Director, Enterprise Sales Toronto, Canada

OneVest Technologies Inc.; Toronto; On-site; CAD 90,000 - 150,000; Full time

Job summary

Join a dynamic financial technology firm as a Director of Enterprise Sales, where you will lead strategic sales efforts to establish revenue-generating relationships with wealth management firms and financial institutions. This role offers the opportunity to work closely with various teams to develop innovative sales strategies and deliver impactful results. The company fosters a fun and rewarding culture, providing a flexible hybrid work environment and comprehensive health benefits. If you are a motivated self-starter with a passion for fintech and wealth management, this position is perfect for you.

Benefits

4 weeks vacation

Company-wide shutdown between Christmas and New Year

Flexible working environment

Comprehensive Group Health, Dental, and Vision Plan

Employee Stock Option Purchase Plan

Qualifications

• 8+ years in enterprise sales, specifically in wealth-tech to Canadian financial institutions.
• Expertise in financial modeling and creating pitch decks.

Responsibilities

• Lead SaaS sales from prospecting to closing deals.
• Develop sales strategies and maintain relationships with financial institutions.

Skills

Enterprise Sales

Wealth Technology Sales

Financial Modeling

Pitch Book Creation

Sales Strategy Development

Communication Skills

Self-Starter

Fintech Knowledge

Job description

OneVest is a financial technology company on a mission to power the world’s wealth. We offer an end-to-end wealth management platform, from client onboarding to portfolio management, to analytics and beyond. OneVest’s software was built to be modular, allowing financial institutions to fill gaps in their process depending on their needs. For more information, please visit www.onevest.com.

We are seeking a Director of Enterprise Sales to join our growing team. This is a strategic sales role, focused on establishing revenue-generating subscription relationships with wealth management firms, ICPMs, broker/dealers, banks, insurance companies, and similar financial institutions that are focused on wealth management delivery. The ideal candidate has an established track record in strategic enterprise sales, specifically selling wealth technology to financial institutions.

You will work closely with our executive, finance, sales, technology, and product teams to ensure delivery and success of new engagements.

What you’ll be doing:

• Lead enterprise SaaS sales functions from prospecting to close.
• Maintain a network of external relationships.
• Establish “growth-oriented” relationships with wealth management firms, ICPMs, broker/dealers, banks, insurance companies, etc.
• Research and support the development of enterprise sales strategies.
• Develop and maintain pitch books, financial models, and marketing materials.
• Work closely with technology and product teams to identify product opportunities.

Must Haves:

• 8+ years of experience in enterprise sales with a focus on wealth-tech sales to Canadian financial institutions.
• Only candidates with prior experience in wealth-tech enterprise SaaS sales will be considered for this role.
• Expert financial modeling, pitch book/deck creation, and memo/report writing skills.
• Experience in developing sales strategies from the ground up, leading execution from an end-to-end perspective.
• Advanced knowledge of fintech, wealth & asset management (including mid/back-office operational processes).
• Rockstar communicator who can translate technical details into benefits, distill 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 It’s Like To Work With Us:

• Culture: It’s fun, rewarding, fast-paced - and we build cool stuff, too!
• Vacation: 4 weeks of vacation in addition to a company-wide shutdown between Christmas and New Year.
• Flexibility: A flexible & hybrid working environment.
• Health & Wellness: Comprehensive Group Health, Dental, and Vision Benefit Plan right from the start.
• Equity: Employee Stock Option Purchase Plan.

Sound like a good fit? Apply today!

Don’t meet every single requirement? We encourage you to apply anyway. At OneVest, we're dedicated to building a diverse, inclusive, and authentic workplace. If you’re excited about this role but your past experience doesn’t align perfectly with every qualification in the job description, we would still like to review your resume. You may be just the right candidate for this or other roles.