Enterprise Account Executive – Wealth (Canada)

The role

This person will drive revenue growth and define the enterprise sales motion within the Canadian wealth management industry. They will manage the full sales cycle from prospecting to closing deals.

What you will do

• Prospect and develop new enterprise accounts across the Canadian wealth management industry
• Reach out to prospects via email, phone, and LinkedIn
• Attend wealth management industry conferences and events
• Own pipeline generation strategy and refine outbound approaches
• Manage the full sales cycle from initial outreach through close
• Handle inbound and referred leads
• Conduct discovery to understand customer needs and business challenges
• Deliver tailored demos and presentations for different stakeholders
• Navigate complex buying processes and multi-stakeholder deals
• Partner with product and engineering to communicate customer needs

Required qualifications

• Experience selling enterprise SaaS into the wealth management industry, or deep wealth management industry experience in a commercial role
• Strong understanding of the Canadian wealth management ecosystem
• Experience with enterprise deals (100K–1M+ ARR)
• Track record of high achievement in quota-carrying roles
• Strong consultative selling skills and ability to engage senior stakeholders
• Excellent communication and storytelling abilities with high customer empathy
• Experience building pipeline through outbound prospecting
• Builder mindset with a desire to shape processes and strategy
• Highly motivated, resilient, and comfortable operating in a fast-paced environment
• Passion for understanding customer problems and helping solve them

Nice to have

• Existing network within the Canadian wealth management industry
• Understanding of wealth management workflows, including client onboarding, account opening, KYC and suitability reviews, advisor servicing, and operational processing
• Experience selling complex or technical products, including AI, workflow automation, or document intelligence
• Experience attending or sourcing pipeline through wealth management industry conferences
• Background at a high-growth B2B SaaS, FinTech, or WealthTech company

Benefits

• Competitive compensation and equity
• Health, dental, and vision coverage
• Unlimited PTO
• Office snacks and monthly catered lunch
• Company offsite to connect and recharge

About the company

Feathery is the AI operating system for financial institutions. It is a fast-growing leader in financial agentic automation.