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 Strategy & Business Development team is responsible for evaluating and executing on high-priority strategic initiatives and partnerships within the company. In the past, we have designed new solutions to reinforce our core business and better serve our wealth management clients as well as executed on growth initiatives outside of our core business, offering new services to our base of 2.8+M users. We’re involved from ideation to execution, and we’ve constructed our team to be small, agile, and high-impact.

We are looking for a manager who can operate with minimal direction and take ownership of the strategic work the team performs. This role will be responsible for helping with the evaluation of growth opportunities to scale Personal Capital in line with its broader strategic goals. In addition to helping answer key strategic questions across the business, expect to be actively involved in working closely with the finance, product, marketing, sales, and data science teams.

Become part of our team and help shape the future of our company.

DUTIES/RESPONSIBILITIES/ESSENTIAL FUNCTIONS:

• Understand complex concepts across the business and own projects from problem definition to final recommendation in the areas of market expansion, new product launch, and partnerships.
• Independently build financial models and identify key drivers that impact business cases, support partner negotiations, and help set the company’s top strategic priorities.
• Help build a strategic consensus within the executive team on which opportunities to prioritize and pursue, and help create supporting management level materials.
• Take the lead on analysis of industry trends and innovations, best practices, and competitive insights, becoming the go-to expert at Personal Capital for industry benchmarks and trends.
• Work closely with Finance, Product, Marketing, Sales, and Data Science teams and build strong relationships with internal and external stakeholders.

QUALIFICATIONS:

• 5+ years of professional experience in strategy consulting, banking, corporate strategy, or a similar role in high growth tech companies.
• Hypothesis-driven approach to ambiguous questions, bringing structure to quantitative and qualitative insights.
• Strong financial modelling and analytical skills with the motivation to keep sharpening these skills.
• Eager to take ownership of a project with a “can do” attitude.
• Excellent attention to detail.
• Insatiable curiosity about the fintech space, the financial services competitive landscape, and ideas about how we can keep innovating.
• Able to communicate with colleagues of all levels, across departments, and with vendors and external partners.

What we offer you

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

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

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

Base Salary Range

$ 105,200.00-173,600.00

Location

CA Redwood City

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 race, color, religion, sex, sexual orientation, gender identity, national origin, disability or veteran status.