Business Development Representative

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CapIntel

WebsiteLinkedInAll Job Openings

51 - 200 employees

Founded 2019

💸 Finance

💳 Fintech

🤝 B2B

💰 $11M Series A on 2022-06

Finance • Fintech • B2B

CapIntel is a company that provides investment comparison and proposal tools designed to help clients understand and engage with their investment products. Their platform is used by some of the biggest banks in the world to support financial advisors in presenting easy-to-understand proposals that highlight experience, value, and financial education. CapIntel's tools allow for interactive and visual comparisons, helping clients to grasp the impact of their investment choices on future financial goals. With a focus on elevating the client experience, CapIntel aims to make financial advice accessible and comprehensible, building stronger client-advisor relationships and business success.

📋 Description

• 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 outbound outreach across email, phone, LinkedIn, and other relevant channels • Convert outbound engagement into advisor meetings, product demonstrations, roundtables, and workshops • Build relationships with advisors and understand their investment research, recommendation, proposal, and client-advice workflows • Identify potential champions, deepen their understanding of CapIntel, and equip them to advocate for the platform internally • Maintain follow-up throughout the enterprise sales process and keep CRM engagement activity current • Use advisor insights to strengthen account messaging, presentations, and demonstrations • Share recurring advisor needs and market feedback with Product, Marketing, Sales, and Customer Success

🎯 Requirements

• Two to four years of wealth-management experience, ideally as an internal wholesaler, internal sales consultant, associate advisor, or associate financial planner • 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, develop champions, and create momentum • Persistence, curiosity, and ability to take ownership of an engagement plan • Excellent communication, research, planning, and organizational skills • Ability to work effectively across multiple internal teams • Relevant Canadian or U.S. industry credentials are an asset, including CSC, CIM, CFP, CFA, SIE, or applicable securities registrations

🏖️ Benefits

• Variable pay may be included depending on the role • Equity may be included depending on the role • Comprehensive benefits • Flexible time off • Dedicated opportunities for growth and development • Perks and benefits designed to support growth and well-being