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 — fast-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
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