Marketing Manager, Programmatic at Personal Capital

| Greater Denver Area
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About Personal Capital:

Personal Capital is a leading digital wealth management company, founded in 2009. We’re on a mission to transform financial lives through technology and people, providing both insight-driven advice with free financial tools and personalized wealth management from 200+ registered financial advisors across the country. Personal Capital has raised $315 million in capital from accomplished financial and strategic investors (IVP, Venrock, Crosslink, Corsair, Blackrock, BBVA, USAA, IGM/Power) to disrupt the traditional $30 trillion U.S. wealth management market. Our free personal finance app is utilized by over two million users, helping them track over $850 billion of their personal finances, all in one place. Our award-winning apps paved the way for our advisory firm, which now manages over $12 billion in personalized investment portfolios for American families.

Personal Capital is headquartered in Redwood Shores with offices in San Francisco, Denver, Dallas and Atlanta.

For more information on Personal Capital, please visit

The Role: 

This role is responsible for leading the strategy, planning and buying of Personal Capital’s media across programmatic and direct publisher buys. You are detail-oriented, passionate about AdTech, love running media tests and thrive on looking for new ways to drive new user growth. The person in this role will partner with our Creative, Analytics and Product teams and should be a self-starter who enjoys working in a fast-paced and values-driven organization.

This is an exciting opportunity to work for a leading financial technology company who is reinventing wealth management for the digital age and putting the power back where it belongs - with consumers. We bring clarity and confidence to people’s financial lives and hold ourselves to the highest standard as fiduciaries. This is an exciting opportunity to work for a late-stage start-up on a mission to change the financial industry making it more transparent, consumer-focused, and most importantly, personal.

This role will be located in Denver, San Francisco or Redwood Shores (Silicon Valley.)


  • Lead strategy and planning of Personal Capital’s acquisition marketing across programmatic media and direct publisher buys. This will include budget ownership and allocation, as well as managing both mobile and desktop acquisition campaigns (creation, day-to-day management, ongoing experimentation, measurement and reporting) and external partners.
  • Continuously generate ideas to improve Personal Capital’s campaign performance including campaign strategy, new audiences, creative optimization, bidding and new tests.
  • Use audience data to build effective campaigns focused on both attracting new customers and converting existing users into wealth management services
  • Recommend tests and ensure alignment across other digital marketing channels.
  • Partner with Analytics to understand and refine cross-device user journey and optimize.
  • Partner with Analytics to refine tracking and measurement and develop channel specific dashboards and reporting tools. Implement best practices or onboard necessary third-party measurement or optimization partners.
  • Onboard technology platforms needed to expand
  • Develop plans for other channel expansions (mobile ad networks, DSPs,etc)
  • Establish reporting and benchmarks for performance to present to leadership teams on a monthly basis.


  • 5+ years of performance marketing experience, with at least 3 years specifically managing programmatic display and video campaigns and Facebook or other relevant channels
  • Must have strong knowledge and experience with DV360
  • Technical and skilled hands-on-keys buyer that will own the end-to-end strategy, planning, buying and optimization within the programmatic ecosystem: SSPs, DSPs, Ad Exchanges, Ad Networks and Trading Desks and the thorough understanding of campaign pricing/cost models, targeting capabilities, measurement/campaign metrics & ad verification/viewability/ad fraud, audience measurement
  • Subject matter expertise in programmatic buying, direct buying through DV360, Google Ads, and other networks/platforms
  • Possess strong analytical and quantitative analysis skills, have a passion for data driven decision making, thrive on challenges
  • Composed/collected in a fast-paced, high pressure, dynamic environment
  • Strong track record of scaling acquisition campaigns and hitting targets
  • Well-versed in overall growth and performance metrics
  • Understanding of Facebook Ads manager/ experience with campaign management platforms (Kenshoo, Nanigans, Smartly, or similar) is a plus
  • Ability to tease out trends/insights from complex data sets into action items. Expert in excel and knowledge of tableau.
  • Excellent communication, organizational and project management skills. Ability to work between teams, functions and geographies, with high autonomy and little guidance
  • Ability to work and thrive in a fast-paced and high-pressure environment
  • Fanatical obsession with achieving ROI and metrics
  • Superb quantitative skills including intermediate level statistics
  • Relentless, systematic approach to measuring and adjusting marketing mix in real time

Personal Capital is proud to be an equal opportunity workplace dedicated to pursuing and hiring a diverse workforce.

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Technology we use

  • Engineering
  • Product
  • Sales & Marketing
    • JavaLanguages
    • JavascriptLanguages
    • PythonLanguages
    • SqlLanguages
    • D3JSLibraries
    • ReactLibraries
    • AngularJSFrameworks
    • Backbone.jsFrameworks
    • ExpressFrameworks
    • Node.jsFrameworks
    • MySQLDatabases
    • AWSDatabases
    • JIRAManagement
    • SalesforceCRM
    • MarketoLead Gen


Located in the heart of downtown Denver!

An Insider's view of Personal Capital

What are some social events your company does?

We tend to celebrate in big ways. Hitting milestones is exciting for any business, and at Personal Capital we've set aside time to rent out Lucky Strike or take the office out to a Rockie's game to celebrate our success. Our holiday parties are guaranteed to be a good time too!


Sr. Recruiter

How do you collaborate with other teams in the company?

I work with and rely on Data Engineering to provide the data architecture needed for my analyses. I brainstorm promotion ideas with Sales, Marketing, and Product and track results in real-time. My insights and recommendations get presented to upper management to evaluate and implement, ultimately providing business intelligence using data.


Business Analyst

What are some things you learned at the company?

We want our employees to grow personally and professionally. At Personal Capital, you'll learn that clients always come first. We do all we can to help our clients fulfill their financial goals. That mentality spreads to every facet of your life, outside of work we try to better our community and we take pride in donating our time.



How do you make yourself accessible to the rest of the team?

To make sure I'm regularly formally connecting with each member of my team, I schedule bi-weekly check-ins to see how they're feeling about everything from day-to-day challenges to long-term opportunities they want to tackle. In addition to that, we have an open work environment and I sit right in the middle of my team!


Manager | Senior Financial Advisor

How would you describe the company’s work-life balance?

With 9 paid holidays, weekends off, and generous PTO, there's a lot of time to enjoy living in Denver. Our Team can be found hitting the slopes every weekend or playing kickball in the Summer.


Director of Human Resources: Talent Acquisition, Development, and Retention

What are Personal Capital Perks + Benefits

Volunteer in Local Community
Friends Outside of Work
Eat Lunch Together
Intracompany Committees
Personal Capital has an internal Charitable Giving Committee who help determine where our quarterly charitable donations will go. We also have a Women's Group that hosts periodic meet-ups!
Open Door Policy
Team-owned Deliverables
Group Brainstorming Sessions
Open Office Floor Plan
Health Insurance & Wellness Benefits
Flexible Spending Account (FSA)
Disability Insurance
Dental Benefits
Vision Benefits
Health Insurance Benefits
Life Insurance
Wellness Programs
Onsite Gym
Retirement & Stock Options Benefits
401(K) Matching
Company Equity
Employee Stock Purchase Plan
Performance Bonus
Child Care & Parental Leave Benefits
Generous Parental Leave
Personal Capital provides 4 weeks of parental leave. In addition, Personal Capital offers supplemental wage replacement for employees who elect to utilize a paid pregnancy disability leave plan.
Adoption Assistance
We offer up to four weeks of wage replacement options for employees on parental leave following adoption.
Company-Sponsored Family Events
Vacation & Time Off Benefits
Generous PTO
Paid Holidays
Paid Sick Days
Perks & Discounts
Commuter Benefits
Company Outings
Game Room
Stocked Kitchen
Happy Hours
Fitness Subsidies
Professional Development Benefits
Lunch and Learns
Cross-Functional Training Encouraged
Promote from Within
Mentorship Program
Our mentorship program includes Cross-department program, Career mentoring.
Online Course Subscriptions Available
Customized Development Tracks
Paid Industry Certifications
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