Jobs at CapIntel

Own a product area across releases, create working prototypes, guide research and product decisions, define quality standards, measure outcomes, and contribute to design systems or tooling. The role requires strong UX and visual design expertise, comfort with AI-assisted building, complex data and regulated environments, and the ability to influence product and engineering stakeholders. You will also mentor designers and help establish scalable design practices.

Own and close complex enterprise SaaS sales opportunities across a territory, driving new business and account expansion. Build executive-level relationships with wealth management and banking institutions, guide long deal cycles, execute outbound prospecting, and align CapIntel’s solution to measurable client value. Collaborate with leadership, go-to-market, and product teams to refine account strategies and scale repeatable commercial processes. Travel within the United States up to 25%.

Own advisor engagement within target wealth firms: research targets, execute outbound outreach (email/phone/LinkedIn), secure meetings and demos, build advisor relationships and champions, maintain CRM activity, and share advisor insights with Product, Marketing, Sales, and Customer Success to drive enterprise sales momentum.

Own advisor engagement at target wealth firms from outreach to demonstrations, build advisor relationships and champions, run meetings/roundtables, maintain CRM activity, and share advisor insights with Product, Marketing, Sales, and Customer Success to support enterprise account plans.