Digital Product Director - Private Client Services (PCS)

Capital Group • Los Angeles, CA

4d • $234,276 - $398,269

About The Position

The PCS Digital Product Leader defines and executes the product strategy, roadmap, and delivery priorities for digital products and capabilities supporting Private Client Services (PCS). The role includes the 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 ensure digital solutions meet business needs 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. As a member of the leadership team supporting the Global Digital Products & Capabilities organization, this role is the primary product lead for PCS-focused digital platforms and initiatives.

The leader owns the PCS digital portfolio and its roadmaps, priorities, investment recommendations, performance, value delivery, adoption, and operational outcomes. The portfolio spans client websites, reporting, advisor workstations, 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. The role also shapes product architecture and development, oversees launches and platform transitions, maintains the technology stack, manages vendor relationships, and builds and leads a high-performing product organization.

Requirements

• Extensive experience in digital product management, product strategy, or digital transformation initiatives.
• Understanding of high-net-worth client needs and ability to translate them 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.
• Strong 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, including 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 across stakeholders.
• Use research, client feedback, analytics, market insights, and competitive benchmarks to inform product direction.
• Own and maintain roadmaps for PCS digital products and capabilities across the PCS digital ecosystem.
• Set product priorities, investment recommendations, and roadmaps; manage tradeoffs across business needs and initiatives.
• Hold accountability for product performance, value delivery, adoption, and operational outcomes.
• Align product roadmaps with business priorities, client needs, and governance requirements, and promote 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 to 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 to shape digital architecture and deliver enhancements and new capabilities.
• Oversee risk identification, interdependency management, and mitigation strategies across initiatives.
• Oversee launch strategy and execution, including change management, stakeholder alignment, and readiness activities.
• Own delivery, implementation, migration planning, and cutover to next-generation platforms while ensuring business readiness and minimal 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, driving ongoing improvements.
• Drive operational excellence, process improvements, automation opportunities, ongoing enhancements, and delivery effectiveness.
• Maintain, optimize, and secure the PCS digital technology stack, supporting data protection, system integrity, compliance, and operational resilience.
• Oversee strategic vendor partnerships, product roadmaps, and contract relationships.
• 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 that encourages innovation, accountability, and continuous learning.
• Create an environment that empowers associates to solve complex business challenges and deliver exceptional client outcomes.

Benefits

• Competitive salary and bonuses.
• Company-funded retirement contribution factoring in salary and variable pay, including bonuses.
• 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.
• On-demand professional development resources.
• Individual annual performance bonus, subject to plan guidelines, restrictions, and vesting requirements.
• Capital annual profitability bonus.
• Retirement plan where Capital contributes 15% of eligible earnings.

What This Job Offers

• Job Type: Full-time
• Career Level: Director