Lead Product Manager

CapIntel is a software platform for wealth management enterprises. We're looking for a Lead Product Manager to own our new onboarding experience, Flow, and define the vision for its evolution across our platform.

Requirements

• 7+ years of product management experience in SaaS, fintech, or wealthtech environments
• 3+ years of experience working in the wealthtech industry and/or designing financial advisory workflows
• Strong domain expertise in wealth management or financial services
• Customer-first mindset and strong product instincts grounded in research, data, and real user problems
• Experience simplifying complex workflows, improving onboarding experiences, or driving adoption within B2B or B2B2C products
• Strong cross-functional leadership skills and the ability to influence across product, design, engineering, and go-to-market teams

Benefits

• Comprehensive benefits
• Flexible time off
• Dedicated opportunities for growth and development
• Variable pay
• Equity