Retirement Solutions 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 Retirement Solutions Product specialist at Capital Group”

As a Retirement Solutions Product Specialist, Senior at Capital Group, you will play a key role in developing and managing Retirement Solutions (including target date), with a focus on co-branded products and services in partnership with clients. You will execute our product strategy by supporting new product development, conducting competitive and strategic analyses, aligning messaging across teams, and monitoring overall product health. This cross-functional role involves collaboration with various internal teams and external partners to deliver impactful investment products, materials, and analysis. 

Primary responsibilities/essential functions:

• Support the execution of the vision and priorities for Retirement Solutions  

• Support the end-to-end product lifecycle, from initial research and design through market launch and ongoing product management

• Become a subject matter expert for our co-manufactured products and personalized target date services in internal and external engagements

• Develop and refine resources (e.g., sales speaking points, business overviews, FAQs, playbooks), reporting, and tools to support the product suite, monitor product health, and drive process improvements

• Research industry trends, competitive landscape, and emerging opportunities to provide strategic recommendations for the Retirement Solutions roadmap

• Collaborate with external partners (e.g., recordkeepers, trustees) and internal teams (e.g., other product teams, sales, marketing, legal, operations) to drive product development and management efforts, ensuring consistency in product messaging and positioning

• Lead small- to medium-scale projects and business initiatives (e.g., product changes, strategic assessment of vehicle offerings and accessibility)

• Provide analysis and ongoing product management support for the broader Retirement Solutions team as needed

“I am the person Capital Group is looking for”

• Bachelor's Degree. Advanced degree (MBA or other) a plus

• You have 5+ years of relevant financial services experience

• You have experience launching new financial services products (a plus)

• You have strong intellectual curiosity and analytical skills with the ability to identify opportunities/issues and recommend business solutions

• You can extract meaningful insights from complex data sets and can present findings clearly to various stakeholders, including senior leadership

• You can effectively lead and facilitate meetings to drive alignment and decision-making across different teams

• You can build internal networks, collaborate across teams, and influence other groups or senior stakeholders

• You are highly proficient in Morningstar and Excel (experience with macros and automation tools 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.‎ 

Southern California Base Salary Range: $125,909-$201,454

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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.