Remote Sales Executive at OneVest (2026) | Apply for a FinTech Sales Career
The financial technology (FinTech) industry continues to transform how financial institutions serve clients, creating exciting opportunities for experienced sales professionals. Companies building innovative wealth management platforms are seeking talented individuals who can drive business growth, build strategic relationships, and help financial organizations adopt modern technology.
OneVest is hiring a Remote Sales Executive to join its growing sales team in the United States. This full-time opportunity is ideal for professionals with experience in B2B sales, business development, wealth management, or financial technology who are passionate about helping financial institutions modernize their operations.
About OneVest
OneVest is a rapidly growing financial technology company dedicated to "Powering the World's Wealth." The company provides an AI-powered wealth management operating system that helps financial institutions streamline client onboarding, portfolio management, compliance, money movement, and advisor workflows through a unified platform.
Trusted by wealth managers, banks, registered investment advisors (RIAs), and other financial institutions, OneVest combines modern APIs, automation, and intelligent workflows to simplify wealth management operations while improving client experiences. The company has attracted backing from leading investors, including Salesforce Ventures, Allianz Life Ventures, Deloitte Ventures, OMERS Ventures, and Fin Capital.
About the Role
As a Sales Executive, you'll own a sales territory and manage the complete sales lifecycle—from prospecting and relationship building to presenting solutions and closing deals.
Working closely with marketing, product, engineering, and pre-sales teams, you'll identify opportunities within wealth management firms and financial institutions while helping customers understand how OneVest's technology can improve operational efficiency and client engagement.
Key Responsibilities
Drive New Business Growth
Your primary responsibilities include:
- Prospecting new clients within assigned territories.
- Building a strong sales pipeline.
- Identifying qualified business opportunities.
- Managing opportunities from discovery to close.
- Achieving revenue and sales targets.
Build Relationships with Financial Institutions
You'll establish long-term partnerships with:
- Wealth management firms.
- Registered Investment Advisors (RIAs).
- Financial institutions.
- Investment firms.
- Enterprise financial organizations.
Developing trusted relationships will be essential to expanding OneVest's market presence.
Conduct Client Meetings and Presentations
You'll engage prospective customers by:
- Understanding business challenges.
- Demonstrating OneVest's platform.
- Delivering tailored presentations.
- Recommending appropriate solutions.
- Guiding prospects through the buying process.
Collaborate Across Teams
The role requires close collaboration with:
- Marketing.
- Product Management.
- Engineering.
- Pre-Sales.
- Customer Success.
Working cross-functionally helps deliver customized solutions that meet customer needs.
Maintain Sales Pipeline
You'll also be responsible for:
- Managing CRM records.
- Tracking opportunities.
- Forecasting sales performance.
- Maintaining professional industry relationships.
- Supporting strategic account growth.
Strong organization and pipeline management skills are critical for success.
Required Qualifications
OneVest is looking for candidates who generally possess:
- Bachelor's degree in Business, Finance, Economics, or a related field.
- 3+ years of experience in sales, business development, or financial services.
- Experience managing a sales pipeline.
- Strong presentation and communication skills.
- Solution-selling experience.
- Ability to work independently in a remote environment.
- Excellent relationship-building and negotiation abilities.
Preferred Skills
Candidates with the following experience may have a competitive advantage:
- Financial technology (FinTech).
- Wealth management.
- Asset management.
- Capital markets.
- Enterprise software sales.
- CRM platforms.
- Strategic account management.
- Consultative B2B selling.
Knowledge of wealth management technology and financial institutions is considered a valuable asset.
Benefits of Working at OneVest
OneVest offers a comprehensive benefits package designed to support employee well-being and career growth, including:
- Fully remote work within the United States.
- Four weeks of annual vacation.
- Company shutdown during the Christmas and New Year holidays.
- Comprehensive medical, dental, and vision insurance.
- Employee stock option plan.
- Flexible and hybrid-friendly work culture.
- Professional development opportunities.
- Collaborative, fast-growing team environment.
Career Growth Opportunities
Professionals who excel in this position may advance into roles such as:
- Senior Sales Executive.
- Enterprise Account Executive.
- Strategic Account Manager.
- Sales Director.
- Business Development Director.
- Revenue Leadership positions.
Experience selling innovative financial technology solutions can also open opportunities across the broader FinTech and enterprise software industries.
Why Join OneVest?
Joining OneVest means becoming part of a company that is modernizing wealth management through AI-powered technology and intelligent automation.
You'll have the opportunity to:
- Sell innovative financial technology solutions.
- Build relationships with leading financial institutions.
- Work alongside experienced product and engineering teams.
- Contribute to a rapidly growing FinTech company.
- Develop expertise in wealth management technology.
- Advance your career within a high-growth organization.
How to Apply
Interested candidates can apply through OneVest's official careers portal.
Application Link:
Before submitting your application, update your resume to highlight your experience in enterprise sales, financial services, business development, consultative selling, CRM management, and measurable sales achievements. Demonstrating success in managing complex sales cycles and building relationships with financial institutions can strengthen your application.
Final Thoughts
The Remote Sales Executive role at OneVest is an excellent opportunity for experienced sales professionals seeking to grow their careers in the rapidly expanding FinTech sector.
With responsibilities spanning business development, territory management, enterprise sales, and client relationship management, this position offers strong career progression, competitive benefits, and the chance to help financial institutions embrace the future of wealth management technology.
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