Account Executive, Wealth Management

Job overview

The Account Executive, Wealth Management is a hybrid role based in New York, NY. The position offers a salary range of $245,000–$260,000 per year, supporting the Wealth Management segment at Canoe Intelligence. This role exists to drive revenue growth by identifying, engaging, and closing new business opportunities within the single family office and multi family office segments in North America.

What you'll do

• Identify and target potential clients.
• Build and maintain a strong sales pipeline through proactive prospecting and lead generation.
• Conduct thorough research to understand the needs, pain points, and priorities of prospective clients.
• Develop and deliver compelling sales presentations and product demonstrations.
• Collaborate with internal teams to ensure a seamless client onboarding and implementation process.
• Negotiate contract terms and pricing agreements.
• Provide accurate sales forecasts and reports.
• Stay up-to-date with industry trends, competitive landscape, and regulatory changes.

What we're looking for

Skills & competencies

full-time

hybrid

new york ny

account executive

wealth management

canoe intelligence

$245k-$260k/yr

fintech

sales

business development

alternative investments

crm

Work arrangement

• Weekend coverage required

Benefits & perks

• Medical, dental, vision benefits, flexible PTO, 401(k), home office stipend, EAP, gym/wifi reimbursement, education assistance, parental leave.

About the employer

Canoe Intelligence is hiring for this role. Industry: Administrative Management and General Management Consulting Services. Sector: 54.