What are the responsibilities and job description for the Director of Strategic Partnerships position at CapIntel?
Since launching in 2019, CapIntel has been on a mission to provide magical financial moments for all: investors, wealth professionals, and our customers.
Our innovative proposal generation platform transforms how financial professionals compare, discuss, and present investment options, empowering clients to make informed decisions. We pride ourselves on revolutionizing an outdated process with a product that's adopted four times more than previous solutions. One executive called CapIntel "the most intuitive platform I've used in almost 20 years in financial services."
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 beyond.
About The Role
The partnerships team is a strategic part of the CapIntel organization that delivers value for our customers, scales opportunities for our business, and drives new customers for both our partners and CapIntel. We identify, develop, and execute partnerships. The team is newly formed and a growing part of the company. We recently launched a strategic partnership that has already generated 70 inbound opportunities. We have the opportunity to capitalize on this early indication of success. As our first individual contributor partnership team hire, this role is highly visible and important to CapIntel.
Please note: The primary partner this role will work with is headquartered in Connecticut. This role will require 25-50% travel, depending on where the successful candidate is located. As a result, we are prioritizing candidates located in New York, Massachusetts, and Connecticut.
What you'll do
Relationship Management & Strategic Partnerships
At CapIntel, we're proud to be a team where respect, trust, and collaboration drive everything we do. We recognize that individual talent shines brightest when supported by a strong team, and we're committed to helping every team member grow, make an impact, and succeed.
Visit our Career Page to learn more about what it's like to work here, including the virtues that guide us and the perks and benefits designed to help you thrive. We'd love for you to be part of our journey!
What's Important to Us:
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.
We are committed to providing an inclusive and accessible recruitment experience, so please let us know if you require any accommodations to support your application process by emailing tande@capintel.com.
To learn how we protect your personal data, read our Applicant Privacy Notice.
Our innovative proposal generation platform transforms how financial professionals compare, discuss, and present investment options, empowering clients to make informed decisions. We pride ourselves on revolutionizing an outdated process with a product that's adopted four times more than previous solutions. One executive called CapIntel "the most intuitive platform I've used in almost 20 years in financial services."
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 beyond.
About The Role
The partnerships team is a strategic part of the CapIntel organization that delivers value for our customers, scales opportunities for our business, and drives new customers for both our partners and CapIntel. We identify, develop, and execute partnerships. The team is newly formed and a growing part of the company. We recently launched a strategic partnership that has already generated 70 inbound opportunities. We have the opportunity to capitalize on this early indication of success. As our first individual contributor partnership team hire, this role is highly visible and important to CapIntel.
Please note: The primary partner this role will work with is headquartered in Connecticut. This role will require 25-50% travel, depending on where the successful candidate is located. As a result, we are prioritizing candidates located in New York, Massachusetts, and Connecticut.
What you'll do
Relationship Management & Strategic Partnerships
- Own relationship management with 1-3 strategic partners.
- Be seen as a go-to resource for strategic partners for all things CapIntel.
- Drive awareness of CapIntel, keeping CapIntel top of mind within assigned territory.
- As the lead relationship owner, regularly participate in sales, marketing, and customer success calls at CapIntel and partner organizations.
- Deliver sales results in the SMB segment through partnerships.
- Develop and execute enterprise lead generation strategies with partners to support CapIntel's team of Account Executives.
- Organize and report weekly on progress to the Head of Partnerships and Business Development, using execution success and leading indicators as key metrics.
- Communicate monthly with CapIntel Executives on the status of partnership development.
- Assist in presenting business cases for additional investment in current and new partnerships.
- Track and analyze partnership performance to identify opportunities for optimization and growth.
- Ensure alignment between CapIntel and partners by maintaining strong team communication and collaboration.
- Strategic Partnerships: Led enterprise strategic partnerships, fostering collaborations that drive business growth and market expansion.
- Sales and Performance Tracking: Owned and reported on quota and leading progress indicators, ensuring accountability and data-driven decision-making.
- Executive Presence: Demonstrated confidence, clarity, and professionalism when engaging with senior stakeholders.
- Relationship Building: Easily builds trust and credibility, creating strong, lasting connections with clients and colleagues.
- Industry Expertise: Fintech experience, bringing deep knowledge of financial technology trends, regulations, and market dynamics.
- Product Development: Experience collaborating on product development, contributing to innovation, roadmap planning, and go-to-market strategies
- Industry Network: Established major fintech relationships, leveraging connections to drive partnerships, sales, and business opportunities.
At CapIntel, we're proud to be a team where respect, trust, and collaboration drive everything we do. We recognize that individual talent shines brightest when supported by a strong team, and we're committed to helping every team member grow, make an impact, and succeed.
Visit our Career Page to learn more about what it's like to work here, including the virtues that guide us and the perks and benefits designed to help you thrive. We'd love for you to be part of our journey!
What's Important to Us:
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.
We are committed to providing an inclusive and accessible recruitment experience, so please let us know if you require any accommodations to support your application process by emailing tande@capintel.com.
To learn how we protect your personal data, read our Applicant Privacy Notice.
