Enterprise Sales Director for Wealth Management

Become the driving force behind enterprise sales at One Vest as the Director of Enterprise Sales. Focus on fostering relationships with wealth management firms and enhancing service delivery through innovation.

As a key player in One Vest’s remote team, you will need over 8 years of experience in strategic sales to financial institutions.

Your role involves leading SaaS sales processes, creating strategic sales plans, and collaborating with multiple departments to ensure success in new partnerships. Your communication skills will be essential in translating technical information into clear benefits.

Key Responsibilities:

• Lead enterprise SaaS sales from prospecting to closing

• Cultivate relationships with wealth management firms

• Research and implement effective sales strategies

• Develop compelling pitch documents and financial models

• Collaborate with technical teams on product opportunities

Requirements:

• 8+ years in wealth-tech enterprise sales experience

• Proven track record in SaaS sales for financial institutions

• Expertise in financial modeling and reporting

• Strong knowledge of fintech operations

• Proficient in clear communication and storytelling

Elevate financial services with your leadership at One Vest!
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