Senior Sales Executive, OneVest
+ Employee Stock Option Purchase Plan
On a mission to Power the World’s Wealth
Posted today
On a mission to Power the World’s Wealth
21-100 employees
Posted today
+ Employee Stock Option Purchase Plan
21-100 employees
Company mission
To empower financial institutions with modular software solutions that streamline client onboarding, portfolio management, analytics, etc.
Role
Who you are
- 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 the job involves
- 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
- 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
Our take
Wealth management has historically been the preserve of, well, the wealthy. Now, however, fintech developments have seen a flurry of startups bringing these services to the everyday consumer. The only problem is that assembling the right team, building a good product, and jumping through the regulatory licensing hoops can really hobble the rate of progress. OneVest has developed a suite of turnkey digital investment solutions to help these startups pick up the pace.
OneVest’s APIs allow tech companies and financial institutions to embed digital wealth management services in their client-facing products. Recent years have seen a rise in demand for digital wealth management and investment services, so the relatively young OneVest was savvy in identifying and closing in on this market opportunity.
OneVest has in fact moved impressively fast to build out its tech stack and secure various kinds of regulatory licensing since its launch. This demonstrates a real appetite and capacity for disruption. It will likely prove critical in securing a leading position in Canada’s as-of-yet relatively rigid wealth management sector.
Steph
Company Specialist at Welcome to the Jungle
Insights
Company
Funding (last 2 of 3 rounds)
Jan 2025
$20.5m
SERIES B
Jun 2023
$12m
SERIES A
Total funding: $36m
Company benefits
- Group Health Plan: We provide medical, dental, and vision through a competitive group insurance plan
- Stock Options: Full-time, permanent employees are offered stock options: we believe we all succeed together!
- Growth & Learning: We’re growing fast - and there are lots of opportunities to advance your career as our team grows
- Hybrid Team: Whether you’re in or out of the office, we trust you to get your work done your way
- Vacation: Plenty of time to rest and recharge with 4 weeks vacation and an extra week over the December holidays
Company values
- Bold: We’re not afraid to think big and reach for the stars. We embrace challenges of all kinds
- Inclusive: We believe that wealth is for everyone. We also foster an inclusive culture—all people are welcome here
- Innovative: We find new ways to solve old problems. Instead of catching up, we lead the charge
Company HQ
Grange Park, Toronto, ON
Articles
Leadership
Amar Ahluwalia
(Co-Founder & CEO)Previously worked in capital markets at BMO Capital Markets, Capco, and ROI Capital. Spent a year teaching economics at Seneca College, then took VP roles at OnDeck and Coast Capital Savings.
Nathan di Lucca
(Co-Founder & CTO)Held various engineering and managerial roles at Donesafe and Kudos.
Jakob Pizzera
(Co-Founder & COO)Originally a bonds and derivatives trader at TD Securities, then moved on to consult with PwC Canada. Subsequently worked in operations at Ritual and Shopify, and product strategy at Element AI.
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