Strategic Account Executive

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 We pride ourselves on revolutionizing an outdated process with a product that's adopted 4x more than previous solutions.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.

About the Role 

As CapIntel’s first US Account Executive, you’ll lead our enterprise sales efforts with some of the most influential wealth and banking institutions in the country. You’ll own complex, high-value relationships and guide clients through strategic solutions that modernize how financial advisors engage their customers. Partnering closely with Leadership, GTM, and Build, you’ll shape our US go-to-market strategy, refine how we sell to large financial institutions, and set up the foundation for scalable growth across the region. 

What You’ll do 

• Own and manage a pipeline of enterprise prospects across your assigned territory, 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 

• Enterprise SaaS sales: proven success running full-cycle sales processes with large, complex organizations 
• Outbound and prospecting: comfort with cold outreach and experience building new opportunities in untapped accounts 
• Strategic time management: ability to prioritize across a large territory and multiple high-value deals 
• Resourcefulness: thrives in ambiguity and can adapt quickly while building processes along the way 
• Relationship builder: skilled at developing strong, multi-layered partnerships, including at the executive level 
• Value-based selling: adept at uncovering client needs and aligning solutions to deliver measurable ROI 

Bonus Experience 

• Background in financial services or wealth management 
• Experience selling sales enablement or fintech solutions 

Not Sure You Meet Every Requirement?

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 people@capintel.com.

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.