CapIntel
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.
Senior Product Manager, Data
November 14
CapIntel
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 data platform vision and roadmap: Define how CapIntel ingests, structures, and surfaces data to enable analytics, personalization, and AI-driven recommendations. • Drive data quality and reliability: Collaborate with engineering to improve observability, lineage, and resilience; ensure data is accurate, compliant, and audit-ready. • Partner cross-functionally: Partner with Product, Engineering, and Client Solutions teams to translate business needs into scalable data solutions that power our platform. • Champion insights and decision-making: Build frameworks and tools that make it easy for internal teams and customers to derive meaning and measure outcomes. • Enable intelligent experiences: Collaborate with AI/ML and product teams to feed recommendation, tax, and scenario models with clean, trustworthy data. • Balance strategy and execution: Define priorities, manage delivery timelines, and make informed trade-offs across competing technical and business goals. • Mentor and influence: Elevate data literacy across the product organization — helping others think in terms of structure, precision, and measurable impact.
🎯 Requirements
• Proven experience owning a complex data or platform product area end-to-end within a B2B SaaS or fintech company. • Ability to engage deeply with engineering and data troubleshooting in database, architecture, APIs, data models, and ETL design; • Working knowledge and experience of querying SQL/NoSQL systems; • Experience with modern data ecosystems (Snowflake, dbt, Fivetran, Databricks) and analytics tools (Looker, Amplitude, Mixpanel). • Skilled at translating user and enterprise needs into data requirements and success metrics that drive adoption and trust. • Able to influence without authority, bring clarity to ambiguity, and align stakeholders around a shared vision. • Experienced in defining KPIs for data integrity, latency, and product outcomes; uses data to guide prioritization and iteration.
🏖️ Benefits
• Health insurance • Flexible working arrangements • Professional development opportunities • Paid time off
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