CapIntel

Design and implement production-ready LLM features and RAG pipelines to enhance the wealth management platform. Establish context engineering patterns and build agentic workflows to automate multi-step tasks.

Lead client onboarding projects by gathering requirements and designing tailored solutions to ensure seamless implementation. Act as the primary liaison between clients and internal teams to drive platform UX/UI improvements based on user feedback.

Own the end-to-end strategy, roadmap, and outcomes for the 'Flow' onboarding experience to drive faster activation and adoption. Mentor other product managers while collaborating with design, engineering, and go-to-market teams to simplify complex advisor workflows.

The Software Developer will build and maintain backend services and integrations crucial for client onboarding, focusing on implementing client-specific solutions with high reliability and maintainability. They will also collaborate across internal teams like Product and Implementation to deliver projects end-to-end and assist in resolving technical challenges with client systems.