Founding Account Executive

Morgan McKinley; Toronto; Hybrid; CAD 140,000 - 210,000; Full time

Job summary

Morgan McKinley is seeking a Founding Account Executive to bring a brand-new wealth platform to Canada. You will own the market, build relationships with major wealth managers, banks and financial institutions, and drive multi-million-dollar opportunities from greenfield inception.

You will craft the Canadian go-to-market strategy, lead territory planning, and navigate complex enterprise sales to senior executives across the wealth management sector.

Qualifications

• Strong network of senior decision-makers across Canada's wealth management industry.
• Experience selling technology to wealth management, banking, asset management, or similar organizations.
• Proven track record of selling to C-suite and executive stakeholders.
• Ability to hunt for and win new business in a build-from-the-ground-up environment.
• Experience closing seven-figure enterprise technology deals.

Responsibilities

• Build strong relationships with C-suite leaders across Canada’s wealth management sector.
• Identify and convert new business opportunities through industry connections.
• Develop and execute a strategic territory plan to achieve revenue targets.
• Drive new-logo acquisition and lead complex sales cycles from prospecting to close.
• Coordinate with Product, Marketing and Customer Success to align on opportunities.
• Position platform value to senior decision-makers in the wealth technology space.
• Lead commercial negotiations and maintain accurate pipeline.
• Collaborate with Implementation and Customer Success for long-term client value.

Skills

C-suite engagement

New business development

Wealth management

Job description

Location: Toronto

Work Model: Hybrid

Job Overview

We’re looking for a Founding Account Executive to bring a brand-new, end-to-end wealth platform to the Canadian market.

This is a unique opportunity to build something from the ground up with the backing of a global organization. You’ll be responsible for establishing the Canadian market, building relationships with major wealth managers, banks and financial institutions, and turning those connections into new opportunities.

We’re looking for a true hunter and builder with a strong network across the Canadian wealth ecosystem, the credibility to engage C-suite executives and the drive to build and grow the business.

Why This Role?

Build the Canadian Business:

This is not a traditional Account Executive role. You’ll have ownership of the Canadian sales strategy, territory and pipeline, working directly with senior leadership to establish the market and drive commercial growth.

Own the Market:

This is true greenfield sales. You’ll be responsible for identifying and winning new business, opening doors with major financial institutions and shaping the Canadian go-to-market strategy.

You’ll sell high-value, transformational technology solutions to some of Canada’s largest financial institutions, with multi-million-dollar deal potential. This is a role for someone who is comfortable navigating complex enterprise sales and influencing decisions at the highest level.

Own the Product Conversation:

You’ll be the commercial expert in the Canadian market, developing a deep understanding of the platform and confidently positioning its value with senior decision-makers and C-suite executives.

Key Responsibilities

• Build strong relationships with C-suite leaders across Canada’s wealth management sector.
• Leverage industry connections and networking to uncover and develop new business opportunities.
• Build and execute a strategic territory plan focused on achieving and exceeding revenue targets.
• Drive new-logo acquisition and lead complex sales cycles from initial prospecting through to close.
• Engage and influence multiple stakeholders while coordinating internal teams including Product, Marketing and Customer Success.
• Position solutions effectively by understanding the wealth technology landscape, client needs and competitive environment.
• Stay informed on competitor offerings and market activity.
• Lead commercial negotiations and maintain accurate pipeline and sales activity records.
• Partner with Implementation and Customer Success teams to ensure a seamless transition and long-term client value.

Key Requirements

• Strong understanding of the wealth management and financial services industry.
• Experience selling technology to wealth management, banking, asset management or similar organizations.
• Strong network of senior decision-makers across the Canadian wealth management industry.
• Experience selling directly to C-suite and executive-level stakeholders.
• Proven ability to hunt for and win new business in a build-from-the-ground-up environment.
• Track record of closing 7-figure enterprise technology deals.
• Experience managing complex, multi-stakeholder sales cycles.
• Entrepreneurial, self-driven and comfortable building a business from the ground up.

If you’re an entrepreneurial sales professional who wants to build something great and make a real impact, this is your opportunity.

Join an exceptional leadership team and help shape the future of wealth technology in Canada.