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Go-To-Market Manager - Wealth Management/Financial Services

Egnyte
United StatesRemotefull_timeVerifiedPosted 20 Mar 2025
💰 $180,000/yr($120,000/yr$180,000/yr)

About the role

Go-To-Market Manager – Wealth Management/Financial Services

Remote, US

EGNYTE YOUR CAREER. SPARK YOUR PASSION.

Egnyte is a place where we spark opportunities for amazing people. We believe that every role has a great impact, and every Egnyter should be respected. When joining Egnyte, you’re not just landing a new career, you become part of a team of Egnyters that are doers, thinkers, and collaborators who embrace and live by our values:

Invested Relationships

Fiscal Prudence

Candid Conversations

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 2200 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 an industry solution provider
  • Deep understanding of client-facing workflows, file/data management, compliance, cybersecurity, and related relevant sol

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Company

Egnyte

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