Senior Sales Executive

OneVest • Toronto, ON

1d • Hybrid

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. We are looking for a Senior Sales Executive to join our Sales team to accelerate growth of the company. This will be a multifaceted role where you will wear multiple hats and provide contributions across the full organization. You will be responsible for developing new business opportunities, building and maintaining relationships with clients, and achieving sales targets.

Requirements

• Bachelor's degree in Business Administration, Finance, Economics, or a related field.
• 4+ years of experience in a combination of roles across institutional/enterprise sales, business development, or investment banking.
• Must have the ability to self originate pipeline.
• 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.
• 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

• CFA, MBA or relevant advanced degree is an asset.
• Prior experience or exposure to sales within financial institutions is an asset.

Responsibilities

• Lead enterprise sales functions from prospecting to close.
• Establish “growth oriented” relationships with Canadian insurance firms, managing general agencies (MGAs), benefits and payroll providers, and accounting firms.
• Maintain a consistent network of external relationships.
• Conduct client meetings, presentations, and follow-up to identify their needs and propose solutions.
• 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 feature opportunities.

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

What This Job Offers

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