Note: The job is a remote job and is open to candidates in USA. 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. They are looking for a Sales Executive to help drive the company's growth by managing the full sales lifecycle, identifying new business opportunities, and supporting client relationships.
Responsibilities
- Selling into a territory, prospecting, working with pre-sales and other teams
- Help establish and maintain "growth oriented" relationships with wealth management firms, managing relationships, and growing the footprint of OneVest
- Maintain a consistent network of external professional relationships
- Conduct client meetings and presentations to identify needs and propose appropriate solutions
- Work with marketing, product and development to drive growth
- Collaborate with internal teams to build strategies to win deals
Skills
- Bachelor's degree in Business Administration, Finance, Economics, or a related field
- 3+ years of experience in sales, business development, or financial services
- Ability to assist in originating and managing a sales pipeline
- Strong skills in presentation, presentation materials creation, and solution selling
- Experience supporting the execution of sales strategies from end-to-end
- Knowledge of fintech, wealth & asset management, and capital markets
- Excellent communicator who can translate technical details into clear value propositions
- Self-starter and independent thinker comfortable in a fast-paced, collaborative growth environment
- Prior experience or exposure to sales within financial institutions is an asset
Benefits
- 4 weeks of vacation in addition to a company wide shutdown between Christmas and New Year
- A flexible & hybrid working environment
- Comprehensive Group Health, Dental and Vision Benefit Plan right from the start
- Employee Stock Option Purchase Plan
Company Overview