Enterprise Account Executive

October 30

🏄 California – Remote

Although this job is listed in California, this company may be open to hiring remote in other states.

⏰ Full Time

🟡 Mid-level

🟠 Senior

🧑‍💼 Account Executive

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Wealthsimple

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Finance • Fintech • Investing

Wealthsimple is a financial technology company based in Canada that offers a range of investment and financial services. They provide managed investing options with custom portfolios tailored to individual goals, and offer self-directed investing to take control of trading stocks, ETFs, and cryptocurrencies commission-free. Wealthsimple also provides high-interest cash accounts, various retirement savings accounts, and a comprehensive set of tools for personal finance management. With over 3 million users, they emphasize low fees, transparency, and personalized financial advice.

501 - 1000 employees

Founded 2014

💸 Finance

💳 Fintech

💰 Private Equity Round on 2021-05

📋 Description

• 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.

🎯 Requirements

• 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. • 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.

🏖️ Benefits

• Competitive salary with top-tier health benefits and life insurance • Retirement savings matching plan using Wealthsimple for Business • 20 vacation days per year and unlimited sick and mental health days • Up to $1,500 per year towards wellness and professional development budgets respectively • 90 days away program: Employees can work internationally in eligible countries for up to 90 days per calendar year • A wide variety of peer and company-led Employee Resource Groups (ie. Rainbow, Women of Wealthsimple, Black @ WS) • Company-wide wellness days off scheduled throughout the year