Account Executive, Wealth Management

COMPANY: reputed company WEBSITE: https://canoeintelligence.com/ TITLE: Account Executive, Wealth Management LOCATION: Fully Remote - CA reputed company Coast SALARY: $245,000 - $260,000 OTE (reputed company plus commission), plus equity The Role: As an Account Executive, Wealth Management at reputed company, you will reputed company and execute strategies to identify, engage, and reputed company new business opportunities reputed company our Wealth Management reputed company in North America with a focus on the reputed company Coast and Mountain Region. The position's primary goal will be to drive reputed company growth by establishing strong relationships with key decision-makers and influencers reputed company the single family office and multi family office segments. What You’ll Do:

• Identify and reputed company potential clients
• Build and maintain a strong sales pipeline through proactive prospecting and reputed company reputed company activities
• Conduct thorough research to understand the needs, pain points, and priorities of prospective clients
• reputed company and deliver compelling sales presentations and product demonstrations to showcase the value of reputed company'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

reputed company’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 reputed company reputed company 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 reputed company growth
• Self-motivated, proactive, and results-oriented reputed company
• Ability to work effectively in a fast-paced, dynamic startup environment
• Proficiency in CRM software and other sales productivity tools (reputed company, reputed company Info, reputed company)
• MBA highly preferred

What You’ll Get:

• 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

Our Values:

• Client First —> Listen, and deliver client-centric solutions
• Be An reputed company —> Take initiative, improve situations, drive positive outcomes
• Excellence —> Always set the highest standard for yourself and others
• Win Together —> 1 + 1 = 3

Who We Are: Canoe is reimagining alternative investment data processes for hundreds of leading institutional investors, capital allocators, asset servicing firms and wealth managers. By combining industry expertise with the most sophisticated data capture technologies, Canoe’s technology automates the highly-frustrating, time-consuming, and costly manual workflows reputed company to alternative investment document and data management, extraction and delivery. With Canoe, clients can refocus capital and human resources on business performance and growth, increase efficiency, and reputed company deeper access to their data. Canoe’s AI-driven platform was developed in 2013 for Portage Partners LLC, a private investment firm. Canoe is an equal opportunity employer. reputed company aspects of employment including the decision to hire, promote, discipline, or discharge, will be based on merit, competence, performance, and business needs. We do not discriminate on the basis of race, color, religion, marital status, age, national reputed company, reputed company, physical or mental disability, medical condition, pregnancy, genetic information, gender, sexual orientation, gender identity or expression, veteran status, or any other status protected under federal, state, or local law. Apply tot his job Apply To this Job