OneVest is a fast-growing technology company on a mission to Power the World’s Wealth by revolutionizing how financial institutions deliver wealth management services. We are an innovative team that thrives on creativity, collaboration, and the pursuit of excellence. We’ve been listed as one of Forbes's best start-up employers, and named on the WealthTech100 list for 2024. OneVest is backed by notable investors including Salesforce Ventures, Allianz Life Ventures, TIAA Ventures, OMERS Ventures, Fin Capital, Deloitte Ventures, and more. If you’re passionate about finance, technology, and making a real impact, this is the perfect opportunity to be part of something big.
We are seeking a Director of Enterprise Sales to join our growing team. This is a strategic sales role, focused on establishing revenue generating subscription relationships with large wealth management firms, RIAs, broker/dealers, regional and large banks, insurance companies and similar financial institutions that are focused on wealth management delivery. The ideal candidate has an established track record in strategic enterprise sales, specifically selling wealth-technology to large financial institutions.
You will work closely with our executive, finance, sales, technology and product teams to ensure delivery and success of new engagements.
What you’ll be doing:
- Lead enterprise SaaS sales functions from prospecting to close
- Maintain a network of external relationships
- Establish “growth oriented” relationships with large wealth management firms, RIAs, broker/dealers, regional and mid-size banks, insurance companies etc.
- Research and support the development of enterprise sales strategies
- Develop and maintain pitch books, financial models, marketing materials
- Working closely with technology and product teams to identify product opportunity
Must Haves:
- 8+ years of experience in enterprise sales with a focus on wealth-tech sales to financial institutions
- Only candidates with prior experience in wealth-tech enterprise SaaS sales, to large financial institutions will be considered for this role
- Expert financial modelling, pitch book/deck creation, memo/report writing skills
- Experience in developing sales strategies from the ground up, leading execution from an end-to-end perspective
- Advanced knowledge of fintech, wealth & asset management (including mid/back-office operational process)
- Rockstar communicator who can translate technical details into benefits, distil complicated messages into easy to understand value props, and persuade others with thoughtful storytelling
- Hungry and independent thinker, comfortable working in a fast-paced, collaborative, unstructured growth environment - you must be a self-starter
What It’s Like To Work With Us:
- Culture: It’s fun, rewarding, fast-paced - and we build cool stuff, too!
- Vacation: 4 weeks of vacation in addition to a company wide shutdown between Christmas and New Year
- Flexibility: A flexible & hybrid working environment
- Health & Wellness: Comprehensive Group Health, Dental and Vision Benefit Plan right from the start
- Equity: Employee Stock Option Purchase Plan
Sound like a good fit? Apply today!
Don’t meet every single requirement? We encourage you to apply anyways. At OneVest, we're dedicated to building a diverse, inclusive, and authentic workplace. If you’re excited about this role but your past experience doesn’t align perfectly with every qualification in the job description, we would still like to review your resume. You may be just the right candidate for this or other roles.
What We Do
OneVest is a financial technology company on a mission to power the world’s wealth. It offers an end-to-end wealth management platform, from client onboarding, to portfolio management, to analytics and beyond. OneVest’s software was built to be modular, allowing financial institutions to fill gaps in their process depending on their needs.
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