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 #J-18808-Ljbffr
Head Of Sales (Wealth Platforms – Canada & U.s.)
SUPER ADVISOR
toronto, toronto
Published 27 days ago
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