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Added 6 mins ago
M
Manager, Enterprise Risk - Internal Audit & Controls
MNP
Winnipeg, MB
- Full-time
…knowledge to assist clients in mitigating risk. As a trusted advisor, you’ll establish an effective system of internal controls that safeguard clients’…
Added 20 mins ago
AC
Manager, Tax / Directeur(trice), Fiscalité
ACCA Careers
Bathurst, NB
- Full-time
…within a complex and dynamic regulatory framework. As a trusted advisor, you’ll design solutions for clients that meet compliance and reporting requirements, minimize risk, drive…
Added 20 mins ago
CDLSI Collections Advisor - Automotive Finance - Anjou, Quebec
Scotiabank
QC · Anjou, QC
Added 36 mins ago
SC
Member Experience Advisor - Claresholm
Servus Credit Union
Claresholm, AB
- Part-time
We are hiring for a Part time Member Experience Advisor to join our Claresholm Branch!
Added 50 mins ago
SL
Director, SLCSI Business Growth
Sun Life
Toronto, ON · Waterloo, ON · Montreal, QC · Sun Life Toronto One York
- Full-time
Added 50 mins ago
AC
Manager, Tax
ACCA Careers
Stratford, PE
- Full-time
…within a complex and dynamic regulatory framework. As a trusted advisor, you’ll design solutions for clients that meet compliance and reporting requirements, minimize risk, drive…
Added 50 mins ago
AC
Senior Manager, Assurance and Accounting - Audit
ACCA Careers
Vancouver, BC
- Full-time
…clients’ unique needs within a rapidly evolving business and financial reporting landscape. As a trusted advisor, you’ll provide comprehensive, tailored financial information…
Added 50 mins ago
O
Senior Business Development Advisor
Ovintiv
Calgary, AB
- Full-time
Added 1 hour ago
IF
Claims Advisor-Specialty Lines PD, Transportation
Intact FC
Calgary, AB · Dieppe, NB · St. John's, NL · Ajax, ON · London, ON · Mississauga, ON · Ottawa, ON · Toronto, ON
- Full-time
…promise to provide support, opportunities and performance-led financial rewards at a workplace where you can shape the future, win as a team and grow…
Added 1 hour ago
National Accounts Financial Consultant
Scotiabank
Ottawa, ON
The National Accounts Financial Consultant contributes to the overall success of MD Wealth in Canada ensuring specific individual goals, plans, initiatives are executed / delivered in…
Added 1 hour ago
W
Operations Associate
Wellington-Altus
Winnipeg, MB
- Full-time
…top-rated* investment dealer and a subsidiary of Wellington-Altus Financial Inc., one of Canada’s Top Growing Companies**. With more than $55 billion in assets under administration and…
Added 2 hours ago
AC
Designated Professional, Assurance and Accounting - Public Companies
ACCA Careers
Toronto, ON
- Full-time
…clients’ unique needs within a rapidly evolving business and financial reporting landscape. As a trusted advisor, you’ll provide comprehensive,…
Added 4 hours ago
GO
Senior Policy Advisor
Government of Yukon
Whitehorse, YT
- Full-time
Added 5 hours ago
NB
Technology Associate
National Bank of Canada
Winnipeg, MB
- Full-time
Added 5 hours ago
CG
Director, Strategic Alliance Group
Compass Group Canada
Toronto, ON · Greater Toronto Area, Canada
- Full-time
Added 5 hours ago
NB
BANKING ADVISOR
National Bank of Canada
Saint-Jean-sur-Richelieu, QC · St-Jean-Sur-Richelieu, QC
- Full-time
A career as a Banking Advisor at National Bank is a varied role that allows you to live your ambitions and have a positive impact on your own life as well as the lives of your clients and…
Added 5 hours ago
SQ
Bilingual ADP Sales Manager
Sunlife Québec
Quebec, QC
- Full-time
Added 6 hours ago
RB
Client Advisor
Royal Bank of Canada
Regina, SK
- Full-time
Added 8 hours ago
RB
Client Advisor Intern
Royal Bank of Canada
Norfolk, ON
- Part-time
Added 8 hours ago
RB
Client Advisor
Royal Bank of Canada
Ottawa, ON
- Part-time
Added 8 hours ago
RB
Financial Advisor Intern
Royal Bank of Canada
Prince Albert, SK
- Full-time
As an RBC Financial Advisor, you attract, nurture, and grow relationships with our high-value personal and small business clients by adding value in the moments that matter to them. You…
Added 8 hours ago
RB
Client advisor
Royal Bank of Canada
Regina, SK
- Part-time
Added 10 hours ago
D
Advisor, Securities
Desjardins
Amos, QC · La Sarre, QC · Montreal, QC · Rouyn-Noranda, QC · Val-d'Or, QC · Service Signature Abitibi-Témiscamingue et Nord-du-Québec
- Full-time
Added 10 hours ago
PM
Director Finance Business Partnership
Philip Morris International
Toronto, ON
- Full-time
The Business Partner Finance Director is a strategic finance leader and trusted advisor to the Managing Director and Leadership Team. The role drives business performance, value creation,…
Added 10 hours ago
RB
Director, New Accounts and Documentation
Royal Bank of Canada
Toronto, ON
- Full-time

Feathery

Enterprise Account Executive – Wealth (Canada)

Remote, Canada

Remote

Full-time

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Job details

Job type: Full-time
Workplace: Remote
Posting language: English
Posted: Nov 3, 2026

Original job description

About Feathery

Feathery is the AI operating system for financial institutions. With hundreds of clients and over $30 million raised, Feathery is the fast-growing leader in financial agentic automation. Industry leaders like Tokio Marine, Sequoia Financial, and Cerity Partners run their client-facing workflows on Feathery, from onboarding and risk assessment to reconciling systems and generating proposals and reports.

At the center of it all is Robin, our AI operations assistant. Robin scans client documents, configures and deploys workflows, assists users in their day-to-day work, takes notes during meetings, and supports a growing range of operational tasks across the client lifecycle.

We're building a future where financial operations shift from paperwork, manual data entry, and disconnected systems to intelligent, automated workflows that let firms spend their time on clients instead of process. We're proud to be backed by world-class investors who share that vision, including Portage Ventures, Allstate Ventures, and Index Ventures, among others.

We're driven by a shared commitment to excellence and velocity. Our values - Own the Problem, Grit Beats Gloss, Say It Straight - shape how we work and grow as a team.

Why We’re Hiring

As Feathery grows, we’re expanding our footprint across the Canadian wealth management industry and engaging with leading banks, private wealth businesses, investment dealers, asset managers, and wealth management platforms that require a consultative, high-touch sales process.

We’re hiring an Enterprise Account Executive with deep wealth management industry experience to drive revenue growth and help define our enterprise sales motion within wealth management. This role is ideal for someone who thrives in a full-cycle sales environment, enjoys building pipeline, and wants to play a key role in shaping how Feathery goes to market and wins within the Canadian wealth industry.

As an early member of the team, you’ll have significant ownership over pipeline, deals, and how we win in the enterprise.

About the Role

This is a high-ownership role that blends:

Full-cycle enterprise sales across the Canadian wealth management industry
Pipeline generation and deal execution
Strategic, consultative selling
Cross-functional collaboration with product, marketing, and leadership

You’ll own the entire sales process - from sourcing opportunities to closing deals - while helping define how Feathery scales its enterprise revenue engine.

What You’ll Do

Pipeline Generation & Prospecting

Prospect and develop new enterprise accounts across the Canadian wealth management industry, including major banks, private wealth businesses, investment dealers, asset managers, and wealth management platforms
Reach out to prospects via email, phone, and LinkedIn
Experiment with messaging, targeting, and channels to generate new opportunities
Attend wealth management industry conferences and events to build relationships and source pipeline
Own pipeline generation strategy and continuously refine outbound approaches

Deal Execution & Sales Process

Manage the full sales cycle from initial outreach through close
Handle inbound and referred leads and convert them into qualified opportunities
Conduct discovery to understand customer needs and business challenges across wealth management workflows, including client onboarding, account opening, advisor servicing, document collection, and operational processing
Deliver tailored demos and presentations for different stakeholders
Navigate complex buying processes and multi-stakeholder deals across wealth management organizations

Sales Strategy & Cross-Functional Collaboration

Help define and refine sales playbooks, positioning, and processes for the Canadian wealth market
Partner with product and engineering to communicate customer needs and influence roadmap
Collaborate with marketing on campaigns and demand generation initiatives
Contribute to product launches and go-to-market strategy

About You

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, including major banks, private wealth businesses, investment dealers, asset managers, and wealth management platforms
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

Bonus

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

What We Offer

Competitive compensation and equity
Health, dental, and vision coverage
Unlimited PTO
Downtown Toronto office location
Office snacks and monthly catered lunch
A supportive, low-ego team that values ownership and growth
Company offsite to connect and recharge

Feathery is an equal opportunity employer and does not discriminate on the basis of race, religion, color, national origin, sex, sexual orientation, age, veteran status, disability, genetic information, or any other legally protected characteristic. We’re committed to building an inclusive team and provide reasonable accommodations upon request.

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More about this job

Responsibilities

You will manage the full-cycle enterprise sales process for the Canadian wealth management industry, from initial prospecting to closing deals. Additionally, you will collaborate with product and marketing teams to refine sales strategies and influence the product roadmap.

Requirements

Candidates must have significant experience selling enterprise SaaS into the wealth management industry or deep commercial experience within the sector. A strong understanding of the Canadian wealth management ecosystem and a proven track record in quota-carrying roles are required.

Skills

Enterprise sales
Wealth management
Pipeline generation
Consultative selling
SaaS sales
Account management
Prospecting
Strategic planning
Financial technology
Workflow automation
Stakeholder management
Deal execution
Market analysis
Communication
Storytelling
Customer empathy

Benefits

Competitive compensation
Equity
Health coverage
Dental coverage
Vision coverage
Unlimited PTO
Office snacks
Monthly catered lunch

Visa sponsorship

Not detected in the job text

Keywords

Enterprise SaaS
Wealth Management
FinTech
WealthTech
AI
Workflow Automation
Account Executive
B2B Sales
Pipeline Generation
Outbound Prospecting
CRM
LinkedIn
KYC
Suitability Reviews
Client Onboarding
Document Intelligence
Asset Management
Investment Dealers
Private Wealth
Sales Playbooks
Go-to-market Strategy
Consultative Selling
Enterprise Deals
Revenue Growth
Financial Operations

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