I can succeed as an Advisor Sold Retirement Plans Product Management Summer Associate at Capital Group.”
As an Advisor Sold Retirement Plans (ASRP) Product Management Summer Associate, you will be part of a team that manages Capital Group’s retirement plan products for small businesses. The team is responsible for overseeing a suite of retirement plan products ranging from Employer IRA products to full-feature 401k solutions that aim to help employers offer a competitive retirement plan product that meets their needs while also helping their employees pursue positive retirement outcomes.
Primary responsibilities/essential functions:
The ideal candidate for summer intern on the ASRP product management team would be able to:
- Develop a business case for launching a Managed Account capability in our PlanPremier retirement plan product.
- Leverage market data and surveys to understand current usage and trends relating to managed accounts in the <$10M, $10-25M, and $25M+ plan size segments.
- Engage with Capital Group associates in sales, service, and national accounts to collect perspective on how the lack of a managed account option is or is not hindering plan sales.
- Evaluate competitors’ managed accounts offerings to understand pricing and positioning techniques.
- Oversee a survey of current Capital Group advisors to understand the attractiveness of a managed account feature.
- Work with the RPS platform team to understand the current managed account capabilities of SS&C and Empower (our recordkeeping system vendors)
- Summarize findings to help team determine if the opportunity presented by managed accounts exceeds the anticipated cost/effort.
“I am the person Capital Group is looking for.”
- Undergraduate level or higher, especially those studying Business Administration, Economics, Finance, Marketing, Data Science, or related fields.
- You have an anticipated Spring 2026 graduation date and a cumulative GPA of 3.0 or above.
- Ability to think critically and develop a recommendation based on a variety of inputs and decision-making factors.
- An effective verbal and written communicator.
- Comfortable with some level of independent research, with regular check-ins from supervisor.
- A confident presenter who can effectively share information in front of a group.
Base Hourly Rate: $30.50/ hour
#LI-DNI
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 Canada and 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.
Similar Jobs
.png)
What We Do
Capital Group is one of the largest and most trusted financial companies in the world, with the goal of improving people's lives through successful investing. A career at Capital Group means having countless opportunities to explore, grow and succeed.
Why Work With Us
Capital Group has been in business for 91 years, which means that our investment professionals have 91 years of proprietary data at their fingertips.
