Product Specialist, Senior
Capital GroupNew York, New York, United States
Posted December 16, 2025
133471 - 213554 USD year
Full Time
About the Company
Capital Group is a global investment management company that helps people achieve their financial goals.
Job Description
Capital Group is seeking a Senior Product Specialist to support the SMA growth through the delivery of best-in-class SMA client service and end-to-end SMA field sales support. The ideal candidate will have in-depth knowledge of SMA products, strong analytical skills, and the ability to lead and facilitate meetings.
Requirements
- Bachelor's Degree
- 5+ years of SMA or relevant financial services product management experience
- In-depth knowledge of product construction, rules and regulations
- Strong analytical skills
- Ability to lead and facilitate meetings
- Experience with Morningstar, Bloomberg, and/or FactSet
- Holding a Series 7, 63 or 66 license is a plus
Benefits
- Competitive base salary
- Individual annual performance bonus
- Capital's annual profitability bonus
- Retirement plan with Capital contributing 15% of eligible earnings
- Generous time-away and health benefits
- Flexible work options
- 2-for-1 matching gifts for charitable contributions
- Annual grants for organizations
- On-demand professional development resources