Product Specialist, Senior

“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 Senior Product Specialist – Separately Managed Accounts

at Capital Group.”

As a Senior Product Specialist, you’ll demonstrate in-depth knowledge in assigned area and as an experienced sole contributor. You'll perform responsibilities with minimal supervision from the product manager or senior manager. You will support the team in SMA growth through the delivery of best-in-class SMA client service, and end-to-end SMA field sales support. You'll ensure SMA products are appropriately positioned and the product strategy is effectively executed. You'll also be responsible for the planning and execution of key broad/cross function initiatives related to products and services.

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

Primary responsibilities/essential functions:

• Acts as a SMA subject matter expert for the organization
• Helps develop SMA sales insights and marketing plans
  • Works closely with sales specialists, marketing and client groups to develop product sales insights and support marketing campaigns   
  • Identifies industry trends and incorporates competitive knowledge into SMA activities, including written commentary and sales insights

• Effectively navigates the organization to support the SMA client experience, driving quick resolution of open cases such as fixed income customization, account sub-minimum requests, dual contract onboarding, and account errors. 
• Helps field sales execute actionable sales ideas and prioritize SMA field sales activities.
• Maintains firm-specific intelligence and stays informed about industry competitive landscape and trends to shape SMA sales strategies.
• Executes the onboarding of RIA clients who traditionally utilize dual contract platforms.
• Leads small/medium scale projects and assigned business initiatives impacting the product line and in support of strategic.

Skills/qualifications:

• Bachelor's Degree. Advanced degree (MBA or other) a plus
• You have 5+ years of SMA or relevant financial services product management experience
• You have in-depth knowledge of product construction, rules and regulations.
• You have strong analytical skills and the ability to analyze opportunities/issues and to recommend business solutions.
• You can extract meaningful insights from large quantities of data and represent findings to various stakeholders.
• You can effectively lead and facilitate a variety of meetings.
• You have the ability to build internal networks, collaborate effectively, and influence groups and/or more senior associates.
• You have experience with Morningstar, Bloomberg, and/or FactSet
• Holding a Series 7, 63 or 66 license is a plus.

“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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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.