{"id":1191238,"url":"https://alion.io/job/canoe-intelligence-account-executive-wealth-management","title":"Account Executive, Wealth Management","company":{"id":1941659,"name":"Canoe Intelligence","domain":"canoeintelligence.com","url":"https://alion.io/company/canoeintelligence","size_band":"51-200","is_staffing_agency":false,"is_intermediary":false,"listed_via":null,"ats_vendor":"Schema","truth_index":null},"role":"Sales","role_family":"Sales","seniority":"senior","employment_type":"full_time","work_mode":"on_site","remote_scope":null,"remote_scope_basis":null,"remote_working_hours":null,"hiring_geo_confidence":"structured","locations":["New York, United States"],"countries":["US"],"hiring_countries":[],"hiring_countries_total":0,"salary":{"min":245000,"max":260000,"currency":"USD","period":"year","gross":null,"usd_annual":260000},"salary_estimate":null,"experience_years_min":5,"visa_sponsorship":false,"relocation_package":false,"has_equity":false,"technologies":[{"name":"Wi-Fi","optional":false}],"status":"live","first_seen_at":"2026-06-08T23:19:18Z","employer_posted_date":"2026-09-14","last_verified_at":"2026-09-24T16:52:46Z","board_verified":true,"closed_at":null,"days_open":107,"trust":{"level":"ok","repost_count":null,"flags":[],"days_open":107},"description":"COMPANY: Canoe Intelligence\nWEBSITE: https://canoeintelligence.com/\nTITLE: Account Executive, Wealth Management\nLOCATION: Hybrid in New York City\nSALARY: $245,000 - $260,000 OTE (base plus commission)\nThe Role:\nAs 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 with a focus on the Midwest. 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.\nWhat You’ll Do:\nIdentify and target potential clients\n\nBuild and maintain a strong sales pipeline through proactive prospecting and lead generation activities\n\nConduct thorough research to understand the needs, pain points, and priorities of prospective clients\n\nDevelop and deliver compelling sales presentations and product demonstrations to showcase the value of Canoe Intelligence's solutions\n\nCollaborate with internal teams, including sales engineering, business development, marketing, and client success, to ensure a seamless client onboarding and implementation process\n\nNegotiate contract terms and pricing agreements to drive successful deal closures\n\nProvide accurate sales forecasts and reports to the sales management team\n\nStay up-to-date with industry trends, competitive landscape, and regulatory changes that impact the institutional sector\n\nWhat We’re Looking For:\n5+ year track record of success in fintech sales and business development\n\nStrong knowledge of the alternative investment industry, including key players, industry regulations, and market trends\n\nExcellent communication and presentation skills, with the ability to effectively articulate complex concepts to both technical and non-technical audiences\n\nDemonstrated ability to build and maintain relationships with senior-level decision makers and influencers\n\nStrong negotiation and closing skills, with a focus on driving revenue growth\n\nSelf-motivated, proactive, and results-oriented mindset\n\nAbility to work effectively in a fast-paced, dynamic startup environment\n\nProficiency in CRM software and other sales productivity tools (Outreach, Zoom Info, Highspot)\n\nMBA highly preferred\n\nWhat You’ll Get:\nMedical, dental, vision benefits\n\nFlexible PTO\n\n401(k)\n\nFlexible work from home policy\n\nHome office stipend\n\nEmployee Assistance Program\n\nGym/Wifi reimbursement\n\nEducation assistance\n\nParental Leave\n\nOur Values:\nClient First -> Listen, and deliver client-centric solutions\n\nBe An Owner -> Take initiative, improve situations, drive positive outcomes\n\nExcellence -> Always set the highest standard for yourself and others\n\nWin Together -> 1 + 1 = 3\n\nWho We Are:\nCanoe 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 related 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 gain deeper access to their data. Canoe’s AI-driven platform was developed in 2013 for Portage Partners LLC, a private investment firm.\nCanoe is an equal opportunity employer. All 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 origin, ancestry, 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.","description_format":"text","description_chars":4047,"description_truncated":false,"requirements":{"experience_years_min":5,"management_years_min":null,"team_size_min":null,"manages_managers":false,"education":{"level":"master","optional":true},"security_clearance":false,"languages":[]},"benefits":["Education assistance","Flexible schedule","Home office","Parental leave"],"hiring_locations":[],"hiring_excludes":[],"relocation_offered":false,"industries":["Banking","Wealth Management","Asset Management","Financial Consulting"],"lifecycle":[{"event":"open","at":"2026-09-24T16:52:46Z"}],"liveness":{"score":10,"band":"cold","label":"Long shot","p_open":1,"p_active":0.372,"p_room":0.28,"age_days":107,"expected_fill_days":42,"reasons":["conf:1","win:tail","crowd:"],"computed_at":"2026-09-24T18:16:44Z"},"pay":{"stated_usd_annual":260000,"is_top_pay":true},"html_url":"https://alion.io/job/canoe-intelligence-account-executive-wealth-management","json_url":"https://alion.io/job/canoe-intelligence-account-executive-wealth-management.json","meta":{"generated_at":"2026-09-24T18:16:44Z","cache_seconds":300,"methodology":"https://alion.io/methodology","terms":"https://alion.io/terms","contact":"https://alion.io/contact","api":"https://alion.io/developers"}}