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 experience.
• Define clear success metrics and use data to guide prioritization and product decisions.

What You'll Bring

• 7+ years of product management experience, with a track record of owning products end-to-end in SaaS, fintech, or wealthtech environments.
• 3+ years of experience working in the wealthtech 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.

Bonus Points

• Background in wealthtech, 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 CapIntel, 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 CapIntel 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 development.

If you'd like to understand more about our approach, we're happy to walk through it during the hiring process.

For roles based in or eligible to work from Ontario, the expected base salary range is:

$195,000-$245,000 CAD

Not sure you meet every requirement?

We care most about mindset: your drive, curiosity and commitment to delivering great work. While experience matters, we know that careers aren't always linear. If this role excites you and you believe you can make an impact with us, we want to hear from you.