CapIntel
CapIntel is a software platform built for wealth management enterprises to help financial advisors explain complex investment strategies to their clients. Advisors at some of the biggest banks across North America are winning trust by using CapIntel to easily compare investments and create compelling, educational presentations. Ultimately, we're focused on investors getting better service, understanding their investments, and feeling at ease knowing their future is secure.
Since launching in 2019, CapIntel has seen rapid adoption and industry recognition, earning top placements in Deloitte's Technology Fast 50 Canada and Fast 500 North America in 2025, ranking us among the fasting-growing technology companies. To support this momentum, we're growing our team rapidly-investing in people who drive innovation at scale to expand our impact across the North American wealth management industry.
About the Role
As a Strategic Account Executive for CapIntel's U.S. Market, you'll be at the forefront of our enterprise sales efforts, driving new business with leading wealth and banking institutions across the United States. This is a high-impact, quota-carrying role where you'll identify, pursue, and close complex, high-value deals that transform how financial advisors engage their clients.
You'll own the full sales cycle from prospecting and outreach to negotiation and close, and act as a trusted advisor to executive decision-makers. Working cross-functionally with leadership, GTM, and technical teams, you'll help shape our U.S. go-to-market strategy, refine our enterprise sales playbook, and lay the foundation for scalable growth in a key market.
While CapIntel is a remote-first company, we believe in prioritizing in-person time with our clients. This role will be expected to travel up to 25% (1-2x per month) within the United States. What You'll Do
* Own and manage a pipeline of enterprise prospects across your assigned territory; this includes driving net-new business and growth within existing accounts * Act as a trusted advisor by leveraging deep knowledge of wealth, banking, and financial services to influence buying decisions * Build high-trust, multi-level relationships across client organizations, including with C-Suite executives * Partner with Leadership, GTM, and Build to design account strategies that maximize client value and growth * Lead outbound strategy and execution, including prospecting, cold outreach, and multi-channel campaigns * Navigate long, complex deal cycles with resourcefulness and a solutions-oriented approach
What We're Looking For
* U.S. Financial Services Sales Experience : Proven success selling into wealth management, banking, or financial institutions in the United States. * Enterprise Sales Track Record : Demonstrated ability to close complex, high-value deals with large organizations. * Hunter Mentality : Skilled at outbound prospecting and building new opportunities in untapped accounts. * Team Selling & Collaboration : Comfortable working cross-functionally with GTM, Product, and Leadership to navigate multi-stakeholder deals. * Executive Relationship Builder : Adept at developing trust and credibility with senior decision-makers across multiple layers of an organization. * Strategic Time Management : Ability to prioritize across a large territory and manage multiple enterprise sales cycles simultaneously. * Value-Based Selling : Strong consultative approach to uncovering client needs and aligning solutions to deliver measurable ROI.
Bonus Experience
* Background in financial services or wealth management * Experience selling SaaS, sales enablement or fintech solutions
At CapIntel, we design compensation with intention. Each role is assessed based on the impact, skills, and experience it requires, and we align pay to competitive market data so candidates have clarity from the start.
For this role, the posted base salary range reflects our expectations for candidates hired into the role in applicable markets. Final compensation is determined based on factors including your experience, skillset, potential impact, and work location. The listed range is a guideline, and the range for this role may be adjusted as needed.
Compensation at CapIntel extends beyond base pay. Depending on the role, total rewards may include variable pay, equity, comprehensive benefits, flexible time off, and dedicated opportunities for growth and development.
If you'd like to learn more about how we approach compensation, we're happy to discuss it as part of the hiring process.
For roles based in or eligible to work from New York, the expected base salary range is:
$150,000-$200,000 USD
Not sure you meet every requirement?
We care most about mindset: your drive, curiosity and commitment to delivering great work. While experience matters, we know that careers aren't always linear. If this role excites you and you believe you can make an impact with us, we want to hear from you. Why you'll enjoy working here:
Learn more about life at CapIntel on our Careers page, including the virtues that inspire how we work and the perks and benefits designed to support your growth and well-being. We're a team built on trust, respect, and collaboration. This powers everything we do and creates a space to challenge and elevate each other as we work towards our shared vision. If this speaks to you, we'd be excited to have you with us.
At CapIntel, we believe diverse perspectives strengthen our work and our teams. We're committed to creating an inclusive hiring process and workplace by reducing barriers to opportunity and supporting equitable access to employment. We provide equal employment opportunities to all candidates and team members, regardless of race, ethnicity, language, genetic information, creed, religion, sex, sexual orientation, gender identity, family or marital status, neurodivergence, national origin, or age. We value people for their skills, experience, and the impact they bring to their work. We are committed to providing an inclusive and accessible recruitment experience, so please let us know if you require any accommodations to support your application process by emailing people@capintel.com. For your application:
To help us better understand your experience and how it aligns with this role, please take a few minutes to thoughtfully complete the questions below. Your responses support our initial review and help us assess your fit beyond what's captured in your resume.
To learn how we protect your personal data, read our Applicant Privacy Notice.
Since launching in 2019, CapIntel has seen rapid adoption and industry recognition, earning top placements in Deloitte's Technology Fast 50 Canada and Fast 500 North America in 2025, ranking us among the fasting-growing technology companies. To support this momentum, we're growing our team rapidly-investing in people who drive innovation at scale to expand our impact across the North American wealth management industry.
About the Role
As a Strategic Account Executive for CapIntel's U.S. Market, you'll be at the forefront of our enterprise sales efforts, driving new business with leading wealth and banking institutions across the United States. This is a high-impact, quota-carrying role where you'll identify, pursue, and close complex, high-value deals that transform how financial advisors engage their clients.
You'll own the full sales cycle from prospecting and outreach to negotiation and close, and act as a trusted advisor to executive decision-makers. Working cross-functionally with leadership, GTM, and technical teams, you'll help shape our U.S. go-to-market strategy, refine our enterprise sales playbook, and lay the foundation for scalable growth in a key market.
While CapIntel is a remote-first company, we believe in prioritizing in-person time with our clients. This role will be expected to travel up to 25% (1-2x per month) within the United States. What You'll Do
* Own and manage a pipeline of enterprise prospects across your assigned territory; this includes driving net-new business and growth within existing accounts * Act as a trusted advisor by leveraging deep knowledge of wealth, banking, and financial services to influence buying decisions * Build high-trust, multi-level relationships across client organizations, including with C-Suite executives * Partner with Leadership, GTM, and Build to design account strategies that maximize client value and growth * Lead outbound strategy and execution, including prospecting, cold outreach, and multi-channel campaigns * Navigate long, complex deal cycles with resourcefulness and a solutions-oriented approach
What We're Looking For
* U.S. Financial Services Sales Experience : Proven success selling into wealth management, banking, or financial institutions in the United States. * Enterprise Sales Track Record : Demonstrated ability to close complex, high-value deals with large organizations. * Hunter Mentality : Skilled at outbound prospecting and building new opportunities in untapped accounts. * Team Selling & Collaboration : Comfortable working cross-functionally with GTM, Product, and Leadership to navigate multi-stakeholder deals. * Executive Relationship Builder : Adept at developing trust and credibility with senior decision-makers across multiple layers of an organization. * Strategic Time Management : Ability to prioritize across a large territory and manage multiple enterprise sales cycles simultaneously. * Value-Based Selling : Strong consultative approach to uncovering client needs and aligning solutions to deliver measurable ROI.
Bonus Experience
* Background in financial services or wealth management * Experience selling SaaS, sales enablement or fintech solutions
At CapIntel, we design compensation with intention. Each role is assessed based on the impact, skills, and experience it requires, and we align pay to competitive market data so candidates have clarity from the start.
For this role, the posted base salary range reflects our expectations for candidates hired into the role in applicable markets. Final compensation is determined based on factors including your experience, skillset, potential impact, and work location. The listed range is a guideline, and the range for this role may be adjusted as needed.
Compensation at CapIntel extends beyond base pay. Depending on the role, total rewards may include variable pay, equity, comprehensive benefits, flexible time off, and dedicated opportunities for growth and development.
If you'd like to learn more about how we approach compensation, we're happy to discuss it as part of the hiring process.
For roles based in or eligible to work from New York, the expected base salary range is:
$150,000-$200,000 USD
Not sure you meet every requirement?
We care most about mindset: your drive, curiosity and commitment to delivering great work. While experience matters, we know that careers aren't always linear. If this role excites you and you believe you can make an impact with us, we want to hear from you. Why you'll enjoy working here:
Learn more about life at CapIntel on our Careers page, including the virtues that inspire how we work and the perks and benefits designed to support your growth and well-being. We're a team built on trust, respect, and collaboration. This powers everything we do and creates a space to challenge and elevate each other as we work towards our shared vision. If this speaks to you, we'd be excited to have you with us.
At CapIntel, we believe diverse perspectives strengthen our work and our teams. We're committed to creating an inclusive hiring process and workplace by reducing barriers to opportunity and supporting equitable access to employment. We provide equal employment opportunities to all candidates and team members, regardless of race, ethnicity, language, genetic information, creed, religion, sex, sexual orientation, gender identity, family or marital status, neurodivergence, national origin, or age. We value people for their skills, experience, and the impact they bring to their work. We are committed to providing an inclusive and accessible recruitment experience, so please let us know if you require any accommodations to support your application process by emailing people@capintel.com. For your application:
To help us better understand your experience and how it aligns with this role, please take a few minutes to thoughtfully complete the questions below. Your responses support our initial review and help us assess your fit beyond what's captured in your resume.
To learn how we protect your personal data, read our Applicant Privacy Notice.