Grow your career with a growing organization

Whether they’re helping people reach their long-term financial goals or providing personal wealth management strategies, every associate contributes to changing the lives of those we serve for the better. When it comes to job satisfaction, that’s hard to beat. And from a personal satisfaction perspective, you’ll enjoy the freedom to support causes that matter to you and experience a truly inclusive work environment. Your future starts now.

Description

In this role, you will be responsible for scaling the delivery of Personal Capital’s wealth management services from 30k clients with over $20B AUM to 100k+ clients. You will be focused on scaling the advisory and operational services while creating an experience that clients cannot imagine living without.

You will work with stakeholders across the Personal Capital organization and work closely with a dedicated engineering team to drive results.

Core questions you’ll ask and evaluate, but not limited to, are for example:

• Do clients understand how their financial lives have improved through the usage of Personal Capital’s wealth management services? How can this be improved to increase net additions and boost retention and referrals?
• How can we enhance or add new wealth management services to expand our client base?
• What are the most time consuming tasks of the advisory and operations teams? How could those tasks be automated? How can we serve more clients without growing headcount? 

   

Responsibilities

• Overall definition of success of this area and corresponding KPI’s, we will help you win but we want you to be able to define the game and how you keep score 
• Defining clear requirements for design and engineering to keep the team on track to meet their goals
• Driving results in net additions, retention, and referrals
• Nurturing relationships with key stakeholders and managing expectations

About You

• A minimum of 5 years experience as a software Product Manager
• Experience in FinTech
• Experience using product analytics tools to understand customer behavior at scale
• Experience building consumer facing software products that customers use in their everyday lives
• Experience building products from concept to launch
• Experience with vendor vetting and onboarding a plus
• Asset Management platform experience a plus

   

Please note that this role is being posted by Personal Capital, an Empower company. Personal Capital roles are cross-posted to the Empower web site and are also available at https://www.personalcapital.com/company/jobs. For more information about Personal Capital, please visit www.personalcapital.com

What we offer you

We offer an array of diverse and inclusive benefits regardless of where you are in your career. We believe that providing our employees with the means to lead healthy balanced lives results in the best possible work performance.

• Medical, dental, vision and life insurance
• Retirement savings – 401(k) plan with generous company matching contributions (up to 5%), financial advisory services, potential company discretionary contribution, and a broad investment lineup
• Tuition reimbursement up to $5,250/year
• Business-casual environment that includes the option to wear jeans
• Generous paid time off upon hire – including a paid time off program plus nine paid company holidays and three floating holidays each calendar year
• Paid volunteer time — 16 hours per calendar year
• Leave of absence programs – including paid parental leave, paid short- and long-term disability, and Family and Medical Leave (FMLA)
• Business Resource Groups (BRGs) - internal networks that rally around common interest, experiences and identities such as race, ethnicity, gender, ability, military status and sexual orientation. BRGs play a vital role in educating and engaging our people and advancing our business priorities.

The salary range below describes the minimum to maximum base salary range for this position in the location listed. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation offered may vary from posted hiring range based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer.

Base Salary Range

$ 80,300.00-132,600.00

Location

CO Remote

We are an equal opportunity employer with a commitment to diversity. All individuals, regardless of personal characteristics, are encouraged to apply. All qualified applicants will receive consideration for employment without regard to age (40 and over), race, color, national origin, ancestry, sex, sexual orientation, gender, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law.