Lead Product Manager

This is a fully remote position, open to applicants in Canada.

📋 Description

• Take ownership of the strategy, roadmap, and outcomes for Flow from start to finish.

• Create onboarding experiences that promote quicker activation, enhanced adoption, and lasting customer confidence.

• Guide and mentor PMs to elevate product thinking, execution, and customer empathy within the team.

• Regularly engage with advisors, enterprise partners, and internal teams to identify friction points and refine product direction.

• Collaborate closely with design and engineering teams to transition from concept to launched product swiftly and thoughtfully.

• Lead cross-functional product launches alongside Sales, Marketing, and Customer Success, utilizing feedback and data to continually enhance the experience.

• Establish clear success metrics and leverage data to inform prioritization and product decision-making.

⛳️ Requirements

• Over 7 years of product management experience, demonstrating a history of owning products from inception to completion in SaaS, fintech, or wealthtech sectors.

• More than 3 years of experience in the wealthtech industry and/or in designing workflows for financial advisory services.

• In-depth domain knowledge in wealth management or financial services, with a comprehensive understanding of advisor workflows and client experiences.

• A customer-centric approach combined with robust product instincts, rooted in research, data, and genuine user challenges.

• Proven experience in simplifying intricate workflows, enhancing onboarding processes, or driving adoption in B2B or B2B2C products.

• Strong skills in cross-functional leadership and the ability to influence teams across product, design, engineering, and go-to-market functions.

• Ability to balance long-term strategic planning with practical execution and delivery.

• A mentorship-oriented mindset — you take pleasure in coaching others, sharing insights, and fostering team growth.

🏝️ Benefits

• Compensation at CapIntel extends beyond just base salary.

• Depending on the position, total rewards may encompass variable pay, equity, comprehensive benefits, flexible time off, and dedicated opportunities for personal growth and development.