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
Department Sales Locations Jacksonville, New York City Remote status Hybrid
