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Since we launched in 2019, CapIntel has been on a mission to elevate finance to build wealth for all; this means helping advisors better support their clients, so they feel at ease knowing their future is secure. We’ve mastered the client experience around investments and are working with some of the largest wealth brands in North America to modernize their sales processes with innovative Wealth Tech. CapIntel’s sales enablement platform helps enterprises bridge crucial efficiency and communication gaps by enhancing how advisors and wholesalers analyze, present, and sell investments to retail investors. CapIntel is expanding rapidly, having achieved over 750% in growth in 2021, and we’re continuing to build our team to support our transformative impact on the wealth industry.

Product Manager

We’re seeking a Product Manager who will be at the hub of our development, design, and go-to-market teams to innovate and lead the execution of our vision. We’re also looking for someone that is passionate about the wealth management industry, and who can maintain and foster close relationships with the market (clients, advisors, asset managers). You will also be responsible for developing a product strategy. You are someone who embraces a data-focused approach to ensure each initiative on our product roadmap delivers meaningful impact to our business and users. In this role, the Product Manager will report to our Head of Product.

What you’ll do

• Gain a deep understanding of the customer experience to generate and evaluate new ideas that help build on our vision
• Own and lead all aspects of an established agile team, including backlog grooming, triage and prioritization, and cross-functional coordination
• Understand the online distribution of financial products
• Prioritize, maintain and communicate the product roadmap for your team
• Build awareness and understanding of the product with internal teams so they can translate to our end customers
• We’re a growing company and know that this role will continue to evolve, develop and expand based on your growth of capabilities!

Who you are and what you bring

• 3-5 years of Product Management experience in a similar role
• Demonstrated ability to lead projects affecting many functions
• Possess the aptitude to develop and sequence features to achieve the vision
• Experience with SaaS products is preferred
• Excellent written, oral communication and presentation skills
• Able to build strong relationships and work cross-functionally with business partners
• Experience working with an Agile development process
• Knowledge of the wealth management industry is preferred
• Bold, gritty and curious character

Our compensation portfolio

• Salary We’re proud to offer a fair, competitive, and equitable process to determining your salary that is based on your skills, knowledge, experience and internal equity. You can rest assured that we will present you our best salary 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 if something doesn’t quite meet your needs, we also offer a generous healthcare spending allowance.
• Time away from work We love working at CapIntel, but we also love the ability to recharge outside of work. We offer competitive vacation days, lifecare days, and company holidays and build in some flexibility too!

• 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.
• Belonging We respect, appreciate and celebrate our iniduality. And we know that our erse 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.

Where we work

• Remote first. We trust our teammates to find the work location that allows them to do their best work – remotely or in person. We’re a Canadian based, remote-first environment, with in-office collaboration zones and inidual workspaces in Gatineau, QC or Halifax, NS and hubs of virtual employees in Southwestern Ontario (and a few others scattered across Canada). We do find value in our teammates being able to connect, collaborate, learn from and mentor one another, so we may request you to travel to a central location for periodic team meetings.

How we work

These principles guide our decisions towards our common goal of success.

• Accountability
• Teamwork
• Simple
• Prioritize & Execute
• Autonomy

What’s next

We’re actively seeking candidates for this position, and keen to see your application. If this role interests you, please submit your application no later than November 18, 2022. However, we’re keen to fill this role, so we’ll reach out and hire the candidate even before the deadline, so don’t wait until the last minute to apply!

Equity, ersity and accessibility

CapIntel believes that all dimensions of ersity 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, neuroergence, national origin, and age. We cultivate an inclusive workplace where people excel based on personal merit, qualification, experience, ability, and job performance.

If you require an accommodation that will reduce a barrier to your application, please send an email to [email protected] and our Talent & Employee Experience teammates will work with you on options to ensure you are set up for success.