Drive new business within Wealth Management by prospecting single- and multi-family offices, building a sales pipeline, delivering presentations and demos, negotiating contracts, collaborating with internal teams for onboarding, and providing forecasts while tracking industry trends.
COMPANY: Canoe Intelligence
WEBSITE: https://canoeintelligence.com/
TITLE: Account Executive, Wealth Management
LOCATION: Fully remote within the Midwest
SALARY: $245,000 - $260,000 OTE (base plus commission), plus equity
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:
What We're Looking For:
What You'll Get:
Our Values:
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.
WEBSITE: https://canoeintelligence.com/
TITLE: Account Executive, Wealth Management
LOCATION: Fully remote within the Midwest
SALARY: $245,000 - $260,000 OTE (base plus commission), plus equity
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.
Canoe London, England Office
London, United Kingdom
Similar Jobs at Canoe
.png)
Artificial Intelligence • Fintech • Information Technology • Machine Learning • Financial Services
Support asset-level data intake, validation, and exception triage for private markets. Ensure data quality and standardization, perform trend analysis to inform product and process improvements, coordinate onshore/offshore delivery, document operational logic, and collaborate with Product, Data, and Engineering teams to improve workflows and client reporting.
Top Skills:
Data PlatformsExcelSQL
Artificial Intelligence • Fintech • Information Technology • Machine Learning • Financial Services
The Director of Data Operations will build and lead the data operations function, drive operational excellence, and integrate AI with human expertise for data extraction and reporting in a dynamic environment.
Top Skills:
AIAutomationData ExtractionData OperationsData Validation
Artificial Intelligence • Fintech • Information Technology • Machine Learning • Financial Services
The Senior Product Owner leads agile teams in managing product backlogs, writing detailed user stories, and ensuring quality and timeliness during software development.
Top Skills:
AgileScrumSoftware DevelopmentUser Stories
What you need to know about the London Tech Scene
London isn't just a hub for established businesses; it's also a nursery for innovation. Boasting one of the most recognized fintech ecosystems in Europe, attracting billions in investments each year, London's success has made it a go-to destination for startups looking to make their mark. Top U.K. companies like Hoptin, Moneybox and Marshmallow have already made the city their base — yet fintech is just the beginning. From healthtech to renewable energy to cybersecurity and beyond, the city's startups are breaking new ground across a range of industries.
