Senior Account Executive

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, we’re focused on investors getting better service, understanding their investments, and feeling at ease knowing their future is secure.

Since launching in 2019, CapIntel has seen rapid adoption and industry recognition, earning top placements in Deloitte’s Technology Fast 50 Canada and Fast 500 North America in 2025, ranking us among the fastest-growing technology companies.

To support this momentum, we’re growing our team rapidly—investing in people who drive innovation at scale to expand our impact across the North American wealth management industry.

About the Role

CapIntel is scaling in the US, and this role is about accelerating that momentum. You’ll join an established go-to-market team with real traction among wealth and banking institutions, in a market with strong demand for

what we do. Your focus is closing: owning complex, high-value enterprise deals and guiding some of the country’s most influential financial institutions through decisions that modernize how their advisors engage clients.

You’ll work closely with Leadership, GTM, and Build to sharpen what’s already working, strengthen our commercial approach with large institutions, and turn a working engine into a repeatable one.

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 close a pipeline of enterprise opportunities across your territory, driving net-new business and expansion within existing accounts Act as a trusted advisor by leveraging deep knowledge of wealth, banking,