Sales Executive

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 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 [email protected] 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.

The Sales Executive will manage the full sales lifecycle, including prospecting and identifying new business opportunities within a specific territory. They will build growth-oriented relationships with wealth management firms and collaborate with internal teams to drive company growth.

Candidates must have a bachelor's degree in Business, Finance, or Economics and at least 3 years of experience in sales or financial services. Proficiency in solution selling and knowledge of fintech and capital markets are essential.

• 4 weeks of vacation • Company wide shutdown between Christmas and New Year • Flexible & hybrid working environment • Comprehensive Group Health, Dental and Vision Benefit Plan • Employee Stock Option Purchase Plan

• SalesPreferred

Identified from the job description. Confirm important requirements above.

• Sales
• Business Development
• Financial Services
• Pipeline Management
• Presentation Skills
• Solution Selling
• Fintech
• Wealth Management
• Asset Management
• Capital Markets
• Client Relationship Management
• Prospecting
• Value Proposition Communication

• Sales
• Finance & Accounting
• Technology
• Software
• Consulting

Minimum education

Bachelor’s degree

Minimum experience

3+ years

Apply by

Feb 10, 2027

Posting language

English

Working hours

40 hours per week

Seniority

Mid-Senior level