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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 and recognized as one of Canada's fastest-growing tech companies (Deloitte Fast 50 and Fast 500), is expanding rapidly across North America.
In this role, you will own advisor engagement within target wealth firms, working closely with Solutions teams and Strategic Account Executives. You'll drive the full engagement lifecycle from initial outreach through champion development, supporting broader account plans and creating momentum in enterprise sales.
Key responsibilities include:
- Developing and owning advisor engagement plans aligned with account strategies
- Researching target firms and building focused outreach lists
- Executing consistent outbound campaigns via email, phone, LinkedIn, and other channels
- Converting outreach into meetings, product demos, roundtables, and workshops
- Building relationships with advisors to understand their workflows and investment research processes
- Identifying and developing internal champions who can advocate for CapIntel
- Maintaining disciplined follow-up and CRM hygiene throughout the sales cycle
- Gathering advisor insights to strengthen messaging, presentations, and product demonstrations
- Sharing market feedback and advisor needs with Product, Marketing, Sales, and Customer Success teams
You should have 2-4 years of wealth management experience, ideally as an internal wholesaler, sales consultant, associate advisor, or financial planner. You need practical understanding of advisor workflows, comfort with proactive outbound outreach, and confidence presenting to individuals and groups. Strong commercial judgment, persistence, curiosity, and excellent communication skills are essential. Relevant industry credentials (CSC, CIM, CFP, CFA, SIE) are a plus.
