Vice President – Solutions, Financial Services

Workiva

Vice President of Solutions leading global strategy and execution for Financial Services vertical at Workiva. Responsible for growing vertical-specific solutions aligned with financial reporting and sustainability initiatives.

Posted 7/24/2026full-timeRemote • 🇺🇸 United StatesLead💰 $275,300 - $358,100 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates extensive leadership in Financial Services, with a focus on developing and executing strategic business plans, building relationships with C-level stakeholders, and driving Go-To-Market strategies within the Banking, Insurance, and Asset Management sectors. Possesses deep expertise in regulatory frameworks and FS-specific solution areas to enhance customer success and performance.

Highest-signal resume keywords

15+ Years Leadership ExperienceFinancial Services ExpertiseGo-To-Market Strategy ExecutionGlobal Regulatory Framework KnowledgeC-Level Stakeholder Engagement

ATS Keywords

Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Business Plan DevelopmentKPI Definition and MeasurementRegulatory ReportingRisk ManagementRegTech SolutionsSustainability ComplianceEnterprise B2B SaaSMarket Strategy DevelopmentFinancial Services Solution RoadmapBusiness Transformation

Soft Skills

Relationship BuildingCollaborationLeadershipCommunicationDecision-Making

Certifications & Qualifications

Bachelor's Degree in BusinessBachelor's Degree in FinanceBachelor's Degree in Technology

Industry Keywords

BankingInsuranceAsset ManagementManagement ConsultingTechnology ConsultingCFO OfficeAdvisory FirmsFinancial Services EcosystemSaaSBusiness Transformation

Tech Stack

Tools & technologies

About the role

Key responsibilities & impact

Lead Workiva’s global Financial Services vertical strategy across Banking, Insurance, and Asset Management
Develop and execute quarterly, annual, and multi-year business plans aligned with corporate strategy, vertical opportunity, revenue goals and customer success
Define and maintain a vertical-specific solution roadmap in collaboration with Product, Engineering, and Marketing, with clear alignment to financial services customer needs
Ensure vertical-specific business KPIs are defined, measured, and used to continuously improve performance and inform decision-making
Serve as the market-facing executive for the Financial Services vertical, regularly engaging with global customers, partners, and advisory firms to understand emerging needs and shape value-driven solutions
Build trusted relationships with C-level stakeholders, particularly within the Office of the CFO and Business Transformation functions

Requirements

What you’ll need

15+ years of progressive leadership experience in Financial Services with significant impact in recent management consulting, technology consulting, general manager or similar role/s in Enterprise B2B SaaS
Proven, deep expertise across Banking, Insurance, and Asset Management sectors
Strong working knowledge of global regulatory frameworks (e.g., SEC, EBA, ESMA, Basel III, Solvency II, CSRD) and FS-specific solution areas (regulatory reporting, risk management, RegTech, and sustainability compliance)
Proven track record of successfully building, leading, and executing Go-To-Market (GTM) strategies for a B2B enterprise technology company specifically within the Financial Services vertical
Demonstrated success collaborating with Advisory and Technology partners serving the FS ecosystem and the Office of the CFO
Bachelor's degree in business, finance, technology, or a related field required

Benefits

Comp & perks

A discretionary bonus typically paid annually
Restricted Stock Units granted at time of hire
401(k) match and comprehensive employee benefits package