Vice President, Regional Sales Manager
Top Benefits
About the role
Optimize Wealth Management is a premier wealth management firm in Toronto, ON, dedicated to achieving our clients' financial goals. We offer personalized financial solutions covering financial planning, portfolio management, tax preparation, debt management, and estate planning. Our holistic approach focuses on matching clients' financial and life goals with personalized strategies for success.
Role Description
We are looking for a very driven and disciplined Vice President, Regional Sales Manager to lead our corporate development team. This role is critical in ensuring the team is aligned, motivated, and consistently following our sales process and exceeding key performance indicators (KPIs). You'll work closely with leadership to implement sales strategies, coach team members, and help scale our outreach and business development efforts.
Key Responsibilities
- Lead, manage, and coach a team of corporate development professionals focused on B2B outreach and partnership development
- Set clear performance expectations and hold the team accountable for meeting and exceeding KPIs
- Foster a positive, high-performance team culture through motivation, ongoing feedback, and recognition
- Monitor pipeline performance, analyze sales data, and implement process improvements
- Collaborate with leadership on strategic direction and growth initiatives
Qualifications
- 5+ years of experience in sales leadership, preferably in financial services, fintech, or a B2B environment
- Proven track record of managing high-performing teams and meeting sales targets
- Strong motivational and coaching skills with a passion for people development
- Excellent communication, organizational, and analytical skills
- Familiarity with CRM tools and sales analytics platforms (e.g., Salesforce, HubSpot)
What's in it for you?
- A competitive salary
- Opportunity to make a tangible impact on company growth
- Work in a rapidly growing, dynamic, and high-performing company within the downtown financial district
About Optimize Wealth Management
We are the next generation in premier wealth management. We judge our success and value based on how well your financial goals are achieved, not ours.
At Optimize Wealth Management (Optimize Inc.), we provide our clients with personalized financial solutions and advice to help them at every stage of their lives. Our financial services and solutions cover everything from financial planning and portfolio management to tax preparation, debt management, and estate planning. The cornerstone of our service rests in effectively matching our clients’ financial and life goals with a personalized strategy and overall customer service experience which will exceed their goals in every respect.
Our entirely holistic approach and no load advisory relationship, ensures everyone succeeds and prospers together. We separate ourselves from the rest by providing the full suite of financial advisory services, our independence, no load advice and personalized service, coupled with our financial strength and premium returns. The values we stand by are honesty; persistence, teamwork, and excellence.
Vice President, Regional Sales Manager
Top Benefits
About the role
Optimize Wealth Management is a premier wealth management firm in Toronto, ON, dedicated to achieving our clients' financial goals. We offer personalized financial solutions covering financial planning, portfolio management, tax preparation, debt management, and estate planning. Our holistic approach focuses on matching clients' financial and life goals with personalized strategies for success.
Role Description
We are looking for a very driven and disciplined Vice President, Regional Sales Manager to lead our corporate development team. This role is critical in ensuring the team is aligned, motivated, and consistently following our sales process and exceeding key performance indicators (KPIs). You'll work closely with leadership to implement sales strategies, coach team members, and help scale our outreach and business development efforts.
Key Responsibilities
- Lead, manage, and coach a team of corporate development professionals focused on B2B outreach and partnership development
- Set clear performance expectations and hold the team accountable for meeting and exceeding KPIs
- Foster a positive, high-performance team culture through motivation, ongoing feedback, and recognition
- Monitor pipeline performance, analyze sales data, and implement process improvements
- Collaborate with leadership on strategic direction and growth initiatives
Qualifications
- 5+ years of experience in sales leadership, preferably in financial services, fintech, or a B2B environment
- Proven track record of managing high-performing teams and meeting sales targets
- Strong motivational and coaching skills with a passion for people development
- Excellent communication, organizational, and analytical skills
- Familiarity with CRM tools and sales analytics platforms (e.g., Salesforce, HubSpot)
What's in it for you?
- A competitive salary
- Opportunity to make a tangible impact on company growth
- Work in a rapidly growing, dynamic, and high-performing company within the downtown financial district
About Optimize Wealth Management
We are the next generation in premier wealth management. We judge our success and value based on how well your financial goals are achieved, not ours.
At Optimize Wealth Management (Optimize Inc.), we provide our clients with personalized financial solutions and advice to help them at every stage of their lives. Our financial services and solutions cover everything from financial planning and portfolio management to tax preparation, debt management, and estate planning. The cornerstone of our service rests in effectively matching our clients’ financial and life goals with a personalized strategy and overall customer service experience which will exceed their goals in every respect.
Our entirely holistic approach and no load advisory relationship, ensures everyone succeeds and prospers together. We separate ourselves from the rest by providing the full suite of financial advisory services, our independence, no load advice and personalized service, coupled with our financial strength and premium returns. The values we stand by are honesty; persistence, teamwork, and excellence.