Job Description
CapIntel is a software platform built for wealth management enterprises to help financial advisors explain complex investment strategies and create compelling, educational presentations. Advisors at some of the biggest banks across North America use CapIntel to compare investments and build confidence with clients.
About the Role
As a Product Delivery Manager, you will lead client onboarding projects and shape platform enhancements to improve the user experience. Reporting to the Director of Solutions Architecture, you will be the connector between clients and internal teams, ensuring smooth implementations and feeding client insights into product improvements.
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 ens...
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