Project Manager at Personal Capital

| Remote
Sorry, this job was removed at 1:52 p.m. (MST) on Wednesday, January 13, 2021
Find out who's hiring in Colorado.
See all Project Mgmt jobs in Colorado
  • Looking to make a real difference?

     

    You belong right here. 

     

    Come build a rewarding career helping others achieve their financial dream at an organization that values your own long-term success. With your unique talents, you have what it takes to be bold and brilliant in everything you do and reach new heights for a company dedicated to diversity and inclusion, community and you.

     

    If you share that belief, this is where you belong.

     

    Join our team of nearly 6,000 associates across 40 different locations worldwide and start your future today. 

     

    We are looking for a proactive Project Manager who can operate with minimal direction to help deliver the best of Personal Capital to Empower Retirement customers. This role will manage project workstreams and be responsible for defining and delivering product functionality within scope, timeline, and budget, all while collaborating with stakeholders across Personal Capital and Empower.

    Responsibilities:

    • Support cross-functional planning, coordination, execution, and delivery of an integrated product offering designed to improve financial wellness and encourage IRA rollover
    • Work cross functionally across the business to drive workstreams to deliver key integration functionality
    • Effectively track & communicate project status and budget, identify issues & risks, exceptions, and high-level deliverables
    • Gather & synthesize relevant data to plan for and facilitate decision making processes
    • Maintain a holistic perspective of our integration goals and efforts, stepping in with solution proposals to drive work forward when needed

     

    Minimum Qualifications:

    • 2+ years in project or program management roles; former professional services or client relationship management experience a plus
    • Demonstrated ability to manage stakeholders, deliverables, and timelines
    • Ability to gather & synthesize relevant facts to facilitate decision making processes
    • Exceptional interpersonal skills and ability to foster relationships across stakeholder groups
    • Attention to detail, ability to get up to speed quickly across subject matter domains
    • Proficiency in MS Office suite, and project planning tools

     

    Bonus Points:

    • Experience in the financial services / technology industry / banking / financial advisory
    • Experience in software engineering development cycle and an agile environment
    • Proficiency with JIRA/Confluence

     

     Location & Travel:

    • Remote first

    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.

     

    Competitive compensation, includes base salary and eligibility to participate in either an annual bonus program or sales incentive plan, as applicable.  Base salary range provided below is a reasonable estimate and final base salary may differ based on the selected candidate’s education, training, experience, licensure requirements, travel requirements and geographic location.

     

    Location

    CA Redwood City

     

Read Full Job Description
Apply now
By clicking continue you agree to Built In’s Privacy Policy and Terms of Use.

Technology we use

  • Engineering
  • Product
  • Sales & Marketing
    • JavaLanguages
    • JavascriptLanguages
    • PythonLanguages
    • SqlLanguages
    • D3JSLibraries
    • ReactLibraries
    • AngularJSFrameworks
    • Backbone.jsFrameworks
    • ExpressFrameworks
    • HadoopFrameworks
    • Node.jsFrameworks
    • DB2Databases
    • HiveDatabases
    • MySQLDatabases
    • AWSDatabases
    • JIRAManagement
    • SalesforceCRM
    • MarketoLead Gen

Location

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!

Will

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.

Chris

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.

Jordan

Recruiter

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!

Danielle

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.

Meghan

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

What are Personal Capital Perks + Benefits

Culture
Volunteer in local community
Friends outside of work
Eat lunch together
Intracompany committees
Open door policy
Team owned deliverables
Team based strategic planning
Group brainstorming sessions
Open office floor plan
Diversity
Dedicated Diversity/Inclusion Staff
Highly diverse management team
Unconscious bias training
Diversity manifesto
Diversity Employee Resource Groups
Business resource groups include ALMA: Aspiring Latinos Moving Ahead, BOLD: Black Organization for Leadership Development, EA, Pride, NAMaSTE, VETS, and WEN: Women's Empowerment Network.
Hiring Practices that Promote Diversity
Health Insurance & Wellness Benefits
Flexible Spending Account (FSA)
Disability Insurance
Dental Benefits
Vision Benefits
Health Insurance Benefits
Life Insurance
Wellness Programs
Mental Health Benefits
Retirement & Stock Options Benefits
401(K)
401(K) Matching
Performance Bonus
Match charitable contributions
The company matches up to $5000/year per employee for charitable giving.
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.
Flexible Work Schedule
Remote Work Program
Our remote work program includes the option to work from home full-time.
Family Medical Leave
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
Unlimited Vacation Policy
Generous PTO
Paid Volunteer Time
Our employees receive 16 hours per year of paid volunteer time.
Paid Holidays
Paid Sick Days
Perks & Discounts
Casual Dress
Commuter Benefits
Company Outings
Game Room
Stocked Kitchen
Happy Hours
Fitness Subsidies
Home Office Stipend for Remote Employees
Professional Development Benefits
Tuition Reimbursement
Lunch and learns
Cross functional training encouraged
Promote from within
Mentorship program
Continuing Education stipend
Online course subscriptions available
Customized development tracks
Paid industry certifications
More Jobs at Personal Capital19 open jobs
All Jobs
Finance
Data + Analytics
Dev + Engineer
Legal
Marketing
Operations
Product
Sales
Sales
new
Denver
Sales
new
Denver
Operations
new
Denver
Data + Analytics
new
Remote
Developer
new
Remote
Data + Analytics
new
Remote
Data + Analytics
new
Remote
Product
new
Remote
Developer
new
Remote