OneVest

The BDR is responsible for driving the sales pipeline by identifying and qualifying B2B prospective clients through strategic outbound outreach and inbound lead management. They conduct discovery calls to map business challenges and book high-quality introductory meetings for Sales Executives.

Lead enterprise SaaS sales functions from prospecting to close while establishing growth-oriented relationships with financial institutions. Collaborate with executive, finance, technology, and product teams to develop sales strategies and ensure successful delivery of engagements.

The Sales Executive will manage the full sales lifecycle, including prospecting, identifying new business opportunities, and conducting client presentations. They will collaborate with internal teams to build strategies and maintain growth-oriented relationships with wealth management firms.