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Feathery is an AI Operating & Decisioning system for financial services, used by Fortune 500 companies to power mission-critical workflows in wealth management and insurance. The company is expanding its Canadian wealth practice and seeking a senior wealth leader to establish and lead this new practice.
As Head of Wealth Solutions, Canada, you will serve as Feathery's in-house wealth management expert and key leader of the Canadian wealth practice. You'll partner across Sales, Solutions Engineering, Product, and Delivery, leveraging deep wealth expertise to drive strategic opportunities and shape go-to-market decisions.
Key responsibilities include:
**Strategic Client Advisory**: Serve as the wealth domain expert in client conversations, explaining how Feathery's products map to core wealth workflows (client onboarding, account opening, KYC, advisor servicing, document collection). Help clients rethink operational processes and drive workflow transformation. Navigate wealth-specific objections around regulatory, compliance, and governance requirements. Drive demo enablement with Solutions Engineering to ensure wealth-relevant content resonates with senior buyers. Codify post-sales best practices into repeatable playbooks.
**Client Adoption & Growth**: Coach client champions to drive adoption, retention, and expansion. Identify opportunities to extend Feathery into additional workflows. Bridge wealth clients and Feathery, bringing industry context and unmet needs back to internal teams.
**Strategic Partnerships & Co-Sell**: Own and build Feathery's partnership and co-sell motion across Canadian wealth management. Build relationships across the Canadian wealth market to create strategic opportunities and partnerships.
**Product Roadmap & Industry Insight**: Bring wealth domain expertise to Product and Engineering, helping shape and prioritize the roadmap. Pressure-test proposed features using domain expertise and client feedback.
**Market Strategy & Thought Leadership**: Partner with Product Marketing to shape wealth positioning and go-to-market narrative. Represent Feathery at industry events and strengthen presence through content and thought leadership.
You bring 10+ years of Canadian wealth management experience, ideally at Director or VP level in wealth operations at a major bank, private wealth business, investment dealer, asset manager, or wealth platform. You have strong understanding of wealth workflows, operating models, and industry dynamics. You possess an established network across Canada's wealth ecosystem with trusted senior relationships. You're operationally savvy with experience leading transformation, evaluating and implementing new solutions, and driving adoption. You understand regulatory, compliance, and change-management considerations in complex financial institutions. You have strong commercial instincts, consulting mindset, and the gravitas to engage senior wealth leaders as a peer while remaining hands-on.
Bonus qualifications include experience with AI, workflow automation, document intelligence, wealthtech/fintech/consulting backgrounds, track record building strategic partnerships, and experience in both large financial institutions and high-growth tech environments.
