Partnerships And Business Development Lead

Since we launched in 2019, CapIntel has been on a mission to elevate finance to build wealth for all; this means helping advisors better support their clients, so they feel at ease knowing their future is secure. We’ve transformed the client experience around investments and are working with some of the largest wealth and asset management firms in North America to modernize their sales processes with innovative Wealth Tech.

CapIntel’s sales enablement platform helps enterprises bridge crucial efficiency and communication gaps by enhancing how advisors and wholesalers analyze, present, and sell investments to retail investors. CapIntel is expanding rapidly, having achieved over 750% growth in 2021 followed by a $14M Series A and significant growth in 2022. We’re continuing to build our team to support our transformative impact on the wealth industry.

About The Role

The Partnerships and Business Development Lead is a brand-new role for us. You will be setting the strategy and executing on it to drive partnership strategies with leading Financial Services firms and vendors. You’ll leverage your industry knowledge and relationships to elevate CapIntel’s awareness within the US Wealth Management community and develop partnership strategies that deliver win-win solutions and revenue growth for all parties.

This role will require travel throughout Canada and the US for on-site meetings (30%).

What You'll Do

• Develop and manage strategic partnerships within the financial services space
• Actively manage partnerships to drive new pipeline and customer acquisition
• Partner with sales and marketing to drive and diversify CapIntel’s revenue
• Create, evaluate and pursue new partnership opportunities with a specific focus on Wealth Management in the United States
• Build high trust relationships across an organization, including Senior Leadership and C-Suite 

Qualifications

• Resourceful: highly driven with the ability to work independently and with high autonomy; comfort in building processes as you go
• Business development: proven ability to evaluate industry trends and develop recommended strategies for new strategic partnerships and business opportunities
• Relationship management: experience owning multiple levels of relationships internally and externally
• Industry experience: deep understanding of the wealth and asset management industry
• Teamwork and collaboration: aligning internal processes and engaging with cross functional teams.

Bonus Experience

• 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!

What We Can Offer You

Remote first work: We’re a Canadian based, remote-first environment, with in-office collaboration zones and individual workspaces in Gatineau, QC or Halifax, NS and hubs of virtual employees in Southwestern Ontario). Our core business hours are 9:30am – 3:30pm EST. Successful candidates will be expected to adopt those core hours as part of their regular schedule, regardless of physical location.

Salary: We’re proud to offer a fair, competitive, and equitable process to determine your salary that is based on your skills, knowledge, experience and internal equity. You can rest assured that we will present our best salary offer so you don’t have to worry about playing the negotiation game.

Benefits: Our comprehensive benefit package is available from your first day and we offer generous flex credits to allow you to top up your coverage in whatever way is meaningful to you! You’ll be able to allocate your flex credits to any combination of our Group RSP, Healthcare Spending Account and/or Lifestyle Spending Account.

Time away from work: We love working at CapIntel, but we also love our lives outside of work. We offer competitive vacation days, life-care days, and company holidays and build in some flexibility too! Our vacation benefits increase along with your time at CapIntel, to thank and reward your continued commitment.

Professional growth: We thrive on building our career journeys by learning, mentoring and experiencing through our jobs, our colleagues and our leadership team. Not only do we encourage it, but we also enforce a culture that ensures we thrive, grow and evolve. All new hires will receive an onboarding success plan to help you progress during your first 90 days at CapIntel.

Belonging: We respect, appreciate and celebrate our individuality. And we know that our diverse perspectives further each other and our business along the path towards greatness. We find ways to socialize, build a sense of community (even if it is across the country!) and challenge each other to share creativity in our “safe-to-fail” environment. We’re committed to making sure you know you’re appreciated for exactly who you are

Equity, diversity and accessibility

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.

If you require an accommodation that will reduce a barrier to your application, please send an email to [email protected] and our Talent & Employee Experience teammates will work with you on options to ensure you are set up for success.