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Added 59 mins ago
HT
Director, Finance (CSM)
Husky Technologies
Bolton, ON
- Full-time
…support of Husky’s Global Service Business and Customer Success Management strategy. This role provides leadership for financial planning, forecasting, performance analysis, governance, and…
Added 6 hours ago
HT
Director, Finance (CSM)
Husky Technologies
Bolton, ON
- Full-time
…support of Husky’s Global Service Business and Customer Success Management strategy. This role provides leadership for financial planning, forecasting, performance analysis, governance, and…
Added 9 hours ago
C
Senior Demand Planner
Confidential
London, ON
- Full-time
We have an immedate opening for a Senior Demand Planner near London, Ontario. Reporting to the Sales and Operations Planning Manager the SDP will develop and maintain a strategic demand…
Added 11 hours ago
WH
Lead, WELLTrust Consent & Patient Experience Program
WELL Health Technologies Corp. (TSX: WELL)
Vancouver, BC
- $115,000 to $135,000 CAD / year
- Full-time
…comprehensive practitioner enablement platform spanning EMRs, practice management, telehealth, patient engagement, billing and Revenue Cycle Management (RCM), data protection solutions and…
Added 12 hours ago
FT
Assistant Manager, Calgary Crowfoot
Fountain Tire
Calgary, AB
- Other
Looking to accelerate your career? Fountain Tire Calgary Crowfoot is looking for a highly motivated leader to join the team as an Assistant Manager!
Added 13 hours ago
HT
Director, Finance (CSM)
Husky Technologies
Bolton, ON
- Full-time
…support of Husky’s Global Service Business and Customer Success Management strategy. This role provides leadership for financial planning, forecasting, performance analysis, governance, and…
Added 16 hours ago
CC
Retail Area Manager
Canna Cabana
Calgary, AB
- Full-time
…Stores Team in a designated region. The ideal candidate is a leader in driving results through effective sales team management, customer/guest engagement, coaching, and mentoring using all…
Added 18 hours ago
A
Hearing Aid Specialist or Audiologist
Amplifon
Chilliwack, BC
- Full-time
Partner with the Client Care Coordinator to ensure seamless store operations and effective schedule management.
Added 18 hours ago
HT
Director, Finance (CSM)
Husky Technologies
Bolton, ON
- Full-time
…support of Husky’s Global Service Business and Customer Success Management strategy. This role provides leadership for financial planning, forecasting, performance analysis, governance, and…
Added 19 hours ago
C
Trnctn Mgmt Sr Consultant
CBRE
Toronto, ON
- Full-time
…commercial real estate services and investment firm (based on 2024 revenue). The company has more than 140,000 employees (including Turner & Townsend employees) serving clients in more than…
Added 19 hours ago
C
Accounting Supervisor
CBRE
Toronto, ON
- Full-time
…commercial real estateservices and investment firm (based on 2024 revenue). The company has more than140,000 employees (including Turner & Townsend employees) serving clientsin more than…
Added 19 hours ago
M
Director, Customer Protection
Metrolinx
Toronto, ON
- Full-time
The Customer Protective Services Division is seeking a Director, Customer Protection Operations to provide strategic leadership, oversight, and management of Customer Protection Operations…
Added 22 hours ago
WH
Lead, WELLTrust Consent & Patient Experience Program
WELL Health Technologies Corp. (TSX: WELL)
Vancouver, BC
- $115,000 to $135,000 CAD / year
- Full-time
…comprehensive practitioner enablement platform spanning EMRs, practice management, telehealth, patient engagement, billing and Revenue Cycle Management (RCM), data protection solutions and…
Added 23 hours ago
H
Director of Customer Success
Haystack
Canada
- $243,000 to $365,000 CAD / year
- Full-time
This employer is a technology company seeking a strategic leader to oversee account management and customer success operations. The role focuses on driving revenue growth, retention, and…
Added 23 hours ago
DH
Director of Operations
Delta Hotels and Resorts®
Whistler, BC
- Full-time
Functions as the strategic business leader of the property's Hotel Operations. Areas of responsibility may include Front Office, , Recreation/Health Club, Housekeeping, Food and…
Added 23 hours ago
MS
Managing Director
Manos Software Group
Montreal, QC
- Full-time
Relevant experience as a business operations leader with a commercial, customer centric and continuous improvement mindset.
Added 1 day ago
Technician
British Columbia Lottery Corporation
Kamloops, BC
Our Operations teams are what make it all happen! They ensure our business is operating efficiently so we are able to meet our financial targets across each line of business and that no…
Added 1 day ago
OT
Billing Coordinator
Open Text Corporation
Waterloo, ON
- Other
OpenText is a global leader in information management, where innovation, creativity, and collaboration are the key components of our corporate culture. As a member of our team, you will…
Added 1 day ago
ST
Director, Philanthropy
Save the Children Canada
Toronto, ON
- Full-time
Are you a fundraising leader who thrives on turning vision into transformational impact? Save the Children Canada is looking for a Director, Philanthropy to shape and lead our philanthropy…
Added 1 day ago
VC
Bilingual Account Manager (Manufacturing/Utilities industry)
Veriforce Canada
Toronto, ON · Greater Toronto Area, Canada
- Full-time
Veriforce is a leader in contractor compliance and supply chain risk management, helping the world's most safety-conscious organizations protect their workers, their reputation, and their…
Added 1 day ago
BB
Assistant Retail Manager - Mobile
Best Buy Canada
Calgary, AB
- Full-time
You’ll love it here! We are hiring immediately for an assistant retail manager, which we call an assistant store leader. As an assistant retail manager, you will lead and coach a team of…
Added 1 day ago
BC
Service Centre Manager - Speedy Glass
Belron Canada inc
Hanover, ON
- Full-time
As a Service Centre Manager, you will be able to have a hands-on role in the day-to-day operations of your Service Centre. You will help your team succeed by being the person that people…
Added 1 day ago
HT
Director, Finance (CSM)
Husky Technologies
Bolton, ON
- Full-time
…support of Husky’s Global Service Business and Customer Success Management strategy. This role provides leadership for financial planning, forecasting, performance analysis, governance, and…
Added 1 day ago
VC
Bilingual Account Manager (Manufacturing/Utilities industry)
Veriforce Canada
Toronto, ON
- $80,000 to $100,000 CAD / year
- Full-time
Veriforce is a leader in contractor compliance and supply chain risk management, helping the world's most safety-conscious organizations protect their workers, their reputation, and their…
Added 1 day ago
S
Metallurgy Operator - Night Shift
Safran
Mirabel, QC
- Full-time
Safran Landing Systems is a subsidiary of Safran Landing Systems, a global leader in landing and braking systems for aircraft. The Mirabel plant is dedicated to the manufacturing of major…

Feathery

Enterprise Account Executive – Wealth (Canada)

Remote, Canada

Remote

Full-time

Apply About employer

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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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