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 We pride ourselves on revolutionizing an outdated process with a product that's adopted 4x more than previous solutions.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 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% (1-2x per month) 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 

What We’re Looking For 

• 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.

Bonus Experience 

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

At CapIntel, we design compensation with intention. Each role is assessed based on the impact, skills, and experience it requires, and we align pay to competitive market data so candidates have clarity from the start.

For this role, the posted base salary range reflects our expectations for candidates hired into the role in applicable markets. Final compensation is determined based on factors including your experience, skillset, potential impact, and work location. The listed range is a guideline, and the range for this role may be adjusted as