Sales Executive

OneVest

12h • Remote

About The Position

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.

Requirements

• Bachelor's degree in Business Administration, Finance, Economics, or a related field.
• 3+ years of experience in sales, business development, or financial services.
• 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.

Nice To Haves

• Prior experience or exposure to sales within financial institutions is an asset.

Responsibilities

• 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.

Benefits

• 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

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level