Retirement Solutions Product Specialist Senior

Capital Group

Southern California, US
Base: $125,909-$201,454; bonus: individual annual ...
5+ years financial services experience
Morningstar proficiency required
Advanced excel skills with macros
The role involves developing and managing Retirement Solutions including target date products with a focus on co-branded offerings

Job Summary

  • The role involves developing and managing Retirement Solutions including target date products with a focus on co-branded offerings.
  • Candidates will execute product strategy by supporting new product development, conducting competitive analyses, and aligning messaging across teams.
  • Capital Group offers a competitive salary, performance bonuses, and a company-funded retirement contribution of 15% of eligible earnings.

Matching Summary

The role involves developing and managing Retirement Solutions including target date products with a focus on co-branded offerings.

Salary

Base: $125,909-$201,454; Bonus: Individual annual performance bonus plus profitability bonus; Benefits: 15% company retirement contribution, health benefits, flexible work options

Skills & Requirements

Must-have

  • 5+ years financial services experience
  • Morningstar proficiency required
  • Advanced Excel skills with macros
  • New product launch experience preferred
  • Cross-functional team collaboration

Nice-to-have

  • MBA or advanced degree preferred
  • Experience with automation tools
  • Strong intellectual curiosity
  • Ability to influence senior stakeholders
  • Subject matter expertise in target date funds

Key Requirements

  • Bachelor's Degree required
  • 5+ years relevant financial services experience
  • Proficiency in Morningstar and Excel

Work Rights

Not specified

Tailored Resume

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