{"id":912210,"url":"https://alion.io/job/onevest-sales-executive","title":"Sales Executive","company":{"id":679757,"name":"OneVest","domain":"onevest.com","url":"https://alion.io/company/onevest","size_band":"51-200","is_staffing_agency":false,"employer_type":"direct","is_intermediary":false,"listed_via":null,"ats_vendor":"Greenhouse","truth_index":null},"role":"Sales","role_family":"Sales","seniority":"middle","employment_type":null,"work_mode":"hybrid","remote_scope":null,"remote_scope_basis":null,"remote_working_hours":null,"hiring_geo_confidence":"explicit","locations":["United States"],"countries":["US"],"hiring_countries":[],"hiring_countries_total":0,"salary":null,"salary_estimate":{"min_usd":70000,"max_usd":152000,"period":"year","method":"role_seniority_country_remote_cell","sample_n":2542},"experience_years_min":3,"visa_sponsorship":false,"relocation_package":false,"has_equity":true,"technologies":[{"name":"Salesforce","optional":false}],"status":"live","first_seen_at":"2026-04-17T13:33:15Z","employer_posted_date":"2026-09-22","last_verified_at":"2026-10-21T22:36:02Z","board_verified":true,"closed_at":null,"days_open":187,"trust":{"level":"stale","repost_count":0,"flags":["stale"],"days_open":186},"description":"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.\nLocation: This position is a remote US role.\nWe are looking for a Sales Executive to join our Sales team to help drive the company's growth. This is a dynamic role where you will contribute across the organization, own a territory and manage the full sales lifecycle. You will be responsible for identifying new business opportunities, supporting client relationships, and meeting sales targets.\nWhat You’ll be Doing:\nSelling into a territory, prospecting, working with pre-sales and other teams.\nHelp establish and maintain \"growth oriented\" relationships with wealth management firms, managing relationships, and growing the footprint of OneVest.\nMaintain a consistent network of external professional relationships.\nConduct client meetings and presentations to identify needs and propose appropriate solutions.\nWork with marketing, product and development to drive growth.\nCollaborate with internal teams to build strategies to win deals.\nMust Haves:\nBachelor's degree in Business Administration, Finance, Economics, or a related field.\n3+ years of experience in sales, business development, or financial services.\nPrior experience or exposure to sales within financial institutions is an asset.\nAbility to assist in originating and managing a sales pipeline.\nStrong skills in presentation, presentation materials creation, and solution selling.\nExperience supporting the execution of sales strategies from end-to-end.\nKnowledge of fintech, wealth & asset management, and capital markets.\nExcellent communicator who can translate technical details into clear value propositions.\nSelf-starter and independent thinker comfortable in a fast-paced, collaborative growth environment.\nWhat It’s Like To Work With Us:\nCulture: It’s fun, rewarding, fast-paced - and we build cool stuff, too! \nVacation: 4 weeks of vacation in addition to a company wide shutdown between Christmas and New Year\nFlexibility: A flexible & hybrid working environment\nHealth & Wellness: Comprehensive Group Health, Dental and Vision Benefit Plan right from the start\nEquity: Employee Stock Option Purchase Plan \nSound like a good fit? Apply today!\nDon’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.\nOneVest 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  and we’ll be happy to support you.\n\nAI Use In Our Hiring Process:\nOneVest does not currently use AI to screen, assess, or select candidates as part of the recruitment process.","description_format":"text","description_chars":3612,"description_truncated":false,"requirements":{"experience_years_min":3,"management_years_min":null,"team_size_min":null,"manages_managers":false,"education":{"level":"bachelor","optional":false},"security_clearance":false,"languages":[]},"benefits":["Equity","Hybrid work"],"hiring_locations":[{"name":"United States","iso":"US","kind":"country"}],"hiring_excludes":[],"relocation_offered":false,"industries":["Wealth Management & Financial Advisors","Investing Apps & Robo-Advisors"],"lifecycle":[{"event":"open","at":"2026-09-14T17:03:30Z"}],"visa":[],"liveness":{"score":6,"band":"cold","label":"Long shot","p_open":1,"p_active":0.222,"p_room":0.28,"age_days":186,"expected_fill_days":32,"reasons":["conf:1","win:tail","crowd:"],"computed_at":"2026-10-21T05:46:15Z"},"pay":null,"html_url":"https://alion.io/job/onevest-sales-executive","json_url":"https://alion.io/job/onevest-sales-executive.json","meta":{"generated_at":"2026-10-21T22:53:49Z","cache_seconds":300,"methodology":"https://alion.io/methodology","terms":"https://alion.io/terms","contact":"https://alion.io/contact","api":"https://alion.io/developers","about":"Alion is a live layer of people, companies and AI agents: who they are, whether they are real and active right now, what they do and how to work with them, readable by people and by agents and paid per call.","catalog":"https://alion.io/catalog.json","usage":{"tier":"crawler_verified","counted_by":"address","units_charged":1,"used_today":32631,"day_limit":null,"remaining_today":null,"minute_limit":300,"resets_at":"2026-10-22T00:00:00Z"}},"offers":[{"id":"company.slices","title":"One company in depth, by slice","status":"live","price":{"credits":0.02,"usd":0.002,"plus_per_slice":{"credits":0.05,"usd":0.005}},"unit":"per company, plus each slice with data","note":"the employer in depth","call":{"mcp_tool":"get_company","arguments":{"id":679757},"rest":"https://alion.io/mcp/rest/get_company?id=679757"},"human":"https://alion.io/catalog?offer=company.slices&for=job%2Fonevest-sales-executive"},{"id":"market.stats","title":"A market slice: pay, demand and time to fill","status":"live","price":{"credits":1,"usd":0.1},"unit":"per slice","note":"pay, demand and time to fill for this role and place","call":{"mcp_tool":"market_stats"},"human":"https://alion.io/catalog?offer=market.stats&for=job%2Fonevest-sales-executive"},{"id":"job.search","title":"Open jobs by role, technology, place, pay and visa","status":"live","price":{"credits":0.02,"usd":0.002},"unit":"per posting in a list","note":"similar open postings","call":{"mcp_tool":"search_jobs"},"human":"https://alion.io/catalog?offer=job.search&for=job%2Fonevest-sales-executive"},{"id":"company.verify","title":"Is this company real and active right now","status":"pilot","price":null,"unit":"per company","request":{"url":"https://alion.io/catalog/request","method":"POST","body":"{\"offer\": \"company.verify\", \"for\": \"job/onevest-sales-executive\", \"note\": \"what you need it for\"}"},"human":"https://alion.io/catalog?offer=company.verify&for=job%2Fonevest-sales-executive"}]}