What are the responsibilities and job description for the Director, Enterprise Sales position at OneVest?
About OneVest
OneVest is a financial technology company on a mission to Power the World’s Wealth. We offer a comprehensive Wealth Management Technology Platform platform that enables enterprises to expand their product capabilities, enhance distribution, streamline front, middle, and back office operations - all while extending innovative investor and advisor experiences. OneVest is backed by notable investors, including: OMERS Ventures, Fin Capital, Deloitte Ventures, Pivot Investment Partners, FJ Labs and many more.
About The Role
OneVest is a financial technology company on a mission to Power the World’s Wealth. We offer a comprehensive Wealth Management Technology Platform platform that enables enterprises to expand their product capabilities, enhance distribution, streamline front, middle, and back office operations - all while extending innovative investor and advisor experiences. OneVest is backed by notable investors, including: OMERS Ventures, Fin Capital, Deloitte Ventures, Pivot Investment Partners, FJ Labs and many more.
We are seeking a Director of Enterprise 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
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.
OneVest is a financial technology company on a mission to Power the World’s Wealth. We offer a comprehensive Wealth Management Technology Platform platform that enables enterprises to expand their product capabilities, enhance distribution, streamline front, middle, and back office operations - all while extending innovative investor and advisor experiences. OneVest is backed by notable investors, including: OMERS Ventures, Fin Capital, Deloitte Ventures, Pivot Investment Partners, FJ Labs and many more.
About The Role
OneVest is a financial technology company on a mission to Power the World’s Wealth. We offer a comprehensive Wealth Management Technology Platform platform that enables enterprises to expand their product capabilities, enhance distribution, streamline front, middle, and back office operations - all while extending innovative investor and advisor experiences. OneVest is backed by notable investors, including: OMERS Ventures, Fin Capital, Deloitte Ventures, Pivot Investment Partners, FJ Labs and many more.
We are seeking a Director of Enterprise 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.
- 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 opportunity
- 8 years of experience in enterprise sales with a focus on wealth-tech sales to financial institutions
- Only candidates with prior experience in wealth-tech enterprise SaaS sales will be considered for this role
- 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
- Advanced knowledge of fintech, wealth & asset management (including mid/back-office operational process)
- 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
- Culture: It’s fun, rewarding, fast-paced - and we build cool stuff, too! Learn more here: https://www.onevest.com/company/culture
- Vacation: 4 weeks of vacation
- 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
- Opportunity: An environment where you are recognized and growth opportunities are available
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.