Senior Sales Executive - 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 sales functions from prospecting to close
• Initiate outbound communication with leads through calls, emails and other channels
• Proactively identify and research potential clients in the wealth management and financial services industry
• Maintain a 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
• Work closely with technology and product teams to identify product feature opportunities

Requirements

• Bachelor’s degree in Business Administration, Finance, Economics, or related field. CFA, MBA or relevant advanced degree is a plus
• 4+ years of experience in a combination of roles across institutional/enterprise sales, business development, investment banking
• Preference for candidates with prior experience in enterprise sales or strategic business development to mid-size financial institutions
• 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
• Knowledge of fintech, wealth & asset management, and capital markets
• Strong communication skills to translate technical details into benefits
• Independent thinker, comfortable in a fast-paced, collaborative environment

Benefits

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