The Sales Executive will drive growth by managing a territory, identifying business opportunities, supporting client relationships, and achieving sales targets through effective collaboration across teams.

Develop positioning and messaging for a B2B SaaS wealth management platform; create sales enablement assets, case studies, web copy, blogs, webinars, videos, social content, and press releases. Coordinate product launches and go-to-market execution across Product, Sales, Leadership, Customer Success, and Digital teams. Research market and customer insights, translate technical capabilities for non-technical buyers, and manage multiple initiatives in a fast-paced environment.

Sell OneVest solutions into a defined territory, manage full sales lifecycle, build and grow relationships with wealth management firms, conduct client meetings and presentations, and collaborate with internal teams to win deals and drive growth.