Senior Product Manager (Data)

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 We pride ourselves on revolutionizing an outdated process with a product thats adopted 4x more than previous solutions.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

Werelooking for aSenior Product Managerto lead the evolution of CapIntels dataplatform:enablingsecure scalable and insight-rich experiences across our advisor and enterprise ecosystem. This role sits at the intersection of product engineering and how data flows through our systems how we transform it into actionable insights and how it powers core experiences like proposals analytics and recommendationassistance. Youllpair strong technical fluency with strategic product instinctsto turncomplex data pipelines into user-facingvaluethatdrivestrust transparency and growth.

What Youll Do

• Own the data platform vision and roadmap:Define howCapIntelingests structures and surfaces data to enable analytics personalization and AI-driven recommendations.
• Drive data quality and reliability:Collaborate with engineering to improve observability lineage and resilience; ensuredata isaccurate compliant andaudit-ready.
• Partner cross-functionally:Partnerwith Product Engineering and Client Solutions teams to translate business needs into scalable data solutions that power our platform.
• Champion insights and decision-making:Build frameworks and tools that make it easy for internal teams and customers to derive meaning and measure outcomes.
• Enable intelligent experiences:Collaborate with AI/ML and product teams to feedrecommendationtax and scenario models with clean trustworthy data.
• Balance strategy and execution:Define priorities manage delivery timelines and make informed trade-offs across competing technical and business goals.
• Mentor and influence:Elevate data literacy across the product organizationhelping others think in terms of structure precision and measurable impact.

What Were Looking For

• Product leadership at scale:Proven experience owning a complex data or platform product area end-to-end within a B2B SaaS or fintech company.
• Technical fluency:Ability to engage deeply with engineeringand data troubleshootingin databasearchitecture APIs data models and ETL design;comfortable navigating tradeoffs in scalability latency and cost.
• Data stackexpertise: Working knowledge and experience of querying SQL/NoSQL systems; experience with modern data ecosystems (SnowflakedbtFivetran Databricks) and analytics tools (Looker AmplitudeMixpanel).
• Customer-obsessed insights-driven:Skilled at translating user and enterprise needs into data requirements and success metrics that drive adoption and trust.
• Strong collaborator and communicator:Able to influence without authority bring clarity to ambiguity and align stakeholders around a shared vision.
• Metrics-minded operator:Experienced in defining KPIs for data integrity latency and product outcomes; uses data to guide prioritization and iteration.

Bonus Experience

• Experience inwealthtechor fintech particularly involving financial data integrations performance analytics or compliance reporting.
• Experience scalingAI/ML recommendation systems

The Interview Process

• Round 1: 30-minute video interview with a member of the Talent Acquisition team
• Round 2: 45-minute video interview with the Director Product Management
• Round 3: 45-minute video interview with a member of the Engineering 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.