Product Manager, Wealth Solutions & Portfolio Innovation

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

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.