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 We pride ourselves on revolutionizing an outdated process with a product that's adopted 4x more than previous solutions. One executive called CapIntel "the most intuitive platform I’ve used in almost 20 years in financial services.”
As one of Canada's 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.
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. You’ll 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 CapIntel’s market impact.
What You’ll 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 advisor–client 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.
- 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.
- Experience building investor-facing education tools and/or financial literacy and guidance applications.
- Familiarity with product analytics tools like Amplitude, Mixpanel, or similar.
- 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 interview with the VP, Product
- Round 5: Take home case study followed by a 60-minute presentation to a panel of cross-functional stakeholders
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 don’t always follow a straight path. If you’re excited about this role but not sure you meet every requirement — we encourage you to apply!
Why You'll Love Working Here:Visit our Careers Page to learn more about what it’s like to work here, including the virtues that guide us and the perks and benefits designed to help you thrive. We’re 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. We’d love for you to be part of our journey!
What's 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 [email protected].
To learn how we protect your personal data, read our Applicant Privacy Notice.
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.
Top Skills
What We Do
Since we entered the market in October 2019, our mission has been to elevate finance to build wealth for all. To achieve this, we are transforming the way investment services professionals work, so they are equipped to deliver better results for their clients. As a Financial Advisor, the decisions you make have a lasting impact on your clients and their ability to achieve their financial goals. You must be able to assess and compare investment options efficiently to ensure you’re selecting the right portfolio to suit your client’s asset allocation. Today, however, the tedious, largely manual processes in the sales cycle can hinder your acuteness to the market, changing regulations, and client goals. This means not being able to get the information you need; making it harder to analyze funds and potentially leading to missed financial goals for your clients. We’ve developed a product to change that. CapIntel is a modernized platform that bridges sales process gaps and stamps out inefficiencies so advisors can attend to their clients’ needs more effectively and help them enhance their financial future. We empower each level of the firm’s sales force with the tools needed to get the job done, including modelling investment comparisons, preparing compelling proposals, and tracking compliance checkpoints. In short, our product facilitates an ecosystem that reflects the workflows of each wealth enterprise. Diversity builds better teams, and we encourage individuals of all backgrounds to reach out to us if you're interested in working together.
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