Since launching in 2019, CapIntel has been on a mission to provide magical financial moments for all: investors, wealth professionals, and our customers.
Our innovative proposal generation platform transforms how financial professionals compare, discuss, and present investment options, empowering clients to make informed decisions. We pride ourselves on revolutionizing an outdated process with a product that's adopted 4x more than previous solutions. One executive called CapIntel "the most intuitive platform I’ve used in almost 20 years in financial services.”
As one of Canada's fastest-growing wealthtech companies, CapIntel is expanding at an unprecedented pace. Our relentless commitment to innovation drives us to build a dynamic team, strengthening our ability to impact the wealth industry landscape in 2025 and beyond.
CapIntel is looking for a Principal Product Marketing Manager to join our Product team and build the foundation of product marketing at our company. This is a high-impact role where you’ll shape how we bring products to market, set the standards for messaging and enablement, and create scalable programs that drive adoption and growth.
You’ll work closely with product, marketing, and revenue teams to ensure our products are positioned with clarity, resonate with customers, and launch successfully. If you’ve been a founding PMM or played a key role in building product marketing from the ground up, this is an opportunity to do it again—this time with the resources of a scaling SaaS company.
What you’ll do- Build from 0–1: Establish core product marketing processes, frameworks, and playbooks that scale with the business.
- Lead go-to-market: Drive strategy and execution for major launches tied to roadmap priorities and adoption goals.
- Own the metrics: Define and track success measures for adoption, enablement, and campaign impact, using data to inform decisions and iterate.
- Enable teams for success: Create clear, accessible materials that help customer-facing teams communicate product value with confidence.
- Get into the weeds: Roll up your sleeves to write messaging, draft decks, build competitive analyses, and drive launch execution.
- Translate insights into strategy: Gather and synthesize customer feedback, product usage data, and market signals to guide positioning and GTM strategy.
- Partner across functions: Work with product, marketing, and revenue leaders to align on messaging, launches, and growth initiatives.
- Contribute to monetization strategy: Provide customer and market context to help shape pricing, packaging, and value communication.
- 6+ years in B2B SaaS product marketing, with a track record of leading launches and driving adoption.
- Experience building product marketing from 0–1 in an early-stage or scaling environment.
- Strong communicator who can simplify complex concepts into clear, compelling messaging.
- Metrics-driven mindset, comfortable using data to guide decisions and measure success.
- Hands-on operator who enjoys rolling up their sleeves and getting into the details.
- Proven collaborator across product, marketing, and revenue teams.
- Experience in WealthTech, FinTech, or other compliance-focused B2B industries.
- Involvement in pricing or monetization strategy for SaaS products.
- Background working in multi-product or product-led growth environments.
- 30-Minute Video Interview with a member of the Talent Acquisition team
- 45-minute Video Interview with the VP, Product
- 45-Minute Video Interview with the Director, Solutions Architecture
- 60-minute Presentation with the Director, Solutions Architecture, VP, Product and Head of Marketing.
We know that what matters most is a great attitude, a hunger to learn, and a drive to deliver high-quality work. While experience is valuable, we also understand that careers don’t always follow a straight path. If you’re excited about this role but not sure you meet every requirement — we encourage you to apply!
Why You'll Love Working Here:Visit our Careers Page to learn more about what it’s like to work here, including the virtues that guide us and the perks and benefits designed to help you thrive. We’re proud to be a team where respect, trust, and collaboration drive everything we do. At CapIntel, we challenge and elevate each other because we know that true impact happens when exceptional people work together toward a common goal. We’d love for you to be part of our journey!
What's Important to Us:CapIntel believes that all dimensions of diversity are a strength, and that we have a role to play in actively reducing and eliminating systemic barriers to employment equity. We believe in equal employment opportunities regardless of race, ethnicity, language, genetic information, creed, religion, sex, sexual orientation, gender identity, family and marital status, neurodivergence, national origin, and age. We cultivate an inclusive workplace where people excel based on personal merit, qualification, experience, ability, and job performance.
We are committed to providing an inclusive and accessible recruitment experience, so please let us know if you require any accommodations to support your application process by emailing [email protected].
To learn how we protect your personal data, read our Applicant Privacy Notice.
For your application:To help us quickly understand your qualifications and ensure your application receives the attention it deserves, please answer the following questions thoughtfully. These responses will assist us in the initial pre-screening and resume review process.
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