Product Owner II at World Education Services leading Salesforce enhancements and operations. Focused on driving improvements, Agile execution, and stakeholder collaboration.
About the role
- Lead Product Manager overseeing Flow onboarding experience at CapIntel, helping financial advisors get set up and launched. Focused on product strategy and customer experience.
Responsibilities
- Own the strategy, roadmap, and outcomes for Flow end-to-end.
- Design onboarding experiences that drive faster activation, stronger adoption, and long-term customer confidence.
- Mentor PMs and help raise the bar for product thinking, execution, and customer empathy across the team.
- Talk to advisors, enterprise partners, and internal teams regularly to uncover friction points and shape product direction.
- Partner closely with design and engineering to move from concept to launched product quickly and thoughtfully.
- Lead cross-functional launches with Sales, Marketing, and Customer Success, using feedback and data to continuously improve the experience.
- Define clear success metrics and use data to guide prioritization and product decisions.
Requirements
- 7+ years of product management experience, with a track record of owning products end-to-end in SaaS, fintech, or wealthtech environments.
- 3+ years of experience working in the wealthtech industry and/or designing financial advisory workflows.
- Strong domain expertise in wealth management or financial services, with a deep understanding of advisor workflows and client experience.
- Customer-first mindset and strong product instincts grounded in research, data, and real user problems.
- Experience simplifying complex workflows, improving onboarding experiences, or driving adoption within B2B or B2B2C products.
- Strong cross-functional leadership skills and the ability to influence across product, design, engineering, and go-to-market teams.
- Comfort balancing long-term strategy with hands-on execution and delivery.
- A mentorship mindset — you enjoy coaching others, sharing context, and helping teams grow.
Benefits
- Compensation at CapIntel goes beyond base pay.
- Depending on the role, total rewards may include variable pay, equity, comprehensive benefits, flexible time off, and dedicated opportunities for growth and development.
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