SVP, Financial Solutions
Description
SBM Management Services is seeking a highly strategic, relationship-driven Senior Vice President, Financial Services Solutions to lead and expand our footprint within the financial services sector including banking, capital markets, insurance, asset management, payment networks, and high-security corporate campuses.
SBM currently supports premier financial clients including Wells Fargo, Charles Schwab, Deutsche Bank, USAA, Cigna, and Citi. The company is positioned for substantial growth in New York City, the most competitive financial market in the world and a core expansion priority for this vertical.
This leader will position SBM’s core differentiators — quality people and processes, safety, sustainability, and data — as essential to secure, compliant, high-performance financial environments where risk mitigation, reliability, regulatory alignment, and operational continuity are mission-critical. Working closely with SBM’s financial-sector operations teams, the SVP will translate operational excellence into commercial advantage, expanding existing accounts, capturing new enterprise customers, and elevating SBM’s standing across the financial services ecosystem.
A key component of this role is building the vertical go-to-market strategy, developing scalable commercial playbooks, and establishing account-based planning (ABP) for strategic enterprise accounts across banks, insurers, capital markets firms, data centers, and high-security workplaces.
You will partner with IFM organizations such as CBRE and JLL while engaging directly with facility, engineering, production, EHS, quality, continuous improvement, security, and procurement executives to position SBM’s capabilities as essential to financial-sector reliability, compliance, and performance consistency.
Roles & Responsibilities
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Other duties may be assigned.
- Own the Financial Services vertical go-to-market strategy, including segmentation, value propositioning, target account prioritization, and competitive differentiation.
- Build scalable commercial playbooks covering prospecting, ABP, renewals, pricing strategy, and customer lifecycle management.
- Lead account-based planning (ABP) for strategic enterprise partners, aligning SBM’s capabilities to customer roadmaps, regulatory needs, site consolidation, and expansion opportunities.
- Expand the vertical through direct enterprise pursuits while strengthening IFM-aligned growth with CBRE, JLL, and other strategic partners.
- Partner with operations to convert financial-sector performance, quality outcomes, and compliance metrics into compelling commercial narratives.
- Collaborate with Marketing to develop vertical-specific messaging, case studies, pursuit materials, and thought leadership.
- Translate data into value by partnering with the data teams to create insight-driven stories highlighting efficiency, safety, risk mitigation, and sustainability improvements.
- Develop the vertical talent strategy, including when and how to scale the commercial team based on pipeline maturity and revenue thresholds.
- Advance digital and operational innovation through emerging technologies that enhance visibility, resilience, traceability, regulatory alignment, and operational continuity.
- Coordinate global pursuits with Regional Directors in Europe, APAC, and Latin America.
Education and/or Experience
- 15+ years of leadership experience supporting financial institutions, corporate real estate, high-security environments, or enterprise account leadership within banking, insurance, or capital markets.
- Bachelor’s degree required; MBA or advanced degree preferred.
- Experience managing or supporting facilities operations in high-security workplaces, trading floors, command centers, corporate campuses, or data-sensitive environments.
Knowledge, Skills, and Abilities
- Deep understanding of regulatory compliance, risk management, resilience, ESG reporting, corporate governance, and data privacy requirements within financial services.
- Proven success designing go-to-market strategies, building commercial playbooks, and leading enterprise growth in complex, regulated environments.
Compensation: $XXXXXXXX with bonus and commission eligibility.
Benefits Include: Medical/Dental/Vision and 401k
Shift: XXXXXXXXXXXXX
SBM Management Services, LP and its affiliates are proud to be equal opportunity workplaces. We are committed to equal employment opportunity regardless of race, sex, color, ancestry, religion, national origin, sexual orientation, citizenship, age, marital status, disability, gender identity, Veteran status, or other legally protected status.
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