Lead Product Manager

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 were focused on investors getting better service understanding their investments and feeling at ease knowing their future is secure.

Since launching in 2019CapIntelhas seen rapid adoption and industry recognition earning top placements in Deloittes Technology Fast 50 Canada and Fast 500 North America in 2025 ranking us among thefastest-growing technology companies. To support this momentumweregrowing our teamrapidlyinvestingin people who drive innovation at scale to expand our impact across the North American wealth management industry.

About the Role

Were looking for aLead Product Managerto ownFlow our new onboarding experience designed to help advisors and clients get up and running quicklyand confidently. This is a high-impact role at the intersection of product strategy customer experience and operational scale.

In this roleyoulldefine the vision for Flow and shape how onboarding evolves across our platform. Working closely with design engineering and go-to-market teamsyoulldeliver experiences that simplify complex advisor workflows. This role is ideal for someone withdeep wealth management and financial servicesexpertise whoadditionalhas experiencementoring and supporting the growth of other PMs astheproduct organization scales.

WhatYoullBe 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 tolaunchedproduct 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.

WhatYoullBring

• 7 years of product management experience witha track recordof owning products end-to-end in SaaS fintech orwealthtechenvironments.
• 3 years of experience working in thewealthtechindustry and/or designing financial advisory workflows.
• Strong domainexpertisein 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.
• Comfortbalancinglong-term strategy with hands-on execution and delivery.
• A mentorship mindset you enjoy coaching others sharing context and helping teams grow.

Bonus Points

• Background inwealthtech 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.

Notsureyou meet every requirement

We care most about mindset:yourdrivecuriosityandcommitmentto deliveringgreat experiencematters weknow thatcareersarentalways linear. If this role excitesyouand you believe you can make an impactwith uswe want to hear from you.

Whyyoullenjoy working here

Learn more aboutlife atCapIntelon ourCareerspage including the virtues that inspire how we work and theperksand benefits designed to support your growth and team built on trust respect and collaboration. This powerseverything we doand creates a space to challenge and elevate each otheras we work towards our shared this speaks to youwedbe excited to have you with us.