Director, Sales

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. Location: This position is a remote Canada role.

We are seeking a Director of Sales to join our growing team. This is a strategic sales role, focused on establishing revenue generating subscription relationships with wealth management firms, RIAs, broker/dealers, regional and mid-size banks, insurance companies and similar financial institutions that are focused on wealth management delivery. The ideal candidate has an established track record in strategic enterprise sales, specifically selling wealth-technology to financial institutions.

You will work closely with our executive, finance, sales, technology and product teams to ensure delivery and success of new engagements. What you’ll be doing: Lead enterprise SaaS sales functions from prospecting to close Maintain a network of external relationships Establish “growth oriented” relationships with wealth management firms, RIAs, broker/dealers, regional and mid-size banks, insurance companies etc.

Benefits

, distil complicated messages into easy to understand value props, and persuade others with thoughtful storytelling 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.

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. 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.