Company Overview:

OMYEN is a personal financial planning and investment management technology company that is changing the way people understand and manage their finances directly or through their financial advisors. Our vision is to maximize the financial outcome for millions of people during their golden years through a simple yet powerful technology platform. The challenge for the few talented individuals who join our team in San Diego is to do that in a way that makes it simple and more beneficial to our target audience, their families and advisors. You will have an opportunity to challenge prevailing wisdom and offer a clean canvas upon which to paint your own view of the future state. For that we offer both cash and equity so you can grow with the company.

Position Description:

We seek a top notch CMO to drive our marketing and monetization strategy that enables us to quickly scale the business and acquire new customers and retain our customer base. Monetization of leads is a key goal and preference will be given to those individuals who have shown a history of building sustainable revenue streams particularly in fintech and/or in other service businesses.

Specific Responsibilities:

- Build the company brand in both B2C and B2B markets.

- Develop the product positioning and refine it in select target segments.

- Pursue aggressive adoption and monetization using a freemium model.

- Run an effective PR campaign to drive public awareness.

- Run cost effective marketing campaigns using different channels.

- Publish research/trends and drive thought leadership in the industry.

- Hire and lead talented team members.

Key Characteristics:

- Blend of strategic decision making with a bent towards disciplined execution.

- Startup experience in financial services.

- Experience with freemium models is highly desireable.

- Energetic and go-getter personality.

- High IQ and strong EQ.

- Passion about changing the way people manage money.

Apply for this job by sending your resume at staffing@omyen.com.

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Company Overview:

OMYEN is a personal financial planning and investment management technology company that is changing the way people understand and manage their finances directly or through their financial advisors. Our vision is to maximize the financial outcome for millions of people during their golden years through a simple yet powerful technology platform. The challenge for the few talented individuals who join our team in San Diego is to do that in a way that makes it simple and more beneficial to our target audience of consumers and advisors. You will have an opportunity to challenge prevailing wisdom and offer a clean canvas upon which to paint your own view of the future state. For that we offer both cash and equity so you can grow with the company.

Position Description:

We seek a highly motivated manager of sales and business development with a proven track record in selling in a SAAS model, preferably in financial services or other service industries. We are developing relationships with broker/dealers, banks, wirehouses, and independent financial advisory firms. You will be responsible for building and nurturing the sales pipeline, and closing deals. You will also be responsible for forging strategic distribution partnerships with complementary service providers to drive the revenue growth.

Specific Responsibilities:

- Develop a sales strategy to convert prospects into clients.

- Develop partnerships with complementary service providers.

- Leverage relationships with financial advisors in the field to establish enterprise level relationships.

- Prepare and present sales proposals to financial institutions and use innovative strategies to close sales.

- Use reference selling to leverage past sales with future clients.

- Use a consultative approach to develop and refine leads for company products.

- Develop sales plans and execute on them.

Experience:

- Software sales experience required.

- Experience in working at a technology startup is required. A significant amount of personal selling will be initially required.

- Experience building a multi-channel sales program.

- Candidates with sales experience in financial services will be preferred.

- Experience with SaaS applications for financial services is a significant plus.

Skill Set:

- Strategic thinking but a laser focus on execution.

- Creative problem solving.

- Adaptable and flexible mind set.

- High level, consultative selling skills.

- Ability to develop strong relationships.

- Persuasive verbal and written communication skills.

Apply for this job by sending your resume at staffing@omyen.com.

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Company Overview:

OMYEN is a personal financial planning and investment management technology company that is changing the way people understand and manage their finances directly or through their financial advisors. Our vision is to maximize the financial outcome for millions of people during their golden years through a simple yet powerful technology platform. The challenge for the few talented individuals who join our team in San Diego is to do that in a way that makes it simple and more beneficial to our target customers and financial advisors. You will have an opportunity to challenge prevailing wisdom and offer a clean canvas upon which to paint your own view of the future state. For that we offer both cash and equity so you can grow with the company.

Position Description:

As we scale our business, we're looking for talented individuals who are passionate about making a real and lasting difference in the lives of a large number of people. This position is for an experienced product manager with expertise in personal financial planning and investment management who has successfully built technology products with lasting user experiences. This person will drive product strategy; create, manage and implement the product roadmap; define product requirements; deliver the product to market ensuring the product is supported by a sound business model.

Responsibilities:

- Our goal is to consistently delight users with products that allow them to clearly understand their current financial situation, where they need to be, and a simple path to get there. The product manager will be responsible for both web and downloadable apps on all mobile platforms. Specifically this position requires working with the CMO and Founder/CEO in creating a more robust product roadmap and executing that plan. This will entail creating new products, enhancing existing products, developing interfaces and APIs with other applications, developing and commercializing a new retirement turnkey solution, and building a support infrastructure for the business. As a company that values sound financial decisions, we expect no less from you: you will be responsible for ensuring that the business model is viable and sustainable, and for managing all aspects of a product. We are looking for an innovative talented individual with no restrictions on how she/he thinks. We will encourage challenging prevailing wisdom and striving for innovation in both products and marketing programs.

- Build product roadmap.

- Provide support to sales managers.

- Develop clear positioning of OMYEN products and lead third party integrations.

- Develop relationships with other companies to expand the product and service capabilities i.e. we are comfortable partnering for pieces of the financial puzzle.

Requirements:

- Deep knowledge of the marketplace, consumer trends, and technology.

- Proven experience in successfully building scalable products in financial services space preferably although we will consider others who have a good grasp of building subscription services.

- Significant experience in competitive analysis and differentiated positioning.

- Experience in detailed explanation of the product features to potential customer.

- Experience with web and app based products.

- Experience in successfully driving adoption and ongoing use.

- CFP or CFA certification or experience in financial planning/services.

- "Stage presence" in making presentations to customers, speaking with the press or addressing audiences at conferences and trade shows.

Key Characteristics:

- Passion for new products and innovation.

- Natural curiosity and creativity.

- Customer focus.

- A combination of leadership and followership.

- A natural inclination to help others.

- Superior analytic and problem-solving skills.

- A walking about philosophy to be out in the field garnering information for use in planning.

- A balance of both the strategic and tactical execution.

- A propensity for action.

- High IQ and strong EQ.

Apply for this job by sending your resume to staffing@omyen.com or OMYEN Staffing.

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