Remote Wealth Management Account Executive (Midwest)

Canoe Intelligence; Coffeyville (KS); On-site; USD 245,000 - 260,000; Full time

Benefits offered by this job

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

Job summary

Canoe Intelligence is looking for an Account Executive in Wealth Management. This fully remote position focuses on driving revenue growth by developing strategies to engage and close new business opportunities, especially within single and multi-family offices.

The ideal candidate should have strong fintech sales experience, excellent communication skills, and a solid understanding of the alternative investment landscape. Competitive salary of $245,000 - $260,000 OTE, along with comprehensive benefits is offered.

Qualifications

• 5+ years of success in fintech sales and business development.
• Strong knowledge of alternative investment industry regulations and trends.
• Ability to articulate complex concepts to various audiences.

Responsibilities

• Identify and target potential clients in Wealth Management.
• Build and maintain a strong sales pipeline.
• Conduct research to understand client needs.

Skills

Fintech sales

Business development

Relationship building

Negotiation skills

Communication skills

CRM software proficiency

Education

MBA preferred

Tools

Outreach

Zoom Info

Highspot

Job description

Canoe Intelligence is looking for an Account Executive in Wealth Management. This fully remote position focuses on driving revenue growth by developing strategies to engage and close new business opportunities, especially within single and multi-family offices.

The ideal candidate should have strong fintech sales experience, excellent communication skills, and a solid understanding of the alternative investment landscape. Competitive salary of $245,000 - $260,000 OTE, along with comprehensive benefits is offered.