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Head of Wealth Solutions, Canada

Feathery

RemoteTorontoFull TimeStaff
Sign in to applyVerified 2h ago
Location
Toronto
Employment
Full Time
Work model
Remote
Level
Staff
Posted
2h ago

About this role

About Feathery Feathery is the AI Operating & Decisioning system for financial services. Leading financial institutions, including Fortune 500 companies, use Feathery to power mission-critical workflows across wealth management and insurance, such as client onboarding, account opening, advisor transitions and repapering, compliance data collection, and client servicing. Why We're Hiring As Feathery expands its work with leading financial institutions, we're building a dedicated Wealth Solutions practice in Canada. We're looking for a senior wealth leader who can bring deep industry expertise, trusted relationships, and a strong understanding of how Canada's leading wealth organizations operate. This is an opportunity to play a defining role in Feathery’s Canadian wealth practice at a pivotal stage of growth, working with some of the country's leading financial institutions and helping shape how they modernize critical workflows and adopt new technology.

About the Role

As Head of Wealth Solutions, Canada, you'll be Feathery's in-house wealth management expert and a key leader of our Canadian wealth practice. You'll partner closely across Sales, Solutions Engineering, Product and Delivery, bringing deep wealth expertise to the opportunities and decisions that matter most.You 'll originate and lead strategic opportunities, build and deepen high-value relationships across Canada's leading wealth organizations, champion adoption across key accounts, and represent the wealth customer in go-to-market decisions. Your industry expertise, perspective, and established network across Canada's wealth management ecosystem will be core assets in this role.

What You'll Do

Strategic Client Advisory Serve as Feathery's wealth domain expert in strategic client conversations, bringing industry context and operational depth to complex opportunities and helping address buyer-side strategic and operational questions. Explain how Feathery's products map to core wealth management workflows, including client onboarding, account opening, KYC and suitability reviews, advisor servicing, document collection, and operational processing. Advise clients on rethinking critical operational processes, driving meaningful workflow transformation rather than sitting on top of legacy steps. Navigate wealth-specific client objections across regulatory, compliance, data security, and governance requirements, and demonstrate how Feathery operates within them. Drive demo enablement alongside Solutions Engineering, ensuring wealth demos reflect real-world workflows and resonate with senior buyers, while building domain fluency across AEs and Solutions Engineers. Codify post-sales best practices from wealth implementations into repeatable playbooks and reusable assets the broader team can apply across accounts. Client Adoption & Growth Equip and coach client champions to drive adoption, retention, and expansion, and build the case for Feathery across their organizations. Identify opportunities to extend Feathery into additional workflows and use cases across wealth accounts. Serve as the bridge between wealth clients and Feathery, bringing industry context, client priorities, and unmet needs back to Product, Sales, and Delivery. Strategic Partnerships & Co-Sell Own and build Feathery's partnership and co-sell motion across Canadian wealth management. Build and activate relationships across the Canadian wealth market to create strategic opportunities, warm introductions, partnerships, co-sell opportunities, and market intelligence. Product Roadmap & Industry Insight Bring wealth domain expertise and client insight to Product and Engineering, helping shape and prioritize the roadmap through a wealth management lens. Pressure-test proposed features using domain expertise and direct client feedback, ensuring product direction reflects real market needs. Market Strategy & Thought Leadership Partner with Product Marketing to shape wealth positioning, messaging, and

Listing verified 2h ago. Applications go through the company's official careers site.

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Head of Wealth Solutions, Canada at Feathery, Toronto | Yoinka