Product Delivery Manager

🕒 May 15

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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

• Lead client onboarding: Gather requirements, understand client goals, and design tailored solutions using existing features or enhancements. • Manage implementation lifecycle: Oversee end-to-end onboarding with developers and designers, removing bottlenecks and ensuring timely, seamless delivery. • Serve as client liaison: Act as the primary contact during onboarding, managing communication, requirements, and escalations, while partnering with Customer Success Managers to strengthen relationships. • Own project scope: Manage contracts (SOWs, Order Forms) and ensure enterprise configurations integrate successfully with client systems. • Advance platform usability: Partner with product teams to identify and implement UX/UI improvements informed by client feedback and usage metrics. • Drive continuous improvement: Champion enhancements that align the platform with evolving client and business needs.

🎯 Requirements

• Implementation Experience: multiple years of onboarding customized enterprise software solutions or experience in a similar role • Project Management Skills: Proven ability to manage projects, including timelines, deliverables, and stakeholder expectations. • Communication: Excellent communication and presentation skills • Wealth Management: Knowledge of the wealth management industry is required

🏖️ Benefits

• Variable pay • Equity • Comprehensive benefits • Flexible time off • Dedicated opportunities for growth and development