Location: This position is a remote Canada role.

We are seeking a Director of Enterprise Sales to join our growing team. This is a strategic sales role, focused on establishing revenue generating subscription relationships with wealth management firms, RIAs, broker/dealers, regional and mid-size banks, insurance companies and similar financial institutions that are focused on wealth management delivery. The ideal candidate has an established track record in strategic enterprise sales, specifically selling wealth-technology to financial institutions.  

You will work closely with our executive, finance, sales, technology and product teams to ensure delivery and success of new engagements. 

What you’ll be doing:

• Lead enterprise SaaS sales functions from prospecting to close
• Maintain a network of external relationships 
• Establish “growth oriented” relationships with wealth management firms, RIAs, broker/dealers, regional and mid-size banks, insurance companies etc. 
• Research and support the development of enterprise sales strategies 
• Develop and maintain pitch books, financial models, marketing materials 
• Working closely with technology and product teams to identify product opportunity 

Must Haves:

• 8+ years of experience in enterprise sales with a focus on wealth-tech sales to financial institutions  
• Only candidates with prior experience in wealth-tech enterprise SaaS sales will be considered for this role
• Expert financial modelling, pitch book/deck creation, memo/report writing skills 
• Experience in developing sales strategies from the ground up, leading execution from an end-to-end perspective 
• Advanced knowledge of fintech, wealth & asset management (including mid/back-office operational process)
• Rockstar communicator who can translate technical details into benefits, distil complicated messages into easy to understand value props, and persuade others with thoughtful storytelling

We are seeking an experienced Staff Mobile Engineer to join our team. The successful candidate loves working with technology and has a proven track record of leading, building and delivering complex mobile applications. This role requires navigating ambiguity and shaping the long term direction of our mobile products.

You will work as part of our mobile team to redefine wealth management for both advisors and their clients. Our infrastructure is built with a Microservices approach and our tech stack includes React Native, with TypeScript, Node, Serverless, GraphQL, MongoDB, and AWS. 

As a key member of our Mobile team, you will be helping set the strategy for OneVests mobile applications by: (1) establishing and building patterns customer and client interactions, (2) designing and building customer and client mobile experiences, (3) building tooling, CI and releases processes that enable scalable and efficient delivery of enterprise applications to our customers.

What you’ll be doing:

• Building out the OneVest mobile application in React Native, using GraphQL APIs
• Partnering cross-functionally to collaborate on solution design, balancing technical excellence with delivery velocity
• Leading technical design and architecture of large-scale features by designing and breaking down complex epics into deliverable stories and tasks
• Continuously improving our codebase and developer experience by identifying and resolving systemic technical debt, adopting new/better practices and tools
• Owning the mobile lifecycle, from local development and automated testing to CI/CD and store deployments
• Mentoring and providing leadership through technical reviews for product stories and providing feedback to peers through code and architecture review
• Proactively managing project risks and cross-team dependencies while resolving complex technical issues and customer escalations
• Championing best practices across quality, patterns, tools and processes to ensure both OneVest and our platform scales for enterprise customers

Must Haves:

• 8+ years mobile development experience with a strong focus in React Native, and JavaScript/TypeScript
• Proven ability to architect, develop and maintain mobile applications for enterprise scale
• Experience with FastLane, Expo, App/Play stores, TestFlight, etc., for build, CI/CD, and deployment tools for react-native applications
• Proven ability to effectively contribute to technical strategy and roadmaps 
• Expertise in designing scalable and performant front end architectures integrating with complex GraphQL microservice backends
• Strong communication skills, capable of articulating complex technical decisions to a wide audience

Location: This role is open to candidates across Canada

We are looking for a Senior Revenue Operations Manager to lead and define Revenue Operations at OneVest. Reporting to the Sr. Director of Operations, you will be the primary manager of our revenue engine. This is a high-visibility, systems-oriented role where you will design the infrastructure that powers both our Small and Medium Business (SMB) and our Enterprise B2B funnels.

This isn't just about maintenance; it’s about building the playbook. Player-coaches thrive at OneVest and we’re looking for a builder profile: someone who can establish world-class standards in Salesforce today and pioneer low-code/AI-driven solutions for tomorrow. You will ensure that Sales and Marketing are perfectly aligned in execution, reporting, and strategy as we continue to scale.

High-performers in this role will have an opportunity to lead and own the Revenue Operations function as a whole.

What you’ll be doing:

• Act as the expert architect for Salesforce configuration, ensuring our CRM is structured to support complex enterprise deals and high-volume PLG users.
• Design and optimize the "Lead-to-Revenue" process around two distinct channels: a self-serve SMB funnel and a traditional B2B Enterprise sales cycle.
• Partner with Marketing to track ad-spend efficiency and with Sales to drive adoption of adjacent tools, ensuring every part of the revenue team is pulling in the same direction.
• Build and maintain the forecasting models that Finance and Leadership rely on, with a solid understanding of core revenue metrics
• Identify manual bottlenecks and pilot low-code/AI-driven solutions to automate manual tasks and add value at key points in the process.
• Manage operations for the revenue function both laterally and upwards, setting clear expectations and acting as a strategic advisor to leadership, including VPs and C-suite.

Must-haves:

• 8+ years of experience in Revenue, Sales or Marketing Operations functions, preferably within a high-growth SaaS or fintech environment.
• You have a deep experience with Salesforce, and understand how to build scalable flows, objects, and reporting structures.
• You enjoy the 0 to 1 phase of taking a baseline setup and evolving it into a sophisticated, automated system.
• Experience managing operations for both a Product-Led Growth (PLG) motion and an Enterprise Sales motion.
• You understand the "why" behind the numbers, from revenue recognition principles to GTM efficiency metrics. OKRs are table stakes.
• You have an appetite for using low-code tools and AI and are excited by the prospect of automating your own workflows as you scale. You go beyond just using AI as a chat partner and have achieved real outcomes through embedding it.

Location: This remote role is open to candidates across Canada and the United States, with a preference for candidates located near one of our offices in Toronto or Calgary.