Operations Jobs at OneVest

OneVest is a wealth management platform that provides a unified operating system for wealth firms. It connects workflows, client data, and account management into a single system, with workspaces for advisors, operations teams, and clients. The platform includes an AI agent that automates workflows and provides client portal features for managing wealth in real time.

OneVest is also hiring in sales and business development (3), engineering (1) and marketing and growth (1).

Its roles are in United States (2), remote (2) and Toronto, Canada (2).

You set up the systems that keep the company running, from vendors and tooling to how work gets scheduled. The job changes shape as the company grows, and nobody hands you a process to follow. In a large firm this work is split between finance, facilities and a project office.