Senior Product Manager

Summary

Join CapIntel as a Senior Product Manager and take end-to-end ownership of a critical product area, shaping the future of our platform. You will balance strategic thinking with execution, driving features from concept to launch while prioritizing customer needs and market opportunities. This high-impact role demands strong product instincts, leadership, and a drive to deliver industry-defining solutions. You will own product strategy, lead discovery and research to understand client needs, translate strategy into actionable requirements for engineering and design teams, and drive cross-functional launches. Furthermore, you will enable alignment across teams and coach junior PMs. CapIntel offers a dynamic team environment and the opportunity to impact the wealth industry.

Requirements

• Product leadership at scale : Proven ability to own a product area end-to-end in a B2B SaaS or fintech environment, ideally with complex infrastructure or platform considerations
• Customer-obsessed and research-driven : Skilled at identifying user needs through research and translating insights into strategy and product direction
• Strong technical collaboration : Experienced working with engineering and design to scope, prioritize, and ship high-quality features in fast-paced environments
• Strategic communicator : Comfortable managing cross-functional stakeholders, influencing without authority, and driving clarity through ambiguity
• Metrics-minded operator : Able to define success criteria, measure outcomes, and iterate based on data and feedback

Responsibilities

• Own product strategy for a critical area of CapIntel’s platform — aligning vision, roadmap, and priorities with company goals and client outcomes
• Lead discovery and research to understand the needs of financial advisors and enterprise stakeholders through qualitative and quantitative methods, surfacing insights that shape product-market fit
• Translate strategy into execution by writing clear, actionable requirements for engineering and design teams, managing delivery timelines, scope, and technical trade-offs
• Drive cross-functional launches in partnership with marketing, customer success, and sales — including go-to-market planning, enablement, and post-launch iteration based on adoption and feedback
• Enable alignment across teams by facilitating communication, managing dependencies, and reporting on progress and blockers to stakeholders at all levels
• Coach and mentor junior PMs to elevate product thinking, execution, and cross-functional collaboration within the team

Preferred Qualifications

• Background in engineering or a technical discipline, with the ability to understand infrastructure and system-level tradeoffs
• Experience mentoring product managers or helping shape team culture and practices
• Familiarity with tools like Jira, Figma, Mixpanel, or similar