Wealth Management Account Executive — Fintech Growth

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

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.