Product Manager - Wealth Solutions

Capital Group; Los Angeles (CA); On-site; USD 159,000 - 255,000; Full time

Job summary

Capital Group in Southern California is seeking a Product Manager to shape Wealth Solutions and portfolio construction by identifying client needs, driving innovation, and delivering scalable solutions that help financial advisors build better investor outcomes.

You will collaborate with cross-functional partners across product, data & analytics, and technology, lead others, and translate complex ideas into clear narratives that influence senior leaders.

Qualifications

• In-depth knowledge of investment products, asset allocation, and multi-asset solutions.
• Experience in planning and guiding the work of others.
• Proven product management with cross-functional leadership.
• Strong storytelling to influence stakeholders.
• Bachelor's degree; CFA/CFIMA/ CFP preferred; FINRA 7 and 66 required.

Responsibilities

• Identify client needs and translate into scalable wealth solutions.
• Lead cross-functional initiatives across product, analytics, and technology.
• Drive innovation in portfolio construction capabilities.

Skills

Investment knowledge

Portfolio construction

Data & analytics

Cross-functional leadership

Communication skills

Education

Bachelor's degree

CFA/CFMA/ CFP preferred; FINRA 7 & 66 required

Tools

AI tools

Data analytics

Financial technology

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 Product Manager at Capital Group.

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.

I am the person Capital Group is looking for.

• You have in-depth knowledge of investment products, asset allocation, multi-asset solutions, portfolio and investment analytics, manager due diligence, and the asset management business.
• You exhibit expertise in financial technology, data and analytics, and AI tools that enhance the client experience.
• You have previous experience in planning, prioritizing and guiding the work of others.
• You have a demonstrated track record of successful product management and experience leading cross-functional projects.
• You can communicate complex concepts through clear and compelling narratives to influence stakeholders.
• You build meaningful relationships and establish trust with teammates and cross-functional stakeholders across the organization.
• You are intellectually curious and energized by learning, solving complex problems, and exercising good judgment.
• You have effective written and oral communication skills with a diverse audience of associates and senior business leaders.
• You have a bachelor's degree. CFA, CIMA, or CFP preferred. FINRA Series 7 and 66 (or equivalent) required for the role.

Travel Required

up to 25%

I can apply in less than 4 minutes.

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: $159,354-$254,966

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.