Lead Product Manager

About this role

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, we're focused on investors getting better service, understanding their investments, and feeling at ease knowing their future is secure.

Since launching in 2019, CapIntel 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.

About the Role

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 additional has experience mentoring and supporting the growth of other PMs as the product organization scales.

What You’ll Be 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 to launched product quickly and thoughtfully.

• Lead cross-functional launches with Sales, Marketing, and Customer Success, using feedback and data to continuously improve the…