CapIntel
wealth management
ProductDeliveryManager
Neural analysis suggests this role is
optimal for Mid+ candidates.
“Product Delivery Manager at CapIntel. Skills: client onboarding, platform improvements, user experience enhancement, implementation management, client liaison, project scope management, platform usability advancement. Lead client onboarding projects. Gather requirements”
What You'll Achieve.
enhance the user experience; ensure implementations run smoothly; translate insights from clients into product improvements; elevate the user experience; ensure timely, seamless delivery; strengthen relationships; ensure enterprise configurations integrate successfully with client systems; align the platform with evolving client and business needs
Industry & Context.
What They're Looking For.
Must Have
multiple years of onboarding customized enterprise software solutions or experience in a similar role, Proven ability to manage projects, including timelines, deliverables, and stakeholder expectations, Excellent communication and presentation skills, Knowledge of the wealth management industry is required
Nice to Have
Familiarity with enterprise software systems and an ability to collaborate effectively with development teams
What You'll Do.
Lead client onboarding projects
Understand client goals
Design tailored solutions using existing features or enhancements
Manage implementation lifecycle
Oversee end-to-end onboarding with developers and designers
Serve as client liaison
Partner with Customer Success Managers to strengthen relationships
Manage contracts (SOWs
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
How You'll Work.
Team & Collaboration
collaborate with developers; Partner with product teams; partnering with Customer Success Managers; collaboration
Communication Scope
Excellent communication and presentation skills
Process & Methodology
Manage implementation lifecycle, Own project scope, Manage contracts (SOWs, Order Forms)
Full 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
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