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 looking for a high-energy, resourceful, and results-driven Business Development Representative (BDR) to join our growing inside sales team. In this role, you will be the engine of our sales pipeline. You will be responsible for identifying, researching, and initiating contact with prospective business clients (B2B), mapping out their business challenges, and qualifying them for our Sales Executives.
What You’ll be Doing:- Outbound Prospecting: Conduct strategic cold outreach through phone calls, targeted emails, and LinkedIn messages to source new business opportunities.
- Inbound Qualification: Rapidly follow up with, educate, and qualify inbound leads generated by our marketing team.
- Discovery & Qualification: Conduct initial discovery calls to understand a prospect's pain points, business goals, and budget, ensuring they match our Ideal Customer Profile (ICP).
- Meeting Generation: Consistently meet or exceed monthly quotas for booking high-quality introductory meetings for our Sales team.
- CRM Data Integrity: Maintain accurate, up-to-date records of all interactions, leads, and pipeline activities within Salesforce/HubSpot.
- Market Intelligence: Stay up to date on industry trends, competitor activities, and product updates to effectively handle objections.
- Experience: 0–2 years of sales or customer-facing experience (Finance, Technology, or call center background). Prior BDR/SDR experience is a plus but not required.
- Communication Skills: Exceptional verbal and written communication. You need to be comfortable picking up the phone and engaging business executives.
- Resilience & Grit: A thick skin and a positive attitude. You view "no" as just one step closer to a "yes."
- Coachability: A strong desire to learn, adapt quickly to feedback, and constantly improve your sales skills.
- Tech Savvy: Familiarity with modern sales tools (Claude, Gemini, Salesforce, HubSpot, Outreach, ZoomInfo, LinkedIn Sales Navigator) is a huge advantage.
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 [email protected] and we’ll be happy to support you.
AI Use In Our Hiring Process:
OneVest does not currently use AI to screen, assess, or select candidates as part of the recruitment process.
Skills Required
- 0-2 years of sales or customer-facing experience (Finance, Technology, or call center background)
- Prior BDR/SDR experience
- Exceptional verbal and written communication; comfortable engaging business executives by phone
- Resilience and grit; ability to handle rejection
- Coachability; strong desire to learn, adapt quickly to feedback, and improve sales skills
- Familiarity with modern sales tools (Claude, Gemini, Salesforce, HubSpot, Outreach, ZoomInfo, LinkedIn Sales Navigator)
- Experience maintaining CRM data integrity (Salesforce or HubSpot)
- Located in Canada / authorized to work in Canada (remote Canada role)
What We Do
OneVest is a financial technology company on a mission to power the world’s wealth. It offers an end-to-end wealth management platform, from client onboarding, to portfolio management, to analytics and beyond. OneVest’s software was built to be modular, allowing financial institutions to fill gaps in their process depending on their needs.
