Account Executive (WealthTech)

Sofistic.AI is a Montreal-based WealthTech company building a modern wealth management platform for financial institutions and family offices. Our mission is to help advisors and investment teams make more informed, visual, and timely investment decisions through a modern digital experience, a unified portfolio view, and AI-powered tools designed to simplify complexity—so teams can spend less time in spreadsheets and more time acting with confidence.

The role

We’re hiring an Account Executive leader to drive growth with financial institutions and family offices across Canada, the U.S., and international markets. This is a senior individual contributor role with meaningful ownership and direct impact on growth—ideal for someone who can originate new opportunities, build a targeted book of strategic accounts, run high-quality discovery, and consistently create momentum with senior stakeholders.

Because we’re scaling, this role will also include c...