Director, Enterprise Sales (Tier 1) - Remote

Overview

OneVest is a financial technology company on a mission to power the world’s wealth. We offer an end-to-end wealth management platform, from client onboarding, to portfolio management, to analytics and beyond. OneVest’s software was built to be modular, allowing financial institutions to fill gaps in their process depending on their needs.

In Short

• Lead enterprise SaaS sales functions from prospecting to close
• Maintain a network of external relationships
• Establish “growth oriented” relationships with large wealth management firms
• 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

Requirements

• 8+ years of experience in enterprise sales with a focus on wealth-tech sales
• Prior experience in wealth-tech enterprise SaaS sales to large financial institutions
• Expert financial modeling and pitch book creation skills
• Experience in developing sales strategies from the ground up
• Advanced knowledge of fintech and wealth & asset management
• Strong communication skills to translate technical details into benefits
• Self-starter comfortable in a fast-paced, collaborative environment

Benefits

• Fun and rewarding culture
• 4 weeks of vacation plus a company-wide shutdown between Christmas and New Year
• Flexible and hybrid working environment
• Comprehensive Group Health, Dental and Vision Benefit Plan
• Employee Stock Option Purchase Plan