Account Executive, Canoe
Wealth Management
$125-140k
+ Variable. Salary is for NY only and adjusted for geo
AI platform for alternative investments
Posted today
AI platform for alternative investments
101-200 employees
Posted today
$125-140k
+ Variable. Salary is for NY only and adjusted for geo
101-200 employees
Company mission
To unlock efficiencies in alternative investment processes by introducing purpose-built automation into the workflows of institutional investors, asset servicers, capital allocators and wealth managers.
Role
Who you are
- 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
- MBA highly preferred
What the job involves
- 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
- 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
- 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
Our take
The internet presents itself as a seemingly infinite source of crucial information, particularly when it comes to financial information to inform smart investment. However, the sheer amount of data available makes it incredibly difficult to mine, aggregate and analyze in a way that is fast and efficient enough to be useful.
Canoe leverages AI technology to automate the analysis of investment data, including document collection, data extraction, categorization and validation. The technology is provided in the form of cloud-based tools, API packages and integrated portals, ultimately aiming to present a unified system in which investors can tackle the inefficiencies of manual investment data analysis.
It's undeniable that other automated data analysis services are available, but the unified nature of Canoe makes it stand out as a solution with a lot of potential. Off of 2024's Series C funding, the company is further optimising and developing its product offerings.
Freddie
Company Specialist at Welcome to the Jungle
Insights
48% employee growth in 12 months
Company
Funding (2 rounds)
Jul 2024
$36m
SERIES C
Feb 2023
$25m
SERIES B
Total funding: $61m
Company benefits
- Intracompany committees
- Team based strategic planning
- Group brainstorming sessions
- Health/Dental/Vision Benefits
- Life Insurance
- Wellness Programs
- Commuter Benefits
- Company Outings
- Happy Hours (Club Canoe) are hosted once a month, and impromptu happy hours are sprinkled in between!
- Education reimbursement
- Onsite and virtual training courses
- Attendance at job related conferences and seminars
- Monthly Lunch and Learns
- Cross functional training encouraged
- Promote from within
- Customized development tracks
- 401(K)
- Company Equity
- Performance Bonus
- Unlimited PTO
- Paid Holidays
Company 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
Company HQ
Canal Street, New York, NY
Articles
Leadership
Jason Eiswerth
(CEO)Extensive experience in financial services and business development. Held various Board positions and served as Managing Director at firms such as Nima Capital.
Salary benchmarks
We don't have enough data yet to provide salary benchmarks for this role.
Submit your salary to help other candidates with crowdsourced salary estimates.
Share this job
View 10 more jobs at Canoe