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Positioning & Messaging:

  • Develop clear, compelling positioning and messaging for OneVest's platform.
  • Translate product capabilities into differentiated messaging for wealth management firms.
  • Partner with digital team to bring campaigns to life.

Market & Customer Insights:

  • Maintain a working view of the wealth management landscape.
  • Identify trends in buyer needs and pain points.

Sales Enablement & Go-to-Market:

  • Act as internal point of coordination for launches.
  • Create sales enablement materials like one-pagers and case studies.
  • Support product and feature launches end-to-end.

Content, Launches & Comms:

  • Write blog posts, web copy, case studies, and onboarding materials.
  • Develop engaging content like webinars and videos.
  • Draft press releases and support media outreach.

OneVest

OneVest is a technology company revolutionizing wealth management services for financial institutions. It is a fast-growing, innovative startup with a small, collaborative team, backed by major investors like Salesforce Ventures and Allianz Life Ventures, and recognized by Forbes and WealthTech100.

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