Head of Wealth & Asset Management

Summary

Join ServiceNow as the Global Head of Wealth & Asset Management (GTM) and collaborate with customer-centric industry transformation sales teams and core functions to identify and localize ServiceNow Wealth & Asset Management solutions globally. You will closely align with account teams in strategic Capital Markets clients to develop opportunities based on industry solutions. Engage with senior stakeholders to elevate messaging and communications using industry-specific language, serving as the key Subject Matter Expert (SME). Collaborate with core and solution account teams across various sectors to create strategic opportunities and build trusted relationships with customer and partner executives. This leadership role encompasses four key areas: Customer Focused Pipeline Development, Sales Oriented Pipeline Progression, Partner Development & Execution, and analyzing and reporting on the business. The ideal candidate will formulate a multi-year market penetration strategy while managing current opportunities and daily requests.

Requirements

• 12+ years in Financial Services with success in strategy, operations, and Wealth Management Asset Management
• Knowledge of Capital Market firms is advantageous
• 5+ years selling Enterprise Platform Software to Wealth & Asset Management as an expert or in business development/consulting roles
• Exceptional strategic communication skills—written and verbal
• Proven ability to build trusted advisor relationships with customers and sales teams; advise senior leaders on strategy, messaging, and engagement
• Experienced in creating thought leadership content for international audiences
• Resourceful, self-motivated, excellent at prioritizing in a dynamic environment
• Agile mindset; effective in matrix organizations, leading through influence and relationship-building
• Advanced skills in MS PowerPoint and Excel
• Ability to achieve revenue growth targets in collaboration with direct account sales teams
• Understanding of industry use cases in Wealth & Asset Management
• Superior organizational skills; able to prioritize effectively
• Willingness to travel up to 60% of the time
• Bachelor's or master's degree
• Knowledge of ServiceNow platform

Responsibilities

• Operate as the industry expert for Wealth and Asset Management, introducing and educating executives and senior leaders to ServiceNow through leadership and participation with customers at industry events, executive business reviews, etc
• This activity should directly lead to new pipeline creation
• Partnering with account executives and their teams to progress pipeline by infusing industry expertise (solution, messaging, etc.) into account strategy, forming relationships with key buying center executives, and helping shorten deal lifecycles by helping the team highlight the business value and competitive differentiators
• Leading priorities with select (top 3-4) partners to support in industry leadership positioning, enablement and customer development
• Focus should be an accelerant for customer focused pipeline priorities
• Analyzing the regional business to understand trends, opportunities, needs, KPI impact and movement against goals, and use that to feed/fuel customer efforts within this sector
• Utilize data to influence / change behaviors to drive results and reinforce high-yield actions

Preferred Qualifications

Prefer business application software product marketing, sales, or delivery experience over infrastructure experience

Benefits

• Health plans, including flexible spending accounts
• A 401(k) Plan with company match
• ESPP
• Matching donations
• A flexible time away plan
• Family leave programs