, technology consulting, general manager, or similar roles in Enterprise B2B SaaS.
•Proven expertise across Banking, Insurance, and Asset Management, including working knowledge of global regulatory frameworks (e.g., SEC, EBA, ESMA, Basel III, Solvency II, CSRD).
•Track record building, leading, and executing go-to-market strategies for B2B enterprise technology within the Financial Services vertical.
•Demonstrated success collaborating with advisory and technology partners serving the Financial Services ecosystem and the Office of the CFO.
•Bachelor’s degree in business, finance, technology, or a related field.

Experience:15+ yearsFinancial servicesEnterprise B2B SaaSManagement consultingTechnology consulting

Education:Bachelor's in business, finance, technology, or a related field

Skills:LeadershipStrategic planningThought leadershipCross-functional collaborationStakeholder management

Company Brief

Workiva

Industry: RegTech

Company Size: Enterprise (1,001+ employees)

Revenue: USD 500M to 1B

Growth: Public Company

Valuation: Public Company (Market Cap in USD)

Funding: IPO / Publicly Listed

Headquarters: Ames, United States

Founded: 2008

Website LinkedIn