Program Coordinator (Remote/Onsite/Hybrid) at NextCapital

| Chicago | Remote
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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
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Technology we use

  • Engineering
  • Product
  • Sales & Marketing
    • JavaLanguages
    • JavascriptLanguages
    • PythonLanguages
    • RubyLanguages
    • HTMLSLanguages
    • MATLAB Languages
    • AWSLanguages
    • ReactLibraries
    • SinatraLibraries
    • AngularJSFrameworks
    • Ruby on RailsFrameworks
    • ConfluenceManagement
    • JIRAManagement
    • SalesforceCRM

Location

Located on Michigan Avenue, right across the street from Millennium Park and Pritzker Pavilion with an unobstructed view of the lake.

An Insider's view of NextCapital

What's the biggest problem your team is solving?

My team works on various problems. One that I am working on right now is enabling automated testing for users enrolled in workplace plans, ensuring that testers can create users with plans, as well as creating an automated enrollment process.

Alyssa

Software Engineer II

How has your career grown since starting at the company?

I started at NC as a FullStack Product Designer, which gave me insight into how models form NC’s stack – driving creation of features with value to partners. Then, I moved into leadership by owning the ideation of individual features and facilitating their scoping, design, and development. Now, I’m managing an Agile team for delivery of milestones.

Blake

Delivery Manager

What’s the vibe like in the office?

NextCapital's offices are very open and collaborative spaces. The environment complements our corporate culture and reflects part of our mission to be transparent.

Jason

Platform Engineer

What are NextCapital Perks + Benefits

NextCapital Benefits Overview

NextCapital offers phenomenal healthcare benefits, as well as flexible work hours (core business hours are between 9:30-4:00), a super relaxed dress code, and a generous PTO policy that includes unlimited sick days and work-from-home opportunities (so long as you get prior manager approval). A liberal parental leave policy for new parents is also in place.

With an on-site gym just one floor down, it's easy to stay active if you want to step away from your standing/sitting desk for a bit - or walk across the street to Millennium Park to take in the glory of the bean during your lunch break.

Other fun perks include beer and kombucha on tap, as well as espresso. Awesome company events like happy hours, intramural sports leagues (softball, bowling, and volleyball), and poker, board games, and euchre nights will be on your calendar. Come join in on the fun!

Culture
Friends outside of work
Eat lunch together
Intracompany committees
- DIVE - Diversity, Inclusion, Values, Equity - Monthly Women's Lunches
Daily sync
Open door policy
Team owned deliverables
Team based strategic planning
Group brainstorming sessions
Pair programming
Open office floor plan
Diversity
Unconscious bias training
Unconscious bias awareness is a part of our interview training.
Diversity Employee Resource Groups
DIVE Group - Diversity, Inclusion, Values, & Equity
Hiring Practices that Promote Diversity
Diverse hiring panel, removal of candidate photos, unconscious bias training of the hiring team, rubrics & scorecards to allow objective evaluations and identify potential bias
Health Insurance & Wellness Benefits
Flexible Spending Account (FSA)
NextCapital employees can contribute up to $2750 annually to their FSA.
Disability Insurance
Dental Benefits
Vision Benefits
Health Insurance Benefits
Life Insurance
Wellness Programs
Onsite Gym
Team workouts
We participated in the JP Morgan Corporate Challenge this year! And with a gym right downstairs, it's convenient to exercise alongside your teammates! We also host a guided weekly meditation session.
Retirement & Stock Options Benefits
401(K)
401(K) Matching
NextCapital provides employees with a 401(k) matching plan. We match 5% of contributions up to 5% of an employee's annual gross pay.We
Company Equity
NextCapital offers stock-options through its employee profit sharing program, including vesting over a four-year period. Every employee is offered stock-options as a part of their initial offer!
Employee Stock Purchase Plan
Performance Bonus
Child Care & Parental Leave Benefits
Generous Parental Leave
We provide up to 4 weeks of parental leave for the primary caretaker. After that, you can come back part time or work from home to ease back into things. 2 weeks for the secondary caretaker.
Flexible Work Schedule
Core hours are from 9:30 am to 4:00 pm. As long as you are online and available during that time and get your 40 hours in - you can arrive and leave the office whenever suits your schedule.
Remote Work Program
Our remote work program includes unlimited opportunity to work from home. We are a collaborative environment, but feel free to work remote on occasion, so long as you get prior manager approval.
Family Medical Leave
All employees receive 5 days of family sick time.
Return-to-work program post parental leave
Vacation & Time Off Benefits
Generous PTO
Generous PTO policy and Summer Hours from mid-April to Labor Day weekend every Friday
Paid Holidays
Paid Sick Days
Employees receive unlimited sick days.
Perks & Discounts
Beer on Tap
Casual Dress
Commuter Benefits
Company Outings
Happy Hours
Parking
Recreational Clubs
NextCapital sponsors seasonal Intramural sports (bowling, softball, volleyball), as well as weekly euchre nights and occasional board game and poker nights. There are also book and film clubs.
Relocation Assistance
Fitness Subsidies
There is a gym onsite with a one-time fee of $100.
Home Office Stipend for Remote Employees
New and current employees are reimbursed for any office supplies/furniture that is needed for their home office.
Professional Development Benefits
Job Training & Conferences
All new employees become graduates of NextCapital University. NCU is a week-long crash course-load of information that will set you up for success here at NextCaptial.
Diversity Program
Lunch and learns
NextCapital hosts brown-bags on a variety of topics as they come up.
Cross functional training encouraged
Promote from within
Mentorship program
Our mentorship program includes 1-to-1 program, Career mentoring, Leadership mentoring. On day one you will be given an individual mentor who will work very closely with you for your first 30+ days.
Time allotted for learning
NextCapital allows employees to set aside 10% of working hours for learning.

Additional Perks + Benefits

120 degree sit/stand modular desks. Awesome work/life balance. Local coffee, espresso, cold brew/iced tea, and beer. Stock options for every employee. A generous Parental Leave Policy.

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