07 Nov
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AppViewX
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Toronto
About FeatheryFeathery 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 HiringAs 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 setting, 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 RoleThis is a high-ownership role that blends:Full-cycle enterprise sales across the Canadian wealth management industryPipeline generation and deal executionStrategic, consultative sellingCross-functional collaboration with product, marketing, and leadershipYou’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 DoPipeline Generation & ProspectingProspect and develop new enterprise accounts across the Canadian wealth management industry, including major banks, private wealth businesses, investment dealers, asset managers, and wealth management platformsReach out to prospects via email, phone, and LinkedInExperiment with messaging, targeting, and channels to generate new opportunitiesAttend wealth management industry conferences and events to build relationships and source pipelineOwn pipeline generation strategy and continuously refine outbound approachesDeal Execution & Sales ProcessManage the full sales cycle from initial outreach through closeHandle inbound and referred leads and convert them into qualified opportunitiesConduct discovery to understand customer needs and business challenges across wealth management workflows, including client onboarding, account opening, advisor servicing, document collection, and operational processingDeliver tailored demos and presentations for different stakeholdersNavigate complex buying processes and multi-stakeholder deals across wealth management organizationsSales Strategy & Cross-Functional CollaborationHelp define and refine sales playbooks, positioning,
and processes for the Canadian wealth marketPartner with product and engineering to communicate customer needs and influence roadmapCollaborate with marketing on campaigns and demand generation initiativesContribute to product launches and go-to-market strategyAbout YouExperience selling enterprise SaaS into the wealth management industry, or deep wealth management industry experience in a commercial roleStrong understanding of the Canadian wealth management ecosystem, including major banks, private wealth businesses, investment dealers, asset managers, and wealth management platformsExperience with enterprise deals (100K–1M+ ARR)Track record of high achievement in quota-carrying rolesStrong consultative selling skills and ability to engage senior stakeholdersExcellent communication and storytelling abilities with high customer empathyExperience building pipeline through outbound prospectingBuilder mindset with a desire to shape processes and strategyHighly motivated, resilient, and comfortable operating in a fast-paced environmentPassion for understanding customer problems and helping solve themBonusExisting network within the Canadian wealth management industryUnderstanding of wealth management workflows, including client onboarding, account opening, KYC and suitability reviews, advisor servicing, and operational processingExperience selling complex or technical products, including AI, workflow automation, or document intelligenceExperience attending or sourcing pipeline through wealth management industry conferencesBackground at a high-growth B2B SaaS, FinTech, or WealthTech companyWhat We OfferCompetitive compensation and equityHealth, dental, and vision coverageUnlimited PTODowntown Toronto office locationOffice snacks and monthly catered lunchA supportive, low-ego team that values ownership and growthCompany offsite to connect and rechargeFeathery 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.#J-18808-Ljbffr
📌 Enterprise Account Executive (Toronto)
🏢 AppViewX
📍 Toronto