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Added 6 hours ago
PS
Financial Planning and Analysis Manager
Professional Staffing
Mississauga, ON
- $130,000 to $150,000 CAD / year
- Full-time
External Advisor Collaboration: Serve as the primary internal liaison to external accounting and tax advisory partners for annual compliance reviews, corporate filings, and sales tax (HST)…
Added 7 hours ago
NB
Senior Advisor, Program Governance
National Bank of Canada
Montreal, QC
- Full-time
A career as a Senior Advisor, Program Governance and Project Portfolio Management, within Pillar 5 of the Momentum 2030 strategic plan means contributing to the integrated management of a…
Added 15 hours ago
VR
Advisor, Financial Advisory Services
VIA Rail Canada
Montreal, QC
- Full-time
Reporting to the Senior Advisor, Financial Advisory Services, the incumbent acts as a financial business partner to the assigned business sectors. They contribute to financial planning,…
Added 16 hours ago
NB
Senior Advisor Control Testing
National Bank of Canada
Montreal, QC
- Full-time
A career as a Senior Advisor Control Testing at National Bank means acting as a specialist in carrying out control tests, documenting procedures and results, and defining action plans when…
Added 16 hours ago
NB
Director, Credit Risk
National Bank of Canada
AB · Edmonton, AB
- Full-time
Support account managers as an advisor and coach in structuring credit
Added 16 hours ago
NB
Senior Wealth Associate
National Bank of Canada
AB · Edmonton, AB
- Full-time
We are seeking an experienced Senior Wealth Associate to serve as a trusted partner to our Wealth Advisors and a key relationship contact for our clients. This is a highly visible,…
Added 16 hours ago
NB
Senior Advisor Innovation and Performance
National Bank of Canada
Montreal, QC
- Full-time
A career as a Senior Advisor, Innovation and Performance within the Insurance Sales and Distribution team at National Bank means acting as a strategic partner in the sector’s transformation…
Added 17 hours ago
K
Manager, Financial Services-Wealth & Asset Management
KPMG
ON · Toronto, Ontario
- Full-time
Developing as a trusted advisor within Financial Services, with a focus on Wealth and Asset Management and related sectors.
Added 17 hours ago
RH
Senior Event Planner
Robert Half
Toronto, ON
- $85,000 to $100,000 CAD / year
- Full-time
Our client, a leading global professional services organization, is seeking a Marketing Projects Senior Advisor to join their Marketing team in Toronto. This opportunity is ideal for an…
Added 19 hours ago
K
Senior Tax Manager, Asset Management
KPMG
ON · Toronto, Ontario
- Full-time
Our Asset Management Tax practice continues to grow, and this opportunity offers a senior‑level role supporting complex investment fund clients across their full tax life cycle. As a Senior…
Added 20 hours ago
D
Senior Advisor, Actuarial analysis and statistics
Desjardins
Levis, QC · Montreal, QC
- Full-time
As a senior actuarial and statistical advisor, you help ensure profitability and balanced risk-return ratios for products and services. You also establish reserves, produce statistical…
Added 20 hours ago
K
Senior Consultant, Financial Services-Insurance & Wealth & Asset Management
KPMG
ON · Toronto, Ontario
- Full-time
…focused on insurance and wealth management. We are looking for Senior Consultants who want to help leading financial services organizations solve complex business problems, transform how…
Added 21 hours ago
A
Senior Compensation Partner, Sales & Marketing
Autodesk
Vancouver, BC · Greater Vancouver Metropolitan Area
- Full-time
The Senior Compensation Business Partner, Sales & Marketing is the trusted compensation advisor to Autodesk's Sales organization within the COO, covering both commissioned and…
Added 21 hours ago
A
Senior Compensation Partner, Sales & Marketing
Autodesk
Toronto, ON · Greater Toronto Area, Canada
- Full-time
The Senior Compensation Business Partner, Sales & Marketing is the trusted compensation advisor to Autodesk's Sales organization within the COO, covering both commissioned and…
Added 21 hours ago
HI
Senior Compliance and Licensing Specialist
HUB International Québec Ltd
Calgary, AB
- Full-time
We are seeking a Senior Compliance and Licensing Specialist to provide dedicated compliance and risk management support with a primary focus on Employee Benefits & Retirement (EB&R), while…
Added 21 hours ago
HI
Senior Compliance and Licensing Specialist
HUB International Québec Ltd
Montreal, QC
- Full-time
We are seeking a Senior Compliance and Licensing Specialist to provide dedicated compliance and risk management support with a primary focus on Employee Benefits & Retirement (EB&R), while…
Added 21 hours ago
HI
Senior Compliance and Licensing Specialist
HUB International Québec Ltd
Chilliwack, BC
- Full-time
We are seeking a Senior Compliance and Licensing Specialist to provide dedicated compliance and risk management support with a primary focus on Employee Benefits & Retirement (EB&R), while…
Added 21 hours ago
HI
Senior Compliance and Licensing Specialist
HUB International Québec Ltd
Vancouver, BC
- Full-time
We are seeking a Senior Compliance and Licensing Specialist to provide dedicated compliance and risk management support with a primary focus on Employee Benefits & Retirement (EB&R), while…
Added 21 hours ago
HI
Senior Compliance and Licensing Specialist
HUB International Québec Ltd
Toronto, ON
- Full-time
We are seeking a Senior Compliance and Licensing Specialist to provide dedicated compliance and risk management support with a primary focus on Employee Benefits & Retirement (EB&R), while…
Added 1 day ago
UO
Senior Project Officer
University of Victoria
Victoria, BC
- Full-time
…reporting of complex infrastructure projects. As a trusted advisor, the Senior Project Officer helps researchers navigate funding requirements, institutional processes, financial planning,…
Added 1 day ago
IW
Senior Manager, Events
IG Wealth Management
MB · Manitoba, Canada
- Full-time
The Senior Manager, Events & Experience is responsible for leveraging strategic event marketing and experience design to support the sales, distribution, and growth objectives of IG Wealth…
Added 1 day ago
IW
Senior Manager, Events
IG Wealth Management
ON · Ontario, Canada
- Full-time
The Senior Manager, Events & Experience is responsible for leveraging strategic event marketing and experience design to support the sales, distribution, and growth objectives of IG Wealth…
Added 1 day ago
PC
Manager, Financial Services, Digital Banking Operations, Consulting
PwC Canada
Toronto, ON
- Full-time
Ability to act as a trusted advisor to senior client stakeholders, building and maintaining strong relationships.
Added 1 day ago
T
Senior Bodily Injury, Claims Advisor
TD
AB · Markham, ON · Calgary, AB
- Full-time
Added 1 day ago
Associate Wealth Advisor
First West
Chilliwack, BC
The Associate Wealth Advisor (AWA) supports the Senior Wealth Advisor (SWA) in delivering professional investment and financial planning advice to a portfolio of high value members assigned…

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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