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 We pride ourselves on revolutionizing an outdated process with a product that's adopted 4x more than previous solutions.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.
As a Senior Product Marketing Manager, you will have a pivotal role in building, shaping and scaling our product launch strategy and translating the voice of our customer. Collaborating closely with product leaders and cross-functional teams, this role blends ownership of go-to-market initiatives and enablement, building repeatable product marketing processes that drive adoption and leverage insights, and researching to develop strategic positioning for market clarity and revenue growth.
This role is responsible for ensuring roadmap deliverables are clearly communicated and easy for Go-To-Market teams to adopt. It requires strong analytical skills and a focus on launching products that meet customer needs and support business growth.
What you’ll do- Establish the product marketing function by building scalable processes and frameworks that grow with the company.
- Lead go-to-market strategies for new products and features, including product positioning, messaging, and value propositions.
- Develop clear, effective enablement materials that help Go-to-Market teams communicate product value and features with confidence.
- Collaborate cross-functionally to test new features and gather implementation insights prior to full market launch.
- Represent the customer perspective by collecting insights through meetings, interviews, surveys, and engagement data to help inform product decisions.
- Act as the primary contact for feature-related questions from the GTM team and build self-service resources to support ongoing needs.
- Monitor key performance indicators (KPIs) and use data-driven insights to evaluate feature performance and inform strategy.
- Contribute to market research and analysis to help identify new opportunities and areas for product expansion, in collaboration with the leadership team.
- Stay current on industry trends, emerging technologies, and best practices to help guide product strategy and ongoing innovation.
- Experience as a Product Marketing Manager or in a similar role, with a strong track record of launching and marketing products - ideally in a B2B SaaS environment.
- Demonstrated success leading strategic product marketing initiatives or building foundational product marketing practices.
- Strong communication and presentation skills, with the ability to translate complex concepts into clear, customer-facing messaging.
- Effective collaborator with experience working cross-functionally and engaging with senior stakeholders across product, marketing, and revenue teams.
- Comfortable using both qualitative and quantitative data to inform decisions and guide strategy.
- Creative and results-oriented, with a demonstrated ability to think strategically and execute effectively.
- Exposure to pricing and packaging frameworks and/or previous ownership of monetization initiatives
- Experience in WealthTech, FinTech, or compliance-driven B2B industries
- 30-Minute Video Interview with a member of the Talent Acquisition team
- 60-Minute Video Interview with the Director, Solutions Architecture
- 45-minute Video Interview with the VP, Product
- Take-home case study followed by a 60-minute session where you’ll present to the Director, Solutions Architecture, VP, Product and Head of Marketing.
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.
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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.
