Head of Wealth Solutions (Canada)

The role

You will serve as an in-house wealth management expert and leader of the Canadian wealth practice. You will partner with Sales, Solutions Engineering, Product, and Delivery to lead strategic opportunities and build relationships across Canada's wealth organizations.

What you will do

• Serve as wealth domain expert in strategic client conversations
• Explain how products map to core wealth management workflows
• Advise clients on rethinking critical operational processes
• Navigate wealth-specific client objections regarding regulation and compliance
• Drive demo enablement alongside Solutions Engineering
• Codify post-sales best practices into repeatable playbooks
• Equip and coach client champions to drive adoption and expansion
• Identify opportunities to extend Feathery into additional workflows
• Own and build partnership and co-sell motion across Canadian wealth management
• Bring wealth domain expertise to Product and Engineering to shape the roadmap

Required qualifications

• 10+ years of experience in Canadian wealth management
• Strong understanding of wealth management workflows, operating models, and industry dynamics
• An established network across Canada's wealth management ecosystem
• Experience leading transformation within wealth management
• Strong understanding of regulatory, compliance, and change-management considerations
• Good Commercial instincts and a functional consulting mindset
• Strong communication and the gravitas to engage senior wealth leaders

Nice to have

• Experience with AI, workflow automation, document intelligence, or other emerging technologies relevant to wealth management
• A background in or experience working alongside wealthtech, fintech, consulting, or enterprise software companies
• A track record of building strategic partnerships or co-sell relationships within financial services
• Experience operating across both a large financial institution and a high-growth technology environment
• Cross-industry experience spanning wealth management and insurance

Benefits

• Competitive compensation and equity
• Health, dental, and vision coverage
• Unlimited PTO
• Stocked office pantry with snacks and ready-to-eat meals
• A supportive, low-ego team that values ownership and growth
• Company offsite to connect and recharge

About the company

Feathery is the AI Operating & Decisioning system for financial services. Leading financial institutions use Feathery to power mission-critical workflows across wealth management and insurance.