VP of Sales leading U.S. enterprise sales for a high - growth, venture - backed tech company. Focused on building sales strategy and driving new business in a strategic leadership role.
About the role
- Sales Director guiding growth in Advisor Wealth Technology sector for Canadian advisory groups. Fostering relationships, executing sales strategies, and driving product adoption within the Canadian financial services market.
Responsibilities
- Drive growth within the Advisor Wealth Technology segment by targeting advisory groups of 25–500 advisors, managing the full sales cycle from prospecting through negotiation and close.
- Build a deep understanding of the Canadian mid-market landscape (including AGAs, MGAs, MFDA and IIROC-regulated firms) and develop account-based sales strategies tailored to priority organizations.
- Develop and nurture strategic relationships across wholesale distribution networks, industry associations, and key referral partners.
- Establish partnership pathways with advisory firms where direct sales are not immediately feasible.
- Identify and participate in high-value industry conferences and events aligned to the 25–500 advisor market.
- Create differentiated sponsorship opportunities and contribute to webinars, workshops, case studies, and other thought-leadership initiatives showcasing product value.
- Execute multi-channel outreach campaigns informed by market research, advisor pain points, and relevant business triggers.
- Articulate a compelling value proposition that clearly differentiates the offering within a competitive landscape.
- Translate complex technical concepts into clear, actionable insights that resonate with diverse buyer types.
- Develop mid-market-specific messaging tailored to compliance, sales efficiency, and operational productivity priorities.
- Manage the entire sales pipeline, conduct regular business reviews, and deliver accurate revenue forecasts.
- Maintain clear rules of engagement with enterprise teams for accounts with centralization potential or large-scale opportunities.
- Collaborate closely with Customer Experience, Marketing, and Support teams to ensure seamless handoffs, aligned execution, and an exceptional customer journey.
Requirements
- Technical Bachelor's Degree
- Minimum of 5 years of experience in B2B software sales, preferably in financial services technology
- Proven track record of meetings or exceeding sales quotas in a new business development role
- Experience selling to financial advisors, wealth management firms, or insurance distribution channels
- Strong understanding of the Canadian financial services landscape (MGAs, AGAs, IIROC, MFDA)
- Demonstrated ability to navigate complex sales cycles with multiple stakeholders
- Proficiency in CRM systems (HubSpot experience a plus)
- Ability to travel for events or clients locations all over Canada
- Excellent knowledge of French and English (spoken and written)
Benefits
- Medical, Dental, Retirement Plan, Telemedicine Program, Employee Assistance Program, etc. (Canada)
- Educational Support (LinkdedIn Learning, LOMA Courses and Equisoft University)
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
Salescoach in telecommunications industry developing sales strategies and providing coaching sessions. Join an international team at regiocom Customer Care in Antalya, Turkey.
International Sales Intern at KH Chemicals analyzing data and finding sales opportunities in international trading. Requires German language skills and ongoing bachelor's degree studies.
Senior Manager, Sales Professional driving new business and account growth in Healthcare and Consumer Retail sectors. Collaborating closely with client executives at DXC Technology.
Clinical Sales Specialist responsible for outside sales servicing at GE HealthCare. Supporting specific teams and liaising with clients to enhance market knowledge while executing sales tasks.
Retail Sales Associate at Yankee Candle in Millbury, MA. Create a welcoming and exceptional guest experience while driving sales growth and supporting store operations.
Sales Force Effectiveness Executive managing sales reporting and insights for strategic channels. Collaborating with teams to enhance sales execution using data - driven insights.
Sales Specialist in network security focused on developing business for enterprise customers at Clavister. Driving complex deals and advising on long - term security strategies in a hybrid work environment.
Head of Sales - Lottery driving global revenue growth and executing strategic business development initiatives for EveryMatrix's Lottery vertical.
Area Director of Sales overseeing sales teams and strategies in home health across Coastal North Carolina, ensuring sales targets are achieved. Partnering with operations and management for branch growth.