Mid Market Account Executive, Business

Build something people love

Wealthsimple is on a mission to help everyone achieve financial freedom by reimagining what it means to manage your money. Using smart technology, we take financial services that are often confusing and expensive and make them transparent and low-cost for everyone. We’re the largest fintech company in Canada, with 3+ million users who trust us with more than $100 billion in assets.

And we’re just getting started.

We’re looking for someone who thinks big, sweats the small stuff and keeps things simple. You’ll join a high-bar, fast-paced team where people are trusted to own their work, communicate openly, and ship things that improve our clients’ lives. Collaboration, humility, and an obsession over quality are how we get stuff done.

Be a part of our Canadian success story and help shape the financial future of millions. Read our Culture Manual and learn more about how we work.

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.

Wealthsimple is looking for an experienced Mid Market Account Executive to help grow our Wealthsimple for Business product line (workplace group savings plans). Reporting to the Head of Sales, you will be responsible for developing the Mid Market sales segment in your territory 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, and ready to be hands‑on in delivering results.

• Proactively develop and maintain engaging relationships with advisors to drive excitement about the Wealthsimple for Business workplace group savings 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 workplace group savings offering directly to sponsors.
• Engage prospects at the C‑suite, VP, and Director level across all industries and geographies in Canada, at organizations with between 50 and 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 50+ 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.

• 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…