Vertical Portfolio Manager - Wealth Management

Vertical Portfolio Manager – 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 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 be tailored to reflect the cost of labor in your specific geographic location and market conditions. We are committed to providing transparent and equitable compensation to attract top talent and ensure fair pay practices.

BENEFITS:

• Competitive salaries and comprehensive benefits
• Company equity depending on role and level
• Flexible hours and generous time off (RTO, Responsible Time Off) to help support your 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 12wks of paid Parental and Adoption Leave to help you grow your family
• 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
• Free well-being apps such as Peloton, Carrot, and Spring Health for Guardian are offered, as well access to our Employee Assistance Program (EAP)
• Perks include discounted pet insurance, theme park tickets, travel, plus 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 actual or perceived race, color, creed, religion, national origin, ancestry, citizenship status, age, sex or gender (including pregnancy, childbirth, pregnancy-related conditions, and lactation), gender identity or expression (including transgender status), sexual orientation, marital status, military service and veteran status, physical or mental disability, genetic information, or any other characteristic protected by applicable federal, state, or local laws and ordinances. Egnyte, Inc.'s management team is dedicated to this policy with respect to recruitment, hiring, placement, promotion, transfer, training, compensation, benefits, employee activities, access to facilities and programs, and general treatment during employment.

COMMITMENT TO DIVERSITY, EQUITY, AND INCLUSION:

At Egnyte, we celebrate our differences and thrive on our diversity for our employees, our products, our customers, our investors, and our communities. Our global Egnyte Employee Communities (EECs) support representation and inclusion across our diverse workplace. Egnyters are encouraged to bring their whole selves to work and to appreciate the many differences that collectively make Egnyte a higher-performing company and a great place to be.

Any employees with questions or concerns about equal employment opportunities in the workplace are encouraged to bring these issues to the attention of [email protected]. Egnyte, Inc. will not allow any form of retaliation against employees who raise issues of equal employment opportunity. If employees feel they have been subjected to any such retaliation, they should contact [email protected]. To ensure the workplace is free of artificial barriers, violation of this policy including any improper retaliatory conduct will lead to discipline, up to and including discharge. All employees must cooperate with all investigations conducted pursuant to this policy.