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Direct Hire Sep 5, 2025 Insurance Director, Government Relations and Public Sector Solutions
Position Details
Job Title: Director, Government Relations and Public Sector Solutions
Department: Strategy, Communications, and Public Solutions
Reports To: VP, Strategy, Communications, and Stakeholder Engagement
Employment Type: Permanent Full-Time
Salary Grade: 6
Has Direct Reports: No (0)
Incumbent: New Position
Date: February 7, 2025
Position Summary
The Director, Government Relations and Public Sector Solutions is responsible for leading business development initiatives and government solutions outside of Ontario. This role emphasizes expanding the organization’s footprint, fostering new relationships, and identifying growth opportunities, including federal engagements. The position is pivotal in positioning the organization strategically to secure business in new markets.
Primary Accountabilities
Achieve defined sales and outreach targets.
Identify and pursue new business opportunities with governments, agencies, boards, public sector entities, and non-profits.
Build and maintain relationships with decision-makers, procurement leads, and stakeholders in jurisdictions outside of Ontario (including federal opportunities).
Manage engagements with government relations firms to ensure alignment with strategic objectives.
Collaborate with the Director of Strategic Insights and Proposals to develop targeted, high-quality proposals.
Represent the organization at conferences, industry events, and public sector forums to enhance visibility and growth.
Monitor market trends and procurement opportunities to craft targeted growth strategies.
Oversee deliverables from strategic government relations engagements.
Collaborate cross-functionally within the organization to achieve corporate objectives.
Travel across Canada as needed for in-person meetings, conferences, and client engagements.
Champion social enterprise principles while seeking opportunities to expand the organization’s impact through new contracts and relationships.
Perform other duties as assigned.
Required Skills and Qualifications
Education
Bachelor’s Degree in Business, Political Science, Public Administration, or a related discipline.
Experience
Minimum of 5–7 years of experience in a government relations role.
Additional experience in business development or sales within the public sector is an asset.
Knowledge & Skills
Comprehensive understanding of Canada’s political and policy landscape.
Proven ability to secure contracts by collaborating with government relations firms.
Strong grasp of government decision-making processes and procurement cycles.
Excellent relationship-building skills with the ability to influence senior public sector stakeholders effectively.
Exceptional communication skills (oral and written), including negotiation and presentation capabilities.
Ability to work independently while driving strategic growth initiatives proactively.
Technical Proficiency
Advanced proficiency in MS Office Suite (PowerPoint, Word, Excel, Teams).
Flexible Work Arrangement
The role offers a hybrid work model combining remote work with in-office days. Scheduling will be determined collaboratively between employees, managers, and teams.
Compensation: 100k base + commissions (OTE = $125K)
Direct Hire Sep 5, 2025 Financial Services Personal Banking Manager / Branch Manager
Location: Onsite in Alberta, Canada
Compensation: Up to 100k base + bonus & benefits
Position Purpose
Responsible for managing a team of Financial Advisors and Associates to deliver exceptional member service, drive branch growth, and ensure compliance across lending, deposits, and investment services. Acts as a leader in operations, people management, and sales to position the firm as the financial services provider of choice
Key Responsibilities
Member Service Administration
Support advisors with registered, investment, and deposit services.
Resolve complex member issues and complaints.
Lending & Loan Portfolio Management
Manage branch lending and collections.
Approve credit within delegated authority; ensure quality risk assessment and pricing.
Regularly review and monitor loans portfolio; initiate corrective actions.
Ensure compliance with policies, legislation, and risk controls.
Human Resource Management
Hire, train, and develop branch staff.
Establish performance standards and coach/mentor team members.
Conduct structured meetings and performance reviews.
Sales, Marketing & Promotion
Lead achievement of branch sales targets and marketing plans.
Promote service excellence and identify growth opportunities.
Differentiate CU products vs competitors; maintain product/industry knowledge.
Branch Operations & Organizational Support
Oversee expense control, branch policy adherence, and compliance.
Lead staff meetings and cross-department collaboration.
Support AVP in setting/achieving branch goals.
Qualifications
Experience: Minimum 5 years in retail banking, relationship management, and people leadership.
Education: Post-secondary education preferred (combination of education/experience acceptable).
Direct Hire Aug 1, 2025 Engineering Senior Accountant
Location: Remote (Preferred East Coast); Open to candidates in New York, Boston, or San Francisco for hybrid work
Salary: Targeting $120K base + equity (location-dependent)
About the Company
We are a cutting-edge product company operating at the intersection of health, wellness, and technology. We manufacture and sell innovative products, managing both revenue and inventory processes. Our accounting team supports a complex business environment that combines e-commerce with physical product manufacturing and sales.
Role Overview:
We are seeking a Senior Accountant with a mix of public accounting and industry experience, ideally within a product-focused company. This individual will play a key role in supporting the monthly close, revenue recognition, and inventory accounting processes. The ideal candidate thrives in a fast-paced environment and brings a hands-on approach to scaling accounting processes for a growth-stage company.
Key Responsibilities:
Lead or support monthly close processes, focusing on revenue and inventory accounting
Ensure accurate financial reporting in accordance with US GAAP
Collaborate with product, operations, and supply chain teams to understand manufacturing and inventory processes
Maintain and improve accounting processes and internal controls
Assist with audits and compliance requirements
Work closely with external manufacturing partners and contract manufacturers
Key Requirements:
3-6+ years of accounting experience, ideally with a blend of public accounting and industry experience
Experience in a product-based or e-commerce company (product revenue + inventory)
Strong understanding of revenue recognition and inventory accounting processes
Experience working with third-party contract manufacturers preferred
Proven track record of stability (avoidance of frequent short tenures — ideally not more than 3 jobs in the past 5 years)
Comfort working in a fast-paced, growth-stage environment
Strong communication skills and ability to work cross-functionally
Highly detail-oriented and proactive
Preferred Qualifications:
Big 4 or public accounting background, combined with in-house industry experience
CPA designation preferred, but not required
Experience in health tech, wellness, or consumer products is a plus
Location & Work Hours:
Remote-first role; East Coast time zone strongly preferred for alignment with the broader accounting team
Candidates in New York, San Francisco, or Boston may be asked to work hybrid/in-office
Open to Mountain time zone candidates who can flex their schedule to overlap with East Coast hours
Compensation:
Base Salary: Targeting $120K (flexible for the right candidate)
Equity: Stock options likely in the $10K - $15K range, depending on final compensation package and experience
Direct Hire Aug 1, 2025 Financial Services Senior Accountant – Fintech Brokerage (Onsite, NYC)
Location: Wall Street, New York, NY
Type: Full-time, Onsite
Compensation: Competitive base + equity + benefits
Reports to: CFO of Futures
About the Company
Our client is a leading digital brokerage platform empowering over 20 million users globally. Built on next-generation infrastructure, they offer advanced tools, low-fee trading, and real-time data to support self-directed investors. With a strong mission to democratize access to financial markets, they are growing rapidly across global markets.
About the Role
The Finance team plays a critical role in the company’s success, with deep exposure to business performance and operations. The Senior Accountant will partner cross-functionally with back office, compliance, margin, and technology teams. This role is hands-on, fast-paced, and high-visibility — perfect for someone with broker-dealer or fintech experience who thrives in a collaborative environment.
Key Responsibilities
Support the month-end close process, including reconciliations, journal entries, and financial reporting
Prepare customer reserve calculations for futures and brokerage clients (Rule 15c3-3 experience a plus)
Collaborate across teams to ensure accurate P&L and balance sheet records
Implement and monitor internal controls and audit readiness (SOX)
Assist with tax and regulatory filings
Coordinate annual audits and support financial statement prep in accordance with US GAAP
Identify process improvement opportunities and help automate manual workflows
Liaise with internal and external auditors, tax advisors, and regulatory bodies
Qualifications
Bachelor’s degree in Accounting or Finance
3+ years of accounting experience (public + industry a plus)
Strong knowledge of US GAAP and broker-dealer accounting
Experience with self-clearing and/or omnibus broker-dealer structures
Familiarity with broker-dealer regulatory rules (e.g., 15c3-3)
Proficiency in Oracle Cloud or similar ERP systems
Strong analytical skills and attention to detail
Excellent interpersonal and cross-functional communication
Bonus Points
CPA certification
Series 3 or Series 27 license
Experience with futures and/or commodities accounting
Corporate tax experience
Experience in a public company or SOX-compliant environment
Why Join
Collaborate directly with executive leadership
Join a fast-growing, global fintech innovator
Competitive pay, equity, and full benefits
Work out of their dynamic Wall Street office with catered meals, stocked kitchen, and happy hours
Direct Hire Jun 26, 2025 SaaS Account Executive
Location: Remote (Preference for Toronto; open to candidates anywhere in North America)
Type: Full-time | Industry: AI Advertising SaaS / Data & Analytics
About the Company
Our client is a fast-scaling, bootstrapped analytics startup taking an AI-first approach to solving data challenges in regulated industries. With strong early traction and a deeply technical team, they are expanding their go-to-market function to meet growing demand—especially in the U.S. market.
The Opportunity
We’re looking for a high-performing Account Executive who thrives in a fast-moving environment and wants to sell a cutting-edge product to enterprise clients. This is a unique opportunity to join a growth-stage company and help shape the commercial strategy from the ground up.
Key Responsibilities
Own the full sales cycle from prospecting to close, with a focus on acquiring net-new business in the U.S. and Canadian market
Build and nurture strong relationships with decision-makers in target industries
Deliver consultative, solutions-based sales presentations tailored to each client’s unique data needs
Collaborate closely with Sales leadership, Marketing, and Product to refine GTM strategy and messaging
Maintain accurate pipeline and forecasting data within the CRM
What We’re Looking For
5+ years of Account Executive experience, selling Advertising SaaS or data/analytics solutions
Prior experience within the same industry strongly preferred
Existing relationships with key players in the space — you should have texting and phone-based rapport with high-value contacts
Strong hunter mentality with a track record of consistently exceeding quota
Comfortable operating in a startup environment with minimal red tape
Coachable, curious, and highly motivated to win
Why Join?
Sell a standout product in a fast-moving, underserved market
Fully remote flexibility with a collaborative culture
Strong leadership support from a highly experienced VP of Sales and founding team
Opportunity to make immediate impact with real ownership over accounts and process
Interview Process
2–3 rounds total:
Initial meeting with VP of Sales
Interview with the CEO and broader team
Potential final conversation for alignment
Direct Hire Jun 10, 2025 SaaS
Head of Marketing
Location: New York City (In-office, 5 days per week)
Reports To: Chief Executive Officer
Level: Senior Leadership
About the Company
Our client is a rapidly expanding digital wealth platform dedicated to empowering individuals to grow and manage their finances through intuitive technology and high-touch service. Backed by leading institutional investors and industry veterans, the company combines the fast-paced innovation of a startup with the strategic focus of an experienced executive team.
With headquarters in New York and a global team extending to Latin America, the firm has earned multiple industry awards for its client experience and financial technology. The leadership team brings decades of collective expertise from top financial institutions and consumer technology companies.
About the Role
We are seeking a seasoned Head of Marketing to lead and scale a high-performing marketing function. This individual will oversee both performance and brand marketing, manage cross-functional initiatives, and spearhead demand generation programs. The role includes responsibility for digital acquisition strategies, CRM campaign execution, and overall marketing operations effectiveness.
This is a hands-on leadership role for someone who enjoys both strategic thinking and tactical execution. You'll be managing a talented team and collaborating closely with other departments to drive measurable business growth.
Key Responsibilities
Define and execute marketing strategy across paid and owned channels, including paid search, social, programmatic, affiliate marketing, and email.
Lead content, communications, PR, partnerships, and brand initiatives to support growth and positioning.
Collaborate with external partners and internal teams to manage campaign performance and creative development.
Own marketing analytics, reporting, and budget management to ensure ROI-positive decisions.
Oversee marketing automation and CRM lifecycle initiatives to optimize conversion and retention.
Represent the voice of the marketing function within senior leadership and contribute to company-wide planning and decision-making.
Why This Role is Exciting
High Impact: Your work will directly influence the growth trajectory of a high-potential company.
Team Culture: Join a mission-driven team that values accountability, curiosity, and collaboration.
Cross-Cultural Collaboration: Work closely with global team members while building your leadership brand within a U.S.-based tech firm.
Competitive Rewards: Receive equity alongside a strong compensation and benefits package, including healthcare, flexible time off, stipends, and more.
What We’re Looking For
Proven leadership experience in performance marketing, with a track record of scaling growth initiatives in fast-paced environments.
Passion for experimentation and analytics—strong preference for candidates who are data-driven and results-oriented.
Ability to develop integrated marketing strategies across channels, with deep understanding of digital acquisition.
Strong communication skills and the ability to collaborate across functions.
Experience building and managing high-performing teams in dynamic organizations.
Qualifications
Bachelor’s degree in Marketing, Business, or a related field.
7+ years of experience in digital marketing, growth, or demand generation roles.
Strong working knowledge of CRM and marketing automation platforms (e.g., HubSpot, Salesforce, or equivalents).
Familiarity with managing agency relationships and vendor partnerships.
Experience in fintech, SaaS, or adjacent verticals is an advantage.
Compensation & Benefits
Competitive base salary and performance bonuses
Equity options
Comprehensive medical, dental, and vision insurance
401(k) retirement plan
Commuter and wellness benefits
Flexible paid time off (minimum 2 weeks annually)
Direct Hire Jun 5, 2025 Insurance Coordinator, Life and Benefits Administration
The Role:
As a Coordinator in the Life and Benefits Administration department, you’ll provide administrative support to the Life and Group Benefits Administration Team and Account Executives. This is a great opportunity to work in a dynamic and challenging environment. You’ll be part of a collaborative team with opportunities for growth and skill development.
Requirements:
The ideal candidate should meet many or most of the following requirements:
Education: High School Diploma.
Experience: Minimum 2 years of administrative experience, with basic bookkeeping abilities. Experience in an insurance brokerage or insurance company is an asset. Familiarity with contracting and commission processes with MGAs.
Technical Skills (strongly preferred):
MS Office Suite, especially Outlook and Excel
SIG by KEAL
Quoting software from insurers like Canada Life, iA, iA Excellence, CPP, Equitable Life, Manulife, RBC, Desjardins Financial
APEXA (industry-wide contracting & broker compliance platform)
Insurers’ extranets and FASAT web (contract and compensation)
Soft Skills: Team-oriented with a client-centric mindset. Comfortable managing multiple demands with strong organization, time management, and prioritization skills.
Attitude: Positive and flexible, willing to support the team with ad-hoc tasks.
Deliverables by End of First Quarter:
Full understanding of exclusive Association Benefits Plans
Confident in quoting, processing new business, and navigating insurer portals
Proactive in identifying areas of improvement in marketing efforts
Key Responsibilities:
Provide administrative support to department leadership
Support servicing of new and in-force business for individual and group life and group benefits
Liaise between insurers and brokers (internal and external) across marketing, underwriting, claims, and policy changes
Maintain and update files, scan to shared drive, and distribute hard copies
Track brokerage compensation for Life and Benefits
Support implementation of compliance procedures and updates to manuals
Help implement agent screening and ongoing monitoring processes
Assist with marketing and sales projects
Benefits:
Compensation: $46k-58k/year - paid hourly on a 9-5 Monday through Friday schedule.
Comprehensive medical and dental benefits effective on your first day
Flexible hybrid work model (remote and in-office as needed)
Centrally located office space with easy transit access
Collaborative, team-first work environment with career growth opportunities
Regular team social events (currently virtual)
Direct Hire Jun 4, 2025 Insurance Account Manager, Commercial Programs
Location: Toronto, ON (Hybrid)
Compensation: $65,000 base salary
About the Company
An established, independent insurance brokerage is looking for an Account Manager to join their Commercial Programs team. The firm specializes in risk management and insurance solutions tailored to professional associations, Canadian enterprises, small businesses, and individuals. Known for its client-first approach and modern digital tools, the organization values integrity, transparency, and building long-term relationships.
The Role
As an Account Manager within the Professional Associations and Affinity Groups division, you will serve as a trusted advisor, helping clients make informed decisions regarding their insurance coverage. You’ll take a consultative approach and provide exceptional service while identifying growth opportunities across products and lines of business.
What You’ll Bring
Licensing: Must hold a valid RIBO license.
Experience: Minimum 2 years in commercial insurance.
Skills: Strong organizational, prioritization, and time-management skills. Comfortable managing competing demands in a client-focused environment.
Communication: Excellent written and verbal communication skills.
Soft Skills: Energetic, empathetic, professional, and team-oriented.
What You’ll Do
Provide a consultative, solutions-based client experience.
Develop a strong understanding of client needs and expectations.
Build and nurture long-term relationships by offering tailored solutions.
Identify opportunities to cross-sell or upsell additional products and services.
Refer clients to other internal lines of business when appropriate.
Stay current on product features, market changes, and industry trends.
Accurately document client interactions in internal systems.
Leverage multiple channels (phone, email, online) to respond quickly and effectively to client needs.
Support account processes including invoicing, payment collection, and reconciliations.
Continuously engage in learning and development opportunities to enhance your expertise.
What’s Offered
Competitive salary and compensation package
Comprehensive medical and dental benefits starting Day 1
Hybrid work model with downtown office access
Professional, supportive culture that values growth and performance
Recognition and reward for top performers
Direct Hire May 26, 2025 Financial Services Visual Designer – Full-Time, On-Site
Location: Midtown Manhattan, NYC
Level: Mid-Level
Reporting To: Head of Product & Design
About the Company
Our client is a leading wealth management platform that helps individuals build and safeguard their wealth through innovative technology and outstanding customer service. With its fast-paced environment and a seasoned leadership team, our client combines the energy of a growing company with the stability of experienced management. Based in New York City, they are revolutionizing the wealth management industry.
They are seeking a Visual Designer to join their dynamic team. They are on a mission to redefine how people grow and protect their financial futures, and are looking for a creative, detail-oriented designer who thrives in collaborative, fast-paced environments.
In this role, the designer will partner closely with marketing, sales, product, and leadership to bring the company’s brand to life across various digital and print mediums. While the primary focus will be marketing and brand design, the role will also contribute to the visual consistency of their platform.
Responsibilities:
Create visually compelling designs for marketing campaigns, digital experiences, presentations, and branded content.
Collaborate with cross-functional teams to ensure a unified brand presence across all channels.
Translate creative briefs into on-brand visual assets that drive engagement and business growth.
Evolve and maintain the design system to support cohesive user experiences across marketing and product touchpoints.
Iterate on concepts quickly, integrating feedback to continuously improve output.
Requirements:
3+ years of experience in visual or graphic design roles, preferably in fast-moving or startup environments.
A strong portfolio demonstrating a range of high-quality design work (including web, social media, ads, and presentations).
Proficiency in design tools such as Figma and Adobe Creative Suite (Illustrator, Photoshop, Premiere).
Strong grasp of layout, color theory, typography, and visual storytelling.
Excellent communication and collaboration skills, with a strong sense of accountability and attention to detail.
Comfortable working independently while managing multiple projects simultaneously.
Nice to Have:
Exposure to financial or tech industries.
Familiarity with product design principles and working within design systems.
Experience with basic motion design or video editing.
Benefits:
Competitive salary and benefits package, including healthcare and retirement plans.
Generous PTO and wellness perks.
Collaborative, high-performance culture where creativity and initiative are valued.
Opportunity to work closely with an experienced leadership team in a company that’s growing fast and making real impact.
Direct Hire May 26, 2025 Financial Services Job Title: Inbound Account Executive
Location: New York, NY
Company: [Series A Fintech Startup]
Type: Full-Time
Salary Range: $70,000 - $85,000 (base) + $130,000 (OTE)
About Us
We are a rapidly growing Series A fintech startup based in New York, transforming the wealth management industry with an innovative platform that connects high-net-worth individuals and businesses with vetted financial advisors. Our mission is to streamline access to personalized financial planning, investment management, and wealth-building solutions through cutting-edge technology. We’re looking for a motivated Inbound Account Executive to join our sales team and convert warm leads into loyal clients, driving revenue growth in a dynamic startup environment.
Role Overview
As an Inbound Account Executive, you will focus on engaging and closing high-value clients from inbound leads generated through marketing campaigns, referrals, and our platform’s visibility in the wealth management space. You’ll manage the sales process from initial contact to deal closure, delivering a consultative experience that aligns our solutions with clients’ financial goals. This role requires strong relationship-building skills, a deep understanding of wealth management, and the ability to thrive in a fast-paced, target-driven environment.
Key Responsibilities
Manage Inbound Leads: Qualify and engage warm leads from marketing campaigns, website inquiries, and referrals, ensuring a high conversion rate through a consultative sales approach.
Drive Sales Cycle: Own the end-to-end sales process, including discovery calls, needs assessments, tailored demos, contract negotiations, and deal closures.
Client Engagement: Build trust with high-net-worth individuals, small business owners, and financial decision-makers by understanding their wealth management needs and positioning our platform as the ideal solution.
Solution Selling: Collaborate with product and customer success teams to customize presentations and proposals that highlight the value of our wealth management tools and advisor network.
Pipeline Management: Maintain accurate records of sales activities and client interactions in CRM (e.g., Salesforce), providing regular updates and forecasts to leadership.
Meet Revenue Targets: Consistently achieve or exceed quarterly sales quotas, contributing to the company’s growth objectives.
Market Awareness: Stay informed on wealth management trends, regulatory changes, and competitor offerings to effectively position our platform.
Brand Representation: Represent the company at industry events and webinars, reinforcing our reputation as a leader in fintech-driven wealth management.
Qualifications
Experience: 3+ years of B2B or B2C sales experience, with at least 1-2 years handling inbound sales, ideally in fintech, wealth management, or financial services.
Proven Success: Demonstrated ability to convert leads into closed deals, with a track record of meeting or exceeding sales targets.
Wealth Management Knowledge: Familiarity with wealth management concepts (e.g., financial planning, investment portfolios, retirement strategies) and the ability to articulate value to sophisticated clients.
Communication Skills: Exceptional verbal and written communication skills, with experience engaging high-net-worth individuals or financial decision-makers.
Tech Proficiency: Comfortable using CRM tools (e.g., Salesforce, HubSpot), sales engagement platforms, and LinkedIn for client outreach and tracking.
Customer-Centric Mindset: Strong ability to listen to client needs, build trust, and deliver tailored solutions.
Adaptability: Thrives in a fast-paced, evolving startup environment with a collaborative and results-oriented approach.
Education: Bachelor’s degree in Business, Finance, or a related field (preferred but not mandatory).
Nice-to-Haves
Established relationships in the New York wealth management or financial services community.
Experience in a Series A or early-stage startup environment.
Knowledge of U.S. financial regulations (e.g., SEC, FINRA) relevant to wealth management.
What We Offer
Equity: Stock options in a high-growth Series A fintech startup.
Benefits: Comprehensive health, dental, and vision insurance, plus flexible work policies.
Growth Opportunities: Join a rapidly scaling company with opportunities to grow into leadership roles as we expand.
Culture: Collaborative, innovative, and inclusive team environment focused on transforming wealth management.
Location Perks: Work from our vibrant New York office with hybrid flexibility, plus access to industry events and networking opportunities in the city’s fintech hub.
Direct Hire May 26, 2025 SaaS Business Development Manager
Location: San Francisco, CA - Remote
Company: Series B SaaS Company
Type: Full-Time
Base Salary
Range: $100,000–$160,000 per year
On-Target Earnings (OTE):
Range: $150,000–$250,000 per year
About Us
We are a fast-growing Series B SaaS company headquartered in San Francisco, revolutionizing [industry/sector, e.g., cloud infrastructure, customer engagement, data analytics] with our innovative platform. Backed by top-tier investors, we’re scaling rapidly and seeking a dynamic Business Development Manager to drive strategic partnerships and revenue growth.
Job Summary
The Business Development Manager will identify, develop, and manage strategic partnerships to accelerate our growth in the [specific market or vertical, e.g., enterprise tech, healthcare, fintech]. You’ll work closely with cross-functional teams, including sales, marketing, and product, to build relationships with key stakeholders, negotiate deals, and expand our market presence. This role requires a blend of strategic thinking, relationship-building, and execution in a fast-paced startup environment.
Key Responsibilities
Partnership Development: Identify and pursue strategic partnerships with key players in the [industry/sector] ecosystem, including technology partners, resellers, and integrators.
Revenue Growth: Drive new business opportunities through partnerships, co-selling, and channel development, contributing to topline revenue goals.
Market Research: Conduct market analysis to identify trends, competitive dynamics, and partnership opportunities that align with company objectives.
Relationship Management: Build and maintain strong relationships with external partners, acting as the primary point of contact and ensuring mutual success.
Deal Negotiation: Lead contract negotiations, ensuring favorable terms that align with company goals and compliance requirements.
Cross-Functional Collaboration: Partner with sales, marketing, and product teams to align partnership strategies with go-to-market plans and product roadmaps.
Pipeline Management: Maintain a robust pipeline of partnership opportunities, tracking progress and forecasting impact using CRM tools (e.g., Salesforce).
Event Representation: Represent the company at industry events, conferences, and trade shows to build brand awareness and generate leads.
Qualifications
Experience: 5+ years of business development, partnerships, or sales experience in a B2B SaaS or technology company, ideally in a Series A/B startup environment.
Industry Knowledge: Strong understanding of the [specific industry, e.g., SaaS, cloud computing, AI] landscape and key players.
Track Record: Proven success in closing high-value partnerships or deals that drive measurable revenue growth.
Skills: Exceptional negotiation, communication, and presentation skills; ability to build trust with senior stakeholders.
Technical Acumen: Comfortable discussing technical products and integrations with partners and internal teams.
Tools: Proficiency with CRM platforms (e.g., Salesforce, HubSpot) and business intelligence tools.
Education: Bachelor’s degree in business, marketing, or a related field; MBA is a plus.
Mindset: Entrepreneurial, self-motivated, and comfortable with ambiguity in a fast-paced startup.
Why Join Us?
Impact: Play a pivotal role in shaping our growth trajectory at a Series B company with massive potential.
Culture: Join a collaborative, innovative team passionate about solving big problems in [industry/sector].
Benefits: Competitive salary, equity, comprehensive health benefits, flexible work options, and professional development opportunities.
Location: Work from our vibrant San Francisco office, with access to the heart of the tech ecosystem.
Please note: only candidates selected for an interview will be contacted.
Direct Hire May 26, 2025 Insurance The Role:
As a Practice Leader, you will be responsible for overseeing and driving the growth, retention, and satisfaction of the most valued association and individual clients within the Diversified Knowledge Professionals segment of the Associations division.
You will lead the activities of a diverse team of colleagues, develop strategic initiatives, and foster strong association and group relationships to ensure success in this industry vertical.
Responsibilities:
A. Strategic Leadership
Develop and execute a comprehensive strategy that will include:
Opportunities for growth based on an understanding of clients’ goals, objectives, strategies, needs, challenges, and business risks.
An assessment of competitors with the potential to become emerging threats.
The key trends and emerging risks faced by clients.
An assessment of strengths and weaknesses.
Leveraging the marketing team to create targeted, personalized communications and campaigns that showcase industry expertise and promote value-added services.
Recommendations on how to increase retention by ensuring clients:
Are confident in you, your colleagues with whom they interact, and their insurer.
Feel secure in their understanding of coverage (through education) and know how to reach the right person for any urgent situation.
Develop a sense of belonging—believing that this organization is the best choice for their risk management needs.
Simplifying every stage of the process to make it easier for clients to do business with the organization.
Driving simplicity in all interactions.
B. Client Relationship Management
Serve as the primary point of contact for strategic clients, building and maintaining strong relationships with client executives and stakeholders.
Be the commercial insurance expert or provide access to such expertise so that each prospect or client stays fully updated on industry trends, solutions, and perspectives in your area of expertise.
Lead or contribute to developing new risk management tools, white papers, webinars, and articles related to your industry segment specialty.
Collaborate with colleagues to develop automated touchpoints that clients will value.
Understand clients’ needs, challenges, and goals to influence product and service enhancement efforts.
Assess client satisfaction and work closely with teams to address any issues promptly.
C. Team Management
Lead, mentor, and inspire a team of account managers by providing guidance and support in their client interactions.
Foster a collaborative and results-oriented team environment while encouraging innovation and continuous improvement.
Conduct regular performance evaluations, set objectives, and provide professional development opportunities.
D. Company-wide Business Development
Collaborate with sales departments across the organization to identify cross-selling or upselling opportunities within your strategic client base.
Attend industry conferences to maximize awareness of services while enhancing your network.
E. Strategic Planning
Develop strategic account plans aligned with clients’ business objectives to drive mutual growth.
Monitor market trends, competitor activities, and regulatory changes to anticipate challenges proactively.
F. Financial Management
Collaborate with finance teams to establish budgets while tracking performance metrics to ensure revenue targets are met.
Make data-driven decisions to optimize resource allocation.
G. Insurer Management
Drive negotiations regarding rate terms/conditions or fee/commission structures.
Maintain discussions around program profitability claims activity or remedial actions.
Seek growth opportunities through insurer partnerships offering expanded product offerings or client education.
H. Communication & Reporting
Regularly communicate departmental goals achievements challenges internally while preparing reports outlining account performance growth opportunities overall impact.
Education & Experience:
To be seriously considered for this role:
Education: Must be RIBO Licensed; CIP/CAIB designation preferred.
Experience: Minimum 10 years mandatory experience in Account Management Sales Underwriting etc.
Skills: Client-centric approach managing multiple demands prioritization etc.
Softer Skills: Positive attitude; ability to lead teams effectively; strong communication skills.
Additional Information:
Location: Downtown Toronto, ON, Canada - hybrid model
Compensation: 90-95k base salary + annual competitive bonus
Comprehensive medical/dental benefits starting from day one.
Opportunity to work both remotely and in-office (as circumstances permit).
A professional yet collaborative work environment fostering career growth.
Direct Hire May 26, 2025 Financial Services
Job Title: Outbound Account Executive
Location: New York, NY
Company: [Series A Fintech Startup]
Type: Full-Time
Salary Range: $70,000 - $85,000 (base) $130,000 USD (OTE)
About Us
We are a fast-growing Series A fintech startup based in New York, focused on transforming the wealth management industry with innovative, technology-driven solutions. Our platform empowers individuals and businesses to connect with trusted financial advisors and achieve their financial goals. We’re seeking a motivated Outbound Account Executive to join our dynamic sales team and drive growth by building a robust pipeline of high-value clients.
Role Overview
As an Outbound Account Executive, you will play a pivotal role in expanding our customer base by proactively identifying and engaging prospective clients in the financial services sector. You’ll focus on generating new business through strategic outreach, managing complex sales cycles, and closing deals with high-net-worth individuals, small businesses, and financial institutions. This role requires a hunter mentality, strong communication skills, and a passion for fintech innovation in a fast-paced startup environment.
Key Responsibilities
Prospect and Build Pipeline: Conduct targeted outbound prospecting (cold calls, emails, LinkedIn outreach) to identify and qualify leads, building a self-sourced pipeline of high-potential clients.
Manage Sales Cycle: Own the full sales process, from initial outreach to discovery calls, tailored demos, contract negotiation, and deal closure, ensuring a consultative approach.
Client Relationship Building: Engage with decision-makers, including high-net-worth individuals and business owners, to understand their financial needs and position our platform as the ideal solution.
Market Research: Stay informed on wealth management trends, competitor offerings, and market dynamics to craft compelling, tailored pitches.
Collaborate Cross-Functionally: Partner with marketing, product, and customer success teams to align outreach strategies and ensure seamless client onboarding post-sale.
Pipeline Management: Maintain accurate records in CRM (e.g., Salesforce) and provide regular pipeline updates and forecasts to leadership.
Achieve Targets: Consistently meet or exceed quarterly revenue and pipeline generation goals, contributing to the company’s growth objectives.
Represent the Brand: Attend industry events, conferences, and networking opportunities in New York’s fintech ecosystem to build relationships and promote our platform.
Qualifications
Experience: 3-5+ years of B2B or B2C sales experience, with at least 2 years in outbound sales, preferably in fintech, wealth management, or financial services.
Track Record: Proven success in generating leads and closing deals, with a history of meeting or exceeding sales quotas.
Industry Knowledge: Familiarity with wealth management, financial advisory services, or related fintech solutions, with the ability to articulate value to sophisticated clients.
Communication Skills: Exceptional verbal and written communication skills, with confidence engaging C-level executives and high-net-worth individuals.
Tech Proficiency: Experience with CRM tools (e.g., Salesforce, HubSpot), sales automation platforms (e.g., Salesloft, Outreach), and LinkedIn Sales Navigator.
Resilience and Drive: Self-motivated with a hunter mentality, thriving in a target-driven environment and resilient in the face of rejection.
Adaptability: Comfortable operating in a fast-paced, evolving startup environment with a focus on results and collaboration.
Education: Bachelor’s degree in Business, Finance, or a related field (preferred but not mandatory).
Nice-to-Haves
Established network in the New York financial services or wealth management community.
Experience in a Series A or early-stage startup environment.
Knowledge of U.S. financial regulations or compliance requirements relevant to wealth management.
What We Offer
Equity: Stock options in a high-growth Series A fintech startup.
Benefits: Comprehensive health, dental, and vision insurance, plus flexible work policies.
Growth Opportunities: Join a rapidly scaling company with opportunities to grow into leadership roles as we expand.
Culture: Collaborative, innovative, and inclusive team environment with a focus on driving impact in the fintech space.
Location Perks: Work from our vibrant New York office with hybrid flexibility, plus access to industry events and networking opportunities in the city’s fintech hub.
Direct Hire May 26, 2025 SaaS Senior Python Developer Position
About Our Client Our client is a fast-growing Series A company backed by Y-Combinator, Felicis, and Sequoia, with a high-velocity, transparent, and data-driven work culture. Their AI sales platform saves hundreds of hours/week for sales teams while helping customers achieve their mission faster. Heading into 2025 with new funding, they will be scaling $3M to $10M in ARR and 250 to 500 customers in advance of a Series B. They foster a work environment where ideas are encouraged, experiments thrive, and individuals take ownership to drive impact.
Job Description: As a Senior Python Developer, you will play a crucial role in designing, developing, and maintaining data-driven applications. You will be responsible for building scalable and efficient solutions that handle vast amounts of data across various NoSQL and SQL databases. Your work will be integral to ensuring the reliability and performance of systems supporting all data features and aspects of the product. You'll also be expected to implement and maintain simple frontend features using React.
Key Responsibilities:
Design, develop, and maintain robust microservice applications written in Python.
Work extensively with MongoDB, Elasticsearch, or PostgreSQL to manage and query large datasets.
Develop both synchronous and asynchronous code to optimize performance and resource usage.
Build and maintain basic user-facing features and dashboards using React.
Requirements:
Experience: Minimum of 7 years of professional experience in Python development.
Databases: Hands-on experience with MongoDB, Elasticsearch, and PostgreSQL.
Frontend Skills: Basic experience with React.js (e.g. building simple UI components, connecting APIs, rendering data).
Methodologies: • Proficiency in both synchronous and asynchronous development methodologies. • Good understanding of code efficiency, performance, and concurrency. • Solid understanding of Object-Oriented Programming concepts and best practices.
Microservice Architecture: Experience with Docker, Kubernetes, or any other containerized environments.
Problem-Solving: Strong analytical and problem-solving skills with a keen attention to detail.
Communication: Excellent communication and teamwork abilities.
Additional Advantages:
Cloud Experience: Working with one or more cloud providers such as Google Cloud Platform (GCP), Amazon Web Services (AWS), or Microsoft Azure.
Messaging Systems: Experience working with Google Pub-Sub and/or Apache Kafka.
Data Engineering: Understanding of infrastructure and experience in data engineering.
DevOps: Knowledge of CI/CD pipelines and DevOps practices.
Programming languages: Experience with additional programming languages (e.g. Kotlin, Javascript)
Main Tech Stack: Python, FastAPI, React.js, Elasticsearch, MongoDB, PostgreSQL, Kubernetes, Azure, GCP, AWS, Apache Flink, Pub/Sub, Kafka.
Compensation:
$100-130k USD Annually
Unlimited PTO
Equity
Laptop Reimbursement + Additional $500 Work-from-home Reimbursement
Direct Hire May 26, 2025 SaaS Job Title: Enterprise Account Executive
Location: Toronto, ON (Remote)
Company: Series A Fintech Startup
Type: Full-Time
About Us
We are a fast-growing Series A fintech startup based in Toronto, revolutionizing wealth management with innovative, technology-driven solutions. Our mission is to empower businesses with seamless, secure, and scalable financial tools. We’re looking for a driven Enterprise Account Executive to join our dynamic team and help us scale by closing high-value deals with enterprise clients.
Role Overview
As an Enterprise Account Executive, you will be responsible for driving revenue growth by identifying, engaging, and closing deals with enterprise-level clients across banking and technology, etc You’ll work closely with our leadership, product, and marketing teams to deliver tailored solutions that meet the unique needs of large organizations. This is a high-impact role requiring a strategic mindset, exceptional relationship-building skills, and a passion for fintech innovation.
Key Responsibilities
Prospect and Build Pipeline: Identify and target enterprise-level prospects through research, networking, and outbound strategies, leveraging tools like LinkedIn, CRM systems, and industry events.
Close High-Value Deals: Manage the full sales cycle, from lead generation to contract negotiation and closing, ensuring consistent achievement of or exceeding sales quotas.
Develop Relationships: Build and maintain strong, long-term relationships with C-level executives, decision-makers, and stakeholders in target organizations.
Solution Selling: Collaborate with the product team to understand client needs and present customized solutions that align with their business objectives.
Market Insights: Stay informed on fintech trends, competitor offerings, and regulatory changes to position our solutions effectively.
Forecasting and Reporting: Maintain accurate sales forecasts, track activities in the CRM (e.g., Salesforce), and provide regular updates to leadership on pipeline and performance.
Represent the Brand: Act as a brand ambassador at industry events, conferences, and client meetings, showcasing our value proposition and thought leadership.
Qualifications
Experience: 5+ years of B2B sales experience, with at least 3 years selling SaaS or fintech solutions to enterprise clients (e.g., banks, financial institutions, large corporations).
Proven Track Record: Demonstrated success in consistently meeting or exceeding sales quotas in a high-growth environment.
Industry Knowledge: Strong understanding of the fintech landscape, including wealth management and the ability to articulate complex solutions to non-technical stakeholders.
Communication Skills: Exceptional verbal and written communication skills, with experience presenting to C-suite executives.
Relationship Builder: Ability to foster trust and credibility with clients, partners, and internal teams.
Tech Savvy: Proficiency with CRM tools (e.g., Salesforce, HubSpot), sales automation platforms, and modern sales methodologies (e.g., Challenger, MEDDIC).
Adaptability: Thrives in a fast-paced, startup environment with the ability to navigate ambiguity and drive results.
Education: Bachelor’s degree in Business, Finance, or a related field (preferred but not mandatory).
Nice-to-Haves
Existing network of enterprise contacts in in Canada or North America.
Experience working in a Series A or early-stage startup.
Knowledge of Canadian financial regulations and compliance requirements.
What We Offer
Competitive Compensation: Base salary + uncapped commission structure with accelerators for exceeding targets.
Equity: Stock options in a high-growth Series A startup.
Benefits: Comprehensive health, dental, and vision insurance, plus flexible work policies.
Growth Opportunities: Be part of a rapidly scaling company with opportunities to take on leadership roles as we grow.
Culture: Collaborative, innovative, and inclusive team environment with a focus on impact and excellence.
Location Perks: Work from our vibrant Toronto office with hybrid flexibility, plus access to industry events and networking opportunities in the city’s fintech hub.
Direct Hire May 26, 2025 Financial Services Job Title: Customer Success Manager
Location: New York, NY
Company: Series A Fintech
Type: Full-Time
Salary Range: $90,000 - $120,000 USD (base) + performance-based bonus
About Us
We are a rapidly growing Series A fintech startup based in New York, transforming financial analytics with technology-driven solutions. Our mission is to empower businesses with innovative and scalable financial tools. We’re seeking a dedicated Customer Success Manager to join our team and ensure our clients achieve maximum value from our platform while fostering long-term partnerships.
Role Overview
As a Customer Success Manager, you will be the primary point of contact for our enterprise and mid-market clients, guiding them through onboarding, adoption, and ongoing success with our solutions. You’ll work closely with sales, product, and support teams to deliver exceptional customer experiences, drive retention, and identify opportunities for account expansion. This role requires a blend of relationship-building skills, fintech knowledge, and a proactive approach to problem-solving in a fast-paced startup environment.
Key Responsibilities
Client Onboarding: Lead end-to-end onboarding processes, ensuring clients are set up for success with tailored implementation plans and training sessions.
Relationship Management: Build and maintain strong, trust-based relationships with key stakeholders, including C-level executives and operational teams, to drive satisfaction and loyalty.
Adoption and Engagement: Proactively monitor client usage, identify opportunities to increase adoption, and provide guidance on best practices to maximize ROI.
Retention and Expansion: Develop strategies to ensure high retention rates and identify upsell/cross-sell opportunities to grow account revenue.
Issue Resolution: Act as the client’s advocate, collaborating with internal teams to resolve technical or operational challenges quickly and effectively.
Feedback Loop: Gather client feedback to inform product development, working closely with the product team to prioritize features and enhancements.
Performance Metrics: Track and report on key success metrics (e.g., NPS, retention rates, engagement levels) to leadership, using tools like CRM (e.g., Salesforce) and CS platforms (e.g., Gainsight).
Process Improvement: Contribute to building scalable customer success processes and playbooks as the company grows.
Qualifications
Experience: 3+ years in customer success, account management, or a related role, ideally in a B2B SaaS or fintech environment.
Client-Facing Skills: Proven ability to manage relationships with enterprise clients, with excellent communication and presentation skills.
Fintech Knowledge: Familiarity with financial services and the ability to translate technical solutions into business value.
Problem-Solving: Strong analytical skills to identify client challenges and propose effective solutions.
Tech Proficiency: Experience with CRM tools (e.g., Salesforce, HubSpot), customer success platforms (e.g., Gainsight, Totango), and data analytics tools.
Adaptability: Thrives in a dynamic, fast-paced startup environment with a proactive and collaborative mindset.
Education: Bachelor’s degree in Business, Finance, or a related field (preferred but not mandatory).
Nice-to-Haves
Existing network of contacts in financial services or tech in the U.S. or North America.
Experience in a Series A or early-stage startup.
Knowledge of U.S. financial regulations and compliance requirements.
What We Offer
Competitive Compensation: Base salary of $90,000 - $120,000 USD, plus a performance-based bonus structure.
Equity: Stock options in a high-growth Series A startup.
Benefits: Comprehensive health, dental, and vision insurance, plus flexible work policies.
Growth Opportunities: Join a rapidly scaling company with opportunities to take on leadership roles as we grow.
Culture: Collaborative, innovative, and inclusive team environment with a focus on impact and excellence.
Location Perks: Work from our vibrant New York office with hybrid flexibility, plus access to industry events and networking opportunities in the city’s fintech hub.
Direct Hire May 26, 2025 Financial Services Job Title: Financial Advisor
Location: Cold Lake, AB
Overview:
We're seeking a proactive and member-focused Financial Advisor to join a growing team in Cold Lake. In this role, you’ll build long-term relationships, deliver personalized financial advice, and contribute to the success of a community-based financial institution through excellent service and engagement.
Key Responsibilities:
Assess member needs through interviews and deliver tailored financial solutions
Offer proactive advice and manage a portfolio of members to meet targets
Recommend loan approvals beyond lending limits to the appropriate authority
Monitor delinquent accounts and take action to minimize risk
Collaborate with internal teams to ensure compliance with policies and regulations
Participate in local events and support community-focused initiatives
Stay up to date on financial products, services, procedures, and documentation
Support member onboarding, retention, and satisfaction through service excellence
Qualifications:
Diploma in Business Administration or equivalent experience
3–4 years of experience in financial services
Strong relationship management and communication skills
Ability to prioritize tasks and balance multiple responsibilities
Why Apply?
This is a great opportunity to join a supportive, values-driven team where your work makes a direct impact on the financial well-being of members and the local community. You'll enjoy professional development, variety in your day-to-day, and a workplace that puts people first.