Director, Enterprise Sales - 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.

In Short

• Lead enterprise SaaS sales functions from prospecting to close
• Maintain a network of external relationships
• Establish growth-oriented relationships with wealth management firms and similar financial institutions
• 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 to Canadian financial institutions
• Prior experience in wealth-tech enterprise SaaS sales is required
• 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