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
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Ready to Apply?
Don't miss this opportunity! Apply now and join our team.
Job Details
Posted Date:
October 12, 2025
Job Type:
Location:
Toronto, Canada
Company:
Super Advisor
Ready to Apply?
Don't miss this opportunity! Apply now and join our team.