Lead Product Manager

🕒 May 13

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CapIntel

WebsiteLinkedInAll Job Openings

51 - 200 employees

Founded 2019

💸 Finance

💳 Fintech

🤝 B2B

💰 $11M Series A on 2022-06

Finance • Fintech • B2B

CapIntel is a company that provides investment comparison and proposal tools designed to help clients understand and engage with their investment products. Their platform is used by some of the biggest banks in the world to support financial advisors in presenting easy-to-understand proposals that highlight experience, value, and financial education. CapIntel's tools allow for interactive and visual comparisons, helping clients to grasp the impact of their investment choices on future financial goals. With a focus on elevating the client experience, CapIntel aims to make financial advice accessible and comprehensible, building stronger client-advisor relationships and business success.

📋 Description

• 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.

🎯 Requirements

• 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.

🏖️ Benefits

• 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.