Solutions Consultant
Share
Job Location:
New York City, NY - USA
Monthly Salary:
$ 150000 - 180000
Posted on:
8 days ago
Vacancies:
1 Vacancy
Job Summary
CapIntel is a software platform built for wealth management enterprises to help financial advisors explain complex investment strategies to their clients. Advisors at some of the biggest banks across North America are winning trust by using CapIntel to easily compare investments and create compelling educational presentations. Ultimately were focused on investors getting better service understanding their investments and feeling at ease knowing their future is secure.
Since launching in 2019CapIntelhas seen rapid adoption and industry recognition earning top placements in Deloittes Technology Fast 50 Canada and Fast 500 North America in 2025 ranking us among thefastest-growing technology companies. To support this momentumweregrowing our teamrapidlyinvestingin people who drive innovation at scale to expand our impact across the North American wealth management industry.
About the Role
As Solutions Consultant you will be a key player in CapIntels presales motion working closely with the Director of GTM Strategy & Solutions and Strategic Account Executives to win enterprise deals with leading financial institutions. Youll translate complex client requirements into compelling tailored demonstrations and proposals that clearly communicate CapIntels value.
What Youll Be Doing
Presales Execution
- Lead and support discovery sessions with prospects to uncover technical and business requirements.
- Deliver tailored product demonstrations to audiences ranging from technical evaluators to C-suite executives at large enterprise wealth management firms.
- Respond to RFPs and security questionnaires with high-quality differentiated content.
- Configure and maintain demo environments that reflect real-world client scenarios.
Solution Design & Advisory
- Work with prospects and Account Executives to design solution configurations that map CapIntels platform to client needs.
- Serve as the technical and functional subject matter expert throughout the sales cycle.
- Identify integration requirements and work with Product and Engineering to validate feasibility.
Cross-Functional Collaboration
- Partner with the Director of GTM Strategy to build and refine presales playbooks demo scripts and competitive response frameworks.
- Provide structured feedback from the field to inform product roadmap priorities.
- Support sales enablement initiatives including contribution to bi-weekly GTM enablement sessions.
Process & Quality
- Maintain accurate and up-to-date presales documentation including discovery templates demo guides and proposal libraries.
- Help identify and flag risks in active pursuits to ensure deals progress efficiently.
- Continuously refine your approach based on win/loss learnings and market feedback.
What Were Looking For
- 35 years of experience in Solutions Consulting Sales Engineering or a related presales role ideally within a SaaS or fintech environment.
- Understanding of wealth management financial advisory workflows or institutional investment platforms is a strong asset.
- Strong presentation and communication skills comfortable in front of both technical evaluators and C-suite executives at large enterprise wealth management firms.
- Hands-on ability to configure and deliver polished scenario-based product demos.
- Familiarity with SaaS architectures data integrations and enterprise software evaluation processes.
- Collaborative mindset with the ability to manage multiple active opportunities simultaneously.
- Reports directly to the Director of GTM Strategy & Solutions.
- Willingness to travel up to 2030% for client engagements and industry events.
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 needed.
Compensation at CapIntel extends beyond base pay. Depending on the role total rewards may include variable pay equity comprehensive benefits flexible time off and dedicated opportunities for growth and development.
If youd like to learn more about how we approach compensation were happy to discuss it as part of the hiring process.
For roles based in or eligible to work from New York the expected base salary range is:
$150000 - $180000 USD
Notsureyou meet every requirement
We care most about mindset:yourdrivecuriosityandcommitmentto deliveringgreat experiencematters weknow thatcareersarentalways linear. If this role excitesyouand you believe you can make an impactwith uswe want to hear from you.
Whyyoullenjoy working here
Learn more aboutlife atCapIntelon ourCareerspage including the virtues that inspire how we work and theperksand benefits designed to support your growth and team built on trust respect and collaboration. This powerseverything we doand creates a space to challenge and elevate each otheras we work towards our shared this speaks to youwedbe excited to have you with us.
Required Experience:
Contract
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.
