Strategic Account Development Associate

CapIntel; New York (NY); On-site; USD 70,000 - 95,000; Full time

Job summary

CapIntel is seeking an individual to own advisor engagement within target wealth firms, guiding outreach and demonstrations to drive momentum in the enterprise sales process.

You will develop engagement plans, research firms, and build lists, coordinating with account executives to advance opportunities and convert outreach into meetings and workshops.

Qualifications

• Two to four years of wealth-management experience or related advisor roles.
• Practical understanding of advisor workflows and client conversations.
• Comfort with proactive outbound outreach across email, phone, and LinkedIn.
• Confidence building relationships, delivering product demonstrations, and presenting to individuals and groups.
• Strong commercial judgment and ability to identify genuine interest and build momentum.

Responsibilities

• Develop and own the advisor engagement plan for each firm.
• Research target firms and build focused outreach lists.
• Execute outbound outreach across email, phone, LinkedIn and other channels.
• Turn engagement into advisor meetings, product demonstrations, roundtables, and workshops.
• Build relationships with advisors and understand research and presentation processes.

Skills

Wealth-management experience

Outbound outreach

Presentation skills

Relationship building

Communication

Education

CSC, CIM, CFP, CFA, SIE credentials

Job description

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,CapIntelhas 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’regrowing our teamrapidly—investingin people who drive innovation at scale to expand our impact across the North American wealth management industry.

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,CapIntelhas 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’regrowing our teamrapidly—investingin people who drive innovation at scale to expand our impact across the North American wealth management industry.

About the Role

Working closely with our Solutions team and Strategic Account Executives, you will own advisor engagement within target wealth firms, from initial outreach and product demonstrations through the development of informed champions. Your work will support the broader account plan and create momentum throughout the enterprise sales process.

What You’ll Do

• Develop and own the advisor engagement plan for each firm, aligned with the Strategic Account Executive’s account plan.
• Research target firms, identify relevant advisor groups, and build focused outreach lists.
• Execute consistent outbound outreach across email, phone, LinkedIn, and other relevant channels.
• Turn outbound engagement into advisor meetings, product demonstrations, roundtables, and workshops.
• Build relationships with advisors and understand how they research investments, develop recommendations, create proposals, and present advice to clients.
• Identify potential champions, deepen their understanding of CapIntel, and equip them to advocate for the platform internally.
• Maintain disciplined follow-up throughout the enterprise sales process and keep engagement activity current in the CRM.
• Use advisor insights to strengthen account messaging, presentations, and demonstrations.
• Share recurring advisor needs and market feedback with Product, Marketing, Sales, and Customer Success.

What We’re Looking For

• Two to four years of wealth-management experience, ideally as an internal wholesaler, internal sales consultant, associate advisor, or associate financial planner.
• A practical understanding of advisor workflows and client conversations.
• Comfort with proactive outbound outreach across email, phone, and LinkedIn.
• Confidence building relationships, delivering product demonstrations, and presenting to individuals and groups.
• Strong commercial judgment and the ability to identify genuine interest, develop champions, and create momentum.
• Persistence, curiosity, and the ability to take ownership of an engagement plan.
• Excellent communication, research, planning, and organizational skills.
• The ability to work effectively across multiple internal teams.
• Relevant Canadian or U.S. industry credentials are an asset, including the CSC, CIM, CFP, CFA, SIE, or applicable securities registrations.

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 you’d like to learn more about how we approach compensation, we’re 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:: $70,000 USD - $95,000 USD

Notsureyou meet every requirement?

We care most about mindset:yourdrive,curiosityandcommitmentto deliveringgreat work.While experiencematters, weknow thatcareersaren’talways linear. If this role excitesyouand you believe you can make an impactwith us,we want to hear from you.

Whyyou'llenjoy working here

Learn more aboutlife atCapIntelon our Careers page, including the virtues that inspire how we work and theperksand benefits designed to support your growth and well-being.We’rea 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 vision.If this speaks to you,we’dbe excited to have you with us.