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Added 7 mins ago
CU
Manager, Ceremonies, Events, and Government Liaison
Carleton University
Ottawa, ON
- Other
The university’s Strategic Integrated Plan 2020-2025 is an ambitious vision for the future, anchored in Carleton’s strengths and student-centric, community-engaged values.
Added 7 mins ago
PC
Director, Building Science and Resiliency
Pinchin Canada
Richmond, BC
- $150,000 to $200,000 CAD / year
- Full-time
…Building Envelope and Structural Engineering services, lead strategic pursuits, expand key accounts, and represent Pinchin at conferences, industry events, and client…
Added 7 mins ago
AC
Senior Manager, Strategic Initiatives (Underwriting/ Personal Lines)
Aviva Canada
Toronto, ON
- Full-time
As a trusted advisor and execution partner to senior leadership, you will drive strategic planning, business performance management, market intelligence, and cross-functional initiatives…
Added 7 mins ago
TF
Manager Safety-1st Shift-RVI-Hanceville
Tyson Foods
Hanceville, BC
- Full-time
The Safety Manager provides leadership, strategic direction, and technical expertise to drive a culture of safety, health, and environmental excellence throughout the facility. As a key…
Added 7 mins ago
AC
Senior Manager, Strategic Initiatives (Underwriting/ Personal Lines)
Aviva Canada
Markham, ON
- Full-time
As a trusted advisor and execution partner to senior leadership, you will drive strategic planning, business performance management, market intelligence, and cross-functional initiatives…
Added 7 mins ago
C
Account Representative- Sales Training Program (Calgary) January 18, 2027 Start Date
CDW
Calgary, AB
- Full-time
…need to know to become a trusted technology consultant and advisor. Whether an organization needs a single tablet or an entire virtual environment, you’ll have the sales training,…
Added 7 mins ago
C
Account Representative- Sales Training Program (Edmonton) January 18, 2027 Start Date
CDW
Edmonton, AB
- Full-time
…need to know to become a trusted technology consultant and advisor. Whether an organization needs a single tablet or an entire virtual environment, you’ll have the sales training,…
Added 7 mins ago
C
Account Representative- Sales Training Program (Ottawa) January 18, 2027 Start Date
CDW
Ottawa, ON
- Full-time
…need to know to become a trusted technology consultant and advisor. Whether an organization needs a single tablet or an entire virtual environment, you’ll have the sales training,…
Added 7 mins ago
RU
Management Consulting Director, Technology
RSM US LLP
Toronto, ON
- Full-time
…in driving the continued growth of the practice by expanding strategic client relationships, developing new market opportunities, and leading complex technology transformation…
Added 37 mins ago
A
Director, Treasury & Business Intelligence
Avana
Regina, SK
- Full-time
Serve as a trusted financial advisor to the Vice President, Corporate Services and executive leadership.
Added 37 mins ago
BF
Business Partner People & Culture
BC Financial Services Authority
Vancouver, BC
- $73,182 to $107,310 CAD / year
- Full-time
…recognition, and records management. The position requires a strategic approach to align HR practices with organizational objectives, thereby supporting the overall goals of the…
Added 38 mins ago
Advisor, Corporate Procurement
VIA HFR - VIA TGF Inc
Ottawa, ON · Toronto, ON · Montreal, QC
Reporting to the Director, Procurement, the Advisor, Procurement is responsible for carrying out all aspects of procurement services, including the acquisition of specialized goods and…
Added 38 mins ago
SC
People Partner
SLR Consulting
Calgary, AB · Vancouver, BC · Guelph, ON · Toronto, ON
- Full-time
Based in Canada, you will be a strategic advisor responsible for supporting defined business groups across North America and partnering with business leaders and leadership teams to improve…
Added 51 mins ago
CU
Contracts and Agreements Specialist
Carleton University
Ottawa, ON
- Other
The university’s Strategic Integrated Plan 2020-2025 is an ambitious vision for the future, anchored in Carleton’s strengths and student-centric, community-engaged values.
Added 51 mins ago
PC
Director, Building Science and Resiliency
Pinchin Canada
Wainfleet, ON
- $150,000 to $200,000 CAD / year
- Full-time
…Building Envelope and Structural Engineering services, lead strategic pursuits, expand key accounts, and represent Pinchin at conferences, industry events, and client…
Added 52 mins ago
M
Account Executive, Data Collection and Traffic Studies
Miovision
Remote, Canada
- Full-time
- Remote
Client Advisory: Act as a trusted advisor to city departments and engineering firms to articulate the value of the Miovision One platform.
Added 52 mins ago
T&
Associate Director
Turner & Townsend
Toronto, ON
- Full-time
Develop and maintain strong senior client relationships, acting as a trusted advisor and understanding the wider organizational and commercial context in which client decisions are made.
Added 1 hour ago
EL
Medical Director - Oncology
Eli Lilly and Company
ON · Ontario, Canada
- Full-time
…Affairs team, playing an integral role across launch readiness strategic planning, launch activities, stakeholder engagement, and evidence generation. You will bridge medical strategy and…
Added 1 hour ago
SC
Senior Commercial Advisor
SYSTRA Canada
Toronto, ON
- Full-time
Provide strategic commercial leadership for the EHTH Alliance, ensuring commercial objectives, contractual obligations, and project outcomes remain aligned throughout project execution.
Added 1 hour ago
C
Manager Business Communications Partner (Temporary 6-months)
CN
Montreal, QC · Greater Montreal Metropolitan Area
- Temporary
The role is responsible for acting as a strategic resource for the client department's Executives and Subject Matter Experts (SMEs) by serving as a communications advisor, planner, and…
Added 1 hour ago
S
Senior Financial Advisor - 3rd Street, Medicine Hat, AB
Scotiabank
Medicine Hat, AB
- Full-time
A strategic mindset to develop personalized financial strategies including day-to-day banking, investments and borrowing solutions
Added 1 hour ago
UO
Programming Research Specialist, UCalgary Continuing Education
University of Calgary
Calgary, AB
- Full-time
Identify RFP opportunities that align with Continuing Education's corporate training capabilities, subject-matter expertise, delivery models, strategic priorities and capacity.
Added 1 hour ago
CU
Career Consultant
Carleton University
Ottawa, ON
- Other
The university’s Strategic Integrated Plan 2020-2025 is an ambitious vision for the future, anchored in Carleton’s strengths and student-centric, community-engaged values.
Added 1 hour ago
B
Senior Manager, Strategic Learning
BMO
Toronto, ON · FCP
- Full-time
Provides strategic input into business decisions as a trusted advisor.
Added 1 hour ago
RP
Audit and Risk Officer
Resource Productivity and Recovery Authority
Toronto, ON
- Full-time
Undertaking complex analytics to support key strategic initiatives for growth, innovation, risk assessment or risk mitigation

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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