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Guiding the investment industry forward with smarter alts management
Account Executive, Wealth Management
Location
New York
Posted
82 days ago
Salary
$245K - $260K / year
Seniority
Senior
Job Description
Account Executive, Wealth Management
Canoe Intelligence
• 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
Job 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)
- MBA highly preferred
Benefits
- 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
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