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Personal Capital
Most recent job postings at Personal Capital
via The Muse
schedule_type: Full-timework_from_home: 1
CO Salary Range: USD 33,000.00 - 42,000.00 per year
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
CO Salary Range: USD 33,000.00 - 42,000.00 per year
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.
The Role:
This is a unique opportunity for a sales professional to contribute in the pioneering of PersonalCapital's investment advisory offering. The Sales Associate will interact with users of Personal Capital'sinnovative financial dashboard to generate interest in wealth management services.
Specific duties include but are not limited to:
• Outbound and inbound phone prospecting and sales
• Generate interest with high net worth and mass affluent prospective clients to conduct a virtual meetingwith a Financial Advisor
• Interact with Financial Advisors regarding prospective clients
• Help troubleshoot issues that users may have with the Financial Dashboard and relay to the technicalsupport team
• Interact with prospective clients via phone, chat, and email
• Properly record interactions within customer relationship management software
Desired Skills & Experience:
• Proven investment advisory sales skills including proactive outbound calling efforts
• Proven abilities to maintain appropriate policies & procedures for regulatory-driven requirements.
• Possesses a clean U4 record.
• Knowledge of investment products and services.
• Exceptional verbal, written and listening communication skills.
• Excellent operational, organizational and follow-up skills with the ability to manage and processcomplex operational work.
• Strong interpersonal skills, team-oriented, and collaborative.
• Series 7, 63, 65 and 66 certifications 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 6%), 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 ten 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
$ 33,000.00-42,000.00
Location
CO Denver
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 Show more details...
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.
The Role:
This is a unique opportunity for a sales professional to contribute in the pioneering of PersonalCapital's investment advisory offering. The Sales Associate will interact with users of Personal Capital'sinnovative financial dashboard to generate interest in wealth management services.
Specific duties include but are not limited to:
• Outbound and inbound phone prospecting and sales
• Generate interest with high net worth and mass affluent prospective clients to conduct a virtual meetingwith a Financial Advisor
• Interact with Financial Advisors regarding prospective clients
• Help troubleshoot issues that users may have with the Financial Dashboard and relay to the technicalsupport team
• Interact with prospective clients via phone, chat, and email
• Properly record interactions within customer relationship management software
Desired Skills & Experience:
• Proven investment advisory sales skills including proactive outbound calling efforts
• Proven abilities to maintain appropriate policies & procedures for regulatory-driven requirements.
• Possesses a clean U4 record.
• Knowledge of investment products and services.
• Exceptional verbal, written and listening communication skills.
• Excellent operational, organizational and follow-up skills with the ability to manage and processcomplex operational work.
• Strong interpersonal skills, team-oriented, and collaborative.
• Series 7, 63, 65 and 66 certifications 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 6%), 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 ten 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
$ 33,000.00-42,000.00
Location
CO Denver
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 Show more details...
via LinkedIn
schedule_type: Full-time
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
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 $650 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.
The Role:
This is a unique opportunity for an investment advisory professional to contribute in the pioneering of Personal Capital’s investment sales team.
The Vice President - Financial Advisor is responsible for the personalized, direct-to-client sales experience for Personal Capital’s investment advisory service.
Specific client facing duties include but are not limited to:
• Outbound phone prospecting and sales
• Following up on prospective client appointments set by internal Sales Associates
• Investment product personalization and suitability
• Ongoing involvement with existing clients to pursue additional investment opportunities
• Periodic client service efforts with existing clients
Specific non-client facing duties include but are not limited to:
• Provide frequent and detailed client feedback to all members of the Personal Capital team
• Assist in the development of long term sales processes
• Assist in the training of new Vice President - Financial Advisor hires
The ideal candidate will execute on standards that redefine the existing industry landscape. They will embrace the ability to participate in an organization with a reputation for customer-centricity and long-term client relationships.
Desired Skills & Experience:
• Proven Consumer-Direct Investment Advisory Sales Skills: End-to-end experience with all aspects of retail investment sales, such as proactive outbound prospecting, suitability and information gathering, and product personalization.
• Remote Delivery: Exposure to web-based investment service delivery. Comfortable executing a remote-delivery sales model -- paperless, branchless, cloud-based infrastructure – and delivering a quality experience that is better than traditional, in-person sales.
• Compliance: Proven abilities to maintain appropriate policies & procedures for regulatory-driven requirements. Possesses a clean U4 record.
• Expert, current knowledge of investment products and services.
• Exceptional verbal, written and listening communication skills.
• Proven track record in relationship management and customer satisfaction.
• The ability to compare and contrast the benefits and suitability of different investment options and products.
• Excellent operational, organizational and follow-up skills with the ability to manage and execute personalized, multi-step process for high-volume sales funnel.
• Experience with client operational aspect of investment advisory. Examples: (ACAT, IRA distributions).
• Strong interpersonal skills, team-oriented, and collaborative.
• Ability to work at the tactical and strategic level.
• Series 65 or equivalent required.
Location: Houston, TX. This role is a work from home position also offered 100% remote, nation wide.
Personal Capital is proud to be an equal opportunity workplace dedicated to pursuing and hiring a diverse workforce Show more details...
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 $650 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.
The Role:
This is a unique opportunity for an investment advisory professional to contribute in the pioneering of Personal Capital’s investment sales team.
The Vice President - Financial Advisor is responsible for the personalized, direct-to-client sales experience for Personal Capital’s investment advisory service.
Specific client facing duties include but are not limited to:
• Outbound phone prospecting and sales
• Following up on prospective client appointments set by internal Sales Associates
• Investment product personalization and suitability
• Ongoing involvement with existing clients to pursue additional investment opportunities
• Periodic client service efforts with existing clients
Specific non-client facing duties include but are not limited to:
• Provide frequent and detailed client feedback to all members of the Personal Capital team
• Assist in the development of long term sales processes
• Assist in the training of new Vice President - Financial Advisor hires
The ideal candidate will execute on standards that redefine the existing industry landscape. They will embrace the ability to participate in an organization with a reputation for customer-centricity and long-term client relationships.
Desired Skills & Experience:
• Proven Consumer-Direct Investment Advisory Sales Skills: End-to-end experience with all aspects of retail investment sales, such as proactive outbound prospecting, suitability and information gathering, and product personalization.
• Remote Delivery: Exposure to web-based investment service delivery. Comfortable executing a remote-delivery sales model -- paperless, branchless, cloud-based infrastructure – and delivering a quality experience that is better than traditional, in-person sales.
• Compliance: Proven abilities to maintain appropriate policies & procedures for regulatory-driven requirements. Possesses a clean U4 record.
• Expert, current knowledge of investment products and services.
• Exceptional verbal, written and listening communication skills.
• Proven track record in relationship management and customer satisfaction.
• The ability to compare and contrast the benefits and suitability of different investment options and products.
• Excellent operational, organizational and follow-up skills with the ability to manage and execute personalized, multi-step process for high-volume sales funnel.
• Experience with client operational aspect of investment advisory. Examples: (ACAT, IRA distributions).
• Strong interpersonal skills, team-oriented, and collaborative.
• Ability to work at the tactical and strategic level.
• Series 65 or equivalent required.
Location: Houston, TX. This role is a work from home position also offered 100% remote, nation wide.
Personal Capital is proud to be an equal opportunity workplace dedicated to pursuing and hiring a diverse workforce Show more details...
via Chicago, IL - Geebo
posted_at: 3 days agoschedule_type: Full-timesalary: 20–28 an hour
As Senior Data Analyst - Product Analytics, you will report to the Senior Data Analytics Manager and be responsible for creating key performance reports, deep analysis, and insights. You will work with the Product team who will depend on you to detect trends and identify opportunities. As a result of your analysis, you will provide actionable insights to product leaders so they can make informed data driven decisions to drive the business.
Responsibilities:
Conduct
As Senior Data Analyst - Product Analytics, you will report to the Senior Data Analytics Manager and be responsible for creating key performance reports, deep analysis, and insights. You will work with the Product team who will depend on you to detect trends and identify opportunities. As a result of your analysis, you will provide actionable insights to product leaders so they can make informed data driven decisions to drive the business.
Responsibilities:
Conduct the standard suite of product analyses to uncover insights about our product and users:
cohort analysis, funnel analysis, user segmentation, etc. Analyze product journey and customer acquisition data and provide valuable, data-centric insights, and solutions Provide actionable results that the business can leverage to set strategic direction and make day-to-day decisions Develop standardized dashboards and ad hoc reports to inform business decisions, with an emphasis on automation and scalability Design and analyze A/B... tests to drive KPI improvements Apply expertise in quantitative analysis and data visualization to tell the story behind the numbers and provide recommendations to leadership Partner with Engineering to optimize data tracking/quality and drive data warehouse improvements Desired Skills and
Qualifications:
Bachelor's degree in Business, Marketing, Statistics, Mathematics or related quantitative field 4
years of business focused analysis experience in a Data Analyst or Business Intelligence focused role Experience analyzing product data or providing analytics and insights to product team is required Strong SQL and Excel skills with at least a working knowledge of R, Python, or other scripting language preferred Experience developing and maintaining reports in Tableau or other data visualization tool Experience analyzing A/B and multivariate results for campaign and engagement performance Experience with tracking and analytics tools such as Google Analytics, Google Tag Manager, Mixpanel, Optimizely, and Tableau strongly preferred Comfortable with large data sets and interest in building data models for consumer behavior and business metrics Strong analytical, organizational and interpersonal skills Effective communication skills to present information to technical and non-technical audience Highly motivated self-starter with the ability to work efficiently with minimal supervision Knowledge of and curiosity to stay current on industry analytical trends
Salary Range:
$80K -- $150K
Minimum Qualification
Data Science & Machine LearningEstimated Salary: $20 to $28 per hour based on qualifications Show more details...
Responsibilities:
Conduct the standard suite of product analyses to uncover insights about our product and users:
cohort analysis, funnel analysis, user segmentation, etc. Analyze product journey and customer acquisition data and provide valuable, data-centric insights, and solutions Provide actionable results that the business can leverage to set strategic direction and make day-to-day decisions Develop standardized dashboards and ad hoc reports to inform business decisions, with an emphasis on automation and scalability Design and analyze A/B... tests to drive KPI improvements Apply expertise in quantitative analysis and data visualization to tell the story behind the numbers and provide recommendations to leadership Partner with Engineering to optimize data tracking/quality and drive data warehouse improvements Desired Skills and
Qualifications:
Bachelor's degree in Business, Marketing, Statistics, Mathematics or related quantitative field 4
years of business focused analysis experience in a Data Analyst or Business Intelligence focused role Experience analyzing product data or providing analytics and insights to product team is required Strong SQL and Excel skills with at least a working knowledge of R, Python, or other scripting language preferred Experience developing and maintaining reports in Tableau or other data visualization tool Experience analyzing A/B and multivariate results for campaign and engagement performance Experience with tracking and analytics tools such as Google Analytics, Google Tag Manager, Mixpanel, Optimizely, and Tableau strongly preferred Comfortable with large data sets and interest in building data models for consumer behavior and business metrics Strong analytical, organizational and interpersonal skills Effective communication skills to present information to technical and non-technical audience Highly motivated self-starter with the ability to work efficiently with minimal supervision Knowledge of and curiosity to stay current on industry analytical trends
Salary Range:
$80K -- $150K
Minimum Qualification
Data Science & Machine LearningEstimated Salary: $20 to $28 per hour based on qualifications Show more details...
via LinkedIn
schedule_type: Full-time
The Company:
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,
The Company:
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 $840 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.
The Opportunity:
You will play a critical role on the Data and Analytics team, responsible for transforming data from disparate systems to provide insights and analytics for business stakeholders. You’ll leverage cloud-based infrastructure to implement technology solutions that are scalable, resilient, and efficient. You will collaborate with Data Engineers, Data Analysts, Data Scientists, DBAs, cross-functional teams, and business partners. You will architect, design, implement and operate data engineering solutions, using Agile methodology, that empower users to make informed business decisions.
The Candidate:
You are self-motivated, self-directed, and have hands-on experience with all aspects of the software development lifecycle, from design to deployment. You have a deep understanding of the full life data lifecycle and the role that high-quality data plays across applications, machine learning, business analytics, and reporting. Strong candidates will exhibit solid critical thinking skills, the ability to synthesize complex problems, and a talent for transforming data to create solutions that add value to a myriad of business requirements. You have the demonstrated ability to facilitate and take ownership of assigned technical projects in a fast-paced environment. Excellent written and speaking communication skills are required as we work together in a collaborative cross-functional environment and interact with the full spectrum of business divisions.
Qualifications:
• Bachelor of Science degree in Computer Science or equivalent.
• At least 7 years of post-degree professional experience, including:
• 4+ years development experience building and maintaining ETL pipelines
• 3+ years of Python development experience
• Experience with AWS integrations such as Kinesis, Firehose, Aurora Unload, Redshift, Spectrum, Elastic Mapreduce, SageMaker and Lambda
• Experience in mentoring junior team members through code reviews and recommending adherence to best practices
• Deep understanding of writing test cases to ensure data quality, reliability and high level of confidence
• Track record of advancing new technologies to improve data quality and reliability
• Continuously improve quality, efficiency, and scalability of data pipelines
• Expert skills working with SQL queries, including performance tuning, utilizing indexes, and materialized views to improve query performance
• Advanced knowledge of both OLTP and OLAP environments with successful implementation of efficient design concepts
• Proficiency with the design and execution of NoSQL database to optimize BigData storage and retrieval
• Experience with API code integrations with external vendors to push/pull data between organizations
• Familiarity with data orchestration pipeline using Argo or Airflow
• Knowledge of analytic tools such as R, Tableau, Plotly, Python Pandas
• Financial services industry experience is a plus
This role is available in Redwood City, California or as a work from home position offered nationwide.
Personal Capital is proud to be an equal opportunity workplace dedicated to pursuing and hiring a diverse workforce Show more details...
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 $840 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.
The Opportunity:
You will play a critical role on the Data and Analytics team, responsible for transforming data from disparate systems to provide insights and analytics for business stakeholders. You’ll leverage cloud-based infrastructure to implement technology solutions that are scalable, resilient, and efficient. You will collaborate with Data Engineers, Data Analysts, Data Scientists, DBAs, cross-functional teams, and business partners. You will architect, design, implement and operate data engineering solutions, using Agile methodology, that empower users to make informed business decisions.
The Candidate:
You are self-motivated, self-directed, and have hands-on experience with all aspects of the software development lifecycle, from design to deployment. You have a deep understanding of the full life data lifecycle and the role that high-quality data plays across applications, machine learning, business analytics, and reporting. Strong candidates will exhibit solid critical thinking skills, the ability to synthesize complex problems, and a talent for transforming data to create solutions that add value to a myriad of business requirements. You have the demonstrated ability to facilitate and take ownership of assigned technical projects in a fast-paced environment. Excellent written and speaking communication skills are required as we work together in a collaborative cross-functional environment and interact with the full spectrum of business divisions.
Qualifications:
• Bachelor of Science degree in Computer Science or equivalent.
• At least 7 years of post-degree professional experience, including:
• 4+ years development experience building and maintaining ETL pipelines
• 3+ years of Python development experience
• Experience with AWS integrations such as Kinesis, Firehose, Aurora Unload, Redshift, Spectrum, Elastic Mapreduce, SageMaker and Lambda
• Experience in mentoring junior team members through code reviews and recommending adherence to best practices
• Deep understanding of writing test cases to ensure data quality, reliability and high level of confidence
• Track record of advancing new technologies to improve data quality and reliability
• Continuously improve quality, efficiency, and scalability of data pipelines
• Expert skills working with SQL queries, including performance tuning, utilizing indexes, and materialized views to improve query performance
• Advanced knowledge of both OLTP and OLAP environments with successful implementation of efficient design concepts
• Proficiency with the design and execution of NoSQL database to optimize BigData storage and retrieval
• Experience with API code integrations with external vendors to push/pull data between organizations
• Familiarity with data orchestration pipeline using Argo or Airflow
• Knowledge of analytic tools such as R, Tableau, Plotly, Python Pandas
• Financial services industry experience is a plus
This role is available in Redwood City, California or as a work from home position offered nationwide.
Personal Capital is proud to be an equal opportunity workplace dedicated to pursuing and hiring a diverse workforce Show more details...
via JobzMall
schedule_type: Full-time
You need to understand aesthetics and how to convert code and design into a great user experience. This is not an easy job, but you will be able to work on stimulating projects that will keep you growing technically while also providing our users a way to increase their financial knowledge through the apps created. Develop rich, interactive customer experiences for deployment on iOS and Android... devices. Utilize data visualizations to implement
You need to understand aesthetics and how to convert code and design into a great user experience. This is not an easy job, but you will be able to work on stimulating projects that will keep you growing technically while also providing our users a way to increase their financial knowledge through the apps created. Develop rich, interactive customer experiences for deployment on iOS and Android... devices. Utilize data visualizations to implement real-time financial information optimized for the mobile environment.
Collaborate on the architecture, design, and development process for iOS and Android devices. Deliver solid code backed up by UI automation and unit-tests Show more details...
Collaborate on the architecture, design, and development process for iOS and Android devices. Deliver solid code backed up by UI automation and unit-tests Show more details...
via Seattle, WA - Geebo
posted_at: 4 days agoschedule_type: Full-timesalary: 20–28 an hour
As a key contributor of the Corporate Reporting and Operations Data team, you will be instrumental in working with Marketing and analyzing results of various marketing initiatives. The goal is to improve company operations and KPIs using data. In addition to data analyses, the analyst will also be involved in corporate reporting responsibilities such as maintaining/updating documentations on business terms and provide audit supports during reporting
As a key contributor of the Corporate Reporting and Operations Data team, you will be instrumental in working with Marketing and analyzing results of various marketing initiatives. The goal is to improve company operations and KPIs using data. In addition to data analyses, the analyst will also be involved in corporate reporting responsibilities such as maintaining/updating documentations on business terms and provide audit supports during reporting periods. The ideal candidate for this role should have excellent analytical and time-management skills, with the ability to communicate and present information to stakeholders as needed. Role
Responsibilities:
Conduct analysis of marketing initiatives and provide key findings to business stakeholders Perform data exploration and analysis using all available resources such as SAS, SQL, Tableau and other BI platforms and databases Identify/interpret trends and patterns in datasets to isolate drivers and business behaviors Correlate... juxtapose and interpret trends; link usage and experience data from across sources meaningfully Work with management to review priorities and understand assigned digital deliverables Actively work to identify and implement process improvements Generate dashboards and automate them when required Maintain and update documentations related to business terms and KPIs Assists with audit requests as needed Educational Qualification:
Bachelor's degree in Marketing/Business Analytics/Finance/Business Management/Statistics Required
Experience:
2-4 years of experience working in Marketing/Business Analytics/Finance/Business Management/Statistics Proficient with SAS, SQL, Tableau, Excel and/or programing languages Experience analyzing A/B and multivariate results for campaign and engagement performance Experience with tracking and analytics tools such as Google Analytics, Mixpanel, Optimizely, and Tableau strongly preferred Experience developing and maintaining reports in Tableau or other data visualization tool Experience in handling structured and unstructured data from internal and third-party sources Required Skills and Competencies:
Strong analytical skills to be able to understand the business problem, collect and analyze the data and able to interpret the results Excellent verbal and written communication skills with strong aptitude for problem solving Comfort with dealing in ambiguous business problems and aiding in providing structure to the problem Strong sense of self-motivation, organization and attention to detail Strong analytical, project management, organizational and interpersonal skills Knowledge of and curiosity to stay current on industry analytical trends
Salary Range:
$80K -- $150K
Minimum Qualification
Data Science & Machine LearningEstimated Salary: $20 to $28 per hour based on qualifications Show more details...
Responsibilities:
Conduct analysis of marketing initiatives and provide key findings to business stakeholders Perform data exploration and analysis using all available resources such as SAS, SQL, Tableau and other BI platforms and databases Identify/interpret trends and patterns in datasets to isolate drivers and business behaviors Correlate... juxtapose and interpret trends; link usage and experience data from across sources meaningfully Work with management to review priorities and understand assigned digital deliverables Actively work to identify and implement process improvements Generate dashboards and automate them when required Maintain and update documentations related to business terms and KPIs Assists with audit requests as needed Educational Qualification:
Bachelor's degree in Marketing/Business Analytics/Finance/Business Management/Statistics Required
Experience:
2-4 years of experience working in Marketing/Business Analytics/Finance/Business Management/Statistics Proficient with SAS, SQL, Tableau, Excel and/or programing languages Experience analyzing A/B and multivariate results for campaign and engagement performance Experience with tracking and analytics tools such as Google Analytics, Mixpanel, Optimizely, and Tableau strongly preferred Experience developing and maintaining reports in Tableau or other data visualization tool Experience in handling structured and unstructured data from internal and third-party sources Required Skills and Competencies:
Strong analytical skills to be able to understand the business problem, collect and analyze the data and able to interpret the results Excellent verbal and written communication skills with strong aptitude for problem solving Comfort with dealing in ambiguous business problems and aiding in providing structure to the problem Strong sense of self-motivation, organization and attention to detail Strong analytical, project management, organizational and interpersonal skills Knowledge of and curiosity to stay current on industry analytical trends
Salary Range:
$80K -- $150K
Minimum Qualification
Data Science & Machine LearningEstimated Salary: $20 to $28 per hour based on qualifications Show more details...
via Saint Louis, MO - Geebo
posted_at: 4 days agoschedule_type: Full-timesalary: 20–28 an hour
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. The Job:
Our
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. The Job:
Our ideal candidate is an experienced executive that can help us build and grow the Personal Capital Newsroom. Inside our newsroom, we integrate data, content and PR to build our brand, generate press and write and distribute content to help people transform their financial lives. If you love messaging strategy and are a media and content savvy B2C brand builder, we'd like to chat. In this role, you would manage agency relationships and direct reports and would need to collaborate across all marketing, data and product functions to... understand how to drive earned leads. Your key partners will include the in-house media team, creative team and sales team. You know intimately the central role content and PR can play in integrated campaigns and you've built CEO and sales-oriented thought leadership platforms. A passionate content and PR maven and marketer through and through, you constantly observe the greatest marketing campaigns of world-class brands and apply the lessons on the job. You are strategic and understand the importance of having a clear, concise messaging strategy. This position is fully remote and reports to the CMO. Requirements:
10-15 years in public relations at an agency and/or in-house in a high growth corporate environment (ideally both); extensive relevant Tier 1 media relationships Or, 10-15 years of experience building a company that is fueled primarily by content generated lead gen Experience building or managing a branded content newsroom, thought leadership and media programs Financial services/FinTech industry experience preferred Track record of generating quantifiable results in building brand awareness, high quality media coverage with or for hyper-growth entrepreneurial B2C companies Impeccable attention to detail An enthusiast when it comes to messaging and written communication Verbal communication is clear, succinct and persuasive; CEO-communication-ready
Salary Range:
$150K -- $250K
Minimum Qualification
Editorial & Content ManagementEstimated Salary: $20 to $28 per hour based on qualifications Show more details...
Our ideal candidate is an experienced executive that can help us build and grow the Personal Capital Newsroom. Inside our newsroom, we integrate data, content and PR to build our brand, generate press and write and distribute content to help people transform their financial lives. If you love messaging strategy and are a media and content savvy B2C brand builder, we'd like to chat. In this role, you would manage agency relationships and direct reports and would need to collaborate across all marketing, data and product functions to... understand how to drive earned leads. Your key partners will include the in-house media team, creative team and sales team. You know intimately the central role content and PR can play in integrated campaigns and you've built CEO and sales-oriented thought leadership platforms. A passionate content and PR maven and marketer through and through, you constantly observe the greatest marketing campaigns of world-class brands and apply the lessons on the job. You are strategic and understand the importance of having a clear, concise messaging strategy. This position is fully remote and reports to the CMO. Requirements:
10-15 years in public relations at an agency and/or in-house in a high growth corporate environment (ideally both); extensive relevant Tier 1 media relationships Or, 10-15 years of experience building a company that is fueled primarily by content generated lead gen Experience building or managing a branded content newsroom, thought leadership and media programs Financial services/FinTech industry experience preferred Track record of generating quantifiable results in building brand awareness, high quality media coverage with or for hyper-growth entrepreneurial B2C companies Impeccable attention to detail An enthusiast when it comes to messaging and written communication Verbal communication is clear, succinct and persuasive; CEO-communication-ready
Salary Range:
$150K -- $250K
Minimum Qualification
Editorial & Content ManagementEstimated Salary: $20 to $28 per hour based on qualifications Show more details...
via St. Cloud Shines
schedule_type: Full-time
**The Role**: The Financial Advisor assists Personal Capital’s investment clients on a wide range of financial matters, being the primary point of contact for a book of assigned clients (no prospecting). The Advisor is responsible for effectively communicating clients’ portfolio strategies and providing guidance on a variety of financial planning topics. **Duties of the role include but are not... limited to**: - Comprehensive relationship management
**The Role**: The Financial Advisor assists Personal Capital’s investment clients on a wide range of financial matters, being the primary point of contact for a book of assigned clients (no prospecting). The Advisor is responsible for effectively communicating clients’ portfolio strategies and providing guidance on a variety of financial planning topics. **Duties of the role include but are not... limited to**: - Comprehensive relationship management via phone conversations, email communication, and in-person meetings. Client interaction is both proactive and reactive. - Act as liaison between clients and Personal Capital’s Investment Committee, explaining investment strategy and engaging in portfolio, market, and economic discussions. - Client education on investment philosophy and capital market functionality. - Assist clients with financial planning in areas such as retirement planning, savings strategy, and education planning. Also, work with our Financial Planning Specialist Team, who assists clients & Advisors with more complex planning issues. - Effectively coordinate with our Operations Team on client-related administrative issues. - Assist in increasing the efficiency of the company’s processes and procedures through innovative approaches toward improvement. - Potentially take on ancillary duties such as assisting in the training of new Financial Advisor hires and conducting presentations to groups of clients around the country. The ideal candidate will provide an extremely high level of service to Personal Capital’s clients, retaining assets under management and garnering additional assets through diligent communication, proactive education, and unfailing responsiveness. Location/Region: Saint Cloud, MN (56301
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via St. Cloud Shines
schedule_type: Full-time
**The Role**: This is a unique opportunity for an investment advisory professional to contribute in the pioneering of Personal Capital’s investment sales team. The Vice President - Financial Advisor is responsible for the personalized, direct-to-client sales experience for Personal Capital’s investment advisory service. **Specific client facing duties include but are not limited to:** - Outbound phone prospecting and sales - Following up on prospective
**The Role**: This is a unique opportunity for an investment advisory professional to contribute in the pioneering of Personal Capital’s investment sales team. The Vice President - Financial Advisor is responsible for the personalized, direct-to-client sales experience for Personal Capital’s investment advisory service. **Specific client facing duties include but are not limited to:** - Outbound phone prospecting and sales - Following up on prospective client appointments set by internal Sales Associates - Investment product personalization and suitability - Ongoing involvement with existing clients to pursue additional investment opportunities - Periodic client service efforts with existing clients **Specific non-client facing duties include but are not limited to**: - Provide frequent and detailed client feedback to all members of the Personal Capital team - Assist in the development of long term sales processes - Assist in the training of new Vice President - Financial Advisor... hires The ideal candidate will execute on standards that redefine the existing industry landscape. They will embrace the ability to participate in an organization with a reputation for customer-centricity and long-term client relationships
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via Atlanta, GA - Geebo
posted_at: 3 days agoschedule_type: Full-timesalary: 20–28 an hour
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. Role
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. Role You will provide insights to business stakeholders in Marketing, Sales, Product, and Service, enabling them to make informed decisions. You will perform exploratory and detailed analysis of large data sets and present the analysis to stakeholders. You will maintain and create complex classifiers, predictive models and utilize other machine learning techniques, in collaboration with Data Engineers, Java Engineers, Business Analysts and business stakeholders to provide analysis and make recommendations. Candidate We are searching for someone innovative. Someone who can think outside of the box, understand our financial services business, and advocate visionary and new ideas. Further, the ideal candidate will be self-motivated, work well autonomously as well as with others, possess solid critical thinking skills, hold the ability to synthesize complex problems and develop programs to apply data science concepts to improve business efficiencies. Excellent written and speaking communication skills are required to work successfully in a collaborative cross-functional environment and interact with the full spectrum of business divisions. Qualifications 5
years of professional experience as a data scientist A Bachelor/Master of Science degree in Computer Science, Operations Research, Statistics, or another quantitative discipline. A Master/PhD's degree is an added bonus. Experience with statistics and/or applied math as the basis for selecting appropriate models and experiments. Experience with data science projects from end to end, starting with problem formulation to model development in production. Experience utilizing conventional machine learning and deep learning libraries, in particular scikit-learn and keras. Experience developing data pipelines and feature engineering in Python, R or other equivalent programming languages. Experience working with large sets of data stored in a variety of storage platforms such as traditional Data Warehouse, Data Lake, and NoSQL. Experience mentoring Data Scientists Demonstrated ability to collaborate with stakeholders, understand requirements and translate them into solvable problems via Data Science/Machine Learning Experience with all phases of software development life cycle. Familiarity with machine learning techniques and classification algorithms. Familiarity with distributed computing and Big Data technologies, including map/reduce ecosystem (Hadoop, Spark, PySpark, HDFS, Hive) Strong programming experience in at least one programming language, preferably Python.
Salary Range:
$100K -- $200K
Minimum Qualification
Data Science & Machine LearningEstimated Salary: $20 to $28 per hour based on qualifications Show more details...
years of professional experience as a data scientist A Bachelor/Master of Science degree in Computer Science, Operations Research, Statistics, or another quantitative discipline. A Master/PhD's degree is an added bonus. Experience with statistics and/or applied math as the basis for selecting appropriate models and experiments. Experience with data science projects from end to end, starting with problem formulation to model development in production. Experience utilizing conventional machine learning and deep learning libraries, in particular scikit-learn and keras. Experience developing data pipelines and feature engineering in Python, R or other equivalent programming languages. Experience working with large sets of data stored in a variety of storage platforms such as traditional Data Warehouse, Data Lake, and NoSQL. Experience mentoring Data Scientists Demonstrated ability to collaborate with stakeholders, understand requirements and translate them into solvable problems via Data Science/Machine Learning Experience with all phases of software development life cycle. Familiarity with machine learning techniques and classification algorithms. Familiarity with distributed computing and Big Data technologies, including map/reduce ecosystem (Hadoop, Spark, PySpark, HDFS, Hive) Strong programming experience in at least one programming language, preferably Python.
Salary Range:
$100K -- $200K
Minimum Qualification
Data Science & Machine LearningEstimated Salary: $20 to $28 per hour based on qualifications Show more details...
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