WealthTech Account Executive in Montreal
Location
montreal, qc
Job Type
Full-time
Category
Sales
Posted
June 06, 2026
Drive meaningful growth as an Account Executive for Sofistic.AI, a leading WealthTech company in Montreal. Engage financial institutions and family offices to enhance investment decisions.
In this senior sales role, you'll take charge of business development initiatives, leveraging your expertise in SaaS or fintech. Candidates with 3-5 years in outbound sales will thrive, focusing on client success and stakeholder engagement. You will be key in fostering strong relationships and shaping outbound strategies.
Key Responsibilities:
• Prioritize strategic accounts as per commercial strategy
• Lead high-level stakeholder engagements and pitches
• Build and maintain meticulous account intelligence
• Contribute to outbound messaging strategies
• Push opportunities through the decision-making cycle
Requirements:
• 3-5+ years in sales or business development
• Interest in wealth management and investment tech
...
In this senior sales role, you'll take charge of business development initiatives, leveraging your expertise in SaaS or fintech. Candidates with 3-5 years in outbound sales will thrive, focusing on client success and stakeholder engagement. You will be key in fostering strong relationships and shaping outbound strategies.
Key Responsibilities:
• Prioritize strategic accounts as per commercial strategy
• Lead high-level stakeholder engagements and pitches
• Build and maintain meticulous account intelligence
• Contribute to outbound messaging strategies
• Push opportunities through the decision-making cycle
Requirements:
• 3-5+ years in sales or business development
• Interest in wealth management and investment tech
...