Product Implementation Manager

CapIntel•Montreal, QC

1d•$100,000 - $140,000

About The Position

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, we're focused on investors getting better service, understanding their investments, and feeling at ease knowing their future is secure. Since launching in 2019, CapIntel has seen rapid adoption and industry recognition, earning top placements in Deloitte’s Technology Fast 50 Canada and Fast 500 North America in 2025, ranking us among the fastest-growing technology companies. To support this momentum, we’re growing our team rapidly—investing in people who drive innovation at scale to expand our impact across the North American wealth management industry. About the Role As a Product Delivery Manager, you’ll lead client onboarding projects and help shape platform improvements that enhance the user experience. Reporting to our Director of Solutions Architecture, you’ll act as the connector between clients and our internal teams—ensuring 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 platform’s 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.

Requirements

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

Nice To Haves

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

Responsibilities

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.