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5 Days Ago
United States of America
Senior level
Senior level
Fintech • Payments • Financial Services
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.
Top Skills: Collaborative EnvironmentEnterprise Saas SalesFinancial InstitutionsFinancial ModelingFintechPitch Book/Deck CreationSales StrategiesWealth & Asset ManagementWealth Management
5 Days Ago
United States of America
Senior level
Senior level
Fintech • Payments • Financial Services
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.
Top Skills: Business DevelopmentCapital MarketsFinancial ModelingFintechPitch Book CreationSalesWealth Management
5 Days Ago
Remote
United States
Mid level
Mid level
Fintech • Payments • Financial Services
As a Business Analyst at OneVest, you'll collaborate with teams to implement solutions for enterprise customers. You will document requirements, analyze customer data, perform data mapping, and ensure quality control during project delivery. This role focuses on project coordination and improving customer documentation and processes.
Top Skills: Business AnalysisCsvData Dictionary ManagementData MappingGoogle SheetsJSONMetadata ManagementExcelSaas Delivery
9 Days Ago
United States of America
Senior level
Senior level
Fintech • Payments • Financial Services
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.
Top Skills: Business DevelopmentCommunication SkillsFinancial AnalysisRisk AssessmentStrategic PartnershipsWealth Management
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