Strategic Account Executive
Share
Job Location:
New York City, NY - USA
Monthly Salary:
Not Disclosed
Posted on:
18-10-2025
Vacancies:
1 Vacancy
Job Summary
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 We pride ourselves on revolutionizing an outdated process with a product thats adopted 4x more than previous solutions. One executive called CapIntel the most intuitive platform Ive used in almost 20 years in financial services.
As one of Canadas 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 CapIntels first US Account Executive youll lead our enterprise sales efforts with some of the most influential wealth and banking institutions in the country. Youll 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 youll 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.
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 Youll 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 Were 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 dont always follow a straight youre excited about this role but not sure you meet every requirement we encourage you to apply!
Why Youll Love Working Here:
Visit our Careers Page to learn more about what its like to work here including the virtues that guide us and the perks and benefits designed to help you thrive. Were 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. Wed love for you to be part of our journey!
Whats 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 .
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.
Required Experience:
IC
Key Skills
- Business Development
- Customer Service
- Revenue Growth
- ABC Analysis
- Account Management
- Communication
- CRM
- Excel
- Salesforce
- PMP
- Customer Relationships
- Business Relationships
- Sales Goals
- Sales Process
- CPA
About Company
Creating digital-first investment presentations that are informative, contextual, and transparent can help you impress your clients. Learn how to create compelling proposals that educate and engage your clients.
