ABOUT US

NextCapital is the leader in enterprise digital advice. NextCapital partners with world-class institutions to deliver personalized planning and managed accounts to individual investors, whether they’re saving for retirement in a 401(k) or IRA or investing in a taxable brokerage account. Our open-architecture digital advice solution provides better outcomes for our partners and individual investors by offering integrated account aggregation, analytics, planning and portfolio management, and customizable advice methodology and fiduciary roles.

JOIN OUR TEAM

NextCapital is seeking a Program Coordinator to work jointly with NextCapital Software’s Advice team and NextCapital Advisers’ Advice Finance team. We are looking for a collaborative and highly motivated individual to join our team. Our ideal candidate is a strong written and verbal communicator, detail-oriented, and interested in the financial concepts that NextCapital leverages to help everyone retire successfully.

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

WHAT YOU’LL DO

• Drive alignment within the Advice Software and Advice Finance teams, including meeting facilitation, project administration, and action item follow-up
• Maintain and organize team documentation, including meeting notes, team policies & procedures, and non-technical information
• Facilitate team communication with internal and external stakeholders
• Assist with coordination of technical implementation projects, including a high-level grasp of the underlying technologies and financial concepts in use
• Measure and improve internal work management processes, in partnership with other work coordinators
• Administer team agile sprints using Jira
• Prepare and distribute progress reports; assist with managing risks and issues; correct deviations from plans; and perform delivery planning for assigned projects
• Support partner inquiries, escalating as necessary to your team leads
• Facilitate work breakdown and estimation for upcoming technical milestones, in collaboration with product managers, designers, and engineers

WHERE THIS ROLE MAY LEAD YOU

• Project Management: Deliver a technical milestone, tracking revenue and cost against a budget
• Relationship Management: Manage one of our enterprise partner relationships
• Product Management: Lead a team of engineers and designers to build new software
• Design: Drive product design decisions, including technical architecture or product strategy

Requirements

WHO WE’RE LOOKING FOR

• You have a Bachelor’s degree or equivalant experince in this field
• You have at least 1-3 years of software project management, program coordination, or consulting experience
• You have a working knowledge of, or interest to learn, technical software and financial concepts relevant to the Advice program area
• You are organized and interested in helping others organize their work
• You are a strong written and verbal communicator
• You are familiar with project management processes and tools
• You have an eye for identifying risk, waste, or inefficiencies
• You are highly self-motivated and can thrive in a fast-paced environment
• You are equally comfortable leveraging a defined process or designing a new one

Benefits

WHY YOU’LL LOVE IT

• Disrupt the financial advice industry by bringing affordable, easy to use financial tools to millions of people
• Have a direct impact on the growth and scale of the company
• Enjoy a laid back work environment & learn from FinTech’s best & brightest
• Receive great benefits like stock options, 401(k) match, and top notch health benefits
• As the COVID-19 pandemic cools down, participate in company-sponsored cornhole leagues, Thursday After Hours (cards, video games, treats), company outings, wine tastings, fantasy sports leagues, hackathons and other fun events
• Relax with monthly, company wide, guided meditation sessions
• Participate in women in tech events and service days at local organizations
• Enjoy “Summer Hours” whereby our firm is ‘closed’ every Friday afternoon from April 23, 2021 through Labor Day

• Enjoy the flexibility of working fully remote, partially remote, fully physical, or a mashup of each. And whatever you choose, enjoy a newly built-out office on Michigan Avenue with a view of Millennium Park and Lake Michigan
• And, yes, in our physical space, you can sip locally roasted coffee, kombucha, or craft beer at your modular sitting/standing desk