Digital Product Director - Private Client Services (PCS)
$234.28k - $398.27kCapital-Group-1
“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 optionsReceive 2-for-1 matching gifts for your charitable contributions and the opportunity to secure annual grants for the organizations you loveAccess on-demand professional development resources that allow you to hone existing skills and learn new onesAs 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 NeedDevelop 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 ManagementOwn 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 DevelopmentDefine 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.LaunchOversee 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.OperateMonitor 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 & Organizational LeadershipBuild 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 opportunitiesFoster an inclusive, collaborative culture that encourages innovation, accountability, and continuous learningCreate an environment where associates feel empowered to solve complex business challenges and deliver exceptional client outcomes“I 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.Bachelor’s degree required; advanced degree preferred.“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.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 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. #J-18808-Ljbffr Capital-Group-1
$234.28k - $398.27k
## Digital Product Director - Private Client Services (PCS)Apply: Los Angeles: Full time: Posted Today: JR7483**“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...Private clientFull timeContract workFlexible hours- Capital Group seeks a Digital Product Director for Private Client Services (PCS) in Los Angeles to define the product vision and roadmaps for PCS digital platforms, including client websites, reporting, and advisor workspaces. You’ll partner with business, technology, data...Private client
- ...ask the questions that lead to innovation. As a Tax Director within BPM's Private Client Services (PCS) practice , you will serve as a strategic advisor... ...Manage multiple engagements and deliver high-quality products timely and efficiently. Compensation reflects multiple...Private clientSummer workPrivate practiceWork at officeLocal areaRemote workFlexible hours
- ...bottom - we give you the tools you need to succeed and the autonomy to reach your goals. We are seeking a Tax Director to join the Private Client Services (PCS) practice, able to sit in a number of our offices. We are seeking someone who thrives in a growing environment...Private clientWork experience placementPrivate practiceLocal area
- ...bottom – we give you the tools you need to succeed and the autonomy to reach your goals.We are seeking a Tax Director to join the Private Client Services (PCS) practice, able to sit in a number of our offices. We are seeking someone who thrives in a growing environment...Private clientWork experience placementPrivate practiceLocal area
- EisnerAmper is seeking an experienced Tax Director to join our Private Client Services (PCS) team in Iselin, California. The ideal candidate will have over 10 years of experience in tax compliance, focusing on individual and fiduciary taxation. This role requires strong...Private client
- Tax Director - Private Client Services (PCS) We are seeking a Tax Director to join the Private Client Services (PCS) practice. The role will be based in one of our offices and will focus on delivering exceptional tax services to private clients. Responsibilities Review...Private clientWork experience placementPrivate practiceLocal area
$200k - $300k
...Weaver Experience Weaver is a full-service national accounting, advisory, and consulting firm with opportunities... ...Weaver is looking for talented tax leaders at the Director level to join our growing firm! A Private Client Services Director provides federal tax compliance...Private clientImmediate startFlexible hours- ...the tools you need to succeed and the autonomy to reach your goals. EisnerAmper is seeking a Tax Manager to join the Private Client Services (PCS) practice. We are looking for a dynamic individual with the capacity to efficiently oversee multiple client engagements...Private clientTemporary workPrivate practiceWork at officeLocal area
- ...tools you need to succeed and the autonomy to reach your goals. EisnerAmper is seeking a Tax Senior Manager to join the Private Client Services (PCS) practice. We are looking for a dynamic individual with the capacity to efficiently oversee multiple client engagements...Private clientTemporary workPrivate practiceWork at officeLocal areaRemote work
$138.3k - $172.8k
...extensive global presence among professional services organizations. You'll embark on a... ...ordinary, working with extraordinary clients spanning every industry, regardless... ...! The Role Managers in our Private Client Services (PCS) practice oversee multiple engagement...Private clientFull timeWork experience placementInternshipPrivate practiceH1bLocal areaWork visa- EisnerAmper is seeking a Tax Senior Manager to lead Private Client Services, overseeing tax planning and compliance for ultra-high-net-worth individuals, with emphasis on hedge funds and family offices. The role involves client engagement, staff development, and cross-team...Private clientFlexible hours
- ...Managing Director, Private Equity Client Coverage About the Company Prominent strategic advisory consultancy Industry Management Consulting Type Privately Held About the Role The Company is in search of a Director/Managing Director for Private Equity...Private client
$135k - $200k
...Who We Are About Ascend Backed by private equity from people-focused Alpine Investors... ...an offshore captive, shared back-office services, a catalytic leadership system, and... ...life balance? Enjoying the diversity of clients and the challenging work public accounting...Private clientFlexible hours$141k - $290k
...Position Profile Weaver is looking for talented tax leaders at the Senior Manager level to join our growing firm. A Private Client Services Tax Senior Manager provides federal tax compliance and planning services to high‑net‑worth individual clients and privately‑held...Private clientFlexible hours- The Wealth Client Specialist is a sophisticated wealth expert that... ...JPMorgan Chase wealth services to best meet the objectives of... ...partnership with wealth advisors and private client bankers, you will... ...market and sell wealth management products and services to high net...Private client
- ...National Senior Manager to lead the Client Relationship Team (CRT)... ...Managers and teams to execute client service and growth strategies. You will partner with the National Director to align sales and service... ...and initiatives. #J-18808-Ljbffr 353 CGPCS CG Private Client SvcPrivate client
- EY is seeking a senior tax professional to join our FSO EDGE Private practice in the United States. You will deliver and manage complex tax compliance and consulting services for financial services clients, including private companies and their owners, across cross-border...Private clientPrivate practice
- Job Title This Job is No Longer Available Employer is willing to sponsor qualified candidates for a non-immigrant work visa. Preferred Skills All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, ...Private clientLocal areaWork visa
- Capital Group seeks a PCS Digital Product Leader to define and execute the product strategy, roadmap, and delivery priorities for key digital products and capabilities in Private Client Services. You will partner with PCS leaders, technology, data, and AI teams to ensure...Private client
- Career Group partners with a premier private wealth management firm to hire a Private Wealth Associate for its Century... ...This role suits an experienced, licensed financial services professional dedicated to exceptional client service and high standards. The Private Wealth...Private client
- Andersen is seeking a Private Client Services Manager in Los Angeles to lead engagement teams serving a spectrum of high-net-worth clients. You will guide tax strategy, ensure timely delivery, and partner with other service lines to provide comprehensive solutions. The...Private client
$125k - $135k
...come with managing sophisticated, affluent clients and complex personal risk portfolios.... ...premier HNW carriers such as Chubb, PURE, AIG Private Client, Cincinnati, Travelers, and... ...Exceptional communication and white-glove client service skills Active California P&C license...Private clientLocal area- Our client, a regional firm, is seeking a Tax Director to fill an advanced technical position. This person needs to be knowledgeable about personal... ...corps. Real estate, high-net-worth individuals, and private client services are preferred industries. This person should aim...Private client
$76k - $88k
...Bernstein Private Wealth Associates Bernstein Private Wealth Management is a premier investment... ...high-net-worth and ultra-high-net-worth clients. As an industry leader, we put people... ...Private Wealth Associates are client service professionals who exhibit drive, ambition...Private clientFlexible hours- ...tailored insurance solutions that put our clients in control. Our growing team of... ...Manager to join our Personal Lines team. Our service team plays a vital role in ensuring our clients... ..., AIG, Chubb/ACE and Nationwide Private Client)currently licensed (in good standing...Private clientWork at officeLocal areaFlexible hours
$70k - $110k
...requires EPIC, entertainment clients and business manager firm experience... ...expectations Actively service/retain existing accounts to mitigate... ...of 2 years’ experience in Private Client insurance, Possess... ...to clearly articulate these products/plans to clients and underwriters...Private clientFull timeRemote work- ...Our client, a rapidly growing and well-established multi-family office, is seeking a seasoned... ...Worth Individuals and Families. This Private Client Advisor will play a pivotal role... ...giving/foundations) to ensure seamless client service. • Oversee account opening processes,...Private clientWork at officeLocal area
- Morgan Stanley is seeking a Registered Client Service Associate to provide exceptional service... ...and support Financial Advisor(s) and Private Wealth Advisor(s) teams on a daily basis... ...funds movements, and educate clients on digital tools. A strong client-first mindset...Private client
$85k - $90k
...Account Manager – High-Net-Worth / Private Client Location: Los Angeles,... ...professional with experience servicing affluent and high-net-worth... .... Stay current on carrier products, market trends, and industry... ..., PURE, Cincinnati, Vault, PCS/AIG, Mercury, Travelers, Safeco...Private clientWork at officeLocal area
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Digital Product Director - Private Client Services (PCS). Be the first to apply!
- digital art director Los Angeles, CA
- senior manager digital Los Angeles, CA
- senior digital account manager Los Angeles, CA
- digital strategy director Los Angeles, CA
- digital strategy manager Los Angeles, CA
- associate manager digital marketing Los Angeles, CA
- senior director digital marketing Los Angeles, CA
- director of digital platform Los Angeles, CA
- director digital marketing Los Angeles, CA
- digital experience manager Los Angeles, CA


