Since launching in 2019, CapIntel has been on a mission to provide magical financial moments for all: investors, wealth professionals, and our customers.
Our innovative proposal generation platform transforms how financial professionals compare, discuss, and present investment options, empowering clients to make informed decisions. We pride ourselves on revolutionizing an outdated process with a product that's adopted four times more than previous solutions. One executive called CapIntel "the most intuitive platform I’ve used in almost 20 years in financial services.”
As one of Canada's fastest-growing wealthtech companies, CapIntel is expanding at an unprecedented pace. Our relentless commitment to innovation drives us to build a dynamic team, strengthening our ability to impact the wealth industry landscape in 2024 and beyond.
We are seeking a Product Delivery Manager to lead enterprise client onboarding projects and collaborate with developers to continuously enhance the platform’s UX/UI. Reporting to the CTO, this role serves as a vital link between clients and internal teams, ensuring seamless implementations and ongoing product improvements that elevate the user experience.
Please note that applications for this role will be reviewed in early January, and candidates will be contacted at that time regarding next steps.
Client Onboarding:
Understand client goals and challenges to gather requirements and design tailored solutions using existing features or enhancements.
Alongside a team of developers, oversee the end-to-end implementation lifecycle, addressing bottlenecks and ensuring seamless onboarding of our software platform.
Act as the primary contact for clients during onboarding, managing communication, requirements, and escalations.
Partner with Customer Success Managers in nurturing client relationships during the implementation phase.
Project Management
Manage contracts, including Statements of Work (SOWs) and Order Forms (OFs), ensuring alignment with project scope.
Support enterprise configuration and ensure successful integration with client systems.
Platform Improvement
Partner with product teams to identify and implement UX/UI enhancements informed by client feedback and usage metrics.
Drive ongoing improvements to ensure the platform meets evolving client and business needs.
Implementation Experience: multiple years of onboarding customized enterprise software solutions or experience in a similar role
Project Management Skills: Proven ability to manage complex projects, including timelines, deliverables, and stakeholder expectations.
Technical Aptitude: Familiarity with enterprise software systems and an ability to collaborate effectively with development teams.
Communication: Excellent communication and presentation skills
Wealth Management: Knowledge of the wealth management industry is a plus
We know that what matters most is a positive attitude, a hunger to learn, and the drive to create quality work and get results. While we value experience and specific kinds of knowledge, we also know that sometimes it’s a roundabout career journey. And if you’re not sure you meet the experience requirements for this position, but you know in your gut that you’ve got what it takes to bring this role to the next level, we’d like to hear from you!
We are committed to providing an inclusive and accessible recruitment experience, so please let us know if you require any accommodations to support your application process by emailing tande@capintel.com.
Remote first work: We’re a Canadian based, remote-first environment, with in-office collaboration zones and individual workspaces in Gatineau, QC or Halifax, NS and hubs of virtual employees in Southwestern Ontario. Successful candidates will be expected to adopt Eastern time core hours as part of their regular schedule, regardless of physical location.
Pay: We’re proud to offer a fair, competitive, and equitable process to determine pay that is based on your skills, knowledge, experience and internal equity. We will present our best offer so you don’t have to worry about playing the negotiation game.
Benefits: Our comprehensive benefit package is available from your first day and we offer generous flex credits to allow you to top up your coverage in whatever way is meaningful to you! You’ll be able to allocate your flex credits to any combination of our Group RSP, Healthcare Spending Account and/or Lifestyle Spending Account.
Time away from work: We love working at CapIntel, but we also love our lives outside of work. We offer competitive vacation days, life-care days, and company holidays and build in some flexibility too! Our vacation benefits increase along with your time at CapIntel, to thank and reward your continued commitment.
Professional growth: We thrive on building our career journeys by learning, mentoring and experiencing through our jobs, our colleagues and our leadership team. Not only do we encourage it, but we also enforce a culture that ensures we thrive, grow and evolve. All new hires will receive an onboarding success plan to help you progress during your first 90 days at CapIntel.
Belonging: We respect, appreciate and celebrate our individuality. And we know that our diverse perspectives further each other and our business along the path towards greatness. We find ways to socialize, build a sense of community (even if it is across the country!) and challenge each other to share creativity in our “safe-to-fail” environment. We’re committed to making sure you know you’re appreciated for exactly who you are
To learn how we protect your personal data, read our Applicant Privacy Notice.
CapIntel believes that all dimensions of diversity are a strength, and that we have a role to play in actively reducing and eliminating systemic barriers to employment equity. We believe in equal employment opportunities regardless of race, ethnicity, language, genetic information, creed, religion, sex, sexual orientation, gender identity, family and marital status, neurodivergence, national origin, and age. We cultivate an inclusive workplace where people excel based on personal merit, qualification, experience, ability, and job performance.
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