Note: The job is a remote job and is open to candidates in USA. CapIntel is a software platform built for wealth management enterprises to help financial advisors explain complex investment strategies to their clients. They are seeking a Lead Product Manager to own Flow, their new onboarding experience designed to help advisors and clients get up and running quickly and confidently.
Responsibilities
- 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
Skills
- 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
- 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
Benefits
- Variable pay
- Equity
- Comprehensive benefits
- Flexible time off
- Dedicated opportunities for growth and development
Company Overview