Teams at OneVest

Lead development and execution of demand generation and growth marketing, building MarTech stack, ABM programs, and automated nurturing. Optimize funnel via A/B testing and analytics, align with sales/product, and scale enterprise lead acquisition to hit pipeline targets.

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.

Lead enterprise sales for wealth-tech solutions, developing strategies and maintaining relationships with financial institutions while coordinating with internal teams for successful engagements.