Account Executive, Wealth Management

COMPANY: Canoe IntelligenceWEBSITE: https://canoeintelligence.com/TITLE: Account Executive, Wealth ManagementLOCATION: Fully Remote - CA West Coast 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 West Coast and Mountain Region. 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 clientsBuild and maintain a strong sales pipeline through proactive prospecting and lead generation activitiesConduct thorough research to understand the needs, pain points, and priorities of prospective clientsDevelop and deliver compelling sales presentations and product demonstrations to showcase the value of Canoe Intelligence's solutionsCollaborate with internal teams, including sales engineering, business development, marketing, and client success, to ensure a seamless client onboarding and implementation processNegotiate contract terms and pricing agreements to drive successful deal closuresProvide accurate sales forecasts and reports to the sales management teamStay up-to-date with industry trends, competitive landscape, and regulatory changes that impact the institutional sectorWhat We’re Looking For:5 year track record of success in fintech sales and business developmentStrong knowledge of the alternative investment industry, including key players, industry regulations, and market trendsExcellent communication and presentation skills, with the ability to effectively articulate complex concepts to both technical and non-technical audiencesDemonstrated ability to build and maintain relationships with senior-level decision makers and influencersStrong negotiation and closing skills, with a focus on driving revenue growthSelf-motivated, proactive, and results-oriented mindsetAbility to work effectively in a fast-paced, dynamic startup environmentProficiency in CRM software and other sales productivity tools (Outreach, Zoom Info, Highspot)MBA highly preferredWhat You’ll Get:Medical, dental, vision benefitsFlexible PTO401(k)Flexible work from home policyHome office stipendEmployee Assistance ProgramGym/Wifi reimbursementEducation assistanceParental LeaveOur Values:Client First —> Listen, and deliver client-centric solutionsBe An Owner —> Take initiative, improve situations, drive positive outcomesExcellence —> Always set the highest standard for yourself and othersWin Together —> 1 1 = 3Who 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.

Salary : $245,000 - $260,000