Private Client Operations Manager

Posted 6 Days Ago
Be an Early Applicant
Irvine, CA, USA
In-Office
142K-227K Annually
Senior level
Fintech • Financial Services
At Capital Group, our goal is to improve people’s lives through successful investing. We start by investing in you.
The Role
Leads private client operations teams across multiple offices, providing mentorship, coaching, and operational leadership. Drives process improvements, defect resolution, workflow enhancements, and Client Operations initiatives in collaboration with business stakeholders. The role requires strong judgment, analytical ability, communication, regulatory knowledge, business acumen, data interpretation, and effective meeting facilitation. Experience using AI tools such as Claude or Copilot to optimize workflows is expected.
Summary Generated by Built In

“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 apply in less than 4 minutes.”  

  

You’ve reviewed this job posting and you’re ready to start the candidate journey with us. Apply now to move to the next step in our recruiting process. If this role isn’t what you’re looking for, check out our other opportunities and join our talent community.  

  

“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.‎ 

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

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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.

Skills Required

  • Minimum 7 years of professional experience
  • At least 3 years of people management experience
  • College degree
  • Ability to identify issues and opportunities and recommend solutions
  • Ability to influence others effectively
  • Sound judgment in resolving complex matters
  • Strong analytical skills and intellectual curiosity in complex areas
  • Effective written and oral communication with diverse stakeholders
  • Ability to clearly communicate management decisions and messages
  • Ability to collaborate and maintain relationships within and outside Client Operations
  • Ability to lead and facilitate meetings effectively
  • In-depth knowledge of policies, reporting, and regulatory requirements
  • Strong business acumen and ability to improve processes, communication, leadership, and development
  • Comfort working with large data sets and applying insights for decision-making
  • Experience using AI tools such as Claude or Copilot to optimize work processes

Capital Group Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Capital Group and has not been reviewed or approved by Capital Group.

  • Retirement Support Retirement support stands out through an employer-funded contribution equal to about 15% of eligible compensation, adding meaningful long-term value to total rewards. A vesting schedule is referenced, but the core retirement benefit is positioned as unusually rich and frequently highlighted as a differentiator.
  • Strong & Reliable Incentives Incentives are structured around two annual bonuses—one tied to individual performance and another linked to company profitability—creating a predictable bonus framework. In certain senior investment roles, bonus opportunity can be very high relative to base pay, reinforcing the upside for top performers.
  • Inclusive Benefits Coverage Inclusive coverage is emphasized through fertility benefits (including IVF and egg freezing), pregnancy and menopause support, and adoption/surrogacy assistance. These benefits broaden applicability across different life stages and family-building paths.

Capital Group Insights

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The Company
HQ: Los Angeles, CA
8,820 Employees
Year Founded: 1931

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.

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