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CapIntel is a software platform that helps wealth management enterprises and financial advisors explain complex investment strategies to clients. The company, founded in 2019, has achieved rapid growth—ranking among Deloitte's Technology Fast 50 Canada and Fast 500 North America in 2025—and is expanding its team across North America.
As a Strategic Account Development Associate, you will work closely with Solutions and Strategic Account Executives to drive advisor engagement within target wealth firms. You will own the full engagement lifecycle from initial outreach and product demonstrations through champion development, supporting the broader account plan and creating momentum throughout the enterprise sales process.
Key responsibilities include:
- Developing and owning advisor engagement plans aligned with Strategic Account Executive account strategies
- Researching target firms, identifying relevant advisor groups, and building focused outreach lists
- Executing consistent outbound outreach via email, phone, LinkedIn, and other channels
- Converting outbound engagement into advisor meetings, product demos, roundtables, and workshops
- Building relationships with advisors to understand their investment research, recommendation development, proposal creation, and client presentation processes
- Identifying potential champions, deepening their product understanding, and equipping them to advocate internally
- Maintaining disciplined follow-up throughout the enterprise sales cycle and keeping CRM activity current
- Leveraging advisor insights to strengthen account messaging, presentations, and product demonstrations
- Sharing recurring advisor needs and market feedback with Product, Marketing, Sales, and Customer Success teams
You bring 2–4 years of wealth management experience, ideally as an internal wholesaler, internal sales consultant, associate advisor, or associate financial planner. You have practical understanding of advisor workflows and client conversations, comfort with proactive outbound outreach, and confidence in relationship-building, product demonstrations, and group presentations. You demonstrate strong commercial judgment, persistence, curiosity, and ownership mentality. Excellent communication, research, planning, and organizational skills are essential, as is the ability to work effectively across multiple internal teams. Relevant Canadian or U.S. industry credentials (CSC, CIM, CFP, CFA, SIE, or applicable securities registrations) are a plus.
