| Position | Account Executive, Wealth Management |
| Posted | 16 Aug 2026 |
| Expired | 15 Sep 2026 |
| Company | Canoe Intelligence |
| Location | New York | US |
| Job Type | Full Time |
Latest job information from Canoe Intelligence for the position of Account Executive, Wealth Management. If the Account Executive, Wealth Management vacancy in New York matches your qualifications, please submit your latest application or CV directly through the updated Jobkos job portal.
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COMPANY: Canoe Intelligence
WEBSITE:
TITLE: Account Executive, Wealth Management
LOCATION: Hybrid in New York City
SALARY: $245,000 - $260,000 OTE (base plus commission)
The Role:
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 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.
What You’ll Do:
What We’re Looking For:
What You’ll Get:
Our Values:
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 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.
Canoe 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.
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