Capitalize is building critical infrastructure for the $20 trillion retirement savings market with scalable technology and a world-class team.
We’re bringing a digital, API-first approach to modernize the $1 trillion in retirement account transfers and rollovers that happen annually. By doing so, we’re helping the almost 20 million Americans who change jobs each year with a 401(k) do the right thing with their assets.
Our Enterprise offering includes a full suite of APIs used by leading financial institutions such as Robinhood, Morgan Stanley, SoFi, TIAA, and many more. Our Advisor offering helps wealth management firms and advisors leverage that same technology, helping end-users seamlessly find and consolidate their retirement savings into one account.
We’ve raised $35mm+ from leading venture capital investors including RRE Ventures, Canapi Ventures, Greycroft, and others, and we’ve been recognized as one of TIME’s 100 Best Inventions, one of the Most Innovative Companies in America by Fast Company, and by Forbes as one of the Top 50 Fintech Companies in the US for several years running.
The OpportunityOur business is growing quickly, and that growth requires a clear view of moving pieces and how to optimize our platform in real-time. We’re looking for someone who can turn data into actionable insights. In this role, you’ll work closely with the data analytics lead, partnerships, operations, and members of the leadership team to connect partner activity, pipeline trends, and operational capacity so the business can scale predictably and efficiently.
If you're the kind of person who reads a dashboard and immediately starts asking "why" - this role is for you. You'll sit at the intersection of data, strategy, and execution, with direct visibility into how the business is performing and real influence over where it goes next. This isn't a reporting function. The work you do here will shape how leadership makes decisions, how partners operate, and how the company scales.
What You'll DoOwn the weekly business performance review by synthesizing pipeline trends, partner activity, and operational data into clear, decision-ready updates for the leadership team
Be the connective tissue between partnerships, operations, and analytics - translating what’s happening in the data into actions each team can actually use
Build and maintain a forward-looking demand and revenue forecast.
Spot where the funnel is underperforming, whether in conversion, throughput, or partner effectiveness, and partner cross-functionally on the right solutions.
Bring generalist analytical horsepower to high-priority business problems as they arise. The scope of this role will grow with the company.
Strong analytical ability and business judgment. You’re comfortable working with data and able to connect analysis to real business outcomes, focusing on the factors that truly drive performance.
Solid SQL and data analysis skills. You can query data, explore patterns, and build analytical models. You won’t need to build pipelines - the data infrastructure already exists.
Experience analyzing end-to-end funnels or pipelines. You’re familiar with key funnel metrics and analytical approaches such as cohort analysis, funnel stage conversion, drop-off analysis, and growth or lifecycle analytics.
Cross-functional collaboration experience. You’ve worked closely with teams such as partnerships, operations, and analytics to translate insights into actions that deliver measurable business outcomes.
Clear and effective communication. You can explain trends and insights in a way that helps stakeholders quickly understand what matters and what to do next.
Strong structured thinking. You’re comfortable working with ambiguous or imperfect data and can organize messy inputs into clear frameworks and actionable insights.
Familiarity with AI-assisted analytical tools. You’re comfortable using modern AI tools to accelerate analysis, explore data more efficiently, and surface insights faster.
Competitive compensation and equity in the company
Medical, dental, and vision insurance, with 100% premium covered for staff and 50% for dependents
401(k) plan access
Unlimited paid time off
12 weeks of fully-paid parental leave
Note: This role is hybrid based in New York City, with a requirement of at least three days per week in the office.
Skills Required
- Strong analytical ability and business judgment
- SQL and data analysis skills
- Experience analyzing end-to-end funnels or pipelines, including cohort, conversion, drop-off, growth, or lifecycle analytics
- Cross-functional collaboration experience with partnerships, operations, and analytics teams
- Clear and effective communication skills
- Strong structured thinking and ability to work with ambiguous or imperfect data
- Familiarity with AI-assisted analytical tools
What We Do
Capitalize is a mission-driven fintech company that provides digital, API-based retirement rollover infrastructure. Its platform helps consumers locate, consolidate, and transfer old 401(k) and other retirement assets, while its Enterprise APIs enable financial institutions, advisors, and recordkeepers to embed rollover experiences. Capitalize combines proprietary technology with rollover specialists to simplify retirement transfers and help Americans manage and grow their savings.
