CapIntel’s sales enablement platform helps enterprises bridge crucial efficiency and communication gaps by enhancing how advisors and wholesalers analyze, present, and sell investments to retail investors. CapIntel is expanding rapidly, having achieved over 750% growth in 2021 followed by a $14.2M Cdn Series A and significant growth in 2022. They are continuing to build their team to support their transformative impact on the wealth industry.

 

“We’re in a really unique position where we feel we’re at the forefront of a larger industry change, a real focus on customer engagement, a real focus on investment products, talking about investment products, and delivering more holistic wealth management,” said James Rockwood, CapIntel’s Founder/CEO. 

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How Will I Make An Impact?

As the first Principal Designer at CapIntel, you will play a vital role in executing the design strategy and user experience of CapIntel's industry leading wealth management platform. Your expertise will be crucial in creating intuitive and user-friendly interfaces, ensuring seamless interactions, and driving innovation in the field. You will report into the Head of Design, have the opportunity to work alongside and mentor a talented design team, and collaborate with cross-functional stakeholders. You will play a key role in both platform and omnichannel design efforts to further enable astonishing experiences for users - making wealth planning & decision-making more accessible and intuitive to all.

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How Do I Know If This Is For Me? What Are We Looking For?

• High Craft: As a High Craft Designer, your role as a Principal Designer showcases your exceptional eye for design. Your portfolio reflects your ability to create visually captivating and user-centric UI. You foster and contribute to a culture of high craft, both within the organization and the design community. With a profound understanding of design principles, aesthetics, and usability, your work embodies excellence.

• Strong Design Principles: As a Principal Designer, you possess an exceptional eye for design and can demonstrate this through a portfolio that showcases your ability to create visually appealing and user-centric UI. You have a deep understanding of design principles, aesthetics, and usability.

• User-Centered Designer: You champion user-centered design principles, conducting user research, gathering feedback, and iteratively refining designs based on user insights. You understand the importance of empathy in design and strive to create intuitive and delightful experiences that meet the needs of diverse user groups.

• Extreme Ownership: You embrace a sense of ownership and take full responsibility for your work and the success of the design team. You actively contribute to teamwork, practice effective decision-making, ask thoughtful questions, and establish solid processes to drive efficient and collaborative design workflows.

• Leadership and Collaboration: You have strong leadership skills and can effectively guide and mentor a design team. You excel at collaborating with cross-functional stakeholders, such as product managers, engineers, and marketers, to align design goals with overall business objectives. Your communication and influencing skills help build consensus and inspire others to rally behind the design vision.

• Value-Oriented Mindset: You are passionate about creating products that genuinely resonate with users. Your focus extends beyond aesthetics and includes understanding user needs, pain points, and aspirations. You consistently strive to add value and deliver experiences that users truly care about and get value from.

• Visionary Thinking: As a Principal Designer, you possess a forward-thinking mindset and continuously seek innovative approaches to design challenges. You are not afraid to think outside the box and push boundaries to create groundbreaking solutions. Your vision and ability to anticipate design trends and emerging technologies help set the company apart in the industry.
   

The Process:

• An up-to-date portfolio is required for this interview process. 

• We are intentionally designing (see what we did there?) an interview process that you'll love - stay tuned for more details!

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As your Artemis Canada Recruitment Consultant, I’ll work closely with you through every step of the process.

 

We understand, accept, and value the differences between people of different backgrounds, genders, sexual orientations, ages, beliefs, and abilities.  We aim to create an inclusive environment and encourage diverse individuals to apply.

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I’d love to hear from you - even if you don’t meet 100% of the requirements. Send me a note at ashley@artemiscanada.com  along with your design portfolio if you or someone you know is interested!

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