Who We Are:
Building on more than 30 years of business expertise, Objectway Group is an international wealth, banking and asset management software provider empowering clients to embrace their future challenges while providing great performance today. The Group is a future-proof technology player with a well-established track record in the financial services industry with over €120 million of consolidated revenue. The Group is a global Top 100 fintech provider (IDC ranking), whose clients include 250+ leading wealth managers, banks, asset managers, fund managers, insurers and outsourcers in more than 15 countries. With over 800 professionals operating from Italy, UK, Belgium, Germany, Switzerland and Canada, the Group serves clients in 4 continents, supporting approximately 100,000 investment professionals to manage more than €1 trillion in assets.
In January 2024, Nest Wealth became part of the Objectway Group, combining the strengths of two global fintech leaders to provide innovative solutions spanning the entire wealth and asset management value chain. Armed with global distribution and a robust product suite, we are looking to hire a Founding Account Executive to help fuel the next phase of our growth.
The opportunity
- Develop and maintain relationships with C-level executives in Canadian wealth management firms
- Identify new opportunities through relationships & networking and turn them into long-term partnerships
- Create a detailed business and territory plan to meet and exceed goals
- Generate buy-in and acquire new logos, managing the end-to-end sales cycle across a broad buying group
- Manage the entire sales cycle from finding new customers to securing sustainable business deals
- Manage the end-to-end sales process through the engagement of appropriate resources such as Product, Marketing, Customer Success, etc.
- Maintain a strong working knowledge of competitors’ programs and activities within the territory
- Demonstrate an understanding of the wealth tech ecosystem and engage with prospective customers in a solutions-oriented approach
- Negotiate agreements and keep strong sales data hygiene
- Provide professional sales handoffs and support as needed with Implementation and Customer Success teams to maximize customer value
- Knowledge of market research, sales and negotiating principles
- Excellent communication and presentation skills
- Ability to build and develop relationships
- Ability to drive a balance between progression of multiple accounts while looking for new opportunities
- Experience working with Salesforce
- Strong domain knowledge and technical acumen
- Experience selling into Canadian markets
- Build your Plan. You will use your in-depth knowledge of the sales process and your technical expertise, combined with your winning attitude, to help build a concrete sales plan.
- Cultivate the territory. You will build relationships and proactively qualify clients while continuously nurturing new and existing relationships with clients and colleagues.
- Prospecting & developing leads. You will increase our business by identifying and creating new opportunities to drive sales growth, prospecting and building a pipeline, following up on all inbound leads, sales inquiries, and marketing responses.
- Track. You will develop lists of prospects, leads, and sales efforts in the CRM system and move them through the funnel.
- Foster relationships. You will move prospects through your pipeline, following our sales process. From account analysis, proposal and project planning, presentations and ongoing support throughout the sales cycle
- Identify top wealth tech targets in Canada / separate accounts into tiers for SMB’s
- Create a plan to execute and exceed sales and revenue goals
- Build the pipeline and convert at wealth tech industry levels including new opportunity creation, robust progression, and conversion of pipeline
- Comprehensive Compensation & Benefits: A competitive total compensation package that includes variable bonus, health and dental benefits, 3 weeks' vacation, 10 days PTO
- Learning & Development: Udemy Business license, $1000 L&D stipend to put towards professional development, Lunch & Learn opportunities, continual companywide workshops
- Support for Growing Families: We welcome new additions with a parental leave top-up program
- A Connected team: Our social committee knows how to bring the fun! Team bonding game nights, workouts, wellness workshops, cooking classes, and more
We are seeking a seasoned, collaborative, and results-driven Founding Account Executive with a proven track record in sales within the fintech and investment management industry. In this role, you will be responsible for driving enterprise-level sales and expanding our client base across Canada. We're looking for someone who thrives in an entrepreneurial environment and approaches the opportunity with ownership, initiative, and drive.
The impact you’ll make:
What you’ll bring:
How you’ll be successful in this role:
How success will be measured:
Why work for us:
30 min “get to know you” interview with the talent team
60 min “Meet the Hiring Manager” interview
45 min “leadership interview” with decision makers
Accommodation Statement:
Objectway is an equal opportunity employer committed to inclusive, barrier-free selection processes and work environments. We will accommodate any applicant under the Accessibility for Ontarians with Disabilities Act (AODA) and the Ontario Human Rights Code. If you require accommodation during any part of the hiring process, please let us know so that we can work with you to meet your needs.
Equality Policy:
We are an equal opportunities employer, and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age.
