Enterprise Key Account Executive, Nest Wealth
CA$150-175k
Digital wealth management platform
Open for applications
Digital wealth management platform
21-100 employees
Open for applications
CA$150-175k
21-100 employees
Company mission
Nest Wealth's mission is to ensure that investors have access to sophisticated, personalized, and transparent wealth management services.
Role
Who you are
- You are a passionate individual with a strong sales and technical background who thrives in a fast-paced, client-centric, and entrepreneurial environment
- You are highly motivated, results-oriented and have a proven track record of exceeding targets
- Strong communication and presentation skills are a must and essential to the role
- You must possess excellent analytical skills and be able to think creatively. This will help you innovate strategies to improve the revenue figures. These same skills, along with a good dose of empathy, will assist you in identifying new opportunities with each Enterprise client and understanding their needs. In addition, you should possess the following qualities:
- Bachelor’s degree required (Master’s degree preferred)
- 10+ years of experience in Wealth Management, Asset Management and Custody/Securities Services
- Solid understanding of Digital Finance Solution, Front-office, Middle Office, and Back-office platforms, and Investor Communications
- 8 to 10 years of experience in a Sales Executive with Enterprise clients or equivalent
- Well-connected in the Canadian financial institution market
- Consistent track record of results against quotas
- Outstanding communication, facilitation, and problem-solving skills
- Highly effective negotiation skills
- The ability to work in a fast-paced, high-pressure environment
- Ability to travel (up to 50%).Able to communicate effectively across many different cultures; sensitive to cultural differences in ways of doing business
- Strong abilities in proposal management, preparing and presenting complex solution proposal, responding to RFI/RFP
- Have a strong background in complex commercial and contract negotiation
- Influential: Be able to influence and steer clients and spot opportunities to help
- Be truly passionate for clients - fanatical about getting them the right outcomes and becoming their advocate and partner
- Have a strong team spirit and ability to work effectively in collaboration with others, coordinating across teams and building consensus. (We're globally dispersed!)
- Independent, self driven mentality is a must
- Track record of exceeding sales quotas, showcasing a self-driven and results-oriented approach
- Charisma to represent Objectway Group with the highest degree of advocacy and professionalism
- Wealth management and Enterprise finance channel knowledge and experience. Very good knowledge of the landscape and the value chain of wealth management firms. Industry expertise including the major players in Enterprise wealth-tech/financial services
- Consultative and process-driven, underpinned by remarkable communication abilities
- Proficient in managing relationships with key stakeholders at all organizational levels
- Able to identify clients' challenges and match these to offer appropriate solutions
- Team player with Marketing, Professional Services, Product Management and Technical Solutions
- Good user of CRM, Salesforce, or MS Dynamic, to record and update all applicable sales cycle activity, progress, and pipeline to ensure accurate and timely reporting and analytics
- Curious and informed, keen to stay up to date with the latest industry trends and news
What the job involves
- Your responsibilities are focused on maintaining and developing existing business and finding, developing, and closing new business opportunities within assigned Enterprise Clients to retain and grow Objectway Nest Wealth’s revenue
- You will also be responsible for formulating and implementing account plans for each assigned Enterprise Client supported by a talented team of Client Success Managers and Solution Engineers
- Together, you will work towards fostering and enhancing mutually beneficial relationships with our Enterprise Clients
- Developing annual account plans for each assigned enterprise client, identifying account-based goals and providing full understanding of the strengths, weaknesses, opportunities, and threats within the account
- Identifying, growing and building new sales pipeline opportunities, managing opportunities in the pipeline and coordinating internal teams to progress and close the opportunity including new products and solutions
- Highlighting opportunities to the Objectway Nest Wealth and Customer Success team for matching clients’ future needs with Objectway Nest Wealth’s Products and Solutions
- Working closely with the Objectway Nest Wealth and Customer Success team and collaborating with them for positive and profitable renewal and upsell opportunities
- Acting as primary liaison for the relationship with client C-level/senior leadership and providing updates on key initiatives and developments as needed. Organizing introductions and meetings between key clients and Objectway Group stakeholders
- Communicating and engaging on a regular basis and in an informative manner to ensure effective teamwork across Objectway Nest Wealth
- Negotiating commercial proposals and service contracts according to the internal standards in collaboration with the Objectway Group Legal Department
- Regularly presenting the Group’s value proposition to key client organizations and maintaining an awareness of current and planned development of products and services to ensure clients are aware of the Group’s position in the market
- Maintaining robust relationships with clients. Networking with stakeholders at various levels of the client organization and deeply understanding the client’s unique business opportunities and needs
- Establishing and maintaining C-level relationships and introducing the Objectway Group and Nest Wealth to senior executives, to develop and expand these relationships horizontally and vertically within the assigned account
- Building new relationships with executives who will decide/influence decisions
- Maintaining accurate sales records, and other information on each client in the Group’s CRM
Our take
Humans are only capable of analyzing so much financial information, and therefore in recent years, many investors have sought out innovative technology to access personalized wealth advice. Portfolio robo-advisors and business process automation tools are commonly used to reduce errors, and operational costs, and increase profits, but these are generally fragmented and not always accessible.
Nest Wealth leverages innovative technology to provide personalized wealth advice and management tools to financial institutions, individual investors, financial advisors, and employers. Through its unified technology-driven approach to digital wealth solutions, the company aims to reduce financial risk, diversify investment portfolios, automate financial processes, and ultimately facilitate its clients to scale their operations.
Whilst Nest Wealth inevitably faces competition from robo-advisors and the plethora of other wealth management services on the market, the company has taken a unique approach by providing its services to individual investors, institutes, and advisors alike, presenting itself with a uniquely broad scope of clients. The company currently prices its services for clients on a bespoke case-by-case basis.
Kirsty
Company Specialist at Welcome to the Jungle
Insights
-16% employee growth in 12 months
Company
Funding (last 2 of 3 rounds)
Jul 2020
$50m
LATE VC
May 2017
$5.8m
EARLY VC
Total funding: $57.3m
Company benefits
- Competitive base salary with results based variable compensation
- Customizable extended health benefits and group savings (RRSP) plan
- An employee stock option plan. We believe work means more when you have ownership in what we’re building
- A yearly education budget for your own professional goals (workshops, courses, conferences, classes, and more)
- RRSP contribution
- Flexible hours. Our employees have the latitude to take care of the other parts of their lives and be there for the things that matter to them
- We are working remotely and in-office, and it’s up to you to choose what works best!
- When we're in office we do provide: Weekly catered team lunches, a fully stocked fridge, and healthy snacks and fruits for everyone to enjoy!
Company values
- We Inspire & Grow - we are serious about our employees and their personal and professional growth
- We Are Social - we work hard, but we have a lot of fun along the way
Company HQ
Entertainment District, Toronto, ON
Articles
Leadership
Randy Cass
(CEO & Portfolio Manager)Co-founder, Vice Chairman & CEO of First Coverage from 2005 to 2011. Experience as President and Portfolio Manager of Orchard Asset Management Inc. from 2003 to 2015.
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