Director, Wealth Management & Advisor Sales (Equity)

Capitalize; New York (NY); Hybrid; USD 160,000 - 190,000; Full time

Benefits offered by this job

Competitive compensation & equity

Medical, dental, and vision insurance

401(k) plan

Unlimited PTO

12 weeks fully-paid parental leave

Hybrid work in New York City

Job summary

Capitalize is looking for a Director of Wealth Management & Advisor Sales to accelerate growth across enterprise wealth-management clients. You’ll own the end-to-end sales process, building pipeline through relationships and strategic outreach, negotiating deals, and closing high-impact contracts.

You’ll collaborate with Marketing, Customer Success, Product, and executives while shaping the Advisor GTM playbook.

Qualifications

• Quota-carrying B2B sales experience with meeting targets.
• Experience selling into wealth management—RIAs, aggregators, broker-dealers.
• Strong network in the wealth management industry.
• Ability to navigate complex multi-stakeholder sales processes.
• Hunter mentality with pipeline-building drive.
• Executive presence translating product to business value.
• Comfort in a fast-paced, high-growth environment.
• Cross-functional collaboration with Marketing, Product, and Customer Success.
• Experience building new markets or go-to-market motions.

Responsibilities

• Own the full sales process from prospecting to contract signing.
• Build and manage a strategic pipeline through relationships and outbound outreach.
• Develop account strategies for top prospects and determine path to close.
• Collaborate with CEO/CCO on distribution relationships and enterprise deals.
• Partner with Customer Success to ensure smooth handoffs and expansions.
• Help build the Advisor GTM playbook with messaging, pricing, and objections.
• Represent Capitalize at market events with regular travel for key meetings.

Skills

Quota-carrying sales

Wealth management sales

Executive presence

Cross-functional collaboration

Job description

Capitalize is looking for a Director of Wealth Management & Advisor Sales to accelerate growth across enterprise wealth-management clients. You’ll own the end-to-end sales process, building pipeline through relationships and strategic outreach, negotiating deals, and closing high-impact contracts.

You’ll collaborate with Marketing, Customer Success, Product, and executives while shaping the Advisor GTM playbook.