Head of Wealth Solutions, Canada

Feathery • Toronto, ON

1d • Onsite

About The Position

Feathery is seeking a senior wealth leader to establish and lead its dedicated Wealth Solutions practice in Canada. This role involves bringing deep industry expertise, established relationships, and a strong understanding of the Canadian wealth management landscape to a pivotal growth stage for the company. The Head of Wealth Solutions will play a defining role in shaping how leading financial institutions modernize their critical workflows and adopt new technology using Feathery's AI Operating & Decisioning system. The position requires close collaboration across Sales, Solutions Engineering, Product, and Delivery teams, originating and leading strategic opportunities, building high-value relationships, championing adoption, and representing the wealth customer's perspective in go-to-market decisions.

Requirements

• 10+ years of experience in Canadian wealth management, ideally at the Director or VP level in wealth operations within a major bank, private wealth business, investment dealer, asset manager, or wealth management platform.
• Strong understanding of wealth management workflows, operating models, and industry dynamics, with the domain fluency to engage credibly across the organization.
• An established network across Canada's wealth management ecosystem, with trusted senior relationships and the ability to evangelize Feathery at industry events and across the market.
• Operationally savvy, with experience leading transformation within wealth management, including evaluating and implementing new solutions and driving adoption.
• Strong understanding of the regulatory, compliance, and change-management considerations involved in introducing new solutions within complex financial institutions.
• Good commercial instincts and a functional consulting mindset: able to identify opportunities, shape practical solutions, and build alignment across stakeholders.
• Strong communication skills and the gravitas to engage senior wealth leaders as a peer, while remaining hands-on.

Nice To Haves

• Experience with AI, workflow automation, document intelligence, or other emerging technologies relevant to wealth management.
• A background in or experience working alongside wealthtech, fintech, consulting, or enterprise software companies.
• A track record of building strategic partnerships or co-sell relationships within financial services.
• Experience operating across both a large financial institution and a high-growth technology environment.
• Cross-industry experience spanning wealth management and insurance.

Responsibilities

• Serve as Feathery's wealth domain expert in strategic client conversations, providing industry context and operational depth to complex opportunities and addressing 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 simply overlaying new steps on existing legacy processes.
• Navigate wealth-specific client objections related to regulatory, compliance, data security, and governance requirements, demonstrating how Feathery operates within these constraints.
• Drive demo enablement alongside Solutions Engineering, ensuring wealth demos accurately reflect real-world workflows and resonate with senior buyers, while also building domain fluency across Account Executives and Solutions Engineers.
• Codify post-sales best practices from wealth implementations into repeatable playbooks and reusable assets for the broader team.
• Equip and coach client champions to drive adoption, retention, and expansion, and build the case for Feathery within their organizations.
• Identify opportunities to extend Feathery into additional workflows and use cases within wealth accounts.
• Act as the bridge between wealth clients and Feathery, conveying industry context, client priorities, and unmet needs back to Product, Sales, and Delivery teams.
• Own and build Feathery's partnership and co-sell motion across Canadian wealth management.
• Build and activate relationships across the Canadian wealth market to generate strategic opportunities, warm introductions, partnerships, co-sell opportunities, and gather market intelligence.
• Contribute wealth domain expertise and client insights to Product and Engineering teams, helping shape and prioritize the roadmap from a wealth management perspective.
• Pressure-test proposed features using domain expertise and direct client feedback to ensure product direction aligns with real market needs.
• Partner with Product Marketing to shape wealth positioning, messaging, and Feathery's go-to-market narrative for the Canadian market.
• Represent Feathery at relevant industry and partner events, and strengthen Feathery’s industry presence through content and thought leadership.

Benefits

• Competitive compensation and equity
• Health, dental, and vision coverage
• Unlimited PTO
• Downtown Toronto office location
• Office snacks and lunches
• A supportive, low-ego team that values ownership and growth
• Company offsite to connect and recharge

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Education Level: No Education Listed