Talent.com
Product Specialist, Senior

Product Specialist, Senior

Capital GroupNew York, NY, United States
15 hours ago
Job type
  • Full-time
Job description

"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.
  • Southern California Base Salary Range : $121,652-$194,643 New York Base Salary Range : $128,957-$206,331 Indianapolis Base Salary Range : $106,525-$170,440

    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 Canada and 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.

    Create a job alert for this search

    Product Specialist • New York, NY, United States

    Related jobs
    • Promoted
    • New!
    Product Specialist

    Product Specialist

    MacrobondNew York, NY, United States
    Full-time
    Macrobond is a leading provider of global economic and financial data and technology for investment professionals.Our customers include over 900 firms spanning the buyside, sell side, corporate and...Show moreLast updated: 14 hours ago
    • Promoted
    • New!
    Product Specialist - Indices & ETF’s

    Product Specialist - Indices & ETF’s

    S&P GlobalNew York, NY, United States
    Full-time
    Grade Level (for internal use) : .Product Service Associate, S&P ETF & Benchmarking Solutions (EBS).Asset managers, custodians, hedge funds and investment banks rely on us to deliver timely, accurate...Show moreLast updated: 15 hours ago
    • Promoted
    • New!
    Product Specialist - Azure

    Product Specialist - Azure

    Arrow ECSParsippany, NJ, United States
    Full-time
    As a leading Microsoft Indirect Provider, Arrow relies on a dynamic team to propel its business.Therefore we are seeking a Microsoft Product Manager to bolster the rapid expansion of our Microsoft ...Show moreLast updated: 14 hours ago
    • Promoted
    • New!
    Associate, Product Specialist

    Associate, Product Specialist

    Golub CapitalNew York, NY, United States
    Full-time
    The Product Specialist ("PS") Team creates, updates and disseminates information, messaging and materials for investor communications initiatives and assists Marketing in developing information, me...Show moreLast updated: 14 hours ago
    • Promoted
    Product Development Specialist

    Product Development Specialist

    SOFIETotowa, NJ, US
    Full-time
    In this role, you’ll collaborate closely with leading pharmaceutical partners to bring new products from concept to reality—ensuring every process meets the highest standards of quality and regulat...Show moreLast updated: 12 days ago
    • Promoted
    Senior ETF Product Specialist

    Senior ETF Product Specialist

    Capital GroupNew York, NY, United States
    Full-time
    I can succeed as a Senior ETF Product Specialist - Strategy and Development at Capital Group.Global Product Strategy & Development is part of Capital Group's North America Client Group.As ETF Produ...Show moreLast updated: 26 days ago
    • Promoted
    Senior Director, Product Strategy

    Senior Director, Product Strategy

    A&E Television Networks, LLCStamford, CT, United States
    Full-time
    Work Locations : With the exception of some select roles that have in-office requirements, A+E Global Media operates on a flexible model that allows for remote, hybrid or full time in office work (i...Show moreLast updated: 4 days ago
    • Promoted
    Senior Product Manager

    Senior Product Manager

    Limelight HealthGreenwich, CT, United States
    Full-time
    Zinnia is the leading technology platform for accelerating life and annuities growth.With innovative enterprise solutions and data insights, Zinnia simplifies the experience of buying, selling, and...Show moreLast updated: 30+ days ago
    • Promoted
    Senior Product Manager, Search Discovery

    Senior Product Manager, Search Discovery

    NYC StaffingNew York, NY, US
    Full-time
    Senior Product Manager, Search Discovery.At Google, we put our users first.The world is always changing, so we need Product Managers who are continuously adapting and excited to work on products th...Show moreLast updated: 1 day ago
    • Promoted
    • New!
    Product Specialist / Product Advisor

    Product Specialist / Product Advisor

    J.S. Held LLCNew York, NY, United States
    Full-time
    Held is a global consulting firm that combines technical, scientific, financial, and strategic expertise to advise clients seeking to realize value and mitigate risk. Our professionals serve as trus...Show moreLast updated: 15 hours ago
    • Promoted
    • New!
    Product Specialist, Profile and Engagement

    Product Specialist, Profile and Engagement

    AdobeNew York, NY, United States
    Full-time
    Changing the world through digital experiences is what Adobe's all about.We give everyone-from emerging artists to global brands-everything they need to design and deliver exceptional digital exper...Show moreLast updated: 15 hours ago
    • Promoted
    Product Implementation Specialist

    Product Implementation Specialist

    MetroPlusHealthNew York, NY, United States
    Full-time
    New Yorkers by uniting communities through care.We believe that Health care is a right, not a privilege.If you have compassion and a collaborative spirit, work with us. You can come to work being pr...Show moreLast updated: 30+ days ago
    • Promoted
    • New!
    Senior IT Product Specialist

    Senior IT Product Specialist

    InfoPeopleLong Island City, NY, United States
    Full-time
    The Product Specialist will work with the Program users to properly capture / troubleshoot issues and assist with resolution, ensure proper follow-up occurs and that all issues are resolved within an...Show moreLast updated: 14 hours ago
    • Promoted
    • New!
    Product Specialist

    Product Specialist

    Mitchell MartinNew York, NY, United States
    Full-time
    This role is based in New York, NY, and offers a full-time hybrid work environment.The successful candidate will act as a frontline product expert, addressing customer inquiries and resolving issue...Show moreLast updated: 15 hours ago
    • Promoted
    • New!
    Product Specialist

    Product Specialist

    Penske AutomotiveEatontown, NJ, United States
    Full-time
    Audi Eatontown, a Penske Automotive Group dealership, is looking for knowledgeable and friendly Product Specialists to join our team and deliver extraordinary customer experiences.At Penske Automot...Show moreLast updated: 15 hours ago
    • Promoted
    • New!
    Product Specialist I (Structuring, Origination & UHNW Solutions)

    Product Specialist I (Structuring, Origination & UHNW Solutions)

    Bank of AmericaNew York, NY, United States
    Full-time
    Product Specialist I (Structuring, Origination & UHNW Solutions).To proceed with your application, you must be at least 18 years of age. To proceed with your application, you must be at least 18 yea...Show moreLast updated: 15 hours ago
    • Promoted
    • New!
    Product Specialist - Indices & ETF's

    Product Specialist - Indices & ETF's

    S&P GlobalNew York, NY, United States
    Full-time
    Grade Level (for internal use) : .Product Service Associate, S&P ETF & Benchmarking Solutions (EBS).Asset managers, custodians, hedge funds and investment banks rely on us to deliver timely, accurate...Show moreLast updated: 15 hours ago
    • Promoted
    Sr. Product Support Specialist

    Sr. Product Support Specialist

    FiservBerkeley Heights, NJ, United States
    Full-time
    Calling all innovators - find your future at Fiserv.We're Fiserv, a global leader in Fintech and payments, and we move money and information in a way that moves the world.We connect financial insti...Show moreLast updated: 8 days ago