Wealthsimple · 23 hours ago
Mid Market Account Executive, Wealthsimple for Business
United States
Full-time
Remote
Mid, Senior Level
CA$96K/yr - CA$120K/yr
5+ years expWealthsimple is on a mission to help everyone achieve financial freedom by reimagining what it means to manage your money. They are seeking an experienced Mid Market Account Executive to help grow their Wealthsimple for Business product line by developing relationships with distribution partners and advisors, while managing existing accounts.
FinanceFinancial ServicesFinTechImpact InvestingPersonal FinanceWealth Management
Responsibilities
Proactively develop and maintain engaging relationships with advisors to drive excitement about the Wealthsimple for Business workplace group savings offering
Partner with advisors to review quote specifications for potential clients, and write and present proposals to advisors or potential clients
Generate new business opportunities by actively prospecting and promoting Wealthsimple’s workplace group savings offering directly to sponsors
Engage prospects at the C-suite, VP, and Director level across all industries and geographies in Canada, at organizations with between 50 and 500 Canadian Employees
Build a deep pipeline of potential customers from outbound efforts, events and brand marketing opportunities, and networking
Work with industry partners including other technology partners, benefit brokers, and consultants
Effectively manage and organize 50+ opportunities in Salesforce at any given time
Run a disciplined sales process, building off the team's previous success while looking for opportunities to make it more efficient
Work cross-functionally with the core W4B team to provide product, operations, and go-to-market feedback
Be creative – we are constantly entering new parts of the market, pitching new solutions, and developing new programs. We are looking for individuals who are excited to try new things and help us scale
Qualification
Required
Drive and Determination: You should have a demonstrated track record of persevering in the face of adversity
Proactiveness: We're a small team - the expectation is that you will take action without being told
Results-oriented: You should have experience (and be excited about!) building and managing your own pipeline in the face of uncertainty to ensure you hit your metrics
Deal Closing: You should know how to get to, or influence, the executive decision maker, align the sale to a business goal or need, and manage negotiations
Communication and Relationship Building: You should be a concise and articulate communicator while also being able to persuade and convince your audience
Relevant Experience: At least 5 years experience selling, preferably to the Human Resources (HR) Leadership segment
Preferred
Selling or advising Group Retirement / Workplace Savings in the Canadian market is considered a huge bonus
An understanding of capital accumulation and defined benefit plans is preferred
Experience in Group Retirement or Group Benefits is a strong asset
Experience, familiarity, and comfort with Salesforce, Salesloft, Linkedin Sales Navigator, Clay and Gong
Fluent in French / Bilingual
Geographic location: Western Canada, Central Canada
Benefits
Top-tier health benefits and life insurance
Long-term group savings with employer match using our Wealthsimple for Business platform
20 vacation days + 4 wellness days per year, and unlimited sick and mental health days
90 days away program: Employees can work outside of Canada for up to 90 days per calendar year
A wide variety of peer and company-led Employee Resources Groups (e.g., Rainbow, Women of Wealthsimple, Black @ WS)
Company
Wealthsimple
Wealthsimple is a fintech company that offers digital financial services to help investors grow and manage their money.
1001-5000 employees
Funding
Current Stage
Late StageTotal Funding
$1.44BKey Investors
TCVAllianz XPower Financial Corporation
2025-10-27Series E· $393.04M
2025-10-27Secondary Market· $142.93M
2021-05-03Series B· $610.77M
Leadership Team
Michael Katchen
Co-founder & CEO
Radhika Kakkar
COO
Recent News
Canada NewsWire
2026-01-16
Calgary Herald
2026-01-08
Company data provided by crunchbase