Job Functions1. Lead sales functions from prospecting to close2. Initiate outbound communication with leads through calls, emails and other channels3. Proactively identify and research potential clients in the wealth management and financial services industry4. Maintain a network of external relationships5. Conduct client meetings, presentations, and followup to identify their needs and propose solutions
Job Requirements1. Bachelor’s degree in Business Administration, Finance, Economics, or related field. CFA, MBA or relevant advanced degree is a plus2. 4+ years of experience in a combination of roles across institutional/enterprise sales, business development, investment banking3. Preference will be given to candidates with prior experience in enterprise sales or strategic business development to midsize financial institutions and with existing network4. Must have the ability to self originate pipeline
Skills1. Expert financial modelling, pitch book/deck creation, memo/report writing skills2. Knowledge of fintech, wealth & asset management (including mid/backoffice operational process), and capital markets3. Rockstar communicator who can translate technical details into benefits, distil complicated messages into easy to understand value props, and persuade others with thoughtful storytelling1. Hungry and independent thinker, comfortable working in a fastpaced, collaborative, unstructured growth environment - you must be a self-starter2. Expert financial modelling, pitch book/deck creation, memo/report writing skills3. Knowledge of fintech, wealth & asset management (including mid/backoffice operational process), and capital markets
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 superstar 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 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
- Working closely with technology and product teams to identify product feature opportunities
Must Haves:
- 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 will be given to candidates with prior experience in enterprise sales or strategic business development to mid-size financial institutions and with existing network
- 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 (including mid/back-office operational process), and capital markets
- Rockstar communicator who can translate technical details into benefits, distil complicated messages into easy to understand value props, and persuade others with thoughtful storytelling
- Hungry and independent thinker, comfortable working in a fast-paced, collaborative, unstructured growth environment - you must be a self-starter
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. At OneVest, we're dedicated to building a diverse, inclusive, and authentic workplace. 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.
Life at Onevest
The Onevest ecosystem supports founders and investors in building successful ventures. Onevest provides technology products to connect founders, investors, advisors and influencers in the entrepreneurship community seamlessly and easily. Onevest is currently operating 1000 Angels which is the world's largest digital-first, invitation-only investor network that allows members to build a venture portfolio free of management fees, carried interest, or large capital commitments. 1000 Angels provides its members with the ability to create their own venture portfolios from a constantly updated selection of high quality, exclusive investment opportunities in some of the most exciting high-growth, early-stage companies in the world. Membership is open by invitation to accredited investors only. In addition, Onevest is operating CoFoundersLab which is the leading matchmaking service for founders connecting them with other cofounders, advisors, and interns. CoFoundersLab has also partnered with some of the major startup hubs, including universities and accelerator programs, to help them fostering innovation and building teams that would later launch startups.
Thrive Here & What We ValueFun, rewarding, fast-paced - and we build cool stuff, too! | Comprehensive Group Health, Dental and Vision Benefit Plan right from the start | Employee Stock Option Purchase Plan | Flexible & hybrid working environment</s> | Fun, rewarding, fast-paced work environment | 9. Comprehensive Group Health, Dental and Vision Benefit Plan right from the start | 10. Employee Stock Option Purchase Plan | 11. Fun, rewarding, fastpaced - and we build cool stuff, too! | 12. Dedicated to building a diverse, inclusive, and authentic workplace.</s> | Forbes's best start-up employers | WealthTech100 list for 2024 | Backed by notable investors including Salesforce Ventures, Allianz Life Ventures, TIAA Ventures, OMERS Ventures, Fin Capital, Deloitte Ventures, and more.</s> | 4 weeks of vacation in addition to a company wide shutdown between Christmas and New Year | A flexible & hybrid working environment</s> | 1. Fun, rewarding, fastpaced work environment | 2. Comprehensive Group Health, Dental and Vision Benefit Plan right from the start | 3. Employee Stock Option Purchase Plan | 4. Flexible & hybrid working environment</s> | 1. It’s fun, rewarding, fastpaced - and we build cool stuff, too! | 3. Employee Stock Option Purchase Plan</s> | 11. It’s fun, rewarding, fastpaced - and we build cool stuff, too! | 12. Comprehensive Group Health, Dental and Vision Benefit Plan right from the start | 13. Employee Stock Option Purchase Plan</s> | 2. Build cool stuff | 3. Comprehensive Group Health, Dental and Vision Benefit Plan right from the start | 4. Employee Stock Option Purchase Plan | 5. Flexible & hybrid working environment | 6. Dedicated to fostering a diverse, equitable, and inclusive workplace.</s> | 1. Fun, Rewarding, FastPaced Environment | 3. Comprehensive Group Health, Dental, and Vision Benefit Plan | 6. Dedicated to Fostering a Diverse, Equitable, and Inclusive Workplace</s> | 1. Fun and rewarding work environment | 2. Flexible and hybrid working environment | 5. Dedicated to fostering a diverse, equitable, and inclusive workplace.</s>
