OneVest

Role Description 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 wealth management firms, RIAs, broker/dealers, regional and mid-size 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 financial institutions. You will work closely with our executive, finance, sales, technology and product teams to ensure delivery and success of new engagements. - Lead enterprise SaaS sales functions from prospecting to close - Maintain a network of external relationships - Establish “growth oriented” relationships with 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 - Work closely with technology and product teams to identify product opportunities Qualifications - 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 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 Benefits - 4 weeks of vacation in addition to a company wide shutdown between Christmas and New Year - A flexible & hybrid working environment - Comprehensive Group Health, Dental and Vision Benefit Plan right from the start - Employee Stock Option Purchase Plan Company Description 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.

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. Location: This position is a remote US role. We are looking for a Sales Executive to join our Sales team to help drive the company's growth. This is a dynamic role where you will contribute across the organization, own a territory and manage the full sales lifecycle. You will be responsible for identifying new business opportunities, supporting client relationships, and meeting sales targets. What You’ll be Doing: - Selling into a territory, prospecting, working with pre-sales and other teams. - Help establish and maintain "growth oriented" relationships with wealth management firms, managing relationships, and growing the footprint of OneVest. - Maintain a consistent network of external professional relationships. - Conduct client meetings and presentations to identify needs and propose appropriate solutions. - Work with marketing, product and development to drive growth. - Collaborate with internal teams to build strategies to win deals. Must Haves: - Bachelor's degree in Business Administration, Finance, Economics, or a related field. - 3+ years of experience in sales, business development, or financial services. - Prior experience or exposure to sales within financial institutions is an asset. - Ability to assist in originating and managing a sales pipeline. - Strong skills in presentation, presentation materials creation, and solution selling. - Experience supporting the execution of sales strategies from end-to-end. - Knowledge of fintech, wealth & asset management, and capital markets. - Excellent communicator who can translate technical details into clear value propositions. - Self-starter and independent thinker comfortable in a fast-paced, collaborative growth environment. 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. 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. OneVest is dedicated to fostering a diverse, equitable, and inclusive workplace. We encourage applications from individuals of all backgrounds, including those with visible and non-visible disabilities. If you require accommodations at any stage of the recruitment and selection process, please reach out to recruiting@onevest.com and we’ll be happy to support you. AI Use In Our Hiring Process: OneVest does not currently use AI to screen, assess, or select candidates as part of the recruitment process.

Role Description We are looking for a Revenue Operations Manager to lead and define Revenue Operations at OneVest. Reporting to the Sr. Director of Operations, you will be the primary manager of our revenue engine. This is a high-visibility, systems-oriented role where you will design the infrastructure that powers both our Small and Medium Business (SMB) and our Enterprise B2B funnels. This isn't just about maintenance; it’s about building the playbook. Player-coaches thrive at OneVest and we’re looking for a builder profile: someone who can establish world-class standards in Salesforce today and pioneer low-code/AI-driven solutions for tomorrow. You will ensure that Sales and Marketing are perfectly aligned in execution, reporting, and strategy as we continue to scale. High-performers in this role will have an opportunity to lead and own the Revenue Operations function as a whole. - Act as the expert architect for Salesforce configuration, ensuring our CRM is structured to support complex enterprise deals and high-volume PLG users. - Design and optimize the "Lead-to-Revenue" process around two distinct channels: a self-serve SMB funnel and a traditional B2B Enterprise sales cycle. - Partner with Marketing to track ad-spend efficiency and with Sales to drive adoption of adjacent tools, ensuring every part of the revenue team is pulling in the same direction. - Build and maintain the forecasting models that Finance and Leadership rely on, with a solid understanding of core revenue metrics. - Identify manual bottlenecks and pilot low-code/AI-driven solutions to automate manual tasks and add value at key points in the process. - Manage operations for the revenue function both laterally and upwards, setting clear expectations and acting as a strategic advisor to leadership, including VPs and C-suite. Qualifications - 8+ years of experience in Revenue, Sales or Marketing Operations functions, preferably within a high-growth SaaS or fintech environment. - Deep experience with Salesforce, and understand how to build scalable flows, objects, and reporting structures. - Enjoy the 0 to 1 phase of taking a baseline setup and evolving it into a sophisticated, automated system. - Experience managing operations for both a Product-Led Growth (PLG) motion and an Enterprise Sales motion. - Understand the "why" behind the numbers, from revenue recognition principles to GTM efficiency metrics. OKRs are table stakes. - Have an appetite for using low-code tools and AI and are excited by the prospect of automating your own workflows as you scale. - Go beyond just using AI as a chat partner and have achieved real outcomes through embedding it. Location This remote role is open to candidates across Canada and the United States, with a preference for candidates located near one of our offices in Toronto or Calgary. Benefits - 4 weeks of vacation in addition to a company-wide shutdown between Christmas and New Year. - A flexible & hybrid working environment. - Comprehensive Group Health, Dental and Vision Benefit Plan right from the start. - Employee Stock Option Purchase Plan.