Solutions Consultant

CapIntel is a software platform for wealth management enterprises to help financial advisors explain complex investment strategies. We're seeking a Solutions Consultant to work with our Director of GTM Strategy & Solutions and Strategic Account Executives to win enterprise deals with leading financial institutions.

Requirements

• 3–5 years of experience in Solutions Consulting, Sales Engineering, or a related presales role
• Understanding of wealth management, financial advisory workflows, or institutional investment platforms
• Strong presentation and communication skills
• Hands-on ability to configure and deliver polished, scenario-based product demos
• Familiarity with SaaS architectures, data integrations, and enterprise software evaluation processes

Benefits

• Flexible time off
• Comprehensive benefits
• Variable pay
• Equity
• Dedicated opportunities for growth and development