1 день назад
Head of Wealth Solutions, Canada
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Head of Wealth Solutions, Canada (Wealth Management): Leading Feathery’s Canadian wealth practice and advising financial institutions on modernizing critical workflows with an accent on client onboarding, account opening, compliance, and operational transformation. Focus on originating strategic opportunities, building partnerships and co-sell relationships, driving client adoption, and shaping product direction through deep wealth-management expertise.
Location: Hybrid in Toronto, Canada
Company
provides an AI operating and decisioning system for financial services, powering mission-critical workflows for wealth management and insurance organizations.
What you will do
- Lead ’s Canadian wealth practice as the in-house wealth management domain expert.
- Advise strategic clients on onboarding, account opening, KYC, suitability reviews, advisor servicing, document collection, and operational processing.
- Originate strategic opportunities, deepen senior relationships, and drive adoption, retention, and expansion across wealth accounts.
- Build partnerships and co-sell motions across the Canadian wealth management market.
- Partner with Sales, Solutions Engineering, Product, Delivery, Product Marketing, and Engineering on demos, roadmap priorities, positioning, and client outcomes.
- Represent at industry and partner events and develop reusable wealth implementation playbooks and thought leadership.
Requirements
- 10+ years of experience in Canadian wealth management, ideally at Director or VP level within a major bank, private wealth business, investment dealer, asset manager, or wealth management platform.
- Deep understanding of wealth management workflows, operating models, regulatory requirements, compliance, governance, and change management.
- Established senior network across Canada’s wealth management ecosystem and the ability to engage executive stakeholders as a peer.
- Experience leading transformation, evaluating and implementing new solutions, and driving organizational adoption.
- Strong commercial judgment, consulting mindset, communication skills, and ability to remain hands-on.
- Experience with AI, workflow automation, document intelligence, wealthtech, fintech, consulting, or enterprise software environments.
Nice to have
- Experience building strategic partnerships or co-sell relationships in financial services.
- Experience across both a large financial institution and a high-growth technology company.
- Cross-industry experience spanning wealth management and insurance.
Culture & Benefits
- Competitive compensation and equity.
- Health, dental, and vision coverage.
- Unlimited paid time off.
- Downtown Toronto office with snacks and lunches.
- Supportive, low-ego environment focused on ownership and growth.
- Company offsite for team connection and recharge.
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