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private:personalcapital
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personalcapital.applytojob.com
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personalcapital.applytojob.com
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Apr 16th, 2019 12:00AM
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Vice President - Financial Advisor
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Open
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Los Angeles
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CA
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USA
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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
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.
Ability to work primarily from a home office
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: Los Angeles
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Apr 16th, 2019 10:50AM
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Apr 16th, 2019 10:50AM
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Personal Capital
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Technology
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Software & Computer Services
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private:personalcapital
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personalcapital.applytojob.com
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personalcapital.applytojob.com
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Apr 16th, 2019 12:00AM
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Banking Operations Director
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Open
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Redwood Shores
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CA
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USA
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About Us
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 county. 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 $9 billion in personalized investment portfolios for American families. Personal Capital is headquartered in Redwood Shores with offices in San Francisco, Denver, Dallas, and Atlanta.
Description
As we expand our service offering beyond Wealth Management, we’re looking for a Banking Operations Director to join our digital banking team to both manage day-to-day operations of our banking products, and help set strategic direction as we continue to expand into this vertical.
Responsibilities
Oversee all daily banking operations activities
Develop strategies to improve the efficacy of and drive additional growth to our products in the space
Assist in the design of internal procedural controls and policies
Design and implement fraud mitigation policies to both reduce overall fraud as well as minimize false positives on the platform
Serve as the main point of contact for our product delivery partner
Own daily reconciliation of ACH submission
Coordinate cross functional teams including data, product, and compliance for AML and fraud investigations
Coordinate with product and marketing teams to implement and evaluate lead-gen programs
Design processes to support the emergence of non-routine support inquiries
Qualifications
Minimum of 6+ years of relevant banking operations experience
Strong analytical and problem solving skill-set
History of developing and implementing policies and procedures for new products
Demonstrated experience in using data to drive synergies, improve processes, and improve KPIs
Comfortable working with all levels of employees, from customer support to senior executives
Flexibility to travel up to 15%
Bonus Points
Previous experience in an agile, startup environment a plus
Strong partner-management expertise
Location: Redwood City, CA
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Apr 16th, 2019 10:50AM
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Apr 16th, 2019 10:50AM
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Personal Capital
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Technology
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Software & Computer Services
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private:personalcapital
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personalcapital.applytojob.com
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personalcapital.applytojob.com
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Apr 16th, 2019 12:00AM
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Senior Product Manager - Engagement
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Open
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Redwood Shores
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CA
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USA
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About Us: The financial world is at a crossroads between the old brick and mortar institutions and a new digital frontier. We at Personal Capital are looking to disrupt this industry, bringing to everyone the kind of wealth management and advice only the wealthiest could previously afford. As a startup we don't have the constraint of a storied past. This allows us to push the limits of our brand with technology. In fact, it's the technology-first mentality that has afforded us the ability to create our award-winning web and mobile applications.
There's a reason we continue to shatter our goals month-to-month -- great minds, great ideas, and great execution. We're not even close to finished and that's why we're looking for people who want to build what others only dream of.
We've got a grand vision for the financial world. We want to simplify finance to put it at everyone's fingertips. We want to cast aside the cold, boring suit and tie mentality and enable people to finally achieve financial freedom.
For more information on Personal Capital, please visit personalcapital.com.
Description: As Senior Product Manager, you will be building and scaling services that drive Personal Capital's user engagement. You will be responsible for enabling engagement by building and maintaining the systems and tools that our product relies on - from notifications, in-product messages and prompts, onboarding, and more. You will work with product leaders to define strategic platform investments that help all of our products get better over time. You will work closely with internal and external stakeholders to identify, define and prioritize initiatives. Finally, you will collaborate closely with engineers to execute initiatives with excellence.
This position is primarily based out of our Redwood Shores office and occasional travel to Denver.
Principle Responsibilities and Duties: The Senior Product Manager will own the end-to-end customer experience for Personal Capital’s in-product and outbound digital wealth engagement efforts as well help the team define the overall personal finance software user experience.
Work with the marketing, engineering, and data science teams to create product messaging for the purpose of customer education and re-engagement.
Build and manage emails, messages, and push notifications to test on segments of users
Drive the creation of platform capabilities that are delightful and scalable. Align the goals across development teams to ensure streamlined execution
Frame problems to explain why improvements are needed, and how it fits into the business strategy
Define key metrics to measure feature success or failure
Create wireframes and requirements to explain the scope and nature of the work to be done
Use research, direct customer observation, user feedback, and analytics to identify and improve our user funnel
Support product development by prioritizing bugs, acting as a subject matter expert, managing the product backlog, and planning upcoming sprints
Responsible for communicating weekly status updates to internal project team, and executive stakeholders
Experience, Education and Training:
5+ years of experience in product management working on product offerings that are direct to consumer.
Product Marketing Experience a plus
Has worked to deliver platform capabilities, internal product tools, or technical product solutions
Track record of owning and executing across the entire product lifecycle
Demonstrated experience with Agile development on products that release weekly
Experience developing hypotheses, gathering feedback and A/B testing them when appropriate.
Able to develop, communicate, and execute on a product vision
Communication and organizational skills are critical
BS/BA in Computer Science/Engineering a plus
Familiarity with investing, solid understanding of mutual funds, ETF’s, asset allocation, investment performance and tracking portfolios.
Located in Redwood Shores, CA
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Apr 16th, 2019 10:50AM
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Apr 16th, 2019 10:50AM
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Personal Capital
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Technology
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Software & Computer Services
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private:personalcapital
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personalcapital.applytojob.com
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personalcapital.applytojob.com
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Apr 16th, 2019 12:00AM
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Senior Java / AWS Engineer
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Open
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Engineering
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Redwood Shores
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CA
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USA
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About us: 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 county. 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 $9 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 work on data that will amaze you, work with a team that will inspire you, and help create products that truly add value to our users. Personal Capital’s server team is extremely agile and native of the cloud and you will have the chance to to be an influencing member of this team, not just on Personal Capital, but also on the financial lives of our users. We keep our feet on the ground and heads in the cloud.
The Candidate: We are looking for a very curious Senior Java/AWS Engineer. You need to be a thinker and a doer. You need to be smart and build smart products. You need to be ambitious. This is not an easy job: you will need to wear multiple hats, work with many unknowns, travel many unpaved roads to tackle large-scale problems. And you need to have a cloud native app mentality. This will be your finest work and creation, and an amazing engineering team is there to collaborate with you and support you.
The Work: As a server side engineer you will work on many initiatives, integrations, innovations, while always trying to scale it more, improve performance and keep the system secure.
Design, implement, deploy and support new web-based applications and web services using server technologies stacks that include Java, MySQL and AWS services.
Define and implement REST Web Services for exposing personal financial services for managing financial accounts, payments, investment portfolios, credit products
Execute end-to-end software development and deployment in an agile environment that greatly values CI/CD.
Define and develop cloud-native distributed systems and container orchestration platforms using micro service and serverless architectures.
Skills and Experience:
4+ years of professional software engineering experience
Expertise with standard server-side software technologies, including: Java, MySQL, Spring, Hibernate, etc.
Experience with REST and API design
Experience with AWS Cloud Computing infrastructure and APIs is a big plus.
Solid practitioner’s understanding of secure application development best practices, such as OWASP
Deployment of scalable web systems with architectural requirements for high availability, high throughput, low response time, etc.
Experience in Object Oriented Analysis and Design (OOA/OOD) with appropriate use of design patterns.
Desire to grow professionally with a small, focused, development team in a fast-paced team.
Excellent communication and problem solving skills.
Bachelor's degree or higher, in Computer Science or related field
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Apr 16th, 2019 10:50AM
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Apr 16th, 2019 10:50AM
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Personal Capital
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Technology
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Software & Computer Services
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private:personalcapital
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personalcapital.applytojob.com
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personalcapital.applytojob.com
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Apr 16th, 2019 12:00AM
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Banking Operations Analyst
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Open
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Dallas
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TX
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USA
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About Us
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 county. 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 $9 billion in personalized investment portfolios for American families. Personal Capital is headquartered in Redwood Shores with offices in San Francisco, Denver, Dallas, and Atlanta.
Description
As we expand our service offering beyond Wealth Management, we’re looking for a Banking Operations Manager to assist with the day-to-day operations of our banking products.
Responsibilities
Core participant in all day-to-day operations of our banking products
Aid in implementing organizational controls and policies
Coordinate and facilitate AML and fraud investigations
Assist with daily reconciliation of ACH submission
Own tracking of business KPIs
Serve as an escalation point for non-routine support inquiries
Assist in the design of internal procedural controls and policies
Evaluate the effectiveness of anti-fraud policies
Qualifications
Minimum of 3+ years of relevant banking operations experience
Data driven decision-maker
Comfortable working with all levels of employees, from customer support to senior executives
Flexibility to travel up to 15%
Bonus Points
Previous experience in an agile, startup environment a plus
Experience with partner management
Location: Dallas, TX
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Apr 16th, 2019 10:50AM
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Apr 16th, 2019 10:50AM
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Personal Capital
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Technology
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Software & Computer Services
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private:personalcapital
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personalcapital.applytojob.com
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personalcapital.applytojob.com
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Apr 18th, 2019 12:00AM
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Banking Operations Analyst
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Open
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Redwood Shores
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CA
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USA
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About Us
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 county. 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 $9 billion in personalized investment portfolios for American families. Personal Capital is headquartered in Redwood Shores with offices in San Francisco, Denver, Dallas, and Atlanta.
Description
As we expand our service offering beyond Wealth Management, we’re looking for a Banking Operations Manager to assist with the day-to-day operations of our banking products.
Responsibilities
Core participant in all day-to-day operations of our banking products
Aid in implementing organizational controls and policies
Coordinate and facilitate AML and fraud investigations
Assist with daily reconciliation of ACH submission
Own tracking of business KPIs
Serve as an escalation point for non-routine support inquiries
Assist in the design of internal procedural controls and policies
Evaluate the effectiveness of anti-fraud policies
Qualifications
Minimum of 3+ years of relevant banking operations experience
Data driven decision-maker
Comfortable working with all levels of employees, from customer support to senior executives
Flexibility to travel up to 15%
Bonus Points
Previous experience in an agile, startup environment a plus
Experience with partner management
Location: Redwood City, CA
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Apr 18th, 2019 07:45AM
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Apr 18th, 2019 07:45AM
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Personal Capital
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Technology
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Software & Computer Services
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private:personalcapital
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personalcapital.applytojob.com
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personalcapital.applytojob.com
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Apr 18th, 2019 12:00AM
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Senior Accountant
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Open
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Redwood Shores
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CA
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USA
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Company Summary:
Personal Capital is the pioneer and market leader in digital wealth management, disrupting the traditional $30 trillion U.S. wealth management market. The company is a hybrid of technology driven advice complemented with human advisors, delivered virtually and directly to the consumer. Our free personal finance app is utilized by over a million users helping them track over $500 billion of their personal finances, all in one place. Our award-winning apps paved the way for our advisory firm, which now manages over $8 billion in personalized investment portfolios for families in the U.S.
Personal Capital has raised over $200 million in capital from accomplished financial and strategic investors (IVP, Venrock, Crosslink, Corsair, Blackrock, BBVA, USAA, IGM/Power) to execute on its vision.
Position Summary:
We are searching for a Senior Accountant to join our growing team in Redwood Shores. Under the direction of the Accounting Manager, this individual will play a critical role in the preparation of financial statements and reporting for the company. This hands on role is responsible for addressing tight deadlines and a multitude of accounting activities including month-end close, financial reporting, support of tax, and other financial activities.
Essential Functions:
Perform a variety of month-end closing procedures, posting of journal entries including but not limited to cash, prepaid rent, deferred assets, fixed assets, debt warrant liability and revenue in accordance with GAAP
Assist with financial statements & analysis
Perform monthly flux analysis and monthly analytics
Complete assigned reconciliations of assets and liability accounts and provide detail support for review
Ensure quality control over financial transactions and financial reporting
Prepare monthly cost allocations
Assist with AP/AR functions
Reconcile monthly credit card transactions
Track fixed assets and prepare depreciation schedules
Prepare sales and use tax returns
Assist with preparation of audit supporting schedules for external auditors
Ensure compliance with SOX
Bring ideas of process and procedures improvements
Other duties as assigned by management
Requirements:
Bachelor’s degree in Accounting, required
A minimum of 5 years of experience in accounting is required (at least 3 years with a public company)
Thorough knowledge of accounting principles and procedures in accordance with GAAP
Experience with ERP systems (preferably Netsuite)
Experience identifying issues, performing research and analysis of causes and recommending processes or actions to solve the issues
Experience owning a project from initial stage to implementation
Strong analytical and problem solving skills, along with multitasking capabilities
Detail-oriented, accurate and extremely organized
Excellent oral and written communication skills
Must have advanced skills in Microsoft Excel
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Apr 18th, 2019 07:45AM
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Apr 18th, 2019 07:45AM
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Personal Capital
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Technology
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Software & Computer Services
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private:personalcapital
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personalcapital.applytojob.com
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personalcapital.applytojob.com
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Apr 18th, 2019 12:00AM
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Corporate Counsel
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Open
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Legal
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Redwood Shores
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CA
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USA
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Corporate Counsel
Location: Redwood Shores or San Francisco, CA
About Us:
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 county. 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 $8.5 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 personalcapital.com.
Position Summary:
As Corporate Counsel at Personal Capital, you will be an integral part of the legal and compliance team dedicated to helping Personal Capital grow. This is a great opportunity for someone looking to make the transition to an in-house practice or to accelerate an existing in-house career with a rapidly growing company. We are looking for a passionate and professional team player who is detail-oriented, enthusiastic, diligent, resourceful and wants to be part of a close and collaborative legal and compliance team in a fast-paced financial services company. Prior experience with privacy and data protection regulations is highly desirable, but all Personal Capital lawyers are generalists, so a willingness to learn and provide counsel on new legal issues is essential.
Responsibilities:
Working with product, security and legal stakeholders to ensure Personal Capital’s products and services
are compliant with emerging state and federal privacy laws
Negotiating NDAs, vendor contracts, consulting agreements and other related contracts on behalf of the
company
Researching and anticipating unique legal issues
Developing policies and procedures for the legal and compliance department
Reviewing advertising and marketing materials to ensure compliance with legal requirements
Providing company training on legal topics
Providing legal advice and counsel to all functions and departments
Key Requirements:
3-7 years of experience gained in large law firm and/or in-house
Must have a law degree and be admitted to at least one state bar
Strong interpersonal and presentation skills
Strong ability to communicate effectively with others at all levels of the organization
Strong negotiating skills with both legal and financial/commercial issues
Be purpose-driven
Ability to establish and maintain collaborative working relationships within the organization’s legal
department and across all businesses
Ability to work independently with little or no supervision
Willingness to take ownership for a project and drive it to completion
Team player willing to pitch in where needed
Experience in regulatory environment or fintech preferred but not required
To Apply:
Submit resume detailing your experience
Submit a cover letter explaining why you would be a great fit
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Apr 18th, 2019 07:45AM
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Apr 18th, 2019 07:45AM
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Personal Capital
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Technology
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Software & Computer Services
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private:personalcapital
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personalcapital.applytojob.com
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personalcapital.applytojob.com
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Apr 18th, 2019 12:00AM
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Security Automation Engineer
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Open
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Security
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Redwood Shores
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CA
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USA
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Security Automation Engineer
Opportunity
Welcome to the blue team! As a core member of our security team, you will lead our security automation initiatives and build robots to block and tackle security threats. We’re not huge fans of watching consoles and chasing every “beep” down manually so we need your help to continue on our journey to build our automated self-defense. You will work with our cutting edge technological platform in a DevOps and CI/CD type Cloud-first environment. Boredom will not join us in this journey!
Candidate
You are passionate, curious and self-driven. You enjoy solving complex challenges with incomplete information in creative and innovative ways with your teammates. You don’t know everything but, given a new problem you have strong enough foundations to untangle, self-learn and identify creative ways to solve it.
Work
You will work with the team to build and run automation for security and compliance. The Security Automation Engineer will have the following core responsibilities:
Responsible for the design & development of Personal Capital’s security automation platform
Collaborate with engineering and technology group peers to integrate security into CI/CD pipelines, automated chef builds, cloudformation stacks, terraform scripts and more
Collaborate on decisions towards programmatic integration of security in systems and processes
Develop auto-alerting and self-healing methodologies to enable rapid response and remediation
Design & implement workflows using multiple cloud APIs to tackle vulnerability management, threat detection, endpoint platforms & compliance systems
Skills and Experience
Bachelor’s degree or higher in Computer Science or a related field
At least two years or more of relevant software engineering experience
Demonstrable passion for security and privacy
Strong coding skills in Python or equivalent language (please indicate if you use tabs or spaces, this is important)
Understanding of Rest APIs and ability to utilize them in your code
Experience with AWS cloud environment, using its APIs with Boto (or similar) and Lambda functions
Working knowledge of Jenkins, GitHub, and CI/CD pipelines
Working knowledge of security dimensions of core networking technologies (TCP/IP, HTTP) and Linux
Unimpeachable integrity, character, courage and honesty
Additional skills you might have (bonus points):
Working knowledge of containers and Kubernetes environments
Understanding of OWASP and secure application development best practices
Experience in FinTech or Technology industries
Can code Slack bots with appropriate level of sarcasm
About us
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 $9 billion in personalized investment portfolios for American families. Personal Capital is headquartered in Redwood Shores with offices in San Francisco, Denver, Dallas and Atlanta.
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Apr 18th, 2019 07:45AM
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Apr 18th, 2019 07:45AM
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Personal Capital
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Technology
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Software & Computer Services
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private:personalcapital
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personalcapital.applytojob.com
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personalcapital.applytojob.com
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Apr 18th, 2019 12:00AM
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Tax Specialist
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Open
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Denver
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CO
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USA
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Position Title: Tax Specialist
Personal Capital transforms how you understand, manage and grow your net worth. It starts with providing real-time information about your finances via state-of-the-art technology, and personalized, expert guidance to ensure you’re always moving towards your financial goals.
With over $8 billion in assets under management, and over 2 million users of our free tools, Personal Capital is the smart way to manage your financial life.
Personal Capital is looking for a second Tax Specialist to help provide deeper and more complex solutions for our clients. This is an opportunity to define how we provide Tax guidance and the chance to shape a new role within a fast-growing organization.
Candidates should be interested in delivering tax related guidance to stakeholders, as well as building processes and procedures related to the role.
Duties and Responsibilities:
The Tax Specialist will collaborate with fellow team members to review current and prospective client tax situations and will consult directly with advisors and clients around tax projections and strategies.
Holistically review and identify problems, inefficiencies and opportunities related to estate and tax planning for clients.
Work with internal Estate Planning Strategist on tax, wealth transfer matters, charitable giving, and extensive one-off unique transaction strategies (i.e Real Estate and Stock option projections).
Remain up to date on tax law changes and comfortable communicating the effects of any changes to advisors and clients.
Help develop a national CPA and tax specialist network.
Occasionally work with internal teams on developing and disseminating tax related content, from training for advisors, to Personal Capital’s official blog postings.
Required Qualifications & Experience:
2+ Years of HNW tax experience
CPA License and advanced qualification in Personal, Family and Small Business Tax management
Experience with Tax Planning Technologies , Proficiency in MS Excel and word
Advanced research skills to assist in providing possible solution for complex client issues
Master’s Degree in income tax a plus
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Apr 18th, 2019 07:45AM
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Apr 18th, 2019 07:45AM
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Personal Capital
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Technology
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Software & Computer Services
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