Product Delivery Manager

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 were focused on investors getting better service understanding their investments and feeling at ease knowing their future is secure.

Since launching in 2019CapIntelhas seen rapid adoption and industry recognition earning top placements in Deloittes Technology Fast 50 Canada and Fast 500 North America in 2025 ranking us among thefastest-growing technology companies. To support this momentumweregrowing our teamrapidlyinvestingin people who drive innovation at scale to expand our impact across the North American wealth management industry.

As a Product Delivery Manager youll lead client onboarding projects and help shape platform improvements that enhance the user experience. Reporting to our Director of Solutions Architecture youll act as the connector between clients and our internal teamsensuring 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 platforms 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.

• 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 the primary contact during onboarding managing communication requirements and escalations while partnering with Customer Success Managers to strengthen relationships.
• Own project scope: Manage contracts (SOWs Order Forms) and 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.

• Implementation Experience: multiple years of onboarding customized enterprise software solutions or experience in a similar role
• Project Management Skills: Proven ability to manage projects including timelines deliverables and stakeholder expectations.
• Communication: Excellent communication and presentation skills
• Wealth Management: Knowledge of the wealth management industry is required

• Technical Aptitude: Familiarity with enterprise software systems and an ability to collaborate effectively with development teams.

We care most about mindset:yourdrivecuriosityandcommitmentto deliveringgreat experiencematters weknow thatcareersarentalways linear. If this role excitesyouand you believe you can make an impactwith uswe want to hear from you.

Learn more aboutlife atCapIntelon ourCareerspage including the virtues that inspire how we work and theperksand benefits designed to support your growth and team built on trust respect and collaboration. This powerseverything we doand creates a space to challenge and elevate each otheras we work towards our shared this speaks to youwedbe excited to have you with us.