Account Executive, Wealth Management
COMPANY: Canoe Intelligence
WEBSITE: https://canoeintelligence.com/
TITLE: Account Executive, Wealth Management
LOCATION: Hybrid in New York or Jacksonville, or fully remote within the East Coast
SALARY: $245,000 - $260,000 OTE (base plus commission), plus equity (based on NYC, will be adjusted for geo)
The Role:
As an Account Executive, Wealth Management at Canoe Intelligence, you will develop and execute strategies to identify, engage, and close new business opportunities within our Wealth Management segment in North America with a focus on the East Coast. The position's primary goal will be to drive revenue growth by establishing strong relationships with key decision-makers and influencers within the single family office and multi family office segments.
What You’ll Do:
Identify and target potential clients
Build and maintain a strong sales pipeline through proactive prospecting and lead generation activities
Conduct thorough research to understand the needs, pain points, and priorities of prospective clients
Develop and deliver compelling sales presentations and product demonstrations to showcase the value of Canoe Intelligence's solutions
Collaborate with internal teams, including sales engineering, business development, marketing, and client success, to ensure a seamless client onboarding and implementation process
Negotiate contract terms and pricing agreements to drive successful deal closures
Provide accurate sales forecasts and reports to the sales management team
Stay up-to-date with industry trends, competitive landscape, and regulatory changes that impact the institutional sector
What We’re Looking For:
5+ year track record of success in fintech sales and business development
Strong knowledge of the alternative investment industry, including key players, industry regulations, and market trends
Excellent communication and presentation skills, with the ability to effectively articulate complex concepts to both technical and non-technical audiences
Demonstrated ability to build and maintain relationships with senior-level decision makers and influencers
Strong negotiation and closing skills, with a focus on driving revenue growth
Self-motivated, proactive, and results-oriented mindset
Ability to work effectively in a fast-paced, dynamic startup environment
Proficiency in CRM software and other sales productivity tools (Outreach, Zoom Info, Highspot)
MBA highly preferred
What You’ll Get:
Medical, dental, vision benefits
Flexible PTO
401(k)
Flexible work from home policy
Home office stipend
Employee Assistance Program
Gym/Wifi reimbursement
Education assistance
Parental Leave
Our Values:
Client First —> Listen, and deliver client-centric solutions
Be An Owner —> Take initiative, improve situations, drive positive outcomes
Excellence —> Always set the highest standard for yourself and others
Win Together —> 1 + 1 = 3
Who We Are:
Canoe is reimagining alternative investment data processes for hundreds of leading institutional investors, capital allocators, asset servicing firms and wealth managers. By combining industry expertise with the most sophisticated data capture technologies, Canoe’s technology automates the highly-frustrating, time-consuming, and costly manual workflows related to alternative investment document and data management, extraction and delivery. With Canoe, clients can refocus capital and human resources on business performance and growth, increase efficiency, and gain deeper access to their data.
Canoe’s AI-driven platform was developed in 2013 for Portage Partners LLC, a private investment firm. Canoe is an equal opportunity employer. All aspects of employment including the decision to hire, promote, discipline, or discharge, will be based on merit, competence, performance, and business needs.
We do not discriminate on the basis of race, color, religion, marital status, age, national origin, ancestry, physical or mental disability, medical condition, pregnancy, genetic information, gender, sexual orientation, gender identity or expression, veteran status, or any other status protected under federal, state, or local law.