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 We pride ourselves on revolutionizing an outdated process with a product that's adopted 4x more than previous solutions.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 2025 and beyond.
As a Product Implementation Manager, you’ll lead client onboarding projects and help shape platform improvements that enhance CapIntel's 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.
What You’ll Do- Lead client onboarding: Translate client goals into tailored solutions, ensuring new clients are set up for success from day one.
- Manage implementation lifecycle: Oversee onboarding with developers and designers, anticipating bottlenecks and delivering on time.
- Own the client relationship: Manage communication, requirements, and escalations during onboarding, while working with Customer Success to strengthen relationships.
- Own project scope: Keep Statements of Work and Order Forms aligned, and ensure enterprise configurations integrate smoothly with client systems.
- Improve the platform experience: Partner with Product on UX/UI enhancements informed by client feedback and usage patterns.
- Champion continuous improvement: Drive refinements that keep our platform evolving with client and business needs.
- Implementation expertise: Hands-on experience onboarding customized enterprise software or leading client delivery in a similar role.
- Project management skills: Comfortable owning timelines, deliverables, and expectations across multiple stakeholders.
- Technical aptitude: Familiar with enterprise software systems and able to collaborate closely with development teams.
- Strong communicator: Confident in managing client conversations and clear in sharing updates across teams.
- Collaborative mindset: Works well across disciplines and builds alignment quickly.
- Knowledge of the wealth management industry and its client workflows.
We know that what matters most is a great attitude, a hunger to learn, and a drive to deliver high-quality work. While experience is valuable, we also understand that careers don’t always follow a straight path. If you’re excited about this role but not sure you meet every requirement — we encourage you to apply!
Why You'll Love Working Here:Visit our Careers Page to learn more about what it’s like to work here, including the virtues that guide us and the perks and benefits designed to help you thrive. We’re proud to be a team where respect, trust, and collaboration drive everything we do. At CapIntel, we challenge and elevate each other because we know that true impact happens when exceptional people work together toward a common goal. We’d love for you to be part of our journey!
What's Important to Us: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.
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 [email protected].
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For your application:To help us quickly understand your qualifications and ensure your application receives the attention it deserves, please answer the following questions thoughtfully. These responses will assist us in the initial pre-screening and resume review process.
