Head Of Sales (Wealth Platforms - Canada & U.S.)
Super Advisor
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
#J-18808-Ljbffr
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
#J-18808-Ljbffr
Vacancy posted 47 minutes ago
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