Key Facts

Remote From:

Full time

140 - 140K yearly

English

Hard Skills

Client Services Project Management Customer Requirements Analysis Escalation Management Collaborative Design Contract Management Customer Relationship Management Stakeholder Communications Customer Success Management Continuous Improvement Process +3 more

Other Skills

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Collaboration
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Communication
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Curiosity
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Relationship Building
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Problem Solving

Roles & Responsibilities

Implementation experience onboarding customized enterprise software solutions or a similar role
Project management skills with ability to manage timelines, deliverables, and stakeholder expectations
Excellent communication and presentation skills
Knowledge of the wealth management industry

Requirements:

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

CapIntel

About CapIntel

Since we entered the market in October 2019, our mission has been to elevate finance to build wealth for all. To achieve this, we are transforming the way investment services professionals work, so they are equipped to deliver better results for their clients. As a Financial Advisor, the decisions you make have a lasting impact on your clients and their ability to achieve their financial goals. You must be able to assess and compare investment options efficiently to ensure you’re selecting the right portfolio to suit your client’s asset allocation. Today, however, the tedious, largely manual processes in the sales cycle can hinder your acuteness to the market, changing regulations, and client goals. This means not being able to get the information you need; making it harder to analyze funds and potentially leading to missed financial goals for your clients. We’ve developed a product to change that. CapIntel is a modernized platform that bridges sales process gaps and stamps out inefficiencies so advisors can attend to their clients’ needs more effectively and help them enhance their financial future. We empower each level of the firm’s sales force with the tools needed to get the job done, including modelling investment comparisons, preparing compelling proposals, and tracking compliance checkpoints. In short, our product facilitates an ecosystem that reflects the workflows of each wealth enterprise. Diversity builds better teams, and we encourage individuals of all backgrounds to reach out to us if you're interested in working together.

Company type: Scaleup

Founded: 2018

Company size: 51 - 200

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Job description

CapIntel is a software platform built for wealth management enterprises to help financial advisors explain complex investment strategies to their clients. Advisors at some of the biggest banks across North America are winning trust by using CapIntel to easily compare investments and create compelling, educational presentations. Ultimately, we're focused on investors getting better service, understanding their investments, and feeling at ease knowing their future is secure.

Since launching in 2019, CapIntel has seen rapid adoption and industry recognition, earning top placements in Deloitte’s Technology Fast 50 Canada and Fast 500 North America in 2025, ranking us among the fastest-growing technology companies. To support this momentum, we’re growing our team rapidly—investing in people who drive innovation at scale to expand our impact across the North American wealth management industry.

About the Role

As a Product Delivery Manager, you’ll lead client onboarding projects and help shape platform improvements that enhance the user experience. Reporting to our Director of Solutions Architecture, you’ll act as the connector between clients and our internal teams—ensuring implementations run smoothly and insights from clients translate into product improvements.

We are seeking a Product Delivery Manager to lead client onboarding projects and collaborate with developers to continuously enhance the platform’s UX/UI. Reporting to the Director of Solutions Architecture, this role serves as a vital link between clients and internal teams, ensuring seamless implementations and ongoing product improvements that elevate the user experience.

What You’ll Do

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.

What We’re Looking For

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

Bonus Experience

Technical Aptitude: Familiarity with enterprise software systems and an ability to collaborate effectively with development teams.

At CapIntel, we design compensation with intention. Each role is assessed against the impact, skills, and experience it requires, and we align our pay to competitive market data so candidates know what to expect from the start.

Your final offer will reflect your experience, skillset, and location. The listed range is a guideline, and the range for this role may be modified.

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.

If you’d like to understand more about our approach, we’re happy to walk through it during the hiring process.

For roles based in or eligible to work from Ontario, the expected base salary range is:

$100,000—$140,000 CAD

Not sure you meet every requirement?

We care most about mindset: your drive, curiosity and commitment to delivering great work. While experience matters, we know that careers aren’t always linear. If this role excites you and you believe you can make an impact with us, we want to hear from you.

Why you'll enjoy working here

Learn more about life at CapIntel on our Careers page, including the virtues that inspire how we work and the perks and benefits designed to support your growth and well-being. We’re a team built on trust, respect, and collaboration. This powers everything we do and creates a space to challenge and elevate each other as we work towards our shared vision. If this speaks to you, we’d be excited to have you with us.