OneVest
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The Director of Strategic Partnerships will lead the establishment of revenue-generating partnerships with technology companies and financial institutions. Responsibilities include identifying and executing partnerships, conducting financial analysis, developing partnership strategies, and collaborating with cross-functional teams to drive project execution.
The Director of Enterprise Sales will lead SaaS sales functions, establish relationships with wealth management firms, and develop sales strategies. This role involves creating pitch books and financial models while coordinating with various teams to ensure engagement success.
As a Software Engineer in Test, you will design test cases, develop and maintain automated test scripts, analyze test results, and collaborate with cross-functional teams to ensure product quality. You'll prioritize automation scenarios and contribute to the overall testing strategy for client-facing web and mobile applications.
As a Senior Software Engineer in Test at OneVest, you will focus on ensuring the quality and reliability of client-facing web and mobile applications. Your responsibilities include developing and maintaining automated test scripts, collaborating with cross-functional teams, and guiding junior QA engineers. You will also influence testing strategies and analyze results in the CI/CD pipeline.
As the Senior Director of People & Culture at OneVest, you will lead all HR initiatives, focusing on employee attraction, development, and retention. You will drive strategy with executive leadership to shape a positive corporate culture, manage compensation programs, ensure legal compliance, and utilize HR analytics to enhance performance across the organization.
The Implementation Manager will oversee the onboarding and integration of enterprise customers to OneVest products, manage projects, collaborate across internal teams, monitor project deliveries, and maintain stakeholder communications while fostering account relationships and offering customer success strategies.
The Strategy & Research Associate will work closely with co-founders and cross-functional teams to conduct research and analysis on market trends, develop competitive insights, and identify strategic partnerships. Responsibilities also include preparing investor materials, conducting financial analysis, and contributing to the execution of strategic projects.
The Junior Accountant will assist with daily accounting operations, financial reporting, compliance with regulations, and support closing procedures. Responsibilities include recording transactions, preparing financial statements, performing reconciliations, processing invoices, and assisting with audits.
As the Director of Enterprise Sales at OneVest, you'll lead SaaS sales functions targeting large wealth management firms and financial institutions. Your responsibilities include establishing strategic relationships, developing sales strategies, and collaborating with internal teams to ensure success. Ideal candidates should have extensive experience in wealth-tech sales, strong communication skills, and the ability to thrive in a fast-paced environment.
The Senior Sales Executive at OneVest is responsible for driving business growth through the development of new clients, maintaining relationships, and hitting sales targets. Key activities include leading sales functions, conducting client presentations, and collaborating with technology teams to identify product opportunities.
The Marketing & Communications Manager will develop and execute multi-channel lead generation strategies, manage promotional events, create digital content, and analyze marketing metrics to enhance company visibility and optimize marketing effectiveness. This role involves collaborating with various teams to ensure strategic messaging and managing marketing campaigns.
The Legal Counsel will provide legal guidance on various legal matters including corporate governance, compliance, employment, commercial and intellectual property issues. Responsibilities include drafting and reviewing legal documents, assisting with compliance, monitoring legal changes, and managing legal risks while collaborating with cross-functional teams.
The Senior Director of Finance will oversee the company's financial health, manage various finance functions, develop and implement financial strategies, ensure compliance with regulations, and provide insights for decision-making. This role is crucial for supporting the company's growth and securing funding.