• Win new clients. Identify and engage family offices, EAMs, MFOs, and UHNW principals globally. Turn conversations into demos, demos into pilots, pilots into long-term clients.
• Own the full cycle. From first meeting to signed contract -- you run the process. You manage your own pipeline, set your own pace, and report directly to the CEO.
• Be the trusted advisor. Canopy isn't a one-call close. You'll educate prospects on how data aggregation solves their real pain points -- fragmented reporting, manual reconciliation, lack of portfolio-level visibility -- and position Canopy as essential infrastructure for modern family offices, EAMs, and MFOs.
• Expand our footprint. We already serve clients across Singapore, Hong Kong, ASEAN, the Middle East, and Europe. You'll help us go deeper in existing markets and open new ones -- supported by strong client references and a growing global reputation.
• Leverage AI in your workflow. Use AI-powered tools for prospect research, client intelligence, and market analysis. You'll have access to cutting-edge AI capabilities that most sales teams won't see for years -- and your feedback will help us build the next generation of AI-driven sales tools.
Requirements
Must have:
• 3+ years in a client-facing role in wealth management, private banking, family office, EAM, or financial services -- you understand how wealth owners think
• A network (even a small one) in the wealth ecosystem -- family offices, private banks, EAMs, trustees, or wealth advisors
• Fluent English and Mandarin
• Entrepreneurial mindset -- comfortable with ambiguity, self-directed, and excited about closing deals with real ownership
Great to have:
• Experience selling SaaS, fintech, or technology solutions to financial institutions
• Understanding of portfolio reporting, data aggregation, or multi-custodian challenges
• Existing relationships with family offices or EAMs across multiple markets (Asia, Middle East, Europe, etc.)
• Curiosity about AI and willingness to adopt new tools -- no technical background required, just an open mind
• Prior startup experience or comfort working in a small, fast-moving team