Head of Sales (Wealth Platforms – Canada & U.S.)

Super Advisor; Toronto; Remote; CAD 140,036 - 210,054; Full time

Benefits offered by this job

Attractive base salary

Performance-based commission

Potential for equity participation

Job summary

A leading wealth management platform is seeking a Head of Sales to drive pipeline growth and convert leads into agreements. This executive role requires 5+ years of sales experience in fintech or wealth management, with a proven track record in closing significant deals. Candidates must be based in North America and are encouraged to apply even if not located in Toronto. The role offers a competitive base salary, performance bonuses, and equity potential.

Qualifications

• 5+ years of sales experience in wealth management or financial technology.
• Proven track record of closing 6 to 7-figure deals in financial services.
• Must be based in North America and willing to travel.

Responsibilities

• Convert qualified leads into signed agreements.
• Manage a high-volume, metrics-driven pipeline.
• Deliver compelling demos and proposals to decision-makers.
• Collaborate with marketing and product teams.
• Build relationships in the independent advisor ecosystem.
• Drive predictable revenue growth across Canadian and U.S. segments.

Skills

Sales experience in wealth management

Closing SaaS or platform deals

Understanding of advisor independence

Ability to adapt in a fast-paced environment

Job description

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