Senior Product Specialist Retirement Portfolios

Capital Partners Mortgage LLC

Southern California, US
Base: $125,909-$201,454; bonus: individual annual ...
Not specified (assumed flexible/hybrid based on benefits described).
5+ years financial services experience
Bachelor's degree required
Proficiency in morningstar and excel
Capital Partners Mortgage LLC is seeking a Senior Product Specialist for Retirement Portfolios in Southern California. The ideal candidate will have over 5 years of experience in financial services, particularly in product management and development, and should possess strong analytical and collaborative skills

Job Summary

  • The role involves developing and managing Retirement Solutions including target date funds with a focus on co-branded products.
  • Candidates will execute product strategy by supporting new product development, conducting competitive analyses, and aligning messaging across teams.
  • The company offers a competitive salary range of $125,909-$201,454 plus a 15% retirement contribution and performance bonuses.

Matching Summary

Match Score: 85

Capital Partners Mortgage LLC is seeking a Senior Product Specialist for Retirement Portfolios in Southern California. The ideal candidate will have over 5 years of experience in financial services, particularly in product management and development, and should possess strong analytical and collaborative skills.

Salary

Base: $125,909-$201,454; Bonus: Individual annual performance bonus plus profitability bonus; Benefits: 15% employer retirement contribution

Skills & Requirements

Must-have

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

Nice-to-have

  • Experience launching new financial products
  • MBA or advanced degree preferred
  • Macro and automation tool experience

Key Requirements

  • Bachelor's Degree
  • 5+ years relevant financial services experience
  • Strong analytical skills for complex data sets

Work Rights

Not specified

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