About The Position

The PCS Digital Product Leader defines and executes product strategy, roadmaps, and delivery priorities for digital products and capabilities supporting Private Client Services (PCS). The role includes responsible use of AI to improve client experience, associate productivity, operational efficiency, and platform intelligence. The leader partners with PCS business leaders, technology teams, data and AI partners, client experience partners, and other stakeholders to address business needs, improve efficiency, and deliver high-quality experiences for clients and associates. The position translates business priorities into product plans, guides development through delivery, and drives adoption and continuous improvement. It is a member of the leadership team supporting the Global Digital Products & Capabilities organization and serves as the primary product lead for PCS-focused digital platforms and initiatives. The role owns a broad portfolio that includes the client website, reporting, advisor workstation, client relationship management, trading and tax management, planning tools, alternatives, business process management, data, accounting and operations, AI-enabled capabilities, and integrations across the PCS digital ecosystem. It leads product vision, portfolio management, development, launches, ongoing operations, vendor partnerships, and organizational leadership. The role is accountable for product performance, value delivery, adoption, operational outcomes, and maintaining a secure, resilient, compliant technology stack. Capital Group describes a culture emphasizing belonging, diverse perspectives, integrity, client focus, long-term thinking, and community. The company notes flexible work options, generous time-away and health benefits, professional development resources, charitable gift matching, and compensation that may include salary, bonuses, and retirement contributions.

Requirements

  • Extensive experience in digital product management, product strategy, or digital transformation initiatives.
  • Understanding of high-net-worth client needs and ability to translate expectations into digital product priorities, technology delivery plans, and scalable client-service solutions.
  • Demonstrated success leading complex digital products from concept through delivery and ongoing optimization.
  • Ability to partner with business leaders, technology teams, and cross-functional stakeholders to drive outcomes.
  • Experience translating client needs and business priorities into product roadmaps and measurable results.
  • Strong analytical and problem-solving skills, with the ability to make data-informed decisions.
  • Understanding of how AI, automation, analytics, and emerging digital capabilities can be applied responsibly to improve product outcomes, associate workflows, client service, and business decision-making.
  • Knowledge of digital products, client experience, and product management practices within financial services or related industries.
  • Ability to influence without direct authority and build alignment across multiple stakeholder groups.
  • Bachelor’s degree required.

Nice To Haves

  • Advanced degree preferred.

Responsibilities

  • Develop and communicate a long-term PCS digital product vision aligned with business strategy, client needs, and market trends.
  • Champion data-driven, client-centric approaches and articulate client and business needs to align stakeholders and strategic priorities.
  • Use research, client feedback, analytics, market insights, and competitive benchmarks to inform product direction.
  • Serve as a thought leader in product visioning, innovation, and digital client experience within PCS.
  • Own and maintain roadmaps for PCS digital products and capabilities across the digital ecosystem.
  • Set product priorities, investment recommendations, and roadmaps, managing tradeoffs among competing needs and initiatives.
  • Ensure accountability for product performance, value delivery, adoption, and operational outcomes.
  • Align product roadmaps with business priorities, client needs, and governance requirements, and encourage collaboration across product teams and partner functions.
  • Partner with technology, data, risk, legal, and compliance stakeholders to identify, prioritize, and responsibly scale AI use cases.
  • Define product success metrics, goals, and release strategies aligned with product vision.
  • Drive disciplined product development practices, including agile methodologies, prioritization frameworks, and outcome-based planning.
  • Partner with external providers and internal technology, design, data, AI, and business teams on future-state digital architecture and product enhancements or new capabilities.
  • Oversee risk identification, interdependency management, and mitigation strategies across initiatives.
  • Oversee launch strategy and execution, change management, stakeholder alignment, and readiness activities.
  • Own delivery, implementation, migration planning, and cutover to next-generation platforms while ensuring business readiness and minimizing disruption.
  • Track adoption, client impact, and post-launch performance; adjust plans and establish feedback loops for future enhancements.
  • Monitor product health, performance metrics, client feedback, and adoption trends, and drive ongoing improvements.
  • Drive operational excellence through process improvements, automation, enhancements, and improved delivery effectiveness.
  • Maintain, optimize, and secure the PCS digital technology stack, ensuring data protection, system integrity, compliance, and operational resilience.
  • Oversee strategic vendor partnerships, product roadmaps, and contract relationships supporting PCS digital capabilities.
  • Build and lead a high-performing team focused on product management, platform and solution delivery, and continuous innovation.
  • Develop future leaders through coaching, mentoring, and meaningful development opportunities.
  • Foster an inclusive, collaborative culture of innovation, accountability, and continuous learning.
  • Empower associates to solve complex business challenges and deliver exceptional client outcomes.

Benefits

  • Competitive base salary.
  • Individual annual performance bonus.
  • Annual profitability bonus.
  • Retirement plan with Capital contributions equal to 15% of eligible earnings.
  • Generous time-away and health benefits from day one.
  • Opportunity for flexible work options.
  • 2-for-1 matching gifts for charitable contributions and opportunity to secure annual grants for organizations associates support.
  • On-demand professional development resources.
  • Company-funded retirement contribution that factors in salary and variable pay, including bonuses.
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