About UsinterVal is redefining how wealth management firms engage business-owner clients, turning static relationships into dynamic, high-value opportunities. Our platform helps advisors and institutions unlock hidden enterprise value, drive new AUM, deepen retention, and spark insurance and lending opportunities like never before.Were not another dashboard. Were the signal behind the noise, powering the shift from investment management to true advisory leadership.We're backed. We're bold. And we're building a market-defining company at the epicenter of the Great Wealth Transfer.This is your shot to help shape something category-defining, not just join another sales desk. If you want exposure, ownership, and a front-row seat to fast growth, we want to talk.About the RoleThis isnt a smile-and-dial role. Youll be the tip of the spear, identifying and engaging the top advisory firms and institutions in North America. Youll craft messages, open doors, and start conversations that lead to deals.Youll work directly with the CRO, AE, and CEO. Fast cycle. Big voice. Massive impact.What Youll DoBuild and manage a high-quality outbound pipeline in the wealth management verticalWork from a named account list.No spray and prayLaunch smart, timely, personalized outreach across email, phone, and LinkedInBook qualified meetings for the AE and CROCollaborate with Marketing to optimize campaigns and messagesTrack and report activity with precision (HubSpot)Be the eyes and ears of the market; feedback matters hereWhat Were Looking For13 years of SaaS outbound experience preferred (wealth, fintech, or financial services is a plus)Excellent writing and communication skillsNot afraid to get creative and a little aggressiveCoachable, resourceful, and comfortable with ambiguityDriven by results, not activityCan handle a fast-moving, high-accountability cultureWhy Join Us?Youll be early, and that means real upside and exposureYour voice will matter, we move fast and build togetherYoull work directly with leadership and shape our GTM futureYoull get better, faster than anywhere elseReady to build something that matters?Send us something better than a resume. Tell us why youll win here.
Job Title
Business Development Representative - Canada