Internal Sales Director

🏢 Vestwell · 📍 New York, NY | Austin, TX 💰 $70,000 - $80,000 / yr

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Position Summary & Responsibilities

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 790,000 businesses and more than 2.75 million active savers, with over $57 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?

We are seeking a Internal Sales Director who will serve as a strategic consultant and trusted advisor to financial advisors and internal stakeholders. In this role, your primary responsibility is to analyze advisor needs, provide tailored guidance, and influence outcomes through consultative engagement. As a result, you will own and manage a full sales cycle within a defined territory in order to promote Vestwell’s growth in the financial advisor marketplace.

You will partner closely with Regional Vice Presidents, Marketing, Product, Operations, and Partner Success teams to support advisor relationships, optimize processes, and ensure that Vestwell’s offerings align with client objectives. This position requires independent judgment, strategic thinking, and the ability to translate insights into actionable recommendations that strengthen advisor partnerships and drive long-term growth.

What Will You Be Doing?

You will be the primary driver for converting both organic and sourced leads into plan sales within your assigned region. Beyond this baseline, you will be expected to:

Serve as a trusted advisor to financial advisors, providin

🎯 Candidate Preparation Guide For Vestwell Applicants

Key Role Competencies & Evaluation Highlights

Key Role Focus:

Assessing complex fintech regulatory compliance knowledge balanced with modern API-first microservices scalability.

📋 Preparation Priorities (Key Areas to Clarify):

1. Dismissing edge-case compliance requirements as mere 'bureaucracy'
2. Proposing rapid unstructured deployments that risk fiduciary data integrity
3. Lack of institutional knowledge regarding retirement and savings plan administration

✨ Recommended Role Alignment Hook:

I specialize in hardening high-scale financial ledgers so they remain bulletproof under strict regulatory scrutiny without sacrificing deployment velocity.

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