{"id":875622,"url":"https://alion.io/job/capintel-strategic-account-development-associate-2","title":"Strategic Account Development Associate","company":{"id":670494,"name":"CapIntel","domain":"capintel.com","url":"https://alion.io/company/capintel","size_band":"51-200","is_staffing_agency":false,"employer_type":"direct","is_intermediary":false,"listed_via":null,"ats_vendor":"Greenhouse","truth_index":null},"role":"Sales","role_family":"Sales","seniority":"junior","employment_type":null,"work_mode":"remote","remote_scope":"stated_countries","remote_scope_basis":"board_field","remote_working_hours":null,"hiring_geo_confidence":"structured","locations":["Toronto, Canada"],"countries":["CA"],"hiring_countries":["CA"],"hiring_countries_total":1,"salary":null,"salary_estimate":{"min_usd":31000,"max_usd":69000,"period":"year","method":"role_seniority_country_remote_cell","sample_n":38},"experience_years_min":2,"visa_sponsorship":false,"relocation_package":false,"has_equity":false,"technologies":[{"name":"LinkedIn","optional":false}],"status":"live","first_seen_at":"2026-08-12T18:30:15Z","employer_posted_date":"2026-08-13","last_verified_at":"2026-10-07T02:25:42Z","board_verified":true,"closed_at":null,"days_open":55,"trust":{"level":"ok","repost_count":null,"flags":[],"days_open":55},"description":"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.\nSince 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. \nAbout the Role \nWorking closely with our Solutions team and Strategic Account Executives, you will own advisor engagement within target wealth firms, from initial outreach and product demonstrations through the development of informed champions. Your work will support the broader account plan and create momentum throughout the enterprise sales process.\nWhat You’ll Do \nDevelop and own the advisor engagement plan for each firm, aligned with the Strategic Account Executive’s account plan.\nResearch target firms, identify relevant advisor groups, and build focused outreach lists.\nExecute consistent outbound outreach across email, phone, LinkedIn, and other relevant channels.\nTurn outbound engagement into advisor meetings, product demonstrations, roundtables, and workshops.\nBuild relationships with advisors and understand how they research investments, develop recommendations, create proposals, and present advice to clients.\nIdentify potential champions, deepen their understanding of CapIntel, and equip them to advocate for the platform internally.\nMaintain disciplined follow-up throughout the enterprise sales process and keep engagement activity current in the CRM.\nUse advisor insights to strengthen account messaging, presentations, and demonstrations.\nShare recurring advisor needs and market feedback with Product, Marketing, Sales, and Customer Success.\nWhat We’reLooking For \nTwo to four years of wealth-management experience, ideally as an internal wholesaler, internal sales consultant, associate advisor, or associate financial planner.\nA practical understanding of advisor workflows and client conversations.\nComfort with proactive outbound outreach across email, phone, and LinkedIn.\nConfidence building relationships, delivering product demonstrations, and presenting to individuals and groups.\nStrong commercial judgment and the ability to identify genuine interest, develop champions, and create momentum.\nPersistence, curiosity, and the ability to take ownership of an engagement plan.\nExcellent communication, research, planning, and organizational skills.\nThe ability to work effectively across multiple internal teams.\nRelevant Canadian or U.S. industry credentials are an asset, including the CSC, CIM, CFP, CFA, SIE, or applicable securities registrations.\nAt CapIntel, we design compensation with intention. Each role is assessed against the impact, skills, and experience it requires, and we align our pay to competitive market data so candidates know what to expect from the start.\nYour final offer will reflect your experience, skillset, and location. The listed range is a guideline, and the range for this role may be modified.\nCompensation at CapIntel goes beyond base pay. Depending on the role, total rewards may include variable pay, equity, comprehensive benefits, flexible time off, and dedicated opportunities for growth and development.\nIf you’d like to understand more about our approach, we’re happy to walk through it during the hiring process.\nFor roles based in or eligible to work from Ontario, the expected base salary range is:\n$70,000—$95,000 CAD\nNot sure you meet every requirement? \nWe 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. \nWhy you'll enjoy working here \nLearn 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.","description_format":"text","description_chars":4751,"description_truncated":false,"requirements":{"experience_years_min":2,"management_years_min":null,"team_size_min":null,"manages_managers":false,"education":null,"security_clearance":false,"languages":[]},"benefits":["Equity","Flexible time off"],"hiring_locations":[{"name":"Canada","iso":"CA","kind":"country"}],"hiring_excludes":[],"relocation_offered":false,"industries":["Financial Software & Embedded Finance"],"lifecycle":[{"event":"open","at":"2026-09-13T20:21:35Z"}],"visa":[{"country":"CA","licensed_sponsor":true,"evidence":"Positions approved through LMIA in 12 months: 1","filings_12m":1,"filings_prev_12m":1,"green_card_filings_12m":null,"median_offered_wage_usd":null,"route":"High Wage","cap_exempt":false,"checked_at":"2026-10-03T21:10:52+00:00","sources":["ESDC: employers issued a positive LMIA"],"filings_for_role_12m":0}],"liveness":{"score":15,"band":"cold","label":"Long shot","p_open":1,"p_active":0.425,"p_room":0.36,"age_days":54,"expected_fill_days":30,"reasons":["conf:0","win:tail","crowd:junior"],"computed_at":"2026-10-06T05:45:30Z"},"pay":null,"html_url":"https://alion.io/job/capintel-strategic-account-development-associate-2","json_url":"https://alion.io/job/capintel-strategic-account-development-associate-2.json","meta":{"generated_at":"2026-10-07T03:04:19Z","cache_seconds":300,"methodology":"https://alion.io/methodology","terms":"https://alion.io/terms","contact":"https://alion.io/contact","api":"https://alion.io/developers","about":"Alion is a live layer of people, companies and AI agents: who they are, whether they are real and active right now, what they do and how to work with them, readable by people and by agents and paid per call.","catalog":"https://alion.io/catalog.json","usage":{"tier":"crawler","counted_by":"address","units_charged":1,"used_today":4506,"day_limit":5000,"remaining_today":494,"minute_limit":60,"resets_at":"2026-10-08T00:00:00Z"}},"offers":[{"id":"company.slices","title":"One company in depth, by slice","status":"live","price":{"credits":0.02,"usd":0.002,"plus_per_slice":{"credits":0.05,"usd":0.005}},"unit":"per company, plus each slice with data","note":"the employer in depth","call":{"mcp_tool":"get_company","arguments":{"id":670494},"rest":"https://alion.io/mcp/rest/get_company?id=670494"},"human":"https://alion.io/catalog?offer=company.slices&for=job%2Fcapintel-strategic-account-development-associate-2"},{"id":"market.stats","title":"A market slice: pay, demand and time to fill","status":"live","price":{"credits":1,"usd":0.1},"unit":"per slice","note":"pay, demand and time to fill for this role and place","call":{"mcp_tool":"market_stats"},"human":"https://alion.io/catalog?offer=market.stats&for=job%2Fcapintel-strategic-account-development-associate-2"},{"id":"job.search","title":"Open jobs by role, technology, place, pay and visa","status":"live","price":{"credits":0.02,"usd":0.002},"unit":"per posting in a list","note":"similar open postings","call":{"mcp_tool":"search_jobs"},"human":"https://alion.io/catalog?offer=job.search&for=job%2Fcapintel-strategic-account-development-associate-2"},{"id":"company.verify","title":"Is this company real and active right now","status":"pilot","price":null,"unit":"per company","request":{"url":"https://alion.io/catalog/request","method":"POST","body":"{\"offer\": \"company.verify\", \"for\": \"job/capintel-strategic-account-development-associate-2\", \"note\": \"what you need it for\"}"},"human":"https://alion.io/catalog?offer=company.verify&for=job%2Fcapintel-strategic-account-development-associate-2"}]}