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.

What You’ll be Doing:

• 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.

Must Haves:

• Bachelor's degree in Business Administration, Finance, Economics, or a related field. CFA, MBA or relevant advanced degree is an asset.
• 4+ years of experience in a combination of roles across institutional/enterprise sales, business development, or investment banking.
• Prior experience or exposure to sales within financial institutions is an asset.
• Must have the ability to self originate pipeline.
• Expert financial modelling, pitch book/deck creation, memo/report writing skills.

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.