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About the Role
As an Account Executive, Wealth Management at Canoe Intelligence, you will drive revenue growth by identifying, engaging, and closing new business opportunities within the North American Wealth Management segment, focusing on building strong relationships with key decision-makers in single and multi-family offices.
Responsibilities
- Identify and target potential clients
- Build and maintain a strong sales pipeline through proactive prospecting and lead generation activities
- Conduct thorough research to understand client needs, pain points, and priorities
- Develop and deliver compelling sales presentations and product demonstrations
- Collaborate with internal teams to ensure a seamless client onboarding and implementation process
- Negotiate contract terms and pricing agreements
- Provide accurate sales forecasts and reports
- Stay up-to-date with industry trends, competitive landscape, and regulatory changes
Requirements
- 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
Skills
- Fintech sales
- Business development
- Alternative investment industry knowledge
- Communication
- Presentation
- Relationship building
- Negotiation
- Closing deals
- CRM software
- Outreach
- Zoom Info
- Highspot
Location
- Hybrid in New York
- Hybrid in Jacksonville
- Fully remote within the East Coast
Work Type
- Hybrid
- Remote
- Full-time
Experience Level
- 5+ years
Education Level
- MBA preferred
Salary/Compensations
- $245,000 - $260,000 OTE (base plus commission)
- Equity (based on NYC, will be adjusted for geo)
Benefits
- Medical
- Dental
- Vision
- Flexible PTO
- 401(k)
- Flexible work from home policy
- Home office stipend
- Employee Assistance Program
- Gym/Wifi reimbursement
- Education assistance
- Parental Leave
About the Company
- 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.
Equal Opportunity
- 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.