Business Development Manager
Canopy Pte
Business Development Manager
Canopy Pte
Wealth data aggregation, portfolio analytics platform
Canopy Pte Ltd · Lazada One, 51 Bras Basah Road, #05-01, Singapore · — · Posted 2026-07-22
Workplace: on_site
• 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.
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
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Wealth data aggregation, portfolio analytics platform
Canopy Pte provides a cloud-based platform that gathers and centralizes a client’s financial information across asset classes, currencies, and custodians for private banks, family offices, wealth managers, and high-net-worth individuals. It ingests data from feeds, APIs, and PDFs and presents a unified portfolio view through modules like Visualizer, Analytics, and Reporter, with Canopy Manager handling revenue, billing, and accounting integrations. The platform stands out by consolidating data from any source, including non-traditional formats, and supporting multi-asset, multi-currency views across global custodians. Its goal is to make wealth data transparent and actionable, enabling managers to analyze, attribute performance, and deliver customized client reports.
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