Lead Product Manager

Cap Intel 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 Cap Intel to easily compare investments and create compelling, educational presentations. Ultimately, we’re focused on investors getting better service, understanding their investments, and feeling at ease knowing their future is secure.

Since launching in 2019, Cap Intel has seen rapid adoption and industry recognition, earning top placements in Deloitte’s Technology Fast 50 Canada and Fast 500 North America in 2025, ranking us among the fastest-growing technology companies. To support this momentum, we’re growing our team rapidly—investing in people who drive innovation at scale to expand our impact across the North American wealth management industry.

We're looking for a Lead Product Manager to own Flow , our new onboarding experience designed to help advisors and clients get up and running quickly and confidently. This is a high-impact role at the intersection of product strategy, customer experience, and operational scale.

In this role, you'll define the vision for Flow, and shape how onboarding evolves across our platform. Working closely with design, engineering, and go-to-market teams, you'll deliver experiences that simplify complex advisor workflows. This role is ideal for someone with deep wealth management and financial services expertise, who has additionally experience mentoring and supporting the growth of other PMs as the product organization scales.

• 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 to launched product 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.

• 7+ years of product management experience, with a track record of owning products end-to-end in SaaS, fintech, or wealth tech environments.
• 3+ years of experience working in the wealth tech industry and/or designing financial advisory workflows.
• Strong domain expertise in 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.
• Comfort balancing long-term strategy with hands-on execution and delivery.
• A mentorship mindset — you enjoy coaching others, sharing context, and helping teams grow.

• Background in wealth tech, 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.

At Cap Intel, we design compensation with intention. Each role is assessed against the impact, skills, and experience it requires, and we align our pay to competitive market data so candidates know what to expect from the start.

Your final offer will reflect your experience, skillset, and location. The listed range is a guideline, and the range for this role may be modified.

Compensation at Cap Intel goes beyond base pay. Depending on the role, total rewards may include variable pay, equity, comprehensive benefits, flexible time off, and dedicated opportunities for growth and…