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. 

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About The Role

Reporting to the Director of Operations, the Director of Customer Success is a key role in the implementation, delivery, and maintenance of OneVest’s customer’s pre-launch Go-to-Market (GTM) and post-launch Business as Usual (BAU) lifecycles. This role is primarily responsible for making sure the enterprise customers leveraging OneVest’s platform to run their business have what they need to be successful before, during, and after their launches. As this function continues to develop, it will be supported by a world-class team of implementation managers, customer success specialists, and others to help realize the Director’s vision.

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What You'll Be Doing:

• Set the vision for OneVest’s customer success initiatives, processes and culture from conceptualization to delivery, measurement and maintenance
• Learn, do and document in a hands-on capacity, with the goal of establishing best practices that can then be delegated to an empowered team
• Drive successful outcomes for the Go-to-Market (GTM) implementation and Business as Usual (BAU) programs across active customers in both Canada and the United States
• Build and lead an exceptional team to deliver engaging customer experiences, including recruitment, providing regular coaching and mentorship, and measuring performance of the team and individuals
• Collaborate with customers on customer commit product builds to ensure delivery of these features meets their business needs
• Work closely with Sales, Product, Operations, and Executive teams to ensure healthy, happy customer relationships from kick-off to delivery and beyond
• Influence customer lifetime value by identifying and delivering solutions that leverage existing or new OneVest modules or functionality
• Act as a key resource in addressing any customer escalations, should they occur, and handling resolution with humility and integrity

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Qualifications:

• 8+ years of experience in wealth management and/or wealth technology
• Bachelor’s degree or equivalent in a related field: business administration, commerce, or operations management
• Thorough knowledge of the operational landscape in the wealth management industry including stakeholders, service providers, and incumbents
• Demonstrable experience with bringing a 6-12 month financial technology implementation project to market and the maintenance thereof afterwards
• Strong and effective program management skills including but not limited to: planning, time management, communication, and negotiation
• Proven experience in team leadership and effective communication both across distributed teams and between all levels of an organization from junior roles to the C-suite
• Skilled in operational improvements including analysis and improvement of processes, problem-solving and delegation
• Professional familiarity with regulatory and compliance requirements related to the wealth management industry in Canada, the US, or both
• Alignment with OneVest Values:
• Bold: We’re not afraid to think big and reach for the stars. We embrace challenges of all kinds
• Innovative: We find new ways to solve old problems. Instead of catching up, we lead the charge.
• Inclusive: We believe that wealth is for everyone. We also foster an inclusive culture - all people are welcome here.
  • Trustworthy: We create trust by doing everything with honesty and transparency.

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Bonus:

• Experience launching technology programs or projects across borders and/or in different international markets
• Written proficiency in Canadian French

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What It’s Like To Work With Us:

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• 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

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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.