
51 - 200 employees
💼 Consulting
🛡️ Insurance
💸 Finance
Consulting • Insurance • Finance
OneVest is a modern technology platform designed to revolutionize wealth management. It offers a user-friendly, customizable, and easily updatable platform that integrates seamlessly with existing systems, catering to the specific needs of financial institutions like banks, wealth managers, insurance companies, asset managers, and fintechs. OneVest's no-code configuration, modular flexibility, and robust API allow firms to tailor workflows and feature sets to align with their brand and business goals. With solutions for client onboarding, portfolio management, compliance, and analytics, OneVest empowers financial advisors and institutions to enhance client engagement, streamline operations, and stay ahead in the evolving wealth management landscape.
Selected: 🆕 Date Added.
🕒 August 13
QA Engineer automating testing for OneVest’s wealth-management technology applications. Designing UI/API test strategies and supporting reliable releases in an Agile engineering team.
Cypress
🕒 July 13
Business Development Representative supporting sales efforts at OneVest, a financial technology company. Engaging business clients through prospecting and qualification of leads.
🇨🇦 Canada – Remote
⏰ Full Time
🟢 Junior
🟡 Mid-level
💰 Business Development (BDR)
🚫👨🎓 No degree required
👻 Ghost score 32%