Account Executive • Mid-Level

Who you are

You have a proven track record in sales, particularly in the financial services sector, with experience in building and nurturing relationships with clients and partners. You thrive in environments where you can take ownership of your work and are comfortable navigating ambiguity while driving results. Your ability to communicate openly and collaborate with team members is key to your success. You are detail-oriented and understand the importance of delivering quality service to clients, ensuring their needs are met effectively.

You are an expert in the financial industry, with a deep understanding of group savings and retirement offerings. Your experience allows you to engage effectively with employers and employees, helping them navigate their financial options. You are a self-starter who is motivated by results and enjoys the challenge of attracting new business while maintaining strong relationships with existing clients.

What you'll do

In this role, you will be responsible for building strong relationships with distribution partners and advisors to attract new business for Wealthsimple for Business. You will balance hunting for new prospects with nurturing a base of existing advisors and consultants, ensuring that you meet and exceed sales targets. Your role will involve understanding client needs and providing tailored solutions that align with Wealthsimple's mission of making financial services transparent and accessible.

You will collaborate closely with internal teams to ensure a seamless experience for clients, leveraging your industry expertise to provide insights and support. Your ability to communicate effectively will be crucial as you engage with various stakeholders, from employers to employees, ensuring that everyone understands the value of Wealthsimple's offerings. You will also be expected to stay informed about industry trends and competitor offerings, using this knowledge to refine your sales strategies and approach.

What we offer

Wealthsimple offers a dynamic work environment where you can make a significant impact on the financial well-being of clients. You will be part of a mission-driven team that values collaboration, humility, and quality. As a remote position, you will have the flexibility to work from anywhere while being part of a supportive and high-performing team. We encourage you to apply even if your experience doesn't match every requirement, as we value diverse perspectives and backgrounds.