Vice President of Solutions, Financial Services

Vice President Of Solutions For Financial Services

As the Vice President of Solutions for the Financial Services (FS) vertical, 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 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 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

Cross-Functional Leadership and Influence

What You'll Need

Minimum Qualifications

Preferred Qualifications

Working Conditions & Travel Requirements

How You'll Be Rewarded

Salary range in the US : $277,000.00 - $360,000.00

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.