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New York, New York, United States
Hybrid
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.
The Finance Manager is a pivotal team member, reporting to the VP of Finance you will help inform the financial and investment strategy that guides CapIntel, own the revenue model and forecast, and turn the numbers into clear recommendations on where we should put our time and money.
This is a role for someone who wants to build an AI-native, operational and financial structure for a rapidly scaling early-stage company. This person can help drive financial operational rigor, clarity for the executive team, explain the story behind the numbers and enjoys being the person leaders turn to before a big decision.
This is an existing vacancy.
At 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.
Your final offer will reflect your experience, skillset, and location. The listed range is a guideline, and the range for this role may be modified.
Compensation 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.
If you’d like to understand more about our approach, we’re happy to walk through it during the hiring process.
At CapIntel, we design compensation with intention. Each role is assessed based on the impact, skills, and experience it requires, and we align pay to competitive market data so candidates have clarity from the start.
For this role, the posted base salary range reflects our expectations for candidates hired into the role in applicable markets. Final compensation is determined based on factors including your experience, skillset, potential impact, and work location. The listed range is a guideline, and the range for this role may be adjusted as needed.
Compensation at CapIntel extends 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.
If you’d like to learn more about how we approach compensation, we’re happy to discuss it as part of the hiring process.
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.
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.
