Act as the lead Subject Matter Expert, handling sensitive, high-stakes relationships.
Mentor junior associates, refining service standards.
Partner strategically with Wealth Advisors to ensure a world-class Wealth Management client experience.
Wealthsimple aims to help everyone achieve financial freedom by reimagining how people manage finances. They are the largest fintech company in Canada, with over 3 million users and more than $100 billion in assets, fostering inclusive and high-performing teams.
Participate in our most important growth initiatives.
Be a software product visionary.
Lead our people.
Wealth.com is the industry’s leading estate planning platform, empowering wealth management firms to modernize how they talk about estate planning with their clients. We cultivate a collaborative and supportive environment, fostering innovation and certified as a Great Place to Work.
Develop top accounts in the Atlantic Region in Canada.
Maintain high levels of client engagement with in-person meetings.
Manage opportunities and achieve quota attainment.
Jobgether uses an AI-powered matching process to ensure candidate applications are quickly and fairly reviewed. Their system identifies top-fitting candidates and shares them directly with the hiring company.
Act as the internal owner for Canada, identifying market opportunities and executing go-to-market strategies with autonomy.
Develop and execute a localized country strategy aligned with global company goals and tailored to Canadian market needs.
Partner cross-functionally with Sales, Product, Legal, and Ops to influence roadmap, ensure compliance, and support growth.
Justworks helps businesses get off the ground by enabling them to focus on running their business by solving HR issues. They are data-driven and never stop iterating, working in a supportive, entrepreneurial environment with shared goals and motivations.
Sell a no-code security automation product start to finish.
Land, adopt, expand, deepen sales opportunities.
Deliver on quarterly revenue targets.
Jobgether uses an AI-powered matching process to ensure your application is reviewed quickly, objectively, and fairly against the role's core requirements. They identify the top-fitting candidates, and this shortlist is then shared directly with the hiring company.
Present wealth management solutions to high-net-worth prospects.
Engage with prospects to evaluate their financial situation and provide solutions.
Educate prospective clients on the variety of Fisher Investment’s offerings.
Fisher Investments is a global investment firm that puts clients first. They are a privately held, multi-billion-dollar company focused on bettering the investment universe, and pride themselves in their inclusive culture.
Maintain and grow a portfolio of investment market clients.
Drive adoption, retention, and expansion of the CENTRL product suite.
Understand client challenges, business drivers, strategic goals, and desired business outcomes.
CENTRL is a Silicon Valley technology AI company automating diligence & DDQ/RFP Response for Investment Managers, Banks, and Corporates. They have regional offices in New York, India, and the United Kingdom and are backed by investors such as Providence Strategy Growth and Susquehanna Growth.
Responsible for leading Unit 42’s consulting practice for Canada.
Active in the day to day delivery aspects and functional management of the consulting organization.
Responsible for the strategic direction of the practice, building the business and becoming a strategic advisor to our customers.
Palo Alto Networks' mission is to protect our digital way of life. They solve real-world problems with cutting-edge technology and bold thinking, with employees collaborating across geographies to solve big problems and stay close to customers.
Oversee lead qualification-to-close processes from direct and affiliate marketing channels.
Manage and grow the Client Development team, including business development reps qualifying leads and inside sellers quarterbacking close.
Partner with the Wealth Advisory team to execute winning sales motions and introduce prospects to advisors.
Focus Partners Wealth is an organization of wealth, asset, and business management resources that brings strength, innovation, and partnership to client relationships. Their team of advisors works collectively to deliver personalized wealth planning strategies across local communities, placing their clients’ values, goals, motivations, and priorities at the heart of everything they do.
Manage a team of licensed sales agents, providing guidance on regulatory compliance.
Implement risk management plans and update state-specific policy addendums.
Define and deliver exceptional brokerage support to agents, ensuring compliance with state licensing laws.
Real is a fast-growing national real estate brokerage powered by technology, operating in the U.S., Canada, and D.C. Founded in 2014, they are revolutionizing the home-buying and selling process, aiming to improve agents' lives and create financial opportunities.
Manage activity to support quarterly growth in deal registration and pipeline development.
Achieve quarterly and annual goals by driving revenue and market share goals.
Build long-term & successful partnerships through training & enablement, coaching of Channel Partners sales resources.
Sectigo delivers certificate lifecycle management (CLM) solutions that secure human and machine identities for the world’s largest brands. Sectigo is one of the largest, longest-standing, and most reputable CAs with more than 700,000 customers and two decades of delivering unparalleled digital trust.
Identify and cultivate new business opportunities through networking.
Qualify leads for alignment with target client profiles.
Engage proactively with clients to understand their needs.
Jobgether is a platform connecting job seekers with companies using an AI-powered matching process. They aim to ensure applications are reviewed quickly, objectively, and fairly.
Identifying, initiating, and developing new business opportunities in your industry vertical.
Leading consultative conversations that align client challenges with AOT’s services.
Attending and speaking at events, conferences, and networking sessions across the GTA.
AOT Technologies helps enterprises and governments bring their ideas to life. As a boutique consulting firm, they partner with enterprises, startups, and governments to solve complex, mission-critical challenges. The teams are collaborative, the leadership is transparent, and the work is impactful.
Identify and invest in strong partners based on success and alignment.
Develop GTM plans tailored to partner business models and deal history.
Equip partners with tools and knowledge to effectively sell products.
Recorded Future is the world’s most advanced, and largest, intelligence company, serving over 1,900 clients worldwide. They have over 1,000 intelligence professionals and value high standards, inclusion, and ethical practices.
Own and manage the full sales cycle from discovery to close for large companies.
Develop relationships with executives and associated decision-makers.
Collaborate with teams to drive product strategy and ensure long-term customer success.
Jobgether uses an AI-powered matching process to ensure your application is reviewed quickly, objectively, and fairly against the role's core requirements. Their system identifies the top-fitting candidates, and this shortlist is then shared directly with the hiring company.
Manage the regional budget and be fully accountable for delivering the region’s targets.
Drive a high-performance culture by setting, monitoring, and enforcing regional KPIs and KRIs.
Ensure 100% regional adoption and compliance with the clear RACI matrix.
Xapo Bank is committed to changing the way things are done. They are a fully distributed team of over 130 Xapiens that work remotely from 40+ countries around the world.
Lead regional growth by owning revenue, pipeline, and forecast accuracy across Central & Southern Europe.
Build, coach, and inspire a high-performing team of Account Executives, setting a clear vision and holding leaders accountable.
Design and execute geo- and industry-specific account strategies, translating global priorities into local market success.
Kinaxis is a global leader in end-to-end supply chain management, enabling supply chain excellence for all industries. With over 2000 employees around the world, they support 40,000+ users in over 100 countries and are expanding their team in Europe.
Identify high-potential prospective customers from inbound leads and outbound prospecting.
Develop and implement full sales cycle strategies for driving product adoption and expansion within existing customers.
Deliver polished presentations and product demonstrations that clearly articulate Vanilla's value to our target market.
Vanilla is an AI-powered estate advisory platform, built by advisors, planners, and attorneys to transform how wealth is transferred across generations. We are a startup bringing together diverse subject matter expertise across estate planning, wealth management, and scaling SaaS startups with a mix of fully remote and hybrid roles.
Grow with a company that’s scaling with purpose and momentum.
Atlan is the world’s first active metadata platform, helping organisations transform data chaos into clarity and seamless collaboration. They are recognized as leaders by Gartner and Forrester and backed by Insight Partners, at the forefront of reimagining how humans and data work together.
Proactively sell and promote financial solutions based on deep understanding of client needs.
Develop and maintain a consumer client base to facilitate direct sales.
Ensure efficient delivery of services to clients and direct business flow appropriately.
Jobgether is a company that uses an AI-powered matching process to ensure applications are reviewed quickly and fairly. They identify the top-fitting candidates and share this shortlist with the hiring company.