Account Executive

• 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.

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