Financial Methodology Product Designer
JOIN OUR TEAM
NextCapital is seeking a Product Designer within the Financial Methodology Group of NextCapital. You will work in close collaboration with Financial Engineers, Data Scientists, Software Developers and Executive Management on proprietary and partner-specific Structured Investor Lifecycle Advice Solutions.
WHAT YOU’LL DO
Contribute to an innovative enterprise digital advice platform, offering individuals professionally-designed and managed financial solutions
Work with leading financial institutions to collaborate on solutions
Develop an understanding of business requirements from both key external and internal stakeholders and translate those into specifications for Financial Engineers and Software Developers
Become expert at a wide range of finance, economics, and the regulatory framework that impacts personalized advice.
Define development tasks based on designed or yet to be designed prototypes and verifying whether results meet stated requirements
Design logic frameworks to ensure design prototypes support required use cases
Obtain, document, enhance financial methodology
WHO WE'RE LOOKING FOR
You have successfully completed a degree in Finance, Economics, Engineering, Applied Mathematics, Physics, Philosophy or equivalent experience
You are comfortable with or can quickly become comfortable with equations, code and ability to read and write pseudo-code
5+ years work experience with a strong background in financial planning and tax management strategies and concepts
Familiar with investment account types, e.g., Roth 401(k), Traditional IRA, HSA, ESA, etc.
CFP or CPA or CFA or CAIA preferred
You have strong abstract thinking abilities
You have excellent written and oral communication skills
You have strong project management skills
WHY YOU’LL LOVE IT
Work on solutions that combine innovative technology and financial theory
Disrupt the financial advice industry by bringing affordable, easy to use financial tools to millions of people
Work in a fast-paced, dynamic environment
Experience building exciting new fintech solutions
Avoid the bureaucracy that slows down larger companies
Receive great benefits like stock options, employer 401(k) match, and employer contributions to health, dental and vision coverage
Enjoy a laid back work environment surrounded by top-quality researchers & engineers that enjoy working with each other