Sales Executive

Location: This position is a remote US role.

We are looking for a Sales Executive to join our Sales team to help drive the company's growth. This is a dynamic role where you will contribute across the organization, own a territory and manage the full sales lifecycle. You will be responsible for identifying new business opportunities, supporting client relationships, and meeting sales targets.

What You’ll be Doing:

• 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.

Must Haves:

• Bachelor's degree in Business Administration, Finance, Economics, or a related field.
• 3+ years of experience in sales, business development, or financial services.
• Prior experience or exposure to sales within financial institutions is an asset.
• 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.

Location: This position is a remote US role.

We are looking for a Sales Executive to join our Sales team to help drive the company's growth. This is a dynamic role where you will contribute across the organization, own a territory and manage the full sales lifecycle. You will be responsible for identifying new business opportunities, supporting client relationships, and meeting sales targets.

What You’ll be Doing:

• 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.

Must Haves:

• Bachelor's degree in Business Administration, Finance, Economics, or a related field.
• 3+ years of experience in sales, business development, or financial services.
• Prior experience or exposure to sales within financial institutions is an asset.
• 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.