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 We pride ourselves on revolutionizing an outdated process with a product that's adopted 4x more than previous solutions.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.
CapIntel is looking for a Product Marketing Lead to build and lead our product marketing function from the ground up. Reporting to the VP of Product, you’ll shape how wealth advisors and retail investors understand, adopt, and gain value from CapIntel. This role is about creating clarity in our product story, enabling powerful go-to-market strategies, and driving measurable business impact in close partnership with Product, Marketing, and Revenue teams.
What You’ll Do- Build the foundation: Establish core product marketing processes, frameworks, and playbooks that scale as the business grows.
- Lead launches: Drive strategy and execution for major launches, aligning to roadmap priorities and adoption goals.
- Measure what matters: Define and track KPIs for adoption, enablement, and campaign performance—using data to inform decisions and iterate.
- Roll up your sleeves: Write messaging, sales enablement materials, decks, competitive analyses, and launch documentation.
- Turn insights into action: Gather and synthesize customer feedback, product usage data, and market signals to refine positioning and go-to-market strategies.
- Work cross-functionally: Partner with Product, Marketing, and Revenue leaders to ensure messaging and launches are consistent and impactful.
- Support monetization: Provide customer and market context to help shape pricing, packaging, and value communication.
- 4+ years in B2B SaaS product marketing with a track record of leading launches and driving adoption.
- Experience building product marketing from 0–1 in a start-up or scaling environment.
- A strong communicator who can simplify complex concepts into compelling narratives.
- Metrics-driven, with confidence using data to guide decisions and measure impact.
- Hands-on operator who’s comfortable owning both strategy and execution.
- Collaborative mindset with experience partnering across Product, Marketing, and Revenue.
- Experience in WealthTech, FinTech, or other compliance-focused B2B industries.
- Background working in B2B2C or hybrid B2B/B2C environments.
- 30-Minute Video Interview with a member of the Talent Acquisition team
- 45-minute Video Interview with the VP, Product
- 45-Minute Video Interview with the Director, Solutions Architecture
- 60-minute Presentation to cross-functional leaders
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.
