Account Executive, Wealth Management

Canoe Intelligence; New York (NY); Hybrid; USD 245,000 - 260,000; Full time

Benefits offered by this job

Medical, dental, vision

Flexible PTO

401(k)

Flexible work from home

Home office stipend

Employee Assistance Program

Gym/Wifi reimbursement

Education assistance

Parental Leave

Job summary

Canoe Intelligence is seeking an Account Executive, Wealth Management in a hybrid New York City role. You will identify, engage, and close new business opportunities within the North American Wealth Management segment, with a Midwest focus, driving revenue growth.

You will build relationships with senior decision-makers, craft compelling presentations, and collaborate across teams to ensure smooth onboarding and implementation of Canoe’s solutions.

Qualifications

• 5+ years of fintech sales and business development experience.
• Strong knowledge of the alternative investment industry and market trends.
• Excellent communication and presentation skills for technical and non-technical audiences.
• Demonstrated ability to build relationships with senior decision-makers.
• Proven negotiation and closing skills to drive revenue growth.
• Self-motivated, proactive, and results-oriented mindset.

Responsibilities

• Identify and target potential clients in the Wealth Management segment.
• Build and maintain a strong sales pipeline with proactive prospecting.
• Understand client needs through thorough research and discovery.
• Deliver compelling sales presentations and product demonstrations.
• Collaborate with Sales Engineering, Marketing, and Customer Success teams.
• Negotiate contracts and pricing to close deals.
• Provide accurate sales forecasts and reports.

Skills

Fintech sales

Business development

Communication

Negotiation

CRM tools

Education

MBA preferred

Tools

Outreach

ZoomInfo

Highspot

Job description

COMPANY: Canoe Intelligence

WEBSITE: https://canoeintelligence.com/

TITLE: Account Executive, Wealth Management

LOCATION: Hybrid in New York City

SALARY: $245,000 - $260,000 OTE (base plus commission)

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 Midwest. 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.