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OneVest

OneVest

OneVest is a Wealth-as-a-Service platform that provides wealth management and financial services to enterprises.

11-50 employees
Founded 2021
$20M series b
Financial Services
Private Company
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Financial ServicesWealth ManagementFinTech

Open Positions2

This position is a remote Canada role.Full-TimeWealthTech / FinancePosted
Business Development Representative
  • Conduct strategic cold outreach through phone calls, targeted emails, and LinkedIn messages to source new business opportunities.
  • Rapidly follow up with, educate, and qualify inbound leads generated by our marketing team.
  • Conduct initial discovery calls to understand a prospect's pain points, business goals, and budget, ensuring they match our Ideal Customer Profile (ICP).
  • Consistently meet or exceed monthly quotas for booking high-quality introductory meetings for our Sales team.
  • Maintain accurate, up-to-date records of all interactions, leads, and pipeline activities within Salesforce/HubSpot.
  • Stay up to date on industry trends, competitor activities, and product updates to effectively handle objections.
SalesforceCRMHubSpot
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About OneVest

OneVest is on a mission to Power the World’s Wealth, transforming how financial institutions deliver wealth management. You'll work with a comprehensive, modular operating system that helps RIAs, broker-dealers, banks, and insurers expand capabilities. OneVest provides end-to-end solutions, from digital onboarding and portfolio management to compliance tools. They recently secured a $20 million Series B, backed by Salesforce Ventures and Allianz Life Ventures, among others.

How We Work

You will join a flexible and hybrid work environment that values innovation and collaboration. The team is proud of building "cool stuff" in a fast-paced, rewarding atmosphere. OneVest has been recognized as one of Forbes's best start-up employers and named on the WealthTech100 list for 2024. Your contributions will directly shape the future of wealth management.

Engineering at OneVest

As an engineer, you'll tackle challenging problems within a Microservices architecture. The core tech stack includes React Native, TypeScript, Node, Serverless, GraphQL, MongoDB, and AWS. You will own the mobile lifecycle, from local development to CI/CD and store deployments. This means constantly improving the codebase and adopting best practices for enterprise-scale applications.

Why Join Us

  • You will build cutting-edge wealth management solutions for leading financial institutions.
  • You will influence technical strategy and shape the long-term direction of mobile products.
  • You will collaborate cross-functionally to balance technical excellence with rapid delivery.
  • You will receive significant investment in your well-being and future through robust benefits and equity.

Benefits & Perks

  • Comprehensive Group Health, Dental and Vision Benefit Plan from day one
  • 4 weeks of vacation plus a company-wide shutdown between Christmas and New Year
  • Employee Stock Option Purchase Plan for all full-time, permanent employees
  • Flexible and hybrid working environment
  • Employee Assistance Plan and annual team-building events

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