Full-Time
Senior Product Specialist
Posted on 10/1/2025
Capital Group
5,001-10,000 employees
Asset management with long-term portfolios
Compensation Overview
$121.7k - $194.6k/yr
Indianapolis, IN, USA + 2 more
More locations: Los Angeles, CA, USA | New York, NY, USA
In Person
 Product (1) |
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- 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
- 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.
- MBA or other advanced degree
- Holding a Series 7, 63 or 66 license is a plus
Capital Group is a private investment firm that manages equities and fixed-income assets for individuals and institutions. It focuses on long-term investing through high-conviction portfolios and rigorous research, using the American Funds lineup to seek solid results. The firm differentiates itself with a globally distributed team of more than 8,000 associates and a strong emphasis on personal accountability guiding investment decisions. Its goal is to improve people’s lives through successful investing.
Company Size
5,001-10,000
Company Stage
N/A
Total Funding
$64B
Headquarters
Dongcheng District, China
Founded
N/A
Simplify's Take
What believers are saying
- Capital Group manages over $2 trillion across equity and fixed income assets.
- The Abu Dhabi office expands its Middle East institutional and wealth reach.
- The KKR partnership broadens access to hybrid public-private credit products.
What critics are saying
- Sebi's 2026 notice alleges trade-confidentiality lapses across six Capital Group FPIs.
- India regulatory action can damage reputation and restrict trading operations.
- Hybrid credit funds face redemption pressure and private-mark valuation uncertainty.
What makes Capital Group unique
- Founded in 1931, Capital Group remains privately owned and long-term focused.
- It emphasizes high-conviction portfolios, rigorous research, and individual accountability.
- Its global platform spans Europe, Asia, Australia, and the Americas.
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Company News
Vodafone Idea has priced its ₹18,000 crore follow-on public offering at ₹11 per equity share, marking India's largest-ever FPO. The issue, which ran from 18 to 22 April 2024, was subscribed nearly seven times, driven by institutional investors including GQG, Capital Group and Fidelity Investments. The ₹11 pricing represented a 26% discount to the recent preferential issue price of ₹14.87 and a 15% discount to the closing price of ₹12.95. Qualified institutional buyers subscribed 1.23 times, non-institutional investors 1.93 times, whilst retail participation reached 42%. Following the board's pricing approval, Vodafone Idea shares rallied 10.24% to ₹14.21 on BSE. The fundraise aims to support the debt-laden telecom operator's network expansion and competitive positioning.
Capital Group has acquired a 5.61% stake in South Korean tobacco company KT&G, according to a regulatory filing. The purchases were made by Capital Research and Management Company, the asset manager's investment arm, on 24 April and 2 May. The acquisition places Capital Group alongside other major foreign shareholders including BlackRock, First Eagle Investment Management and Singapore's GIC. Foreign investors now hold 49.15% of KT&G's outstanding shares. KT&G shares rose to a record high of 173,000 won following the announcement, closing above 170,000 won for the first time. The company reported strong first-quarter results, with revenue rising 12.8% year-on-year to 1.54 trillion won and operating profit climbing 32.6% to 382.9 billion won, driven by overseas cigarette sales.
Capital Group plans first office in the Middle East. Benno Klingenberg-Timm, head of institutional for Europe and Asia, will relocate to lead its Abu Dhabi office. 5 May 2026 Capital Group has announced plans to establish its first office in the Middle East, in the UAE's Abu Dhabi Global Market (ADGM). The firm expects the Abu Dhabi office to formally open later this year, subject to regulatory approvals. The move reflects the firm's conviction in the Middle East, the UAE and Abu Dhabi as a rapidly evolving and strong financial ecosystem, supported by Abu Dhabi Investment Office (ADIO), Capital Group said in a statement. The planned Abu Dhabi location will be Capital Group's 35th office worldwide, and as in other markets, the intent is to build steadily over time, aligned with client needs and Capital Group's long-term investment culture. Capital Group is relocating Benno Klingenberg-Timm, head of institutional for Europe and Asia, to take on the additional responsibility of head of its Abu Dhabi office. H.E. Ahmed Jasim Al Zaabi, chairman of Abu Dhabi Global Market (ADGM), said, "We are pleased to welcome Capital Group to ADGM as more leading global financial institutions choose Abu Dhabi as the base for their long-term regional expansion." "Their decision underscores the value investors place on regulatory certainty, strong institutions and a stable environment for sustainable growth. With a robust legal framework and access to deep, long-term capital, ADGM is built to support global firms operating at scale." Mike Gitlin, president and CEO of Capital Group, commented: "We take a long-term and deliberate approach to building our global footprint, and we move only when we have high conviction. This is one of those moments. Establishing a presence in Abu Dhabi demonstrates our commitment to being closer to our business partners across the Middle East as well as our intent to explore further investments in this dynamic region." Capital Group's expansion into Abu Dhabi reflects ADIO's commitment to create a future-facing financial services ecosystem led by ADIO's FinTech, Insurance, Digital and Alternative Assets (FIDA) platform, the statement added. Fatima Al Hamadi, head of the FIDA cluster, said: "Through the FIDA cluster, ADIO is building an integrated financial ecosystem that brings together innovative solutions, digital capabilities and advanced regulatory frameworks, reinforcing Abu Dhabi's position as a leading global financial centre." "Capital Group's expansion in Abu Dhabi reflects the strength and attractiveness of the emirate's ecosystem for global institutions with long-term ambitions. It also underscores our commitment to enabling strategic investments and enhancing integration across global markets, contributing to sustainable growth and a future-ready economy."
Hang Seng Bank partners with Capital Group in Hong Kong. Hang Seng Bank will have exclusive rights to distribute Capital Group's flagship US equity fund to its retail customers for three months. Hang Seng Bank has partnered with Capital Group to distribute four funds across multi-asset, fixed income and equities. The Hong Kong-headquartered bank will have exclusive rights to distribute Capital Group's flagship US equity fund, Capital Group Investment Company of America, for a three-month period. Capital Group, which manages $3.4trn in assets, will also distribute its flagship global equity product, Capital Group New Perspective Fund, and a fixed income product, Capital Group Global High Income Opportunities, to Hang Seng Bank's retail clients. The fourth fund, the Capital Group Capital Income Builder, will be made available to investors in the second quarter of this year, the firms said in a statement on Wednesday. Toby Chan, head of client group Greater China, Capital Group, said: "This collaboration reflects a shared commitment to long-term investing and delivering time-tested investment strategies to clients." "Grounded in deep fundamental research and a multiple-manager investment approach, this carefully constructed suite of strategies reflects an investment philosophy that has endured across market cycles, helping clients remain invested and build long-term wealth with confidence." Ricky Lin, head of investments and wealth solutions, Hang Seng Bank, said: "This arrangement aligns well with the Bank's strategic priorities, further strengthening our service commitment and purpose through a broader and more diversified range of investment solutions." "Leveraging our brand and positioning, we will provide Hong Kong customers with leading wealth management services."
Major Charlotte region employers pledged over 2,500 jobs in March announcements. By Produced using AI, with editing by Adam Bell, based on original work by Charlotte Observer staff April 2, 2026 5:06 PM Gift Article The Charlotte region saw a wave of job announcements in March, with four companies collectively pledging more than 2,500 new positions across financial services, tech manufacturing and aviation. The commitments total billions of dollars in investment and span from uptown Charlotte to the Hickory area. Here are key takeaways: - Capital Group, the Los Angeles-based investment manager, announced 600 jobs and a $600 million investment for a new "Center of Excellence" expected in uptown Charlotte. The minimum average salary will be $194,141 - more than double Mecklenburg County's average wage of $90,706. - Citigroup opened a 90,000-square-foot office in Ballantyne with plans to add 510 workers by the end of 2027. The average annual salary for the new positions is expected to be at least $131,000. - A $6 billion partnership between Corning and Meta will create about 1,000 jobs across North Carolina, with a major expansion at Corning's optical cable manufacturing facility in the Hickory area. Average annual salaries for the new jobs are expected to exceed $65,000. - PSA Airlines, a subsidiary of American Airlines, celebrated its new Charlotte headquarters after relocating from Dayton, Ohio. The airline is expected to bring 400 jobs to Mecklenburg County and support more than $228 million in annual economic output. - State tax incentives helped drive the deals: Capital Group received over $17.2 million and Citigroup up to $8.9 million, both contingent on meeting hiring and investment goals. PSA Airlines said it did not receive economic incentives. This report was produced with the assistance of a proprietary tool powered by artificial intelligence and using its own originally reported, written and published content. It was reviewed and edited by its journalists. To learn more about how The Charlotte Observer is using AI in its newsroom, see its policy here.