Private Client Operations Manager

Capital Group; Irvine (CA); On-site; USD 142,000 - 227,000; Full time

Benefits offered by this job

Generous time-off and health benefits

2-for-1 matching gifts

Professional development resources

Job summary

Capital Group seeks a seasoned Private Client Operations Manager to lead and mentor teams across offices, elevating client operations within the high-net-worth space. You will guide process improvements, resolve defects, and collaborate with stakeholders to advance Private Client Services initiatives.

Strong leadership, analytics, and communication are essential. Base salary is highly competitive in Southern California, with annual bonuses and a retirement plan; a college degree and experience

Qualifications

• Minimum of 7 years of experience with at least 3 years in a people management position.
• College degree preferred.
• Takes initiative by identifying issues and opportunities and recommending solutions.
• Exhibits the ability to influence others effectively.
• Exercises sound judgment in resolving complex matters.
• Shows intellectual curiosity and strong analytical skills in areas of high complexity.
• Communicates effectively, both in writing and orally, with a diverse group of associates, senior business leaders, and individuals outside the organization.
• Conveys management decisions and messages clearly.
• Collaborates and maintains working relationships within and outside Client Operations to achieve business objectives.
• Leads and facilitates various meetings effectively.
• Possesses in-depth knowledge of policies, reporting, and regulatory requirements.
• Demonstrates a strong business acumen, contributing to improvements in processes, communication, leadership, and development.
• Comfortable working with large data sets and applying insights to support informed decision-making.
• Know how to use AI tools such as Claude or Copilot to optimize work processes.

Responsibilities

• Lead Private Client Operations across offices as a mentor and coach.
• Drive process improvements and resolve defects.
• Collaborate with multiple business area stakeholders to drive Client Operations and Private Client Services initiatives forward.
• Advance related initiatives and ensure cross-functional alignment.
• Facilitate meetings and communicate decisions clearly.

Skills

Leadership

People management

Data analysis

Communication

Regulatory knowledge

Business acumen

Process improvement

Collaboration

Decision making

AI tools

Education

College degree preferred

Tools

Claude

Copilot

Job description

“I can be myself at work.”

You are more than a job title. We want you to feel comfortable doing great work and bringing your best, authentic self to everything you do. We value your talents, traditions, and uniqueness—and we’re committed to fostering a strong sense of belonging in a respectful workplace.

We intentionally seek diverse perspectives, experiences, and backgrounds, investing in a culture designed to celebrate differences. We believe that belonging leads to better outcomes and a stronger community of associates united by our mission. At Capital, we live our core values every day: Integrity, Client Focus, Diverse Perspectives, Long-Term Thinking, and Community.

“I can influence my income.”

You want to feel recognized at work. Your performance will be reviewed annually, and your compensation will be designed to motivate and reward the value that you provide. You’ll receive a competitive salary, bonuses and benefits. Your company-funded retirement contribution will factor in salary and variable pay, including bonuses.

“I can lead a full life.”

You bring unique goals and interests to your job and your life. Whether you’re raising a family, you’re passionate about where you volunteer, or you want to explore different career paths, we’ll give you the resources that can set you up for success.

• Enjoy 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

“I can succeed as a Private Client Operations Manager at Capital Group.”

As a Private Client Operations Manager in our Private Client Services group, you will be an experienced leader with comprehensive knowledge of client operations ideally within the high-net-worth space. You will be responsible for leading team members located in offices across the country, serving as a mentor, coach, and contributor to the overall business. You will anticipate, facilitate, and advance operations through process improvements, defect resolution, and enhancements to workflows and team tasks. Additionally, you will collaborate with multiple business area stakeholders to drive related Client Operations and broad Private Client Services initiatives forward.

“I am the person Capital Group is looking for.”

• Have a minimum of 7 years of experience with at least 3 years in a people management position.
• College degree preferred
• Takes initiative by identifying issues and opportunities and recommending solutions
• Exhibits the ability to influence others effectively
• Exercises sound judgment in resolving complex matters
• Shows intellectual curiosity and strong analytical skills in areas of high complexity
• Communicates effectively, both in writing and orally, with a diverse group of associates, senior business leaders, and individuals outside the organization
• Conveys management decisions and messages clearly
• Collaborates and maintains working relationships within and outside Client Operations to achieve business objectives.
• Leads and facilitates various meetings effectively.
• Possesses in-depth knowledge of policies, reporting, and regulatory requirements.
• Demonstrates a strong business acumen, contributing to improvements in processes, communication, leadership, and development.
• Comfortable working with large data sets and applying insights to support informed decision-making.
• Know how to use AI tools such as Claude or Copilot to optimize work processes.

“I can learn more about Capital Group.”

At Capital Group, the success of the people who invest with us depends on the people in whom we invest. That’s why we offer a culture, compensation and opportunities that empower our associates to build successful and prosperous careers. Through nine decades, our goal has been to improve people’s lives through successful investing. We know that our history is a testament to the strength of the people we hire. More than 9,000 associates in 30+ offices around the world help our clients and each other grow and thrive every day. Find us on LinkedIn, Instagram, YouTube and Glassdoor.

Southern California Base Salary Range: $141,648-$226,637

In addition to a highly competitive base salary, per plan guidelines, restrictions and vesting requirements, you also will be 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.

You can learn more about our compensation and benefits here.

* Temporary positions in the United States are excluded from the above mentioned compensation and benefit plans.

We are an equal opportunity employer, which means we comply with all federal, state and local laws that prohibit discrimination when making all decisions about employment. As equal opportunity employers, our policies prohibit unlawful discrimination on the basis of race, religion, color, national origin, ancestry, sex (including gender and gender identity), pregnancy, childbirth and related medical conditions, age, physical or mental disability, medical condition, genetic information, marital status, sexual orientation, citizenship status, AIDS/HIV status, political activities or affiliations, military or veteran status, status as a victim of domestic violence, assault or stalking or any other characteristic protected by federal, state or local law.