Wealthsimple

Enterprise Account Executive, Wealthsimple for Business

Job Description

About Wealthsimple for Business

Wealthsimple for Business (W4B) is a modern group savings and retirement offering for employers and their employees. With W4B, employers can offer engaging competitive workplace savings plans to attract and retain top talent. Wealthsimple for Business provides a best-in-class experience for employees, including a suite of group capital accumulation plans alongside their other Wealthsimple accounts, while also providing integrations and other time-saving tools to employers for simple administration.

With approximately one thousand plan sponsors on W4B, we are still considered a new player in this long-standing industry. You should be comfortable with ambiguity, a fast-paced environment, and exploring new segments and product offerings.

The Role
Wealthsimple is looking for an experienced Enterprise Account Executive to help grow our Wealthsimple for Business product line (group savings plans). Reporting to the Head of Enterprise Sales, you will be responsible for developing the Enterprise sales segment by building strong relationships with distribution partners and advisors to attract new business and manage a book of existing relationships. This role requires a balance of hunting for new, cold prospects and nurturing a base of existing advisors and consultants.

Applicants should be self-starters, relationship-oriented, experts in the industry, and ready to be hands-on in delivering results.



In this role you'll have the opportunity to:
  • Proactively develop and maintain engaging relationships with advisors to drive excitement about the Wealthsimple for Business group retirement 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 group retirement offerings directly to sponsors.
  • Engage prospects at the C-suite, VP, and Director level across all industries and geographies in Canada, at organizations with at least 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 40+ 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.

    • What you'll bring:
  • Drive and Determination: You should have a demonstrated track record of persevering in the face of adversity. This is a role that will involve selling a product that is taking a new approach to a traditional industry, which means you will hear the word “no” a lot.
  • Proactiveness: We’re a small team - the expectation is that you will take action without being told. You should have a demonstrated history of working independently and driving your own work in the face of ambiguity.
  • 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. You must have strong relationship building skills with external customers to present ideas and concepts creatively and succinctly.
  • Relevant Experience: At least 5 years experience selling or advising Group Retirement / Workplace Savings in the Canadian market is required, ideally in large mid-market or enterprise segments. An understanding of capital accumulation and defined benefit plans is preferred. Experience in Group Retirement or Group Benefits is a strong asset.
  • Location: We are prioritizing candidates in Western Canada (Alberta, British Columbia) or Quebec for this role.

    • Nice to have, but not required:
  • Experience, familiarity, and comfort with Salesforce, Salesloft, Linkedin Sales Navigator and Gong.
  • Fluent in French / Bilingual.

    • Apply Now
    Job Summary

    Strategic Account Executive 7

    Wrike is the most powerful work management platform. Built for teams and organizations looking to collaborate, create, and exceed every day, Wrike brings everyone and all

    • USA Only
    • $200000-$255000
    • 5 days ago

    Senior Account Executive

    Join Sure: Building the Rails of Digital InsuranceFounded in 2015, Sure is the insurance technology leader unlocking the potential of digital insurance. We're building th

    • C-Level
    • USA Only
    • 6 days ago

    Travel Account Manager (Remote)

    Travel Account Manager Job Description: Our advanced software saves clients hundreds of dollars a night making you invaluable to them. Our booking engine outperforms majo

    • USA Only
    • 2 days ago

    Account Manager (Gaming)

    As theAccount Manager at Scrambly, you will oversee all aspects of activities with the advertisers: technical setup of campaigns, campaign optimization towards KPIs, B2B

    • Spain Only
    • 2 hours ago