Vice President of Solutions, Financial Services

Role Description

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 Workiva’s 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.

Key responsibilities include:

• Leadership and Solution Expansion
• Customer and Partner Engagement
• Cross-Functional Leadership and Influence

What You’ll Do

• Leadership and Solution Expansion:
  • Lead Workiva’s 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 Workiva’s 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 Workiva’s 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.

Qualifications

• 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).
• 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.
• 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.

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.

Requirements

• Global travel up to 40%.
• Reliable internet access for any period of remote work.

Benefits

• Salary range in the US: $275,300.00 - $358,100.00.
• A discretionary bonus typically paid annually.
• Restricted Stock Units granted at time of hire.
• 401(k) match and comprehensive employee benefits package.