25 Oct
|
Super Advisor
|
Toronto
25 Oct
Super Advisor
Toronto
Head of Sales (Wealth Platforms – Canada & U. S.)
We’re looking for aHead of Saleswho knows how to close. Someone who’s built and run a real pipeline — fast-moving, high-volume, and full of serious prospects — and can turn qualified leads into signed, multi-advisor deals.
AtSuper Advisor , we’re building the operating system for wealth management — an AI-powered platform that unifies CRM, workflows, financial planning, portfolio management, and compliance. Your job is easy:convert qualified opportunities into winsacross Canada and the U. S.
In the U. S., that means bringing small to mid-sized RIAs onto our platform. In Canada, it means selling advisors and teams to join our Portfolio Manager platform. The team will support you with inbound and outbound pipeline generation — you’ll own everything from qualification to closing.
What You'll Do
Take qualified leads across the finish line— from first meeting to signed agreement.
Manage ahigh-volume, metrics-driven pipelinewith consistent weekly movement and visibility.
Deliver compelling demos and ROI-driven proposals to firm owners and senior llaborate with marketing, partnerships, and product teams to sharpen positioning and deal structure.
Build strong relationships in the independent advisor ecosystem — PM firms, CIRO dealers, and multi-advisor networks.
Drivepredictable revenue growthacross both Canadian PM and U. S. RIA channels.
What You Bring5+ years ofsales experience in wealth management or financial technology , selling to RIAs, Portfolio Manager firms, CIRO dealers, or multi-advisor groups.
Proven track record ofclosing 6 to 7-figure Saa S or platform dealsin financial services.
You’ve owned a number — and consistently beat it.
You understand advisor independence, compliance structures, and transitions.
You’re confident in the room, quick to adapt, and thrive in a fast-paced, founder-led environment.
LocationToronto is ideal , but not required.
Candidates must be based inNorth America(U. S. or Canada) with the ability to travel for key meetings and conferences.
What Success Looks LikeConsistent, high-volume pipeline withclear metrics and strong close rates.
Expansion of Super Advisor’s footprint across bothCanadian PMandU. S. RIAsegments.
Reliable, growing ARR driven by enterprise and platform-level deals.
A reputation internally as the person whogets deals pensationCompensation includes an attractive base salary, performance-based commission, and potential for equity participation.
Seniority levelExecutiveEmployment typeFull-timeJob functionSales and Business Development
📌 Head of sales (Toronto)
🏢 Super Advisor
📍 Toronto