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

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