Account Executive, Canoe

Wealth Management

$125-140k

+ Variable. Salary is for NY only and adjusted for geo

Senior and Expert level

New York

Remote from US

Guiding the investment industry forward with smarter alts management

Job no longer available

Guiding the investment industry forward with smarter alts management

101-200 employees

FintechB2BArtificial IntelligenceInvestingSaaSCapital Markets

Job no longer available

$125-140k

+ Variable. Salary is for NY only and adjusted for geo

Senior and Expert level

New York

Remote from US

101-200 employees

FintechB2BArtificial IntelligenceInvestingSaaSCapital Markets

Company mission

To unlock efficiencies in alternative investment processes by introducing purpose-built automation into the workflows of institutional investors, asset services, capital allocators, and wealth managers.,

Job

Company

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 optimizing and developing its product offerings and has recently launched an AI tech incubator, signalling clear ambition to lead as the next wave of data-driven innovation starts to take shape.

Freddie

Company Specialist at Welcome to the Jungle

Insights

Top investors

48% employee growth in 12 months

Glassdoor (3.4)

Company

Funding (2 rounds)

Jul 2024

$36m

SERIES C

Feb 2023

$25m

SERIES B

Total funding: $61m

Company benefits

Flexible PTO: Recharge with flexible PTO and paid holidays!
In-Person Events: We host regular happy hours and company outings in NYC, London, and Jacksonville. Going to be remote? We also bring our teams together from around the world as we're able.
Hybrid and Remote Work: Most roles at Canoe offer either a Hybrid or a Fully Remote schedule. Find the flexibility you are looking for here.
Remote Office Stipend: Need to level up your personal workspace? We offer $750 for any office equipment you purchase (monitors, desk, chair, etc.).
Professional Development: Continue to learn and grow, utilizing $1,000 in education reimbursement available annually to each employee. We also offer a robust Learning Management platform and host regular Lunch & Learns.
Parental Leave: We provide paid parental leave to all new parents following 6 months of employment.
Wellness/WiFi: We reimburse employees up to $100 per month to help cover gym memberships and internet.
Health Insurance: From medical dental, and vision to FSAs, HSAs, and more - we've got you covered

Company HQ

Canal Street, New York, NY

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.

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