Drive product innovation as a Lead Product Manager at CapIntel, revolutionizing onboarding for financial advisors. Focus on strategy and delivery for the Flow platform while shaping client experiences.
CapIntel is expanding rapidly and seeking a skilled Lead Product Manager to own the Flow onboarding experience. This pivotal role blends strategy, customer experience, and operational efficiency, demanding deep expertise in wealth management. You will collaborate with design, engineering, and go-to-market teams to simplify advisor workflows and maximize adoption.
Key Responsibilities:
• Own end-to-end strategy and roadmap for Flow
• Design onboarding experiences enhancing activation and adoption
• Mentor PMs to elevate product execution and empathy
• Engage with stakeholders to identify friction points
• Collaborate closely with design and engineering teams
Requirements:
• 7+ years of product management experience in SaaS or fintech
• 3+ years in wealthtech ...