Vice President of Solutions, Financial Services

As the Vice President of Solutions for the Financial Services (FS) vertical reporting to the Chief Product Officer 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 financial reporting and sustainability 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 and Business 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

• Provide strategic leadership to the product teams so they can best align product roadmaps with financial services solution needs that drive customer impact and growth
  

What Youll Need

Minimum Qualifications

• Industry Leadership: 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

• Vertical & Regulatory Expertise: Proven deep expertise across Banking Insurance and Asset Management sectors. Must possess a 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)

• GTM Strategy & Execution: A 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

• Partner & Ecosystem Engagement: Demonstrated success collaborating with Advisory and Technology partners serving the FS ecosystem and the Office of the CFO

• Education: Bachelors degree in business finance technology or a related field required
  

Preferred Qualifications

• MBA or relevant advanced degree

• Working knowledge of emerging AI compliance and governance standards such as the EU AI Act NIST AI Risk Management Framework and SEC guidance on AI in financial advice and market manipulation

Working Conditions & Travel Requirements

• Global travel up to 40%

• 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.

Why Join Workiva

Workiva is the platform designed to bring confidence control and a competitive edge to the worlds most complex organizations. Our AI-powered platform unifies finance risk and sustainability on a single secure foundationensuring data is trusted traceable and ready to act on. With an unbroken path from source to output leaders gain confidence in their numbers visibility into current and emerging risks and the ability to move with speed and precision in a constantly changing world.

At Workiva youll bring technology to market that executives boards and regulators depend on. The work you do here helps organizations navigate uncertainty maintain trust and make decisions that stand up to scrutiny. If youre energized by meaningful challenges inspired by collaborative teams and motivated to help organizations turn uncertainty into advantage wed love to meet you.

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.