Wealth Management Sales Executive at Canoe

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COMPANY: Canoe Intelligence

WEBSITE: https://canoeintelligence.com/

TITLE: Wealth Management Sales Executive 


The Role: 

If you’re driven by the ability to rapidly accelerate pipeline growth, evangelize enterprise value propositions to the marketplace, and own entire open-to-close sales processes, we’re looking for you. As a Wealth Management Sales Executive, you’ll be working alongside the Sales Team to drive client acquisition and revenue growth, focusing on our Wealth Management prospect pool. In this role, you’ll have the unique opportunity to market our breakthrough technology while organically building our business alongside our growing team. 

 What You’ll Do: 

  • Liaise with Marketing and Partner teams to cultivate leads and build campaigns within the Wealth Management Segment
  • Build and manage the Channel Partner pipeline from lead generation through to deal closing
  • Manage existing Channel and Enterprise relationships to foster growth; work with these firms to provide product demonstrations to their clients and sales enablement materials in order to help them drive growth into their client segments.
  • Lead sales pitches and deliver product demos to all seniority levels within a potential client’s organization.
  • Work with Client teams to manage Proofs of Concept and design relevant onboarding plans for new clients
  • Set, manage, and communicate prospective client expectations – both internally, and externally with Client and Product teams

What We’re Looking For:


  • Positive attitude, high-energy approach, tireless work ethic
  • Excellent communication and organization skills
  • Strong deal-negotiating skills
  • Desire to work in a revenue-generating role with unlimited sales upside


  • Experience building and managing a sales pipeline in the FinTech space, preferably selling into allocators, institutional investment, and asset servicing firms
  • Demonstrated ability to meet or exceed sales targets in the SaaS technology space, while independently managing all stages of the sales cycle
  • Background in various Client-facing roles: ideally Solutions Consulting, Sales Engineering, or Relationship Management experience 
  • Understanding of the allocator community and alternative investment themes

What You’ll Get:

  • Access to benefits, including Medical, Dental, Vision, and commuter benefits
  • 20 days PTO, Unlimited Sick Days, + Gym & Wellness Reimbursement
  • Option to be 100% remote
  • One Floating Holiday Annually (Up to Employee Discretion)

 What’s The Process?

  • Our candidate discovery process generally constitutes the following key milestones: Phone Interview(s), Video Interview(s), Review of Work Product, and Small Project.

Our Principles: 

  • Integrity that adheres to, and encourages, high professional and personal standards
  • Execution and accountability-driven mentality that takes pride in getting the job done
  • Intellectual curiosity, a mind for process and a drive for continual improvement
  • Demonstrated passion for problem solving, a desire to help people and a client-centric focus
  • A comfort level with both giving and receiving respectful constructive critical feedback
  • The ability to identify and articulate goals and measurements for your and others’ success
  • Dedication to creating space for diverse backgrounds and perspectives to foster innovation & focus on intentional inclusivity

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
    • JavaLanguages
    • JavascriptLanguages
    • PHPLanguages
    • PythonLanguages
    • SqlLanguages
    • ReactLibraries
    • VueLibraries
    • AngularJSFrameworks
    • LaravelFrameworks
    • MySQLDatabases


Canoe is located in the bustling business 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

How would you describe the company’s work-life balance?

Canoe provides a great work-life balance ratio for me. The times I have stayed up late working on a bit of code has been out of curiosity and excitement over trying something new rather than out of stress. I feel comfortable and safe logging off to relax, which keeps me from burning out. The various weekly team nights also provide a fun atmosphere.


Full Stack Developer

What does your typical day look like?

As a full stack developer at a startup like Canoe, my role is mainly to develop new and exciting features to enhance our platform. However, working at a startup requires putting on many different hats. Each day can be very different from the next, but I enjoy being able to get my hands dirty with many different projects.


Full Stack Developer

How has your career grown since starting at the company?

The company provides excellent opportunities to enhance my professional skills in testing, coding, and management. If you have professional areas you are interested in, Canoe welcomes you to explore and implement new ideas into your work process.


Quality Assurance Lead

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.


Partner and Chief Revenue Officer

What does career growth look like on your team?

Canoe is very supportive of professional growth. Frequently, the more senior team members have helped identify projects that suit me and offer opportunities to take more ownership of my work and grow in my career.


Senior Full Stack Developer

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.

Intracompany committees
Daily sync
Team based strategic planning
Unconscious bias training
Diversity manifesto
Hiring Practices that Promote Diversity
Health Insurance & Wellness Benefits
Dental Benefits
Vision Benefits
Health Insurance Benefits
Wellness Programs
Retirement & Stock Options Benefits
Company Equity
Performance Bonus
Vacation & Time Off Benefits
Generous PTO
Canoe's vacation policy includes 20 days paid time off every year.
Paid Holidays
Paid Sick Days
Canoe offers unlimited sick days for all employees.
Perks & Discounts
Casual Dress
Fitness Subsidies
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 Benefits
Promote from within
Continuing Education stipend
Canoe offers education reimbursement for all full-time employees of $1,000 annually.
Time allotted for learning
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