Solutions Engineer III - Wealth / Asset Management

"I can succeed as a Solutions Engineer III- Wealth / Asset Management at Capital Group."

As a Solutions Engineer III supporting Private Client Services (PCS) at Capital Group, you'll blend deep Wealth/Asset Management expertise with technical acumento deliver impactful solutions across PCS applications. You'll collaborate with business teams and end users to analyze requirements, design and deliver innovative features, and ensure seamless data integration with internal and third-party financial platforms - with the goal of delivering exceptional client and advisor experience. Your role spans the full solution lifecycle-from analysis and design to delivery and support-while proactively applying generative AI, upholding engineering standards, and driving reliability. You'll engage directly with front-office users (wealth advisors, client relationship teams, etc.,), contribute to high-value client requests, and help shape scalable, cloud-first solutions, all while mentoring teammates and influencing product direction.

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

• You have extensive knowledge of Wealth/Asset Management domain, with experience across leading FinTech platforms.
• You excel in collaborating with business teams and end users to understand requirements, translate them into actionable solutions, and partner with development teams to deliver high-quality outcomes.
• You have 5+ years of full-time software engineering or business systems analyst experience, with a Bachelor's degree or higher.
• You are ready to lead the critical and complex strategic technology transformation initiative, with support and partnership from the team
• You have working knowledge of AI platforms and technologies, including generative models and large language models (LLMs).
• You have strong problem-solving abilities and thrive both independently and as part of a team.
• You are a proactive self-starter who takes initiative, drives results, and builds strong relationships with business stakeholders to align on goals and deliver outcomes in a fast-paced, dynamic environment.
• You have a proven track record of successfully delivering enterprise-grade software into production.

• You have experience working with FinTech platforms such as Pershing (NetX360 / Wove), Blackrock Aladdin, Advent APX/BlackDiamond, Addepar, Orion, Salesforce FSC, CRD, etc.,
• You have experience in data analysis and reporting tools like PowerBI, Tableau, and Alteryx.
• Document requirements, create process flows, journey maps, agile methodology (Jira/Confluence), talk to Vendors, industry insights, etc.,
• You have good understanding and experience with data governance and data modeling principles.