Vice President of Solutions, Financial Services

As the Vice President of Solutions for the Financial Services (FS) vertical you will lead the global strategy innovation and execution of Workivas solutions across the Banking Insurance and Asset Management sectors. You bring deep domain expertise in financial services experience in enterprise B2B SaaS and a strong track record of engaging directly with customers partners and advisory firms to achieve business growth goals and customer success.

This role is responsible for growing and operationalizing vertical-specific solutions aligned with regulatory compliance financial reporting sustainability and risk transformation initiatives. As a global leader you will engage externally with customers and partners in the market and collaborate across matrixed teams to scale adoption and deliver value for financial institutions and their Office of the CFO. You are responsible for the commercial success of Workivas Financial Services vertical.

Key responsibilities include: strategy innovation growth regulatory alignment and execution.

What Youll Do

Leadership and Solution Expansion

• Lead Workivas global Financial Services vertical strategy across Banking Insurance and Asset Management shaping solutions that address critical industry challenges including regulatory compliance financial and sustainability reporting governance and risk.
• 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.
• Align investment prioritization across GTM product services and partner functions to maximize vertical growth.
• Act as an internal and external evangelist for Workivas Financial Services solutions speaking at industry events providing thought leadership and engaging in strategic client conversations.
• Ensure vertical-specific business KPIs are defined measured and used to continuously improve performance and inform decision-making.

Customer and Partner Engagement

• 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 Risk Compliance and Finance Transformation functions.
• Lead strategic co-selling and joint value initiatives with key partners including technology vendors consulting/advisory firms and implementation partners.
• As part of the cross-functional team lead targeted programs that expand Workivas presence and relevance in global financial hubs across North America Europe and other key regions.
• Collaborate with Sales and Customer Success to support client acquisition expansion and retention across the FS vertical.

Cross-Functional Leadership and Influence

• Operate as a senior leader in a matrixed global organization collaborating across Product Sales Marketing Services and Partnerships to deliver aligned execution.
• Lead a cross-functional team of core team leads and subject matter experts responsible for driving success across the FS solution lifecycle.
• Contribute to corporate strategic planning budgeting and resource allocation as the voice of the Financial Services vertical.
• Experience collaborating with product organizations to innovate and enhance financial services solutions that drive customer impact and growth.

What Youll Need

Minimum Qualifications

• 15 years of leadership experience in Financial Services enterprise B2B SaaS and technology consulting.
• Proven expertise across Banking Insurance and Asset Management sectors including global regulatory frameworks (e.g. SEC EBA ESMA Basel III Solvency II CSRD).
• Bachelors degree in business finance technology or a related field.

Preferred Qualifications

• Proven success building leading and executing GTM strategies for a B2B enterprise technology company within a Financial Services vertical.
• Demonstrated success working with Advisory and Technology partners serving the Financial Services ecosystem and the Office of the CFO.
• Deep customer- and partner-facing experience including relationship development strategic account engagement and market influence.
• Strong understanding of FS-specific solution areas such as regulatory reporting sustainability compliance risk management and financial transformation.
• Deep understanding of the digital transformation imperatives within financial services including cloud adoption RegTech and AI.
• Demonstrated cross-functional leadership within global companies adept at achieving outcomes and impacting stakeholders across various global and functional teams without direct reporting lines.
• MBA or relevant advanced degree preferred.
• Excellent executive communication and stakeholder management skills.

Working Conditions & Travel Requirements

• Global travel up to 30%
• Reliable internet access for any period of remote work

How Youll Be Rewarded

A discretionary bonus typically paid annually

Restricted Stock Units granted at time of hire

401(k) match and comprehensive employee benefits package

The salary range represents the low and high end of the salary range for this job in the US. Minimums and maximums may vary based on location. The actual salary offer will carefully consider a wide range of factors including your skills qualifications experience and other relevant factors.

Employment decisions are made without regard to age race creed color religion sex national origin ancestry disability status veteran status sexual orientation gender identity or expression genetic information marital status citizenship status or any other protected characteristic.

Workiva is committed to working with and providing reasonable accommodations to applicants with disabilities. To request assistance with the application process please email .

Workiva employees are required to undergo comprehensive security and privacy training tailored to their roles ensuring adherence to company policies and regulatory standards.

Workiva supports employees in working where they work best - either from an office or remotely from any location within their country of employment.