Teams at OneVest

Sole in-house counsel responsible for end-to-end legal work: negotiate and manage SaaS and commercial contracts, maintain corporate governance and minute books, oversee compliance (including PIPEDA), manage external counsel, and lead corporate transactions such as fundraising and M&A while advising leadership on legal risk.

Perform outbound prospecting and inbound lead qualification to generate qualified meetings for Sales Executives. Conduct discovery calls to assess prospects' needs and fit, meet monthly booking quotas, maintain CRM data (Salesforce/HubSpot), and track market and competitor activity to handle objections.

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.