07 Nov
|
Super Advisor
|
Winnipeg
07 Nov
Super Advisor
Winnipeg
Head of Sales (Wealth Platforms – Canada & U.S.) We’re looking for a Head of Sales who knows how to close. Someone who’s built and run a real pipeline — quick-moving, high-volume, and full of serious prospects — and can turn qualified leads into signed, multi-advisor deals.
At Super
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 simple: convert qualified opportunities into wins across 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 a high-volume, metrics-driven pipeline with consistent weekly movement and visibility. Deliver compelling demos and ROI-driven proposals to firm owners and senior decision-makers.
Collaborate 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.
Drive predictable revenue growth across both Canadian PM and U.S.
RIA channels.
What You
Bring ~5+ years of sales experience in wealth management or financial technology , selling to RIAs, Portfolio Manager firms, CIRO dealers, or multi-advisor groups. ~ Proven track record of closing 6 to 7-figure SaaS or platform deals in 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.
Location
Toronto is ideal , but not required. Candidates must be based in North America (U.S. or Canada) with the ability to travel for key meetings and conferences.
What Success Looks Like
Consistent, high-volume pipeline with clear metrics and strong close rates . Expansion of Super Advisor’s footprint across both Canadian PM and U.S. RIA segments. Reliable, growing ARR driven by enterprise and platform-level deals. A reputation internally as the person who gets deals done .
Compensation Compensation includes an attractive base salary, performance-based commission, and potential for equity participation. Seniority level ~ Executive Employment type ~ Full-time Job function ~ Sales and Business Development
📌 Head Of Sales (Wealth Platforms - Canada & U.S.) (Winnipeg)
🏢 Super Advisor
📍 Winnipeg