Senior Wealth Strategy Associate Jobs in Riverside, CA

"I can be myself at work."

You are more than a job title. We want you to feel comfortable doing great work and bringing your best, authentic self to everything you do. We value your talents, traditions, and uniqueness-and we're committed to fostering a strong sense of belonging in a respectful workplace.

We intentionally seek diverse perspectives, experiences, and backgrounds, investing in a culture designed to celebrate differences. We believe that belonging leads to better outcomes and a stronger community of associates united by our mission. At Capital, we live our core values every day: Integrity, Client Focus, Diverse Perspectives, Long-Term Thinking, and Community.

"I can influence my income."

You want to feel recognized at work. Your performance will be reviewed annually, and your compensation will be designed to motivate and reward the value that you provide. You'll receive a competitive salary, bonuses and benefits. Your company-funded retirement contribution will factor in salary and variable pay, including bonuses.

"I can lead a full life."

You bring unique goals and interests to your job and your life. Whether you're raising a family, you're passionate about where you volunteer, or you want to explore different career paths, we'll give you the resources that can set you up for success.

• Enjoy generous time-away and health benefits from day one, with the opportunity for flexible work options

• Receive 2-for-1 matching gifts for your charitable contributions and the opportunity to secure annual grants for the organizations you love

• Access on-demand professional development resources that allow you to hone existing skills and learn new ones

"I can succeed as a Digital Product Senior Associate at Capital Group."

As a Digital Product Senior Associate within Capital Group's Private Client Services (PCS) Business Operations team, you will help shape the future of the digital tools and experiences that support our wealth management business. PCS serves high-net-worth individuals, trusts, foundations, and endowments through a highly personalized advisory model. In this role, you will partner closely with business stakeholders, engineers, architects, and product peers to deliver innovative technology solutions that improve operational efficiency, enhance user experiences, and create business value.

You will be responsible for identifying user needs, translating business objectives into actionable product requirements, and supporting the development and execution of product strategies and roadmaps. Working across multiple enterprise platforms, including internal workflows, Salesforce solutions, and advisor-facing technologies, you will help drive delivery of meaningful product enhancements that enable our associates and clients to succeed.

You are a curious and strategic product professional who combines strong business acumen with technical understanding. You thrive in collaborative environments, embrace ambiguity, and have a passion for solving complex problems through technology and continuous improvement.

"I am the person Capital Group is looking for."

Product Strategy & Vision

• Partner with stakeholders to understand user needs, pain points, and business objectives.
• Gather customer feedback, business metrics, and market insights to inform product direction and prioritization.
• Support the development and execution of product vision, strategy, and roadmaps.
• Identify opportunities to improve user experiences and drive increased adoption of digital capabilities.
• Challenge traditional approaches and advocate for innovative, user-centered solutions.

Product Planning & Development

• Lead requirements gathering efforts for new features, enhancements, and product releases.
• Translate business requirements into user stories, acceptance criteria, test scenarios, and functional specifications.
• Partner closely with engineering teams to evaluate technical solutions and deliver business value.
• Participate in Agile product development activities, including backlog refinement, sprint planning, and prioritization discussions.
• Balance enhancement requests, technical debt, and defect remediation to maximize product impact.
• Utilize Capital Group-approved AI and technology tools to improve product delivery efficiency and effectiveness.

Product Delivery & Launch

• Ensure delivered solutions align with business objectives, user requirements, and product goals.
• Coordinate User Acceptance Testing (UAT) activities and validate successful feature implementation.
• Collaborate with engineering and business teams during product launches and releases.
• Support creation and maintenance of job aids, training materials, and adoption resources.
• Evaluate launch outcomes and incorporate learnings into future product planning.

Product Operations & Continuous Improvement

• Monitor product performance, adoption metrics, and user feedback to identify improvement opportunities.
• Analyze data and trends to support product decisions and ongoing optimization efforts.
• Investigate, prioritize, and resolve product issues in partnership with engineering teams.
• Communicate risks, dependencies, and obstacles to leadership and key stakeholders.
• Help foster a culture of experimentation, learning, and continuous improvement.

Stakeholder Partnership & Influence

• Build strong partnerships with business leaders, operations teams, engineers, architects, and fellow product managers.
• Serve as the voice of the user throughout the product development lifecycle.
• Facilitate discussions, align diverse stakeholder needs, and drive consensus on product priorities.
• Communicate complex business and technical concepts clearly to both technical and non-technical audiences.

Qualifications

Required

• Bachelor's degree in Business, Technology, Computer Science, Information Systems, Finance, or a related discipline.
• 5+ years of product management business analysis, product ownership, or related experience.
• Experience managing software products, digital platforms, or enterprise technology solutions.
• Demonstrated experience writing user stories, requirements, acceptance criteria, and test scenarios.
• Experience working closely with software engineering teams in Agile environments.
• Strong understanding of product development, lifecycles, and product management best practices.
• Ability to influence stakeholders and drive outcomes across cross-functional teams.
• Excellent communication, facilitation, and critical thinking skills.
• Proven ability to work independently, manage ambiguity, and take ownership of outcomes.

Preferred

• Experience within technology, fintech, digital products, wealth management, asset management, or financial services.
• Familiarity with Salesforce platforms, workflow solutions, client portals, or related enterprise applications.
• Working knowledge of SQL, data analysis, and data-driven decision-making.
• Understanding of software architecture concepts and technical solution design.

"I can apply in less than 4 minutes."

You've reviewed this job posting and you're ready to start the candidate journey with us. Apply now to move to the next step in our recruiting process. If this role isn't what you're looking for, check out our other opportunities and join our talent community.

"I can learn more about Capital Group."

At Capital Group, the success of the people who invest with us depends on the people in whom we invest. That's why we offer a culture, compensation and opportunities that empower our associates to build successful and prosperous careers. Through nine decades, our goal has been to improve people's lives through successful investing. We know that our history is a testament to the strength of the people we hire. More than 9,000 associates in 30+ offices around the world help our clients and each other grow and thrive every day. Find us on LinkedIn, Instagram, YouTube and Glassdoor.

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 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.