Designing trust at scale
Capital Group is one of the largest financial institutions in the U.S., managing over $2.6 trillion in assets. As part of the Wealth Management division, I supported the design and execution of a wide range of collateral—from printed brochures to user interface components for complex financial data. The goal was to maintain the firm’s trusted brand voice while evolving its design language to better meet the expectations of modern advisors and clients. Every deliverable followed strict compliance and legal guidelines while maintaining visual clarity and consistency.
CHALLENGE
Supporting over a dozen pods across the Wealth Management division required constant cross-team communication, design clarity, and stakeholder alignment. I led a combined onshore (+2) and offshore (10+) teams, working across time zones and regulatory boundaries to deliver work at scale. The creative challenge was elevating outdated materials—some unchanged since the 1990s—while remaining within the strict boundaries of financial regulations. Managing quality and speed meant implementing better systems, training structures, and stakeholder processes.
SOLUTION
I introduced updated design systems, implemented team SOPs, and served as a design lead across a multi-regional team. I provided hands-on training and quality control while managing stakeholder expectations across business units. With a strong focus on structure and brand integrity, I helped shift Capital Group’s Wealth Management materials toward a more modern, accessible, and advisor-friendly design standard. I also stepped in as acting art director during transitions to maintain leadership continuity and creative alignment.
Essentials
Capital Group
Design Lead on Wealth Management accounts, team manager for onshore/offshore teams, client-facing liaison, acting art director during transition periods
Design Leadership, Visual Design, Design Systems, Stakeholder Management, Team Training, Operational Strategy, Creative QA
Publicis Sapient / Capital Group