Since launching in 2019, CapIntel has been on a mission to provide magical financial moments for all: investors, wealth professionals, and our customers.
Our innovative proposal generation platform transforms how financial professionals compare, discuss, and present investment options, empowering clients to make informed decisions. We pride ourselves on revolutionizing an outdated process with a product that's adopted 4x more than previous solutions. One executive called CapIntel "the most intuitive platform I’ve used in almost 20 years in financial services.”
As one of Canada's fastest-growing wealthtech companies, CapIntel is expanding at an unprecedented pace. Our relentless commitment to innovation drives us to build a dynamic team, strengthening our ability to impact the wealth industry landscape in 2025 and beyond.
Visit our Career Page to learn more about what it’s like to work here, including the virtues that guide us and the perks and benefits designed to help you thrive. We’re proud to be a team where respect, trust, and collaboration drive everything we do. We recognize that individual talent shines brightest when supported by a strong team, and we’re committed to helping every team member grow, make an impact, and succeed. We’d love for you to be part of our journey!
The partnerships team is a strategic part of the CapIntel organization that delivers value for our customers, scales opportunities for our business, and drives new customers for both our partners and CapIntel. We identify, develop, and execute partnerships. The team is newly formed and a growing part of the company. We recently launched a strategic partnership that has already generated 70+ inbound opportunities. We have the opportunity to capitalize on this early indication of success. As our first individual contributor partnership team hire, this role is highly visible and important to CapIntel.
Please note: The primary partner this role will work with is headquartered in Connecticut. This role will require 25-50% travel, depending on where the successful candidate is located. As a result, we are prioritizing candidates located in New York, Massachusetts, and Connecticut.
Relationship Management & Strategic Partnerships
Partner Engagement & Brand Awareness
Sales & Lead Generation
Reporting & Communication
Strategic Growth & Investment
Performance & Execution
We know that what matters most is a positive attitude, a hunger to learn, and the drive to create quality work and get results. While we value experience and specific kinds of knowledge, we also know that sometimes it’s a roundabout career journey. And if you’re not sure you meet the experience requirements for this position, but you know in your gut that you’ve got what it takes to bring this role to the next level, we’d like to hear from you!
CapIntel believes that all dimensions of diversity are a strength, and that we have a role to play in actively reducing and eliminating systemic barriers to employment equity. We believe in equal employment opportunities regardless of race, ethnicity, language, genetic information, creed, religion, sex, sexual orientation, gender identity, family and marital status, neurodivergence, national origin, and age. We cultivate an inclusive workplace where people excel based on personal merit, qualification, experience, ability, and job performance.
We are committed to providing an inclusive and accessible recruitment experience, so please let us know if you require any accommodations to support your application process by emailing tande@capintel.com.
To learn how we protect your personal data, read our Applicant Privacy Notice.
To help us quickly understand your qualifications and ensure your application receives the attention it deserves, please answer the following questions thoughtfully. These responses will assist us in the initial pre-screening and resume review process.
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Our mission is to be the backbone of sales teams at innovative wealth management firms.Our platform enables advisors and wholesalers to leverage more transparent information and smarter systems to provide better service to their clients.
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