About OneVest

OneVest is a financial technology company on a mission to power the world’s wealth. We offer a comprehensive Wealth Management Technology Platform platform that enables enterprises to expand their product capabilities, enhance distribution, streamline front, middle, and back office operations - all while extending innovative investor and advisor experiences. OneVest offers a first of its kind Wealth API, white-label apps, an advisor and portfolio manager platform, and asset management services. OneVest is backed by notable investors, including: OMERS Ventures, Fin Capital, Deloitte Ventures, Pivot Investment Partners, FJ Labs and many more. 

About The Role

What You'll Be Doing:

• Plan and manage new partner onboarding and work with internal teams to ensure implementation best practices are adopted and executed

• Act as a primary point of contact for partner interactions: identify and align on strategic program goals, key performance indicators and opportunities

• Establish recurring strategic planning sessions with partners to ensure plans are reviewed and considered as part of OneVest’s product roadmap

• Provide regular partner updates including performance indicators, successful outcome metrics, and progress updates to the Executive team and Senior Management

• Collaborate with internal teams (Product & Technology, Operations, Revenue, Wealth) to represent and advocate for partner needs, strategies, opportunities and insights in order to assist with OneVest’s product roadmap and developing new product features

• Nurture existing accounts through renewal and leveraging opportunities for upselling and providing recurring value

• Provide subject matter expertise to partners to assist in navigating their implementation from project kick-off through to business-as-usual phases

• Monitor and control overall project delivery tracking, performance, and risks for assigned partners 

• Leverage data and insights from new and existing clients to guide strategy and implementation of OneVest solutions for its partners

• Identify partners best-suited to participate in research and co-development opportunities as well as participate in the identification of new features

Qualifications:

• 7+ years of experience of enterprise-focused technology implementation, project/program management, account management, and/or management consulting work experience

• Experience working in wealth management/wealth technology

• Hands on experience leading SaaS-based implementations

• Ability to develop strategies and standard operating procedures for implementations and account management

• Demonstrated ability to communicate, present, and influence credibly and effectively at all levels of the organization

• Must be flexible with working hours in order to meet our clients needs and answer their questions in a timely matter 

• Culture: It’s fun, rewarding, face-paced - and we build cool stuff, too! Learn more here: https://www.onevest.com/company/culture
• Vacation: 5 weeks of vacation
• Flexibility: A flexible, dog-friendly, hybrid working environment
• Health & Wellness: Comprehensive Group Health, Dental and Vision Benefit Plan right from the start
• Equity: Employee Stock Option Purchase Plan 
• Opportunity: An environment where you are recognized and growth opportunities are available

Sound like a good fit? Apply today! 

Don’t meet every single requirement? We encourage you to apply anyways. At OneVest, we're dedicated to building a diverse, inclusive, and authentic workplace. 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.