Account Executive, Wealth Management

Canoe Intelligence

3d•$245,000 - $260,000•Remote

About The Position

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.

Requirements

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)

Nice To Haves

MBA highly preferred

Responsibilities

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