VP of Sales, Wealth Management Technology (B2B, SaaS) (Eastern Canada) Permanent

VTRAC Consulting Corporation Intelligent Solutions

Thank you for applying to VTRAC opportunities. Please e-mail your resume as an MS-WORD document in confidence Subject: VP of Sales, Wealth Management Technology (B2B, SaaS) (Eastern Canada), Attention: [email protected], (647) 254-0904.

Position #: 251187

Position: VP of Sales, Wealth Management Technology (B2B, SaaS) (Eastern Canada)

Position Type: Permanent

No. of Positions: 1

Location: Hybrid (Eastern Canada)

Position Description

This is an exciting opportunity for a dynamic and driven sales professional to join a fast-growing SaaS company revolutionizing the WealthTech sector. This role offers an exciting opportunity to capitalize on your industry knowledge and network to drive revenue by securing high-value deals with mid-sized financial organizations. You’ll represent an innovative platform designed to transform the way wealth advisors operate—empowering them with modern tools and automation. This role offers a competitive compensation package and is ideal for someone with an entrepreneurial spirit, strong sales execution skills, and a desire to make a measurable impact in a rapidly evolving space.

Responsibilities

• Manage the entire sales process from lead generation to closing, with a focus on mid-sized wealth management firms using AI-powered solutions.
• Engage in discovery-driven conversations to understand client needs and deliver customized, high-impact SaaS solutions.
• Deliver compelling product demonstrations and sales presentations in collaboration with technical experts.
• Drive rapid sales cycles by effectively managing deal complexity and adjusting to client feedback in a startup-paced environment.
• Surpass sales targets and contribute directly to revenue growth and market expansion goals.
• Build long-term relationships with key decision-makers and become a trusted advisor within the WealthTech ecosystem.
• Work cross-functionally with product, marketing, and customer success teams to shape the go-to-market strategy and enhance client satisfaction.

Qualifications

• Minimum eight years of B2B sales experience in financial services, including two years in SaaS environments.
• MUST HAVE a minimum of two years of experience in Wealth Management products.
• Demonstrated success in meeting or exceeding quotas and closing complex, high-value deals.
• Solid understanding of wealth advisory workflows, regulatory landscape, and industry-specific challenges.
• Proven consultative selling skills with the ability to engage diverse stakeholders and decision-makers.
• Entrepreneurial and adaptable, with a strong sense of ownership and the ability to thrive in a startup environment.
• Exceptional verbal and written communication skills, with confidence presenting to both technical and business audiences.
• Bachelor’s degree or equivalent experience; advanced credentials in business, technology, or finance are advantageous.

We thank all candidates in advance. Only selected candidates for interviews will be contacted. For other exciting opportunities, please visit us at www.vtrac.com. VTRAC is an equal-opportunity employer.

Toronto. Houston. New York. Palo Alto.