Senior Digital Product Manager, Private Client Services

Capital Group

Irvine (CA)

Hybrid

USD 111,920 - 179,072

Full time

14 days+
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Benefits offered by this job

Time‑away and health benefits from day
2‑for‑1 matching gifts
Professional development resources

Job summary

Capital Group is seeking a Digital Product Senior Associate in its Private Client Services (PCS) Business Operations team. You will help shape digital tools and experiences for wealth management, partnering with engineers, architects, and product peers to translate business goals into actionable roadmaps.

The role spans multiple enterprise platforms, including Salesforce, internal workflows, and advisor‑facing tech.

Qualifications

  • Bachelor's degree in Business, Technology, Computer Science, Information Systems, Finance, or a related discipline.
  • 5+ years of product management, business analysis, product ownership, or related experience.
  • Experience managing software products, digital platforms, or enterprise technology solutions.
  • Demonstrated experience writing user stories, requirements, acceptance criteria, and test scenarios.
  • Experience working closely with software engineering teams in Agile environments.
  • Strong understanding of product development, lifecycles, and product management best practices.
  • Ability to influence stakeholders and drive outcomes across cross‑functional teams.
  • Excellent communication, facilitation, and critical thinking skills.
  • Proven ability to work independently, manage ambiguity, and take ownership of outcomes.

Responsibilities

  • Partner with stakeholders to understand user needs, pain points, and business objectives.
  • Gather customer feedback, business metrics, and market insights to inform product direction and prioritization.
  • Support the development and execution of product vision, strategy, and roadmaps.
  • Identify opportunities to improve user experiences and drive increased adoption of digital capabilities.
  • Challenge traditional approaches and advocate for innovative, user‑centered solutions.
  • Lead requirements gathering efforts for new features, enhancements, and product releases.
  • Translate business requirements into user stories, acceptance criteria, test scenarios, and functional specifications.
  • Partner closely with engineering teams to evaluate technical solutions and deliver business value.
  • Participate in Agile product development activities, including backlog refinement, sprint planning, and prioritization discussions.
  • Balance enhancement requests, technical debt, and defect remediation to maximize product impact.
  • Utilize Capital Group‑approved AI and technology tools to improve product delivery efficiency and effectiveness.
  • Ensure delivered solutions align with business objectives, user requirements, and product goals.
  • Coordinate User Acceptance Testing (UAT) activities and validate successful feature implementation.
  • Collaborate with engineering and business teams during product launches and releases.
  • Support creation and maintenance of job aids, training materials, and adoption resources.
  • Evaluate launch outcomes and incorporate learnings into future product planning.
  • Monitor product performance, adoption metrics, and user feedback to identify improvement opportunities.
  • Analyze data and trends to support product decisions and ongoing optimization efforts.
  • Investigate, prioritize, and resolve product issues in partnership with engineering teams.
  • Communicate risks, dependencies, and obstacles to leadership and key stakeholders.
  • Help foster a culture of experimentation, learning, and continuous improvement.
  • Build strong partnerships with business leaders, operations teams, engineers, architects, and fellow product managers.
  • Serve as the voice of the user throughout the product development lifecycle.
  • Facilitate discussions, align diverse stakeholder needs, and drive consensus on product priorities.
  • Communicate complex business and technical concepts clearly to both technical and non‑technical audiences.

Skills

Product management experience
Agile experience
Writing user stories
Requirements gathering
Cross-functional collaboration
Communication
Stakeholder influence
Independent work
Critical thinking

Education

Bachelor's degree in Business/Technology/CS/Info Systems/Finance

Tools

Salesforce
Workflow solutions
Client portals
SQL

Job description

Capital Group is seeking a Digital Product Senior Associate in its Private Client Services (PCS) Business Operations team. You will help shape digital tools and experiences for wealth management, partnering with engineers, architects, and product peers to translate business goals into actionable roadmaps.

The role spans multiple enterprise platforms, including Salesforce, internal workflows, and advisor‑facing tech.

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