---
title: 'Senior Product Designer at CapIntel'
canonical: 'https://feeny.ai/job/senior-product-designer-capintel-montreal-e9er4x9fmyen'
type: 'job'
last_seen: '2026-10-18'
---

# Senior Product Designer at CapIntel

- **Company:** CapIntel
- **Location:** Montréal, Canada / Toronto, Canada
- **Compensation:** $110k–$135k
- **Work type:** remote
- **Posted:** 2026-10-05
- **Last confirmed live:** 2026-10-18
- **Apply:** https://job-boards.greenhouse.io/capintel/jobs/5256697007

## Job description

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

CapIntel exists for the moments that shape someone's financial future. The conversation where an advisor explains a portfolio to a client anxious about retirement. The one where a family works out what happens to their parents' money now that their parents cannot manage it. Design is what makes those moments land, or fall flat. You are here to make them land.

One proposal tool is becoming a multi-product platform. Your scope is a product area, and it outlives any single release. You are who the ambiguous problems get routed to, including the ones the team could not settle on its own. Nobody signs off on your approach before you take it. When the evidence points against product or engineering, you are expected to say so, and to be right often enough that they keep asking.

And we build. Every designer ships something real every quarter: a prototype, a design system contribution, code. The best ideas here get built, not just drawn — you prototype until a direction is clear enough to commit to. Prototypes are how we scope work and settle arguments. AI is not a side experiment: reach for it by default and own what comes out. None of it happens alone: we review in the open, cover for each other, and the answer is usually a message away. People grow here by being handed something slightly bigger than the last one, and backed while they work it out.

## What you’ll do

- Own an area: Carry a product area across releases, and own a piece of the system other designers depend on: components, a prototype the team scopes from, or tooling that makes everyone faster
- Prototype to decide: Build working prototypes with real components and data to test ideas and align product and engineering before anything is committed
- Decide what's worth knowing: Choose the research worth running and say no to the research that will not change a decision. Own the synthesis and the call that follows it
- Own the number: Set the measure before the build, then stay with it. When it does not move, say so early and change direction rather than defending the design
- Set the bar, not just meet it: Define what quality means in your area so others can hold it without you. Error and empty states, responsive, WCAG 2.0 AA, and the patterns that keep it consistent after you move on
- Make the hard call land: Take a contested recommendation to people who outrank you and get a decision. Bring the options you killed and what you would need to see to change your mind
- Grow the people around you: Raise the standard through review, mentoring and the work itself. Your area should be a place designers get better in

## What We’re Looking For

- You have owned a product area across multiple releases, with a portfolio showing the judgment behind it: how you framed it, what you ruled out, and what you got wrong
- Depth across UX and visual design, plus one thing you are genuinely the best in the room at
- You build with AI and ship things others rely on, not just your own work
- Comfortable building: you prototype in code or with AI tools, understand how components and data shape a design, and know when a design is expensive
- You work confidently in complexity: dense data, permissions, regulated environments, information-heavy screens
- You disagree well, in public, and change your mind when the evidence turns

Bonus Experience

- Experience in fintech, wealth management or another regulated domain
- Taking something from zero to one, not only iterating on what exists
- Having built a design system, or a meaningful part of one, that outlasted you
- A background in front-end development, or experience working as a design engineer

At CapIntel, we design compensation with intention. Each role is assessed against the impact, skills, and experience it requires, and we align our pay to competitive market data so candidates know what to expect from the start.

Your final offer will reflect your experience, skillset, and location. The listed range is a guideline, and the range for this role may be modified.

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.

If you’d like to understand more about our approach, we’re happy to walk through it during the hiring process.

For roles based in or eligible to work from Ontario, the expected base salary range is: $110,000—$135,000 CAD

Not sure you meet every requirement?

We care most about mindset: your drive, curiosity and commitment to delivering great work. While experience matters, we know that careers aren’t always linear. If this role excites you and you believe you can make an impact with us, we want to hear from you.

## Why you'll enjoy working here

Learn more about life at CapIntel on our [Careers](https://www.capintel.com/careers) page, including the virtues that inspire how we work and the perks and benefits designed to support your growth and well-being. We’re a team built on trust, respect, and collaboration. This powers everything we do and creates a space to challenge and elevate each other as we work towards our shared vision. If this speaks to you, we’d be excited to have you with us.

## About CapIntel

## Company Overview
- **One-liner**: CapIntel provides a purpose-built investment presentation platform that helps wealth firms scale trust and transparency by turning complex financial data into compelling, compliant, and personalized client narratives.
- **Entity Type**: Private (Series A)
- **Headquarters**: Toronto, Ontario, Canada (with offices in Halifax, NS; Gatineau & Montreal, QC; San Francisco, CA; and New York, NY) [capintel.com/careers](https://www.capintel.com/careers)
- **Founded**: 2019 [capintel.com/about-us](https://www.capintel.com/about-us)
- **Founders**: James Rockwood (CEO), Max Moreau (CTO), Rob Crnkovic (CRO) [capintel.com/about-us](https://www.capintel.com/about-us)

## Core Business
- **Primary industry**: Wealth management technology / Fintech
- **Target customers**: B2B – wealth firms, banks, asset managers, and independent advisors across North America
- **Mission / Purpose**: “Improving how financial advice is delivered” – empowering advisors to explain advice, strengthen relationships, and help clients make better financial decisions with clarity and conviction. [capintel.com/about-us](https://www.capintel.com/about-us)

## Products & Services
- **CapIntel Platform (Investment Presentation Software)**: A SaaS platform that enables advisors to create compliant, personalized, and visually compelling investment proposals and presentations. It blends storytelling, personalization, and visual insights to build conviction, earn trust, and close faster. [capintel.com](https://capintel.com/)
- **Flow (Onboarding Experience)**: A new onboarding experience designed to help advisors and clients get up and running quickly and confidently. [capintel.com/careers](https://www.capintel.com/careers)

## Market Standing
- **Valuation / Market Cap**: Not publicly disclosed
- **Key Metric – Funding**: Raised a Series A round led by Fintech Collective with participation from Fengate Asset Management (on behalf of the LiUNA Pension Fund of Central and Eastern Canada). [capintel.com/about-us](https://www.capintel.com/about-us)
- **Key Metric – Revenue**: Reported nearly $3 million annual revenue in early stages (2022); recent growth rate of 9,255% over three years (Deloitte Technology Fast 500). [capintel.com/about-us](https://www.capintel.com/about-us)
- **Notable Investors/Partners**: Fintech Collective, Fengate Asset Management, LiUNA Pension Fund; strategic partners include FactSet, KPMG Canada, and EY. [capintel.com/about-us](https://www.capintel.com/about-us)
- **Growth Signals**: Ranked 5th in Deloitte Technology Fast 50 Canada (2022) with 2,051% revenue growth; ranked 14th in Globe and Mail’s Canada’s Top Growing Companies (2,443% growth); named a “Company to Watch” and later earned Deloitte Fast 500 recognition with 9,255% three-year growth. [capintel.com/about-us](https://www.capintel.com/about-us)

## Competitive Advantages
- **Purpose‑built infrastructure**: Unlike generic presentation tools, CapIntel is built specifically for wealth management compliance, personalization, and storytelling at scale.
- **Deep enterprise adoption**: Trusted by some of the biggest banks in the world, with power users creating 40 proposals per week. [capintel.com](https://capintel.com/)
- **Measurable impact**: 81.7% of CapIntel users saw an increase in client investment deposits year over year; 39.5% average increase in deposits. [capintel.com](https://capintel.com/)
- **Ecosystem of partners**: Integrations with FactSet, KPMG, and EY provide institutional-grade data and advisory expertise.

## Strategic Focus
- **AI and context engineering**: Hiring “Context Engineers” to integrate large language models and agentic workflows into the core platform, signaling a push toward AI‑powered advisor tools. [capintel.com/careers](https://www.capintel.com/careers)
- **U.S. expansion**: Partnerships with FactSet and EY target U.S. wealth firms. [capintel.com/about-us](https://www.capintel.com/about-us)
- **Scaling onboarding**: The “Flow” product aims to reduce time‑to‑value for new clients.
- **Continued product innovation**: Hosting annual user conferences and investing in product management to drive roadmap. [capintel.com/about-us](https://www.capintel.com/about-us)

## Why Work Here
- **Culture**: High‑performance, collaborative, and “safe‑to‑fail” environment where diverse perspectives are valued. Emphasis on curiosity, ownership, and impact. [capintel.com/careers](https://www.capintel.com/careers)
- **Work model**: Flexible – balances remote work with meaningful in‑person connection. Some roles may require periodic on‑site presence for cross‑functional collaboration. [capintel.com/careers](https://www.capintel.com/careers)
- **Benefits**: Comprehensive benefits from day one (Group RSP, Healthcare & Lifestyle Spending Accounts), competitive vacation, life‑care days, and generous flex credits. [capintel.com/careers](https://www.capintel.com/careers)
- **Professional growth**: Onboarding success plan, mentorship, leadership development, and career progression that rewards tenure.
- **Engineering culture**: Modern tech stack with AI/LLM integration; roles like Context Engineer and Software Developer focus on backend, AI infrastructure, and client integrations. [job-boards.greenhouse.io/capintel](http://job-boards.greenhouse.io/capintel)

## Sources
1. [capintel.com](https://capintel.com/)
2. [capintel.com/about-us](https://www.capintel.com/about-us)
3. [capintel.com/careers](https://www.capintel.com/careers)
4. [job-boards.greenhouse.io/capintel](http://job-boards.greenhouse.io/capintel)
5. [ca.linkedin.com/company/capintel](https://ca.linkedin.com/company/capintel)

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