Drive transformational onboarding experiences at CapIntel as a Lead Product Manager. Your leadership will shape how advisors engage with clients in a wealth management environment.
CapIntel is seeking a Lead Product Manager to take ownership of Flow, enhancing the onboarding journey for financial advisors. This high-impact role requires at least 7 years of experience in product management with expertise in B2B or wealthtech. You will closely mentor others while implementing strategies based on advisor feedback and data analysis.
Key Responsibilities:
• Define and manage the strategy for onboarding initiatives
• Create workflows that simplify advisor-client interactions
• Collaborate with sales and marketing for effective product launches
• Analyze data to inform product strategies and success metrics
• Engage with advisors to identify and resolve issues
Requirements:
• Minimum of 7 years product management experience in SaaS
• 3+ years in wealthtech or rel...