Product Manager, Private Client Services

Capital Group Private Client Services is a privately-owned wealth management firm committed to delivering premium, personalized service and superior long-term investment results and comprehensive advisory capabilities to a select group of wealthy individuals, trusts, and foundations. We are backed by the global resources of Capital Group – one of the world’s oldest and largest asset management firms, with nearly 8,000 employees in offices around the world.

The firm is comprised of two hundred dedicated associates, including forty-four Private Wealth Advisors. The Advisors are supported by the firm’s Wealth Advisory Group, with access to experts in such areas as financial and legacy planning, tax and estate planning, asset allocation, investment manager research and philanthropy, as well as the Client Relationship Team, providing direct support of the Advisors and their practices.

PCS was founded in 1974 and began as an in-house family office for the Capital Group organization, and a third of clients are still current or former Capital Group associates and their families.  Clients entrust PCS to manage $38 billion in assets with an average client relationship of $15 million.

“I can succeed as a Product Manager, Private Client Services.”

As a Product Manager in Private Client Services, you will be a visionary leader who will help shape the future of our vendor applications by understanding client and user needs, market dynamics, and technology trends. You will be responsible for developing and executing a compelling product strategy that delivers measurable business value and positive user experiences. You’ll partner with Private Wealth Advisors, Private Client Services Leadership, Operations, and Technology teams to create significant features or product(s) development that add more client/user value.

“I am the person Capital Group is looking for.”

• You have proven experience in product management, preferably in financial services or technology.

• You have demonstrated the ability to lead cross-functional teams and drive product success.

• You are well-versed in agile development and product lifecycle management.

• You have experience with Human-Centric Design and user research methodologies.

• You possess strong analytical, strategic thinking, and project management skills.

• You are a skilled communicator and can engage with a wide range of stakeholders.

• You have experience overseeing data ownership responsibilities, with a focus on accessibility, governance, and security.

• Experience with Salesforce, Appian, Seismic, InvestCloud, Microsoft’s Power suite, and AI tools, a plus.

• You have a bachelor’s degree.

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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 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.