Retirement Solutions Product Specialist Senior

Capital Group • Los Angeles, CA

1d

About The Position

As a Retirement Solutions Product Specialist, Senior at Capital Group, you will play a key role in developing and managing Retirement Solutions (including target date), with a focus on co-branded products and services in partnership with clients. You will execute our product strategy by supporting new product development, conducting competitive and strategic analyses, aligning messaging across teams, and monitoring overall product health. This cross-functional role involves collaboration with various internal teams and external partners to deliver impactful investment products, materials, and analysis.

Requirements

• Bachelor's Degree. Advanced degree (MBA or other) a plus
• You have 5+ years of relevant financial services product management experience
• You have strong intellectual curiosity and analytical skills with the ability to identify opportunities/issues and recommend business solutions
• You can extract meaningful insights from complex data sets and can present findings clearly to various stakeholders, including senior leadership
• You can effectively lead and facilitate meetings to drive alignment and decision-making across different teams
• You can build internal networks, collaborate across teams, and influence other groups or senior stakeholders
• You are highly proficient in Morningstar and Excel (experience with macros and automation tools a plus)

Nice To Haves

• You have experience launching new financial services products (a plus)
• You are highly proficient in Morningstar and Excel (experience with macros and automation tools a plus)

Responsibilities

• Support the execution of the vision and priorities for Retirement Solutions
• Support the end-to-end product lifecycle, from initial research and design through market launch and ongoing product management
• Become a subject matter expert for our co-manufactured products and personalized target date services in internal and external engagements
• Develop and refine resources (e.g., sales speaking points, business overviews, FAQs, playbooks), reporting, and tools to support the product suite, monitor product health, and drive process improvements
• Research industry trends, competitive landscape, and emerging opportunities to provide strategic recommendations for the Retirement Solutions roadmap
• Collaborate with external partners (e.g., recordkeepers, trustees) and internal teams (e.g., other product teams, sales, marketing, legal, operations) to drive product development and management efforts, ensuring consistency in product messaging and positioning
• Lead small- to medium-scale projects and business initiatives (e.g., product changes, strategic assessment of vehicle offerings and accessibility)
• Provide analysis and ongoing product management support for the broader Retirement Solutions team as needed

Benefits

• competitive salary
• bonuses and benefits
• company-funded retirement contribution will factor in salary and variable pay, including bonuses
• generous time-away and health benefits from day one, with the opportunity for flexible work options
• Receive 2-for-1 matching gifts for your charitable contributions and the opportunity to secure annual grants for the organizations you love
• Access on-demand professional development resources that allow you to hone existing skills and learn new ones
• eligible for an individual annual performance bonus, plus Capital’s annual profitability bonus plus a retirement plan where Capital contributes 15% of your eligible earnings

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Number of Employees: 5,001-10,000 employees