Capitalize · 1 hour ago
Solutions Architect
NYC Metro Area
Full-time
Hybrid
Mid Level
$140K/yr - $160K/yr
3+ years expCapitalize is a mission-driven company focused on modernizing retirement account transfers with innovative technology and delightful products. The Solutions Architect will lead the strategy and execution of the enterprise API platform, acting as the primary technical partner for clients and ensuring seamless integrations.
FinanceFinancial ServicesFinTechRetirement
Responsibilities
Own Partner Integrations: Own the end-to-end partner integration process - from discovery to requirement gathering to go-live management - ensuring a smooth integration process with a high degree of ownership and urgency
Be the Technical Face of Capitalize: Serve as the primary contact for client product managers and engineers, guiding them through our sandbox, documentation, and implementation best practices
Shape the User Experience: Help partners design optimal user flows for rollovers, translating business objectives into clear technical execution
Define Integration Strategy: Capture product feedback and recurring partner requests to inform our roadmap, developer tools, and documentation
Collaborate Closely with Engineering: Translate partner needs into clear technical requirements, work side-by-side with engineers on solution design and troubleshooting, and surface insights from integrations to inform API improvements and internal tooling
Enable Business Growth: Work closely with Sales and Partnership teams during deal cycles to scope integration needs and position our APIs as a key differentiator
Ensure Quality & Compliance: Drive adherence to security, compliance, and operational standards across all integrations
Drive Efficiency and Scale: Develop internal playbooks, integration templates, and scalable processes to reduce friction and improve time to launch
Qualification
Required
3+ years in technical integrations or API product ownership roles
Strong understanding of APIs, data flows, and system integrations
Strong client-facing experience, comfortable working directly with senior PMs and engineers at enterprise clients, balancing technical credibility with business acumen
Comfortable providing demos to both business and technical stakeholders
Excellent communication skills, able to explain technical details to non-technical stakeholders and articulate product vision to technical audiences
Strong project management discipline with experience leading multiple complex projects in fast-paced environments
Comfort operating in ambiguity and driving clarity in cross-functional, high-growth settings
A product-first mindset—always thinking about scalability, reusability, and the long-term value of integrations
Preferred
fintech or SaaS experience preferred
Benefits
Medical, dental, and vision insurance, with 100% premium covered for employees and 50% for dependents
401(k) plan access
Unlimited paid time off
12 weeks of fully-paid parental leave
Company
Capitalize
Capitalize locates and transfers retirement assets for financial institutions and consumers.
11-50 employees
H1B Sponsorship
Capitalize has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2022 (1)
Funding
Current Stage
Growth StageTotal Funding
$33.5MKey Investors
RRE VenturesCanapi VenturesBling Capital
2024-08-14Series B· $19M
2021-02-11Series A· $12.5M
2020-03-25Seed· $2M
Leadership Team
Gaurav Sharma
CEO & Co-Founder
Christopher Phillips
CTO & Co-Founder
Recent News
2025-05-07
2025-03-11
Company data provided by crunchbase