Jobs at Capitalize

• Guide customers through the Capitalize rollover experience and answer their questions through chat, e-mails, and phone calls
• Become an expert on 401ks, rollovers, and IRAs

• Executive Support:

Manage complex calendars for multiple executives, interfacing with both internal and external stakeholders
Assist with special projects and initiatives, which may involve research and cross-functional coordination
Organize logistics for special events such as team all-hands, off-sites, and Board Meetings

• Improve Our Core Transfer Technology: Design and implement solutions to help us better facilitate transactions for our customers and partners by integrating effectively with financial institutions and other stakeholders.
• Build Scalable Architecture: Engineer and optimize resilient solutions to handle increasing us...

• Build Partnerships: Act as the point-person on key partnerships, onboarding and implementing new partners, troubleshooting any issues, looking for growth opportunities, and leading business reviews.
• Influence Strategy: Collaborate cross-functionally with our Business Development, Customer Ser...