Senior Manager - AI Client Enablement Platform

“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 the Senior Manager, AI Client Enablement Platform at Capital Group.”

The Senior Manager, AI Client Enablement Platform owns the shared AI capabilities that power Capital Group’s suite of AI-enabled products for our Global Client teams. This role defines the Enablement Intelligence Platform — the reusable intelligence that turns Client data into scoring and coverage intelligence, meeting-prep context, follow-up and CRM-capture services, engagement signals, and the marketing orchestration, retrieval, guardrails, and evaluation standards behind them — so every AI-enabled product builds on it. It is a business-facing product leadership role: you define business requirements, value, product architecture, builder experience, and priorities, and you partner with engineering, architecture, product management, and data science to build it safely, consistently, and at scale.

You own the platform, its shared capabilities, and the roadmap for a suite of AI client products and the sales & marketing experiences they power — products that help decide who to engage, how to prepare, and what to do next. Much of this capability is delivered through our multi-year program to transform Sales & Marketing Enablement experiences and products.

You will use Capital Group’s proprietary insights, client relationships, and enterprise data to create client enablement products that are differentiated and trusted. The role requires strong experience building AI-first products and platforms, practical fluency with Salesforce or enterprise CRM, Adobe Experience Cloud, and the ability to influence and align partners across a complex organization.

What you will build

• The Enablement Intelligence Platform: the shared AI capabilities — scoring and coverage intelligence, meeting-prep context, follow-up and CRM-capture services, engagement signals, and the orchestration, retrieval, and guardrails behind them — that all AI-enabled products reuse.
• A suite of AI products that help decide who to engage, how to prepare, and what to do next.
• Reusable capabilities — including governed data and content services, orchestration patterns, model and workflow integrations, and builder-facing tools — that compound across products, channels, and client segments.

“I am the person Capital Group is looking for.”

AI Platform & Product Leadership

• Own the vision, strategy, and roadmap for the Client Enablement Intelligence Platform and the AI seller-assist products and sales experiences it powers.
• Provide the shared AI capabilities as governed, reusable services rather than one-off features rebuilt in each product.
• Define the product architecture for the platform, including orchestration patterns, reusable AI services, governed data and content services, model and workflow integrations, and the builder experience required for teams to build safely and consistently.
• Sequence the platform-first mandate: establish the core capabilities first, then the sales experiences built on them.
• Determine where automation, agents, and human judgment should combine to create the greatest value, and set standards for how AI experiences behave across products.
• Translate AI opportunities into practical product use cases, experiments, evaluation criteria, launch plans, monitoring routines, and measurable outcomes.
• Make informed trade-offs across business value, user needs, platform investment, delivery capacity, AI opportunity, and operational risk when setting priorities.

Product Management & Delivery

• Align with business partners on the outcomes that matter and translate them into clear product direction, requirements, and measurable results.
• Lead discovery, experimentation, and validation so the team builds the right capabilities before committing to build.
• Author clear product requirements that map pain-points to platform features and workflows, and keep data flowing cleanly across products so sellers get one unified experience.
• Own launch readiness, adoption, training, and communications, and measure success in Capital Group terms — meeting-prep time saved, engagement quality, coverage, and adoption across teams.
• Establish success measures for platform health, builder adoption, AI adoption, experience quality, and business performance, using those insights to inform roadmap decisions and continuous improvement.
• Partner with Legal, Risk, and Compliance so client-data use and generative content strictly align with financial-services requirements.

People & Cross-Functional Leadership

• Partner closely with the Insights, Analytics, and Data Science teams, and the broader product organization on shared solutions and experiences.
• Frame strategies, target metrics, and evaluation criteria.
• Serve as the primary bridge between business stakeholders and technology teams, building alignment without relying on direct authority.
• Communicate strategy, priorities, roadmap, and results to leaders and stakeholders to support informed decisions and organizational alignment.
• Foster an inclusive, collaborative culture that encourages accountability, strong product craft, design taste, responsible experimentation, and continuous learning.

Skills & Qualifications

Required:

• 10+ years of product management, including platform product management — building shared, reusable capabilities that other teams build on.
• Strong experience building AI-first products and platforms — generative AI, agents and copilots, prompt and retrieval techniques, and evaluation.
• Practical fluency with Salesforce or enterprise CRM capabilities, Adobe, and a strong understanding of enterprise client workflows and systems of record.
• Strong product judgment and design taste, with the ability to distinguish good from great experiences and raise the bar for usability, trust, accessibility, and end-to-end experience quality.
• Experience defining AI evaluation, monitoring, feedback, and governance practices that help teams test, launch, learn from, and scale AI-enabled capabilities responsibly.
• Cross-functional leadership and stakeholder influence — leading across Business, Platform, Engineering, Data Science, and Insights & Analytics.
• Excellent communication and collaboration, with a natural ability to align cross-functional stakeholders.
• Strong influencing skills — able to rationalize, challenge, and prioritize to drive group decisions.
• Curiosity, humility, and a collaborative, team-first approach consistent with Capital Group’s culture.

Preferred:

• Software, Technology, Financial services, asset management, or wealth management experience.
• Familiarity with data governance, security, responsible-AI practices, and financial-services compliance and resilience for enterprise platforms.

“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.‎ 

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Southern California Base Salary Range: $208,245-$354,017

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New York Base Salary Range: $220,768-$375,306

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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.