ABOUT US

NextCapital's Digital Advice Platform is a holistic service built around the investor, providing world-class advice at an affordable price. It is the only service that offers integrated planning, advice, and portfolio management capabilities. Because of the breadth of advice services, NextCapital serves a broad range of investor types, from the low-balance beginning investor to the sophisticated high net worth investor.

Learn more about NextCapital at www.themuse.com/companies/nextcapital

JOIN OUR TEAM

We're looking for an enthusiastic and self-driven Analyst to join our Workplace Operations team. Our Workplace Operations team works directly with our Workplace partners to facilitate the management and servicing of managed accounts. You will be responsible for a wide range of tasks and supporting various teams in their efforts.

The ideal candidate is highly motivated, detail-oriented, has excellent communication skills, and takes ownership of tasks and drives to completion.

WHAT YOU’LL DO

• Facilitate the ongoing support for recordkeepers and advisory partners
• Facilitate onboarding support and setup for new recordkeepers and plans
• Help design and create specifications for processes, tests, and tools to support and scale the operations for the Workplace product
• Help design and develop tools to monitor and ensure fiduciary quality while maintaining efficiency of transactions and advice

Requirements

WHO WE’RE LOOKING FOR

• Previous operations and/or investment management experience along with the desire to serve as a liaison between our teams and partners/recordkeepers in a collaborative, fast paced environment
• A Bachelor’s degree with strong analytical and quantitative skills and progress towards a CFP, CFA, or other investment related certifications or desire to pursue is a plus
• Proficiency in Excel and SQL; experience with Salesforce is a plus
• Excellent communication skills, including writing business correspondence
• Strong problem solving skills and the ability to adapt to new situations quickly
• Solid multi-tasking and prioritization abilities
• Ability to work independently and within a team environment
• Maintains a positive attitude and quick learner; self-starter

Benefits

WHY YOU’LL LOVE IT

• Disrupt the financial advice industry by bringing affordable, easy to use financial tools to millions of people
• Enjoy a laid back work environment & learn from FinTech’s best & brightest
• Receive great benefits like stock options, 401(k) match, and employer contributions to health, dental and vision coverage
• Join a fast growing company where you can have a real impact on the company's future
• Participate in company-sponsored cornhole leagues, company outings, wine tastings, fantasy football leagues, hackathons and other fun events
• Enjoy a newly built out office on Michigan Avenue with a view of Millennium Park and Lake Michigan.
• Sip locally roasted coffee, kombucha, or craft beer at your modular sitting/standing desk
• Participate in women in tech events and service days at local organizations
• Relax with monthly, company wide, guided meditation sessions