Private Client Services Product Manager

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 of 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, within Private Client Services.”

You will be responsible for the full product development and management life cycle for investment products and services offered to PCS’ high-net worth clients. You’ll be primarily responsible for leading the expansion of PCS’ alternative investment services platform as well as overseeing the existing investment services and capabilities (SMAs, ETFs, third-party funds, etc.). You’ll build out and manage marketing materials, due diligence, policy and operational processes. You’ll educate advisors and meet with clients to explain alternatives investment strategies and results. You’ll help to develop asset allocation guidance. You’ll partner with Private Client Operations and PCS IT to develop scalable processes and infrastructure.

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

• You have a bachelor’s degree in finance, business, or a related field, and 7+ years of experience in investment services, with a focus on alternatives and private market asset classes.
• You enjoy solving complex problems and collaborating with stakeholders to implement creative solutions and operational processes.
• You demonstrate in-depth knowledge of the wealth management business.
• You demonstrate advanced knowledge of alternative investment products and the competitive landscape and trends.
• You demonstrate advanced knowledge of investment analysis and asset allocation concepts as acquired through CFA, CAIA, and/or CPWA, or similar designations.
• You are a credible and collaborative thought-partner for Private Wealth Advisors, Client Relationship Teams, and Portfolio Specialists to develop appropriate recommendations and join meetings with clients to help explain alternative investments.
• You have effective written and oral communication skills and can engage with a wide range of stakeholders (advisors, clients, senior business leaders and investment professionals)
• You have experience mentoring associates and managing a team directly and/or in a matrixed environment

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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.