Sales Executive

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 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 dea