Channel Manager, Wealth Management

COMPANY: Canoe Intelligence

WEBSITE: https://canoeintelligence.com/

TITLE: Channel Manager, Wealth Management

LOCATION: New York City (hybrid) or Fully Remote in the United States

SALARY: $130,000 to $150,000 (based on NYC, will be adjusted for geo)

The Role:

As the lead Channel Manager covering the Wealth Management segment, you will develop strong relationships with partners, Centers of Influence, and prospects to build referral networks that open doors and close deals. You will work closely with partners to generate leads, drive new business opportunities, build a healthy pipeline, and contribute meaningfully to new revenue.

We are looking for candidates with a proven track record of building deep relationships with financial services firms, fintech technology companies, and other commercial partners. You have an extensive knowledge of current market conditions, contending offerings and current penetration of services and solutions.

What You’ll Do:

• Identify and build relationships with multiple stakeholders at your channel partner accounts to ensure healthy partnership relationships and promote commercial success.
  
• Develop and implement strategies to cultivate new opportunities with current and potential channel partners.
  
• Create and prioritize target client lists to fuel growth within the Wealth Management segment.
  
• Achieve quarterly goal of generating qualified sales opportunities from channel partners.
  
• Conduct high-level discovery conversations and meetings with partners and prospective clients.
  
• Educate partners about Canoe’s product and articulate both Canoe’s value proposition with prospects as well as partners.
  
• Conduct client, prospect, industry, competitor, and market research/analysis to inform targeted business development efforts.
  
• Work cross-functionally across marketing, growth, direct sales, and relationship managers to drive new business opportunities and increase revenue generation.
  
Attend conferences, networking events, and other partner meetings to meet with channel partners and build Canoe’s brand in the market.

What We’re Looking For:

• Minimum 5 years of work experience with a minimum 3 years of experience in Partner Sales, Business Development, Partnership Management, or Channel Partnerships working with financial firms (PE, VC, Custodians, Fintech, Financial Services SaaS, etc)
  
• Strong discovery skills, with a knack for identifying pain points and consultative selling
  
• History as a top performer, regularly exceeding targets and quotas
  
• Dedication to tracking and improving performance and efficiency daily
  
• Strong written and verbal communication skills, with excellent listening skills
  
• Bias for action and a strong desire to work in a fast-paced startup environment
  
A strong cross-functional collaborator who can build relationships across the company

What You’ll Get:

• Medical, dental, vision benefits
  
• Flexible PTO
  
• 401(k)
  
• Flexible work from home policy
  
• Home office stipend + wifi reimbursement
  
• Employee Assistance Program
  
• Gym reimbursement
  
• Education assistance
  
• Parental Leave
  
Commuter benefits

Our Values:

• Client First —> Listen, and deliver client-centric solutions
• Be An Owner —> 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 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.