Teams at Capitalize VC

Own and grow enterprise sales to 401(k) recordkeepers and retirement plan providers. Build pipeline through industry relationships, outbound prospecting, account planning, and events; manage complex deals from discovery through contract; and develop executive-level account strategies. Quantify commercial value, navigate technical, compliance, legal, and procurement processes, and coordinate cross-functional teams through implementation. Represent the company at customer meetings and industry events while helping refine its go-to-market strategy.

Design, build, and maintain cloud-native software that integrates with financial institutions and supports retirement account transfers. Develop scalable, resilient AWS services, troubleshoot distributed systems, and improve transaction reliability. The role also involves automation, CI/CD, DevOps practices, infrastructure as code, and collaboration in a fast-paced product development environment.

Own the full sales cycle for Capitalize’s advisor offering, selling rollover and wealth management technology to RIAs, aggregators, wirehouses, and broker-dealers. Build pipeline through relationships, outbound prospecting, and industry events; manage complex enterprise deals; develop account strategies; support strategic distribution relationships; partner with Customer Success on launches, renewals, and expansion; and help create the Advisor go-to-market playbook.