Teams at Capital Group

Develops thought leadership, sales, and marketing content for model portfolios and target-date retirement products aimed at financial professionals. Collaborates with sales, product, legal, subject matter experts, and other stakeholders to create brochures, white papers, web content, emails, social posts, presentations, and related materials. Applies knowledge of asset allocation, financial markets, and investment strategies while coordinating reviews and contributing to visual content development.

Leads hybrid sales teams across an assigned division, managing Regional Wealth Management Consultants, Regional Relationship Managers, and Regional Retirement Plan Counselors. Drives sales and Plans Sold results, coaches associates, develops sales talent, aligns territory teams, uses analytics to prioritize opportunities, and partners with leadership to execute divisional strategy. Requires FINRA Series 7, 63/65 or 66, and 24 or 26 licenses, plus 3–5 years of relevant experience.

Lead AI strategy and product development for investment research. Own the product lifecycle from strategy and roadmap through discovery, experimentation, software delivery, launch, adoption, and scaling. Partner with investment professionals, researchers, and technology teams to build AI-enabled research capabilities and data foundations using unstructured investment knowledge. Influence executives, align cross-functional priorities, measure business outcomes, and lead high-performing product teams.