CapIntel is a software platform built for wealth management enterprises to help financial advisors explain complex investment strategies to their clients. Advisors at some of the biggest banks across North America are winning trust by using CapIntel to easily compare investments and create compelling, educational presentations. Ultimately, we're focused on investors getting better service, understanding their investments, and feeling at ease knowing their future is secure.
Since launching in 2019, CapIntel has seen rapid adoption and industry recognition, earning top placements in Deloitte’s Technology Fast 50 Canada and Fast 500 North America in 2025, ranking us among the fastest-growing technology companies. To support this momentum, we’re growing our team rapidly—investing in people who drive innovation at scale to expand our impact across the North American wealth management industry.
About the Role
As Solutions Consultant, you will be a key player in CapIntel's presales motion, working closely with the Director of GTM Strategy & Solutions and Strategic Account Executives to win enterprise deals with leading financial institutions. You'll translate complex client requirements into compelling, tailored demonstrations and proposals that clearly communicate CapIntel's value.
What You'll Be Doing
Presales Execution
- Lead and support discovery sessions with prospects to uncover technical and business requirements.
- Deliver tailored product demonstrations to audiences ranging from technical evaluators to C-suite executives at large enterprise wealth management firms.
- Respond to RFPs and security questionnaires with high-quality, differentiated content.
- Configure and maintain demo environments that reflect real-world client scenarios.
Solution Design & Advisory
- Work with prospects and Account Executives to design solution configurations that map CapIntel's platform to client needs.
- Serve as the technical and functional subject matter expert throughout the sales cycle.
- Identify integration requirements and work with Product and Engineering to validate feasibility.
Cross-Functional Collaboration
- Partner with the Director of GTM Strategy to build and refine presales playbooks, demo scripts, and competitive response frameworks.
- Provide structured feedback from the field to inform product roadmap priorities.
- Support sales enablement initiatives, including contribution to bi-weekly GTM enablement sessions.
Process & Quality
- Maintain accurate and up-to-date presales documentation, including discovery templates, demo guides, and proposal libraries.
- Help identify and flag risks in active pursuits to ensure deals progress efficiently.
- Continuously refine your approach based on win/loss learnings and market feedback.
What We're Looking For
- 3–5 years of experience in Solutions Consulting, Sales Engineering, or a related presales role, ideally within a SaaS or fintech environment.
- Understanding of wealth management, financial advisory workflows, or institutional investment platforms is a strong asset.
- Strong presentation and communication skills — comfortable in front of both technical evaluators and C-suite executives at large enterprise wealth management firms.
- Hands-on ability to configure and deliver polished, scenario-based product demos.
- Familiarity with SaaS architectures, data integrations, and enterprise software evaluation processes.
- Collaborative mindset with the ability to manage multiple active opportunities simultaneously.
- Reports directly to the Director of GTM Strategy & Solutions.
- Willingness to travel up to 20–30% for client engagements and industry events.
Not sure you meet every requirement?
We care most about mindset: your drive, curiosity and commitment to delivering great work. While experience matters, we know that careers aren’t always linear. If this role excites you and you believe you can make an impact with us, we want to hear from you.
Why you'll enjoy working here
Learn more about life at CapIntel on our Careers page, including the virtues that inspire how we work and the perks and benefits designed to support your growth and well-being. We’re a team built on trust, respect, and collaboration. This powers everything we do and creates a space to challenge and elevate each other as we work towards our shared vision. If this speaks to you, we’d be excited to have you with us.
