As the PCS Digital Product Leader, you will define and execute the product strategy, roadmap, and delivery priorities for key digital products and capabilities supporting Private Client Services (PCS), including the responsible use of AI to improve client experience, associate productivity, operational efficiency, and platform intelligence. You will partner closely with PCS business leaders, technology teams, data and AI partners, client experience partners, and other stakeholders to ensure digital solutions address business needs, improve operational efficiency, and deliver high-quality experience for clients and associates.
In this role, you will translate business priorities into actionable product plans, guide product development through delivery, and drive adoption and continuous improvement across PCS digital capabilities.
This role is a member of the leadership team supporting the Global Digital Products & Capabilities organization and serves as the primary product lead for PCS-focused digital platforms and initiatives.
In this role, you will have responsibility for:
Defining Vision and Client Need
- Develop and communicate a long-term PCS digital product vision aligned with business strategy, client needs, and market trends.
- Champion a data-driven, client-centric approach across PCS digital products and experiences.
- Own the articulation of client and business needs, ensuring alignment across stakeholders and strategic priorities.
- Leverage research, client feedback, analytics, market insights, and competitive benchmarks to inform product direction.
- Serve as a thought leader in product visioning, innovation, and digital client experience within PCS.
Product Portfolio Management
- Own and maintain the roadmap for PCS digital products and capabilities spanning client website, reporting, advisor workstation, client relationship management, trading and tax management, planning tools, alternatives, business process management, data, accounting and operations, AI-enabled capabilities, and integration across the broader PCS digital ecosystem.
- Set product priorities, investment recommendations, and roadmaps; manage tradeoffs across competing business needs and initiatives.
- Hold accountability for product performance, value delivery, adoption, and operational outcomes.
- Ensure alignment between product roadmaps, business priorities, client needs, and governance requirements.
- Drive consistency and collaboration across product teams and partner functions supporting PCS.
- Partner with technology, data, risk, legal, and compliance stakeholders to identify, prioritize, and responsibly scale AI use cases that enhance PCS productivity, decision support, personalization, automation, and client service effectiveness.
Product Planning and Development
- Define product success metrics, goals, and release strategies, ensuring alignment to product vision.
- Drive disciplined product development practices, including agile methodologies, prioritization frameworks, and outcome-based planning.
- Partner with external providers and internal technology, design, data, AI, and business teams to shape future-state digital architecture and deliver product enhancements and new capabilities aligned to PCS business needs, enterprise standards, and responsible AI principles.
- Provide oversight into risk identification, interdependency management, and mitigation strategies across initiatives.
Launch
- Oversee launch strategy and execution for PCS digital products and enhancements.
- Ensure effective change management, stakeholder alignment, and readiness activities.
- Own delivery, implementation, migration planning, and successful cutover to next-generation platforms, ensuring business readiness and minimal disruption.
- Track product adoption, client impact, and post-launch performance, adjusting plans as needed.
- Partner with stakeholders to establish feedback loops and identify opportunities for future enhancements.
Operate
- Monitor product health, performance metrics, client feedback, and adoption trends, driving ongoing improvements.
- Drive operational excellence initiatives across PCS digital capabilities, including process improvements, automation opportunities, ongoing enhancements, and delivery effectiveness.
- Maintain, optimize, and secure the current PCS digital technology stack, ensuring ongoing data protection, system integrity, compliance, and operational resilience.
- Oversee strategic vendor partnerships, product roadmaps, and contract relationships supporting PCS digital capabilities.
People& OrganizationalLeadership
- Build and lead a high-performing team focused on product management, platform and solution delivery, and continuous innovation.
- Develop future leaders through coaching, mentoring, and meaningful development opportunities
- Foster an inclusive, collaborative culture that encourages innovation, accountability, and continuous learning
- Create an environment where associates feel empowered to solve complex business challenges and deliver exceptional client outcomes
am the person Capital Group is looking for.
- You have extensive experience in digital product management, product strategy, or digital transformation initiatives.
- You understand the needs of high-net-worth clients and can translate those expectations into digital product priorities, technology delivery plans, and scalable client-service solutions.
- You have demonstrated success leading complex digital products from concept through delivery and ongoing optimization.
- You have strong ability to partner with business leaders, technology teams, and cross-functional stakeholders to drive outcomes.
- You have experience translating client needs and business priorities into product roadmaps and measurable results.
- You bring strong analytical and problem-solving skills with the ability to make data-informed decisions.
- You understand how AI, automation, analytics, and emerging digital capabilities can be applied responsibly to improve product outcomes, associate workflows, client service, and business decision-making.
- You have knowledge of digital products, client experience, and product management practices within financial services or related industries.
- You are able to influence without direct authority and build alignment across multiple stakeholder groups.
- Bachelors degree required; advanced degree preferred.
can apply in less than 4 minutes.
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can learn more about Capital Group.
Southern California Base Salary Range: $234,276-$398,269
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 Capitals 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.
