Since launching in 2019, CapIntel has been on a mission to provide magical financial moments for all: investors, wealth professionals, and our customers.
Our innovative proposal generation platform transforms how financial professionals compare, discuss, and present investment options, empowering clients to make informed decisions. We pride ourselves on revolutionizing an outdated process with a product that's adopted 4x more than previous solutions. One executive called CapIntel "the most intuitive platform I’ve used in almost 20 years in financial services.”
As one of Canada's fastest-growing wealthtech companies, CapIntel is expanding at an unprecedented pace. Our relentless commitment to innovation drives us to build a dynamic team, strengthening our ability to impact the wealth industry landscape in 2025 and beyond.
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% (1x per quarter) 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
- 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.
- Background in financial services or wealth management
- Experience selling SaaS, sales enablement or fintech solutions
We know that what matters most is a great attitude, a hunger to learn, and a drive to deliver high-quality work. While experience is valuable, we also understand that careers don’t always follow a straight path. If you’re excited about this role but not sure you meet every requirement — we encourage you to apply!
Why You'll Love Working Here:Visit our Careers Page to learn more about what it’s like to work here, including the virtues that guide us and the perks and benefits designed to help you thrive. We’re proud to be a team where respect, trust, and collaboration drive everything we do. At CapIntel, we challenge and elevate each other because we know that true impact happens when exceptional people work together toward a common goal. We’d love for you to be part of our journey!
What's Important to Us:CapIntel believes that all dimensions of diversity are a strength, and that we have a role to play in actively reducing and eliminating systemic barriers to employment equity. We believe in equal employment opportunities regardless of race, ethnicity, language, genetic information, creed, religion, sex, sexual orientation, gender identity, family and marital status, neurodivergence, national origin, and age. We cultivate an inclusive workplace where people excel based on personal merit, qualification, experience, ability, and job performance.
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 [email protected].
To learn how we protect your personal data, read our Applicant Privacy Notice.
For your application:To help us quickly understand your qualifications and ensure your application receives the attention it deserves, please answer the following questions thoughtfully. These responses will assist us in the initial pre-screening and resume review process.
Top Skills
What We Do
Since we entered the market in October 2019, our mission has been to elevate finance to build wealth for all. To achieve this, we are transforming the way investment services professionals work, so they are equipped to deliver better results for their clients. As a Financial Advisor, the decisions you make have a lasting impact on your clients and their ability to achieve their financial goals. You must be able to assess and compare investment options efficiently to ensure you’re selecting the right portfolio to suit your client’s asset allocation. Today, however, the tedious, largely manual processes in the sales cycle can hinder your acuteness to the market, changing regulations, and client goals. This means not being able to get the information you need; making it harder to analyze funds and potentially leading to missed financial goals for your clients. We’ve developed a product to change that. CapIntel is a modernized platform that bridges sales process gaps and stamps out inefficiencies so advisors can attend to their clients’ needs more effectively and help them enhance their financial future. We empower each level of the firm’s sales force with the tools needed to get the job done, including modelling investment comparisons, preparing compelling proposals, and tracking compliance checkpoints. In short, our product facilitates an ecosystem that reflects the workflows of each wealth enterprise. Diversity builds better teams, and we encourage individuals of all backgrounds to reach out to us if you're interested in working together.
