CapIntel Jobs in United States

At CapIntel,we help · financial advisors explain complex investment strategies to their clients. · ...

As a bilingual Sr. Customer Success Manager (CSM), you'll work together with leaders at North America's largest banks and wealth management firms to drive end-user adoption, partnership, and expansion. · ...

This is a high-impact role that drives new business with leading wealth and banking institutions across the United States. · Owning full sales cycle from prospecting to negotiation and close; acting as trusted advisor to executive decision-makers · Cross-functionally working wit ...

CapIntel is a software platform built for wealth management enterprises to help financial advisors explain complex investment strategies to their clients. · ...

As a bilingual Sr. Customer Success Manager (CSM), you'll work together with leaders at North America's largest banks and wealth management firms to drive end-user adoption, partnership, and expansion. · ...

As a Strategic Account Executive for CapIntel's U.S. Market you'll drive new business with leading wealth and banking institutions across the United States. · ...

We're focused on investors getting better service understanding their investments feeling at ease knowing their future secure. · Join us as first US based member of Customer Experience team as we expand rapidly in US market · Partner with North America largest banks wealth manage ...

Bilingual Senior Customer Success Manager · CapIntel is a software platform helping financial advisors explain complex investment strategies to clients. · The company has seen rapid adoption and industry recognition, earning top placements in Deloitte's Technology Fast 50 Canada ...

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 beyondOwn and manage a pi ...

Bilingual Senior Customer Success Manager · At CapIntel, we help financial advisors explain complex investment strategies to their clients using our software platform. · Partner with North America's largest banks and wealth management firms to drive end-user adoption, retention a ...