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For Companies At a Glance
- Tasks: Lead the go-to-market strategy for Wealth Management and drive key deals.
- Company: Egnyte is a leading cloud content management platform with over 22,000 customers.
- Benefits: Enjoy flexible hours, generous time off, and competitive salaries with performance bonuses.
- Why this job: Shape the future of wealth management in a fast-paced, entrepreneurial environment.
- Qualifications: 3+ years in Wealth Management or Financial Services with strong leadership skills required.
- Other info: Opportunity to travel and collaborate with teams across the US, UK, and EMEA.
The predicted salary is between 84000 - 126000 £ per year.
Overview
Go-To-Market Manager – Wealth Management/ Financial Services
Remote, US
EGNYTE YOUR CAREER. SPARK YOUR PASSION.
About Egnyte
Egnyte combines the power of cloud content management, data security, and AI-driven insights into one unified platform. More than 22,000 customers use Egnyte to get more done, make the right decisions, and protect their unstructured data. In addition, Egnyte offers specialized industry solutions for architecture, engineering, and construction (AEC), life sciences, and financial services. For more information, visit www.egnyte.com.
The Financial Services and Insurance (FSI) team at Egnyte is entrusted with driving the company\’s growth and success across the Financial Services sector. With over 2,200 community members (customers), our team is responsible for:
- Developing and executing go-to-market strategies tailored to the FSI vertical
- Advocating for FSI solutions that address the unique needs of our customers
- Providing insights and leadership across various stages, from demand generation to sales enablement and customer success
What you\’ll do
As the Vertical Portfolio Manager for Wealth Management, you\’ll spearhead our go-to-market strategy in this critical sub-industry. Your role will be pivotal in establishing Egnyte as the #1 vendor in the wealth management space for document collaboration, intelligence, and trusted document experiences. Key responsibilities include:
- Develop and execute the GTM strategy for our Wealth Management vertical
- Elevate Egnyte\’s brand through thought leadership and industry events
- Lead quarterly field marketing activities, including high-impact customer visits
- Partner with digital marketing to optimize campaigns, webinars, and events
- Collaborate with Sales to drive key deals and achieve quarterly revenue targets
- Work closely with Enablement and Product Marketing to tailor sales toolkits
- Provide strategic input to Product teams on industry-specific needs
- Support channel growth via MSP, VAR, and Association-related partnerships
- Define, set, and measure quarterly OKRs to achieve annual goals/targets
- Work with teams across US, UK, and EMEA geographies
- Report directly to the Director of Financial Services
In a fast-paced growth setting, this entrepreneurial role offers the exciting opportunity to shape and grow one of Egnyte\’s top vertical initiatives.
Your Qualifications
The ideal candidate will bring:
- Minimum 3 years of experience in Wealth Management, Buy-Side, Sell-Side or broader Financial Services, either as an Operational Leader, Technology Leader, or in Business Development, Marketing, or Sales for a n industry solution provider
- Deep understanding of client-facing workflows, file/data management, compliance, cybersecurity, and related relevant solutions in Wealth Management or Financial Services markets
- Proven ability to communicate effectively and collaborate across diverse geographies and stakeholder groups
- Visible Program Management or Project Management experience
- Strong leadership skills and the ability to thrive in a scaling organization
- Entrepreneurial spirit and the drive to build a high-impact vertical practice
- Willingness to travel 2-3 times per quarter (approximately 25% of the time)
Compensation
Our competitive compensation package for this position includes:
- Base salary range: $120,000 – $180,000 per year
- Performance-based quarterly bonuses
- Compensation may vary based on work location, job-related skills, and/or relevant knowledge and experience
The final offer will reflect the cost of labor in your geographic location and market conditions. We are committed to transparent and equitable compensation.
Benefits
- Competitive salaries and comprehensive benefits
- Company equity depending on role and level
- Flexible hours and generous time off (RTO) to support work-life balance
- Paid holidays and sick time
- 401(k) Retirement Plan (Traditional, Roth and Mega Backdoor Roth)
- Health Savings Account (HSA) with a generous employer contribution
- Up to 12 weeks of paid Parental and Adoption Leave
- Modern and collaborative offices located in Spokane, WA; Draper, UT; Raleigh, NC; Mountain View, CA; Reading, England; and Poznan, Poland
- Gym, cell phone, and internet reimbursement
- Well-being apps and access to EAP
- Perks include discounted pet insurance, theme park tickets, travel, and more
- Your own Egnyte account with lifetime access
Equal Employment Opportunity
Egnyte, Inc. is an Equal Opportunity Employer that does not discriminate on the basis of race, color, creed, religion, national origin, ancestry, citizenship status, age, sex or gender, gender identity or expression, sexual orientation, marital status, military service and veteran status, disability, genetic information, or any other characteristic protected by applicable laws.
Commitment to Diversity, Equity, and Inclusion
At Egnyte, we celebrate differences and thrive on our diversity for employees, products, customers, investors, and communities. Our global Egnyte Employee Communities support representation and inclusion across our diverse workplace. Egnyters are encouraged to bring their whole selves to work. For questions or concerns about equal employment opportunities, contact hr@egnyte.com. Retaliation against employees raising EEOP concerns is prohibited and will lead to discipline, up to discharge. All employees must cooperate with investigations under this policy.
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Vertical Portfolio Manager - Wealth Management employer: Egnyte
Contact Detail:
Egnyte Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Vertical Portfolio Manager - Wealth Management
✨Tip Number 1
Familiarise yourself with the latest trends and challenges in the Wealth Management sector. This will not only help you understand the market better but also allow you to engage in meaningful conversations during interviews, showcasing your knowledge and passion for the industry.
✨Tip Number 2
Network with professionals already working in Wealth Management or related fields. Attend industry events, webinars, or local meetups to build connections. These contacts can provide valuable insights and may even refer you to opportunities at Egnyte.
✨Tip Number 3
Prepare to discuss specific examples of how you've successfully executed go-to-market strategies or led projects in your previous roles. Highlighting your experience in driving revenue and collaborating across teams will demonstrate your fit for the Vertical Portfolio Manager position.
✨Tip Number 4
Research Egnyte's products and services thoroughly. Understanding their offerings and how they cater to the Wealth Management sector will enable you to articulate how you can contribute to their goals and elevate their brand effectively.
We think you need these skills to ace Vertical Portfolio Manager - Wealth Management
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in Wealth Management and Financial Services. Use keywords from the job description to demonstrate that you understand the role and its requirements.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for the industry and explains why you're the perfect fit for the Vertical Portfolio Manager position. Mention specific achievements that align with the responsibilities outlined in the job description.
Showcase Your Leadership Skills: In your application, emphasise any leadership roles or projects you've managed, especially those related to go-to-market strategies or client-facing workflows. This will demonstrate your capability to thrive in a scaling organisation.
Highlight Your Communication Skills: Since the role requires effective communication across diverse geographies and stakeholders, provide examples of how you've successfully collaborated with teams or clients in the past. This can set you apart from other candidates.
How to prepare for a job interview at Egnyte
✨Understand the Wealth Management Landscape
Before your interview, make sure you have a solid grasp of the wealth management sector. Familiarise yourself with current trends, challenges, and key players in the industry. This knowledge will help you demonstrate your expertise and show that you're genuinely interested in the role.
✨Showcase Your Strategic Thinking
As a Vertical Portfolio Manager, you'll need to develop and execute go-to-market strategies. Be prepared to discuss your previous experiences where you've successfully implemented strategic initiatives. Use specific examples to illustrate your thought process and the impact of your decisions.
✨Highlight Collaboration Skills
This role requires working closely with various teams, including Sales and Product Marketing. Be ready to share examples of how you've effectively collaborated across departments in past roles. Emphasise your ability to communicate and build relationships with diverse stakeholders.
✨Prepare for Questions on Leadership and Growth
Given the entrepreneurial nature of this position, expect questions about your leadership style and how you've driven growth in previous roles. Think of instances where you've led teams or projects, and be ready to discuss how you inspire others and achieve results.
