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.
About the Role
We’re looking for a Lead Product Manager to own Flow, our new onboarding experience designed to help advisors and clients get up and running quickly and confidently. This is a high-impact role at the intersection of product strategy, customer experience, and operational scale.
In this role, you’ll define the vision for Flow, and shape how onboarding evolves across our platform. Working closely with design, engineering, and go-to-market teams, you’ll deliver experiences that simplify complex advisor workflows. This role is ideal for someone with deep wealth management and financial services expertise, who additional has experience mentoring and supporting the growth of other PMs as the product organization scales.
What You’ll Be Doing
- Own the strategy, roadmap, and outcomes for Flow end-to-end.
- Design onboarding experiences that drive faster activation, stronger adoption, and long-term customer confidence.
- Mentor PMs and help raise the bar for product thinking, execution, and customer empathy across the team.
- Talk to advisors, enterprise partners, and internal teams regularly to uncover friction points and shape product direction.
- Partner closely with design and engineering to move from concept to launched product quickly and thoughtfully.
- Lead cross-functional launches with Sales, Marketing, and Customer Success, using feedback and data to continuously improve the experience.
- Define clear success metrics and use data to guide prioritization and product decisions.
What You’ll Bring
- 7+ years of product management experience, with a track record of owning products end-to-end in SaaS, fintech, or wealthtech environments.
- 3+ years of experience working in the wealthtech industry and/or designing financial advisory workflows.
- Strong domain expertise in wealth management or financial services, with a deep understanding of advisor workflows and client experience.
- Customer-first mindset and strong product instincts grounded in research, data, and real user problems.
- Experience simplifying complex workflows, improving onboarding experiences, or driving adoption within B2B or B2B2C products.
- Strong cross-functional leadership skills and the ability to influence across product, design, engineering, and go-to-market teams.
- Comfort balancing long-term strategy with hands-on execution and delivery.
- A mentorship mindset — you enjoy coaching others, sharing context, and helping teams grow.
Bonus Points
- Background in wealthtech, fintech, or financial services particularly with direct exposure to advisor workflows, onboarding, or client experience design.
- Background building onboarding, activation, or workflow products in fintech or enterprise SaaS.
Not sure you meet every requirement?
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.
Why you'll enjoy working here
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.
