Account Executive, Wealth Management

Canoe Intelligence

Account Executive focusing on Wealth Management at Canoe Intelligence. Developing and executing sales strategies in the fintech space for institutional investors.

Posted 6/9/2026full-timeJacksonville • Florida, New York • 🇺🇸 United StatesMid-LevelSenior💰 $245,000 - $260,000 per yearWebsite

About the role

Key responsibilities & impact

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

Requirements

What you’ll need

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

Comp & perks

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

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

fintech salesbusiness developmentsales forecastinglead generationcontract negotiationsales presentationsproduct demonstrationsrelationship buildingrevenue growth

Soft Skills

communication skillspresentation skillsnegotiation skillsself-motivatedproactiveresults-orientedability to work in fast-paced environment

Certifications

MBA