Sr. Solutions Consultant (Pre-Sales)

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.

We are seeking a Senior Solutions Consultant to join our team who will work closely with the sales team to provide technical expertise and support, and drive sales growth through client engagement and solution development. 

What you’ll be doing:

• Provide technical expertise and support to the sales team to drive revenue growth
• Engage with clients to understand their technical needs and develop tailored solutions 
• Partner with the sales team to identity and pursue new business opportunities
• Demonstrate OneVest’s technology and platform capabilities to prospective clients
• Lead RFP/RFI response process, including the drafting of documentation, materials and any collateral required to support the sales engagement
• Collaborate with cross functional teams within OneVest, including product, technology, operations, and finance, to ensure client needs are met and exceed expectations

Must Haves:

• Bachelor’s degree in Computer Science, Business, or a related field
• 7+ years of experience (wealth management tech experience preferred)
• Strong technical skills in finance or technology, with a deep understanding of wealth management, investment products, financial markets, and industry regulations
• Proven track record of achieving sales targets and driving revenue growth
• Excellent communication and presentation skills, with the ability to engage with clients and senior executives

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 anyways. 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.

OneVest is dedicated to fostering a diverse, equitable, and inclusive workplace. We encourage applications from individuals of all backgrounds, including those with visible and non-visible disabilities. If you require accommodations at any stage of the recruitment and selection process, please reach out to recruiting@onevest.com and we’ll be happy to support you.