Product Manager - Wealth Solutions
About The Position
As a Product Manager, you will help shape the future of Capital Group's Wealth Solutions and portfolio construction capabilities by identifying client needs, driving innovation, and delivering scalable solutions that help financial advisors build better investor outcomes. You will bring a client-centric mindset and the ability to identify client needs and emerging industry trends and translate them into scalable solutions that drive meaningful client and business outcomes. You will work at the intersection of portfolio construction, advisor experience, product management, data & analytics, and technology to enhance client engagement. You will lead others and collaborate with cross-functional partners to drive key initiatives, manage critical processes and operations, and develop innovative solutions. A curious mind, resourcefulness, solution-oriented thinking, and a desire for continuous improvement are well aligned with this role.
Requirements
- In-depth knowledge of investment products, asset allocation, multi-asset solutions, portfolio and investment analytics, manager due diligence, and the asset management business.
- Expertise in financial technology, data and analytics, and AI tools that enhance the client experience.
- Previous experience in planning, prioritizing and guiding the work of others.
- Demonstrated track record of successful product management and experience leading cross-functional projects.
- Ability to communicate complex concepts through clear and compelling narratives to influence stakeholders.
- Ability to build meaningful relationships and establish trust with teammates and cross-functional stakeholders across the organization.
- Intellectually curious and energized by learning, solving complex problems, and exercising good judgment.
- Effective written and oral communication skills with a diverse audience of associates and senior business leaders.
- A bachelor’s degree.
- FINRA Series 7 and 66 (or equivalent) required for the role.
Nice To Haves
- CFA, CIMA, or CFP preferred.
Responsibilities
- Identify client needs and emerging industry trends
- Translate client needs and trends into scalable solutions
- Drive innovation and deliver scalable solutions
- Enhance client engagement
- Lead others and collaborate with cross-functional partners
- Drive key initiatives
- Manage critical processes and operations
- Develop innovative solutions
Benefits
- Competitive salary
- Bonuses
- Company-funded retirement contribution
- Generous time-away benefits
- Health benefits
- Flexible work options
- 2-for-1 matching gifts for charitable contributions
- Annual grants for charitable organizations
- On-demand professional development resources
- Individual annual performance bonus
- Capital's annual profitability bonus
- Retirement plan where Capital contributes 15% of eligible earnings
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Mid Level
