Senior Product Manager (Growth)

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 We pride ourselves on revolutionizing an outdated process with a product thats adopted 4x more than previous solutions.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 transforming how financial professionals deliver advice and build trust with their clients. As a Senior Product Manager you will own our brand-new mission critical flagship product where advisors bring digital investment proposals and financial stories to life for their clients. Youll identify the highest-leverage opportunities in the product funnel test and optimize them and partner cross-functionally to deliver experiences that help advisors win clients deepen relationships and ultimately grow CapIntels market impact.

What Youll Do

• Own the end-to-end investor experience at the presentation layer lead strategy design and execution of how insights proposals and recommendations are delivered to investors ensuring clarity personalization and a seamless advisorclient interaction.
• Drive growth outcomes: Define and execute strategy to drive growth adoption engagement and retention across our user base.
• Map and optimize the funnel: Break down the end-to-end customer journey surface key drop-offs or friction points and run experiments to improve conversion at each stage.
• Champion the customer and market: Use qualitative insights and quantitative data to understand user needs and client expectations informing product decisions that strengthen product-market fit.
• Conduct research and run growth experiments: Partner with design engineering and GTM teams to research and test new concepts and prototypes that will improve onboarding flows engagement nudges and workflow improvements measuring impact and iterating quickly.
• Collaborate cross-functionally: Work closely with Marketing CX and Sales to craft go-to-market strategies enablement and post-launch iteration.
• Measure what matters: Define clear success metrics track performance and report progress to leadership always linking product work to business impact.

What Were Looking For

• Success scaling products: Proven track record owning adoption engagement and/or retention in a B2B2C environment or for a SaaS product that delivered experiences with high user engagement. Growth product experience is a plus.
• Customer-obsessed and research-driven: Adept at surfacing customer insights and translating them into high-impact product decisions.
• Metrics-minded operator: Comfortable running experiments defining funnel KPIs and making data-informed trade-offs.
• Cross-functional leader: Skilled at aligning stakeholders across product design engineering marketing and sales and influencing without direct authority.
• Strategic and execution-focused: Able to zoom out on product strategy while also driving clear actionable requirements for delivery teams.

Bonus Experience

• Experience building investor-facing education tools and/or financial literacy and guidance applications.
• Familiarity with product analytics tools like Amplitude Mixpanel or similar.

The Interview Process

• Round 1: 30-minute video interview with a member of the Talent Acquisition team
• Round 2: 30-minute video interview with the Director Product Management
• Round 3: 45-minute video interview with a member of the Design team
• Round 4: 45-minute video interviewwith the VP Product
• Round 5: Take home case study followed by a 60-minute presentation to a panel of cross-functional stakeholders

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.