Founding AE

Our client is a fast-growing AI-powered fintech startup helping financial advisors and wealth management firms work smarter through automation and intelligent workflow tools.

They’re modernizing how advisory teams operate, bringing AI into a traditionally manual and highly regulated industry.

We’re looking for an Account Executive to join the team! You’ll own the full sales cycle—driving new revenue, building relationships with advisory firms, and helping scale a repeatable sales engine across Canada and the US.

What you’ll do:

Own the full sales cycle from prospecting and demos through negotiation and close
Build and manage pipeline across wealth advisors, RIAs, and advisory firms
Run compelling product demos that translate complex technology into clear business value
Navigate multi-stakeholder sales processes across advisors, compliance, and IT teams
Partner with growth and marketing to refine outbound strategy and convert inbound demand
Represent the company at conferences, customer meetings, and industry events

What we’re looking for:

2–5 years of B2B SaaS closing experience
Proven track record hitting or exceeding quota in an Account Executive role
Strong demo and storytelling skills with the ability to simplify technical products
Comfortable selling into regulated industries or complex buyer environments
Self-starter with a resourceful, startup-minded approach
Excellent relationship-building and communication skills

Nice to have:

Experience in fintech, wealthtech, or financial services
Existing relationships with wealth advisors or advisory firms in Canada or the US
Strong analytical approach to pipeline and funnel management