Role Overview
As a Business Development Manager, you will identify and engage with family offices, EAMs, and UHNW principals globally, turning conversations into demos, demos into pilots, and pilots into long-term clients. You will own the full cycle from first meeting to signed contract, managing your own pipeline and reporting directly to the CEO.
What You Will Do
Your main responsibilities will include educating prospects on how data aggregation solves their real pain points, positioning Canopy as essential infrastructure for modern family offices, EAMs, and MFOs, and leveraging AI in your workflow for prospect research, client intelligence, and market analysis.
Why It Might Be a Fit
To be successful in this role, you will need an entrepreneurial mindset, a network in the wealth ecosystem, and the ability to work independently with real ownership. You will also need to be comfortable with ambiguity and excited about closing deals.
Requirements
- 3+ years in a client-facing role in wealth management, private banking, family office, EAM, or financial services
- Fluent English and Mandarin
- A network in the wealth ecosystem
- Entrepreneurial mindset
Benefits
- Leverage AI-powered tools for prospect research, client intelligence, and market analysis
- Access to cutting-edge AI capabilities
- Opportunity to work in a small, fast-moving team
To apply for this job please visit jobs.workable.com.

Follow us on social media