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 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. 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 Workiva’s Financial Services vertical.

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

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
   

What You’ll 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: 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

Working Conditions & Travel Requirements

• Global travel up to 40%

• Reliable internet access for any period of remote work

How You’ll 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 world’s most complex organizations. Our AI-powered platform unifies finance, risk, and sustainability on a single, secure foundation—ensuring 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, you’ll 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 you’re energized by meaningful challenges, inspired by collaborative teams, and motivated to help organizations turn uncertainty into advantage, we’d 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 talentacquisition@workiva.com.
 

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.