Head of Wealth Solutions, Canada
FeatheryAI Automation company
Toronto, CanadaDirector
Index Ventures
Bain Capital Ventures
Portage Ventures
Allstate Strategic Ventures
Clocktower Ventures
Erie Strategic Ventures
Sales & Account Management
About the role
TL;DR
Lead Feathery's Canadian wealth practice as an in-house expert and key leader.
- •As Head of Wealth Solutions, Canada, you'll be Feathery's in-house wealth management expert and a key leader of our Canadian wealth practice.
- •You'll partner closely across Sales, Solutions Engineering, Product and Delivery, bringing deep wealth expertise to the opportunities and decisions that matter most.
- •Key Responsibilities Serve as Feathery's wealth domain expert in strategic client conversations, bringing industry context and operational depth to complex opportunities.
- •Build and deepen high-value relationships across Canada's leading wealth organizations and champion adoption across key accounts.
- •Own and build Feathery's partnership and co-sell motion across Canadian wealth management.
- •Bring wealth domain expertise and client insight to Product and Engineering, helping shape and prioritize the roadmap.
- •Represent Feathery at relevant industry and partner events, and strengthen Feathery’s industry presence through content and thought leadership.
- •Requirements 10+ years of experience in Canadian wealth management, ideally at the Director or VP level in wealth operations.
- •Strong understanding of wealth management workflows, operating models, and industry dynamics.
- •An established network across Canada's wealth management ecosystem, with trusted senior relationships.
- •Operationally savvy, with experience leading transformation within wealth management.
- •Strong understanding of the regulatory, compliance, and change-management considerations involved in introducing new solutions within complex financial institutions.
Required skills
Business DevelopmentProduct StrategyGo-to-MarketCompliance ManagementRisk Management
Nice-to-have skills
LLMsProduct ManagementSalesforceHubSpotNegotiationSolution SellingChannel SalesSales OperationsPipeline Management
Domain expertise
fintechconsulting
Benefits & perks
Competitive compensation and equity, Health, dental, and vision coverage, Unlimited PTO, Downtown Toronto office location, Office snacks and lunches, Supportive, low-ego team, Company offsite
Tech stack
PythonJavaScriptSQLAWSGoogle CloudAzureDockerKubernetesCI/CDGitLinuxJiraNotionSlackExcelPowerPoint