Account Executive, Wealth Management

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

• 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 abi...