Enterprise Account Executive – WealthTech & FinServ

Remote Jobs; United States; Remote; USD 140,000 - 210,000; Full time

Job summary

CapIntel is a remote-first software platform empowering wealth management institutions to explain investments clearly. We focus on helping advisors serve clients better and modernize engagement with enterprises across North America.

In this US-focused role, you will own enterprise opportunities, guide major financial institutions through complex decisions, and collaborate with leadership to scale a proven GTM approach. Travel up to 25% within the United States is expected.

Qualifications

• Experience closing enterprise SaaS deals with large, complex organizations.
• Proven ability to outbound and build opportunities in untapped accounts.
• Ability to prioritize across a large territory and multiple high-value deals.
• Comfort in a fast-moving environment and willingness to refine existing processes.
• Skilled at building multi-level executive relationships and partnerships.
• Experience linking solutions to measurable ROI for clients.

Responsibilities

• Own and close a pipeline of enterprise opportunities across your territory.
• Act as a trusted advisor using knowledge of wealth, banking, and financial services.
• Build high-trust relationships across client organizations, including C-Suite.
• Collaborate with Leadership, GTM, and Build to apply account strategies.
• Execute outbound strategy with targeted outreach and multi-channel campaigns.
• Navigate long, complex deal cycles with commercial judgment and a solutions-oriented approach.

Skills

Enterprise SaaS closing

Outbound prospecting

Strategic prioritization

Pragmatic operator

Relationship building

Value-based selling

Job description

CapIntel is a remote-first software platform empowering wealth management institutions to explain investments clearly. We focus on helping advisors serve clients better and modernize engagement with enterprises across North America.

In this US-focused role, you will own enterprise opportunities, guide major financial institutions through complex decisions, and collaborate with leadership to scale a proven GTM approach. Travel up to 25% within the United States is expected.