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Sales Executive at OneVest - ApplyBlast

Sales Executive

OneVest

4 months ago

Canada

Hybrid

Full Time

Executive

0 applicants

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About this role

OneVest is seeking a Sales Executive to drive growth by managing a territory, prospecting new wealth management clients, and guiding deals through the full sales lifecycle. The role involves building and maintaining relationships with financial institutions, collaborating with internal teams, and presenting tailored fintech solutions to meet client needs.

Responsibilities

Sell into territory and manage full sales lifecycle
Establish and grow relationships with wealth management firms
Collaborate with marketing, product and development to drive growth

Skills

Qualifications

Bachelor's degree in Business Administration, Finance, Economics, or a related field

About OneVest

onevest.com

Headquarters

Toronto, Ontario, Canada

Company Size

51-200 employees

Founded

2014

View Profile

OneVest is an AI-native wealth management technology company that provides a unified, agentic operating system for financial firms, advisors, and operations teams. Its modular platform connects the entire wealth ecosystem — including digital onboarding, portfolio management, compliance, CRM, and client portals — through a single, intelligent control plane. OneVest serves RIAs, broker-dealers, asset managers, banks, and insurance companies, and is SOC2 Type II compliant.