---
title: 'Marketing Manager at OneVest'
canonical: 'https://feeny.ai/job/marketing-manager-onevest-toronto-0cnx2w7bsxe3'
type: 'job'
last_seen: '2026-09-06'
---

# Marketing Manager at OneVest

- **Company:** OneVest
- **Location:** Toronto, Canada / United States
- **Work type:** remote
- **Posted:** 2026-08-21
- **Last confirmed live:** 2026-09-06
- **Apply:** https://job-boards.greenhouse.io/onevest/jobs/5398005008

## Job description

OneVest is a fast-growing technology company on a mission to Power the World’s Wealth by revolutionizing how financial institutions deliver wealth management services. We are an innovative team that thrives on creativity, collaboration, and the pursuit of excellence. We’ve been listed as one of Forbes's best start-up employers, and named on the WealthTech100 list for 2024. OneVest is backed by notable investors including Salesforce Ventures, Allianz Life Ventures, TIAA Ventures, OMERS Ventures, Fin Capital, Deloitte Ventures, and more. If you’re passionate about finance, technology, and making a real impact, this is the perfect opportunity to be part of something big.

## About the Role

Temporary Full-Time: This is a 14-month contract position with potential to turn into a full-time permanent role.

OneVest is looking for a Marketing Manager to join a small, high-output marketing team and add real capacity across product marketing, content, and go-to-market execution. This is a generalist role with a content and launch lean: you'll write sales enablement materials, support product launches, build out case studies and web copy, and help translate what OneVest's product actually does into language that resonates with financial institutions and their teams.

You'll work closely with Sales and Product to understand what's being built and why it matters, then translate  that into impactful sales enablement assets, product launches, and customer stories. Additionally, you will coordinate with OneVest's digital team to ensure content and messaging are seamlessly executed across all channels.

## What You'll be Doing

Positioning & Messaging

- Develop clear, compelling positioning and messaging for OneVest's platform and new features.
- Translate product capabilities into clear, differentiated messaging that resonates with wealth management firms.
- Develop messaging that resonates with target segments and evolves as the product evolves.
- Build a track record of delivering messaging to key audiences through GTM campaigns, field sales plays, and executive-level presentations.
- Partner with the digital team and broader marketing org to bring campaigns and content to life, while owning core messaging yourself.

Market & Customer Insights

- Maintain a working view of the wealth management landscape and share relevant market insights with internal teams.
- Identify trends in buyer needs and pain points that should inform product and marketing strategy.

Sales Enablement & Go-to-Market

- Act as an internal point of coordination for launches, keeping input from Product, Sales, and Leadership moving so deliverables ship on time.
- Create sales enablement materials: one-pagers, case studies, battlecards and sales decks.
- Support product and feature launches end-to-end, partnering with Sales and Product to translate product capabilities into clear, buyer-relevant benefits.

Content, Launches & Comms

- Write blog posts, web copy, case studies and onboarding materials that support launches and ongoing demand.
- Develop engaging content, such as webinars and videos, that showcases product capabilities.
- Partner with the digital team to create a social media strategy, and be responsible for drafting and posting social content, including launches, news, and company milestones.
- Draft press releases and support media outreach, including pitching and coordinating with reporters.

Must Haves

- 5 years of marketing experience with a mix of content, product marketing, and launch execution: a generalist, not a narrow specialist.
- Proven experience supporting product launches and go-to-market execution.
- Strong ability to synthesize market and customer insight into clear positioning.
- Excellent written communication skills: This role is judged heavily on writing: clear, persuasive copy that shifts appropriately across sales enablement, web, press, and social.
- Comfortable using AI tools (Claude and others) to execute work quickly, paired with the judgment to critically review, edit, and improve whatever they produce rather than taking output at face value.
- Strong project management skills: able to coordinate across multiple stakeholders (Product, Sales, Leadership, the digital team) and keep several initiatives moving against deadlines at once.
- Experience working cross-functionally with Product, Sales, and Customer Success teams.
- Comfortable learning a technical, complex product and translating it for non-technical buyers.
- Ability to thrive in a fast-paced, small-team environment and take ownership without heavy oversight.
- Prior experience at a B2B SaaS company strongly preferred.

## Nice to Have

- Wealth management, financial services, or fintech experience.
- Experience drafting press releases or coordinating media/reporter outreach.
- Experience managing social content calendars and posting cadences.
- Familiarity with tools like Figma, Canva, or similar design/content tools.
- Experience with website maintenance and content management.

## Benefits of the Role

- Work closely with the executive team and be part of the conversation on positioning and promoting the best solutions for our customers.
- A fast-paced, broad-scope role that gives you real room to develop as a marketer in B2B SaaS and VC-backed tech.
- A high-teamwork environment where collaboration across teams and departments is the norm, not the exception.

What It’s Like To Work With Us:

- Culture: It’s fun, rewarding, fast-paced - and we build cool stuff, too!
- Vacation: 4 weeks of vacation in addition to a company wide shutdown between Christmas and New Year
- Flexibility: A flexible & hybrid working environment
- Health & Wellness: Comprehensive Group Health, Dental and Vision Benefit Plan right from the start
- Equity: Employee Stock Option Purchase Plan

Sound like a good fit? Apply today! Don’t meet every single requirement? We encourage you to apply anyways. 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.

OneVest is dedicated to fostering a diverse, equitable, and inclusive workplace. We encourage applications from individuals of all backgrounds, including those with visible and non-visible disabilities. If you require accommodations at any stage of the recruitment and selection process, please reach out to recruiting@onevest.com and we’ll be happy to support you.

AI Use In Our Hiring Process:

OneVest does not currently use AI to screen, assess, or select candidates as part of the recruitment process.

## About OneVest

## Company Overview
- **One-liner**: OneVest is a financial technology company that provides an AI-native, agentic operating system to unify and modernize wealth management for financial institutions.
- **Entity Type**: Private (Series B)
- **Headquarters**: Toronto, Canada
- **Founded**: 2021
- **Founders**: Not publicly available

## Core Business
- **Primary industry**: Wealth management technology (Financial Services)
- **Target customers**: B2B – Registered Investment Advisors (RIAs), Broker-Dealers, Banks, Insurance Companies, and Asset Managers.
- **Mission or purpose statement**: “We believe that wealth is for everyone.” OneVest aims to make wealth management a better experience for everyone by replacing fragmented legacy systems with a unified, intelligent platform.

## Products & Services
- **[OneVest Platform – The Agentic Wealth Operating System](https://www.onevest.com/)**: A unified, modular SaaS platform that integrates three workspaces (Client Portal, Advisor Workspace, Operations Workspace) and an AI-powered collaboration layer called Pulse. Modules include Digital Onboarding, Account Opening, CRM, Portfolio Management, Money Movement, Document Management, Compliance, and Analytics & Reporting. The platform is open API‑ready, multi‑language, multi‑currency, and SOC 2 Type II certified.
- **[OneVest Pulse](https://www.onevest.com/)**: A live, AI‑powered activity stream that enables real‑time collaboration between advisors, operations, and home office teams. Conversations trigger workflows, route approvals, and track ownership – all within a single feed.

## Market Standing
- **Valuation/Market Cap**: Not disclosed
- **Key Metric – Total Funding**: USD 36,694,855 (as of January 2025 Series B)
    - Seed Round (2022-03-05): USD 3.9M led by Luge Capital
    - Series A (2023-06-13): USD 12.8M led by OMERS Ventures
    - Series B (2025-01-29): USD 20.0M led by Salesforce Ventures (8 investors)
- **Notable Investors/Partners**: Salesforce Ventures, OMERS Ventures, Luge Capital
- **Growth Signals**: 35.1% year‑over‑year employee growth (103 employees); LinkedIn followers increased 24.9% yearly; launched in multiple global markets (U.S., Canada, UK, UAE); SOC 2 Type II certification; expanding engineering and sales teams.

## Competitive Advantages
- **AI-native, agentic OS**: OneVest’s unified platform replaces fragmented legacy systems with an intelligent operating system that automates workflows across the entire wealth lifecycle – no rip‑and‑replace required.
- **Real‑time orchestration**: Every action (human or AI) is coordinated and executed in real time, with full audit trails and compliance built in.
- **Open architecture**: Modular design allows deployment of one module or the full OS, with open APIs that connect to existing custodians, data providers, and third‑party systems.
- **Global readiness**: Multi‑currency (USD, CAD, EUR, GBP, AED), multi‑language (English, Spanish, French, Arabic), and built for regulated financial environments.

## Strategic Focus
- **Expansion into new segments**: Serving RIAs, broker‑dealers, banks, and insurance companies across North America and global markets.
- **Deepening AI capabilities**: Continuing to develop agentic features that automate operations and free advisors to focus on relationships.
- **Scaling the team**: Recruiting for senior roles in revenue operations, enterprise sales, and mobile engineering to support growth.

## Why Work Here
- **Culture**: Rated 4.5/5 on LinkedIn (13 reviews); culture scores: Work‑Life 4.2, Compensation 4.2, Culture 4.9, Career 4.7. Values include inclusive, flexible, bold, innovative, and trustworthy.
- **Work model**: Hybrid – employees can work from home, office hubs (Toronto, New York, London), or both.
- **Benefits**: Stock options for all full‑time employees; 4 weeks vacation plus an extra week over the December holidays; comprehensive group health plan starting Day 1; Employee Assistance Plan; annual team‑building events.
- **Engineering culture**: Modern tech stack, AI‑first development, and the opportunity to build a platform for regulated financial environments.

## Sources
1. [onevest.com – About page](https://www.onevest.com/about-onevest)
2. [onevest.com – Product page](https://www.onevest.com)
3. [onevest.com – Careers page](https://www.onevest.com/careers/)
4. [ca.linkedin.com/company/onevest](https://ca.linkedin.com/company/onevest)
5. [cbinsights.com/company/onevest](https://www.cbinsights.com/company/onevest)

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