---
title: 'Senior Account Executive at CapIntel'
canonical: 'https://feeny.ai/job/senior-account-executive-capintel-united-states-14smg1hzdbx0'
type: 'job'
last_seen: '2026-10-18'
---

# Senior Account Executive at CapIntel

- **Company:** CapIntel
- **Location:** United States
- **Work type:** remote
- **Posted:** 2026-09-21
- **Last confirmed live:** 2026-10-18
- **Apply:** https://job-boards.greenhouse.io/capintel/jobs/5234414007

## 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, 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, and financial services to shape and influence buying decisions
- Build high-trust, multi-level relationships across client organizations, including with C-Suite executives
- Partner with Leadership, GTM, and Build to apply and adapt existing account strategies that maximize client value and growth
- Execute outbound strategy within an established framework, including prospecting, targeted outreach, and multi-channel campaigns
- Navigate long, complex deal cycles with commercial judgment and a solutions-oriented approach

What we're looking for:

- Enterprise SaaS closing: proven success running full-cycle sales processes to close with large, complex organizations
- Outbound and prospecting: comfort with cold outreach and experience building new opportunities in untapped accounts
- Strategic prioritization: sound judgment on where to spend time across a large territory and multiple high-value deals
- Pragmatic operator: comfortable in a fast-moving environment, and inclined to refine and improve what exists rather than rebuild it
- Relationship builder: skilled at developing strong, multi-layered partnerships, including at the executive level
- Value-based selling: adept at uncovering client needs and aligning solutions to deliver measurable ROI

Bonus Experience

- Background in financial services or wealth management
- Experience selling sales enablement or fintech solutions

Not sure you meet every requirement?

We care most about mindset: your drive, curiosity and commitment to delivering great work. While experience matters, we know that careers aren’t always linear. If this role excites you and you believe you can make an impact with us, we want to hear from you.

## Why you'll enjoy working here

Learn more about life at CapIntel on our [Careers](https://www.capintel.com/careers) page, including the virtues that inspire how we work and the perks and benefits designed to support your growth and well-being. We’re a team built on trust, respect, and collaboration. This powers everything we do and creates a space to challenge and elevate each other as we work towards our shared vision. If this speaks to you, we’d be excited to have you with us.

## About CapIntel

## Company Overview
- **One-liner**: CapIntel provides a purpose-built investment presentation platform that helps wealth firms scale trust and transparency by turning complex financial data into compelling, compliant, and personalized client narratives.
- **Entity Type**: Private (Series A)
- **Headquarters**: Toronto, Ontario, Canada (with offices in Halifax, NS; Gatineau & Montreal, QC; San Francisco, CA; and New York, NY) [capintel.com/careers](https://www.capintel.com/careers)
- **Founded**: 2019 [capintel.com/about-us](https://www.capintel.com/about-us)
- **Founders**: James Rockwood (CEO), Max Moreau (CTO), Rob Crnkovic (CRO) [capintel.com/about-us](https://www.capintel.com/about-us)

## Core Business
- **Primary industry**: Wealth management technology / Fintech
- **Target customers**: B2B – wealth firms, banks, asset managers, and independent advisors across North America
- **Mission / Purpose**: “Improving how financial advice is delivered” – empowering advisors to explain advice, strengthen relationships, and help clients make better financial decisions with clarity and conviction. [capintel.com/about-us](https://www.capintel.com/about-us)

## Products & Services
- **CapIntel Platform (Investment Presentation Software)**: A SaaS platform that enables advisors to create compliant, personalized, and visually compelling investment proposals and presentations. It blends storytelling, personalization, and visual insights to build conviction, earn trust, and close faster. [capintel.com](https://capintel.com/)
- **Flow (Onboarding Experience)**: A new onboarding experience designed to help advisors and clients get up and running quickly and confidently. [capintel.com/careers](https://www.capintel.com/careers)

## Market Standing
- **Valuation / Market Cap**: Not publicly disclosed
- **Key Metric – Funding**: Raised a Series A round led by Fintech Collective with participation from Fengate Asset Management (on behalf of the LiUNA Pension Fund of Central and Eastern Canada). [capintel.com/about-us](https://www.capintel.com/about-us)
- **Key Metric – Revenue**: Reported nearly $3 million annual revenue in early stages (2022); recent growth rate of 9,255% over three years (Deloitte Technology Fast 500). [capintel.com/about-us](https://www.capintel.com/about-us)
- **Notable Investors/Partners**: Fintech Collective, Fengate Asset Management, LiUNA Pension Fund; strategic partners include FactSet, KPMG Canada, and EY. [capintel.com/about-us](https://www.capintel.com/about-us)
- **Growth Signals**: Ranked 5th in Deloitte Technology Fast 50 Canada (2022) with 2,051% revenue growth; ranked 14th in Globe and Mail’s Canada’s Top Growing Companies (2,443% growth); named a “Company to Watch” and later earned Deloitte Fast 500 recognition with 9,255% three-year growth. [capintel.com/about-us](https://www.capintel.com/about-us)

## Competitive Advantages
- **Purpose‑built infrastructure**: Unlike generic presentation tools, CapIntel is built specifically for wealth management compliance, personalization, and storytelling at scale.
- **Deep enterprise adoption**: Trusted by some of the biggest banks in the world, with power users creating 40 proposals per week. [capintel.com](https://capintel.com/)
- **Measurable impact**: 81.7% of CapIntel users saw an increase in client investment deposits year over year; 39.5% average increase in deposits. [capintel.com](https://capintel.com/)
- **Ecosystem of partners**: Integrations with FactSet, KPMG, and EY provide institutional-grade data and advisory expertise.

## Strategic Focus
- **AI and context engineering**: Hiring “Context Engineers” to integrate large language models and agentic workflows into the core platform, signaling a push toward AI‑powered advisor tools. [capintel.com/careers](https://www.capintel.com/careers)
- **U.S. expansion**: Partnerships with FactSet and EY target U.S. wealth firms. [capintel.com/about-us](https://www.capintel.com/about-us)
- **Scaling onboarding**: The “Flow” product aims to reduce time‑to‑value for new clients.
- **Continued product innovation**: Hosting annual user conferences and investing in product management to drive roadmap. [capintel.com/about-us](https://www.capintel.com/about-us)

## Why Work Here
- **Culture**: High‑performance, collaborative, and “safe‑to‑fail” environment where diverse perspectives are valued. Emphasis on curiosity, ownership, and impact. [capintel.com/careers](https://www.capintel.com/careers)
- **Work model**: Flexible – balances remote work with meaningful in‑person connection. Some roles may require periodic on‑site presence for cross‑functional collaboration. [capintel.com/careers](https://www.capintel.com/careers)
- **Benefits**: Comprehensive benefits from day one (Group RSP, Healthcare & Lifestyle Spending Accounts), competitive vacation, life‑care days, and generous flex credits. [capintel.com/careers](https://www.capintel.com/careers)
- **Professional growth**: Onboarding success plan, mentorship, leadership development, and career progression that rewards tenure.
- **Engineering culture**: Modern tech stack with AI/LLM integration; roles like Context Engineer and Software Developer focus on backend, AI infrastructure, and client integrations. [job-boards.greenhouse.io/capintel](http://job-boards.greenhouse.io/capintel)

## Sources
1. [capintel.com](https://capintel.com/)
2. [capintel.com/about-us](https://www.capintel.com/about-us)
3. [capintel.com/careers](https://www.capintel.com/careers)
4. [job-boards.greenhouse.io/capintel](http://job-boards.greenhouse.io/capintel)
5. [ca.linkedin.com/company/capintel](https://ca.linkedin.com/company/capintel)

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