Account Executive - Wealth Management

| New York, NY, USA | Remote | Hybrid
Employer Provided Salary: 100,000-125,000 Annually
Salary data is provided by the employer. Please note this is not a guarantee of compensation.
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COMPANY: Canoe Intelligence
WEBSITE: https://canoeintelligence.com/
TITLE: Account Executive - Wealth Management
LOCATION: New York or Fully Remote in the United States
SALARY: $100,000 - $125,000 base salary + variable (based on NYC, will be adjusted for geo)
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. 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
  • MBA highly preferred


What You'll Get:

  • Medical, dental, vision benefits
  • Flexible PTO
  • 401(k)
  • Flexible work from home policy
  • Home office stipend + wifi reimbursement
  • Employee Assistance Program
  • Gym reimbursement
  • Education assistance
  • Parental Leave
  • Commuter benefits


    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.

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    Technology we use

    • Engineering
    • Sales & Marketing
    • People Operations
      • JavaLanguages
      • JavascriptLanguages
      • PHPLanguages
      • PythonLanguages
      • SqlLanguages
      • ReactLibraries
      • VueLibraries
      • Angular.JSFrameworks
      • LaravelFrameworks
      • MySQLDatabases
      • WordpressCMS
      • HubSpotCRM
      • SalesforceCRM
      • SlackCollaboration
      • ZoomCollaboration

    Location

    Canoe is located in the trendy SoHo district of downtown Manhattan, easy to get to by train or ferry (and even easier now since we're remote!).

    An Insider's view of Canoe

    What’s the vibe like in the office?

    A healthy mix of cold brew on tap, snacks and quiet spaces to get work done. On most days the office is typically pretty quiet, except when the remote folks are in town! Bring your pool cue or ping pong paddle as fresh competition is wanted. Friendly office banter is welcome is an added bonus.

    Drew

    Full Stack Developer

    What makes someone successful on your team?

    There are three key qualities that drive success on our team: independent & resourceful, organized, and self-motivated. As a small team, we wear multiple hats and are often handling all aspects of the sales process in any given day. It's critical to be self-reliant & organized, while maintaining a high degree of persistence and discipline.

    Maggie

    Sales Executive

    How do your team's ideas influence the company's direction?

    Canoe is an incredibly collaborative and flat organization. New ideas and perspectives from our team are critical to the company’s continued growth and evolution and are valued deeply. At Canoe, the impact you have on the company’s trajectory is direct and tangible, and in my mind, that’s one of the things that makes Canoe so special.

    Mike

    Partner and Chief Revenue Officer

    What are some things you learned at the company?

    I've learned so much at Canoe not only about the alternative investments space, but also the essential skills needed to succeed individually and as a team within a startup. Our collaborative, fast-paced culture allows for growth based on interests and skills while our diverse team allows us to learn from and contribute to each other's development.

    Minoo

    Client Success Manager

    What are Canoe Perks + Benefits

    Canoe Benefits Overview

    At Canoe, we provide our team with a full benefits package, including medical, dental, vision, 401k, commuter benefits, gym/wellness reimbursements, and more. While the whole team is currently remote, our development team continues to conduct daily stand-ups to regularly touch base. We have monthly company-wide meetings, semi-annual Town Halls, and weekly virtual games for the team to hang out away from work.

    Culture
    Team based strategic planning
    Open office floor plan
    Remote work program
    Diversity
    Mandated unconscious bias training
    Diversity manifesto
    Hiring practices that promote diversity
    Health Insurance + Wellness
    Dental insurance
    Vision insurance
    Health insurance
    Wellness programs
    Financial & Retirement
    401(K)
    Company equity
    Performance bonus
    Child Care & Parental Leave
    Generous parental leave
    Family medical leave
    Vacation + Time Off
    Unlimited vacation policy
    Paid holidays
    Paid sick days
    Canoe offers unlimited sick days for all employees.
    Office Perks
    Company-sponsored outings
    Company-sponsored happy hours
    Fitness stipend
    Canoe reimburses each team member up to $100 per month for health and wellness activities.
    Home-office stipend for remote employees
    Canoe employees receive a $200 stipend to cover the cost of remote work accommodations (Canoe provides employees with computers and computer peripherals separately).
    Professional Development
    Promote from within
    Continuing education stipend
    Canoe offers education reimbursement for all full-time employees of $1,000 annually.
    Continuing education available during work hours

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