Product Marketing Lead

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 We pride ourselves on revolutionizing an outdated process with a product thats adopted 4x more than previous solutions. One executive called CapIntel the most intuitive platform Ive used in almost 20 years in financial services.

As one of Canadas 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

CapIntel is looking for a Product Marketing Lead to build and lead our product marketing function from the ground up. Reporting to the VP of Product youll shape how wealth advisors and retail investors understand adopt and gain value from CapIntel. This role is about creating clarity in our product story enabling powerful go-to-market strategies and driving measurable business impact in close partnership with Product Marketing and Revenue teams.

What Youll Do

• Build the foundation: Establish core product marketing processes frameworks and playbooks that scale as the business grows.
• Lead launches: Drive strategy and execution for major launches aligning to roadmap priorities and adoption goals.
• Measure what matters: Define and track KPIs for adoption enablement and campaign performanceusing data to inform decisions and iterate.
• Roll up your sleeves: Write messaging sales enablement materials decks competitive analyses and launch documentation.
• Turn insights into action: Gather and synthesize customer feedback product usage data and market signals to refine positioning and go-to-market strategies.
• Work cross-functionally: Partner with Product Marketing and Revenue leaders to ensure messaging and launches are consistent and impactful.
• Support monetization: Provide customer and market context to help shape pricing packaging and value communication.

What Were Looking For

• 4years in B2B SaaS product marketing with a track record of leading launches and driving adoption.
• Experience building product marketing from 01 in a start-up or scaling environment.
• A strong communicator who can simplify complex concepts into compelling narratives.
• Metrics-driven with confidence using data to guide decisions and measure impact.
• Hands-on operator whos comfortable owning both strategy and execution.
• Collaborative mindset with experience partnering across Product Marketing and Revenue.

Bonus experience

• Experience in WealthTech FinTech or other compliance-focused B2B industries.
• Background working in B2B2C or hybrid B2B/B2C environments.

The Interview Process

1. 30-Minute Video Interview with a member of the Talent Acquisition team
2. 45-minute Video Interview with the VP Product
3. 45-Minute Video Interview with the Director Solutions Architecture
4. 60-minute Presentationto cross-functional leaders

Not Sure You Meet Every Requirement

We know that what matters most is a great attitude a hunger to learn and a drive to deliver high-quality work. While experience is valuable we also understand that careers dont always follow a straight youre excited about this role but not sure you meet every requirement we encourage you to apply!

Why Youll Love Working Here:

Visit our Careers Page to learn more about what its like to work here including the virtues that guide us and the perks and benefits designed to help you thrive. Were proud to be a team where respect trust and collaboration drive everything we do. At CapIntel we challenge and elevate each other because we know that true impact happens when exceptional people work together toward a common goal. Wed love for you to be part of our journey!

Whats 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 .

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For your application:

To help us quickly understand your qualifications and ensure your application receives the attention it deserves please answer the following questions thoughtfully. These responses will assist us in the initial pre-screening and resume review process.