Product Manager, CapIntel

CapIntel, one of Canada’s fastest-growing companies, is looking for a Product Manager to shape the future of their innovative financial advisor tools. As a pivotal member of the team, you'll drive product strategy, influence the roadmap, and ensure that CapIntel continues to lead in transforming the financial advisory space.

Who Is CapIntel & How Are They Changing the World?

Since launching in 2019, CapIntel has been on a mission to elevate finance and build wealth for all, helping advisors better support their clients and providing peace of mind about their financial futures. Serving financial institutions across North America, CapIntel has revolutionized the client experience in investment management by modernizing sales processes with intuitive, web-based applications. These tools are enhancing the overall experience for wealth professionals and investors alike, making financial discussions more transparent, data-driven, and personalized.

CapIntel is committed to elevating personal finance, growing wealth through smart investments, and fostering meaningful conversations between advisors and their clients. Their platform helps financial professionals deliver transparent, data-driven insights to clients, ensuring they understand their investments and feel secure about their financial future. With over 12,000 advisors and 800 wholesalers on their platform across North America, CapIntel is redefining the advisor-client relationship.

CapIntel's rapid growth has been recognized industry-wide, earning the #13 spot on the Globe and Mail’s Top Growing Companies list in 2023 with a three-year revenue growth of 2443%. After closing a $14.2M CAD Series A, CapIntel is poised for continued growth, building their team to amplify their transformative impact on the wealth industry.

“We’re in a really unique position where we feel we’re at the forefront of a larger industry change, a real focus on customer engagement, real focus on investment products, talking about investment products, and delivering more holistic wealth management,” said James Rockwood, CapIntel’s Founder/CEO.

Co-founders James Rockwood and Rob Crnkovic host the Frontier of Finance Podcast, offering deep insights into the latest in wealth and asset management. With episodes featuring top asset managers, the podcast gives listeners an exclusive look into new product launches and innovations. Subscribe wherever you get your podcasts!

How Will I Make an Impact?

As the Product Manager, your impact will be felt across several critical areas:

Product Strategy and Vision

  • Lead the development of a clear, compelling product strategy for CapIntel's suite of tools, aligning it with business goals and market dynamics.
  • Drive the product roadmap by integrating market trends, customer needs, and deep industry knowledge to ensure innovation and relevance in a competitive landscape.

Data-Driven Insights and Industry Expertise

  • Use your expertise in the financial and investment industry to uncover insights that drive impactful product decisions.
  • Focus on calculations and data metrics, uncovering the stories behind the numbers, and delivering products that solve real-world challenges for users.
  • Identify and capitalize on growth opportunities by analyzing market trends, user feedback, and competitor offerings.

Cross-Functional Collaboration

  • Work closely with engineering, design, and marketing teams to refine and prioritize features that maximize product impact.
  • Collaborate with stakeholders to bridge industry knowledge with product development, ensuring alignment with broader business objectives.

Product Design and Development

  • Focus on building data-powered products that drive meaningful outcomes for users, emphasizing analytical insights over traditional user design.
  • Ensure high-quality, consistent user experiences across all product touchpoints.

Stakeholder Management and Communication

  • Partner with sales, marketing, and customer success teams to align product efforts with customer insights and business needs.
  • Keep executives and key stakeholders informed of product progress, fostering alignment and transparency across the organization.

Mentorship and Team Leadership

  • Mentor and develop junior team members, fostering a culture of collaboration, creativity, and continuous improvement.

Qualifications for Success

  • Several years of product management experience, ideally in financial services, investment tools, or analytics platforms.
  • Deep understanding of financial products, alternative investments, and their underlying mechanisms.
  • Strong analytical skills with expertise in data analysis, investor metrics, and A/B testing.
  • Strategic thinker who aligns product decisions with business goals and market opportunities.
  • Proven ability to lead cross-functional teams and influence stakeholders without direct authority.
  • Comfortable working with data-intensive products and translating technical insights into actionable strategies.

Why This Role?

CapIntel is at an exciting juncture, focusing on refining its data-powered product suite and exploring US product-market fit while continuing to lead in Canada. With 4-5 years of market traction and eight-figure annual revenue, the product has a strong foundation, but there’s room to innovate and evolve.

  • Your role will focus on uncovering the story behind the data metrics, integrating new functionalities, and keeping the product ahead of industry trends.
  • Reporting to Matt Stairs, you’ll have the freedom to prioritize and execute on the product vision, influence key decisions, and scale both the product and team.
  • You’ll bring creativity and expertise to a well-defined role, helping CapIntel expand its footprint while maintaining its high user engagement and above-average NPS.

This is a rare opportunity to shape the future of a thriving company while working with a product that’s already making a significant impact in the industry.

Inclusion and Diversity at CapIntel: We understand, accept, and value the differences between people of different backgrounds, genders, sexual orientations, ages, beliefs, and abilities. We aim to create an inclusive environment and encourage diverse individuals to apply

Ashley Gallant of Artemis Canada

Sound exciting?

Reach out to Ashley!