Please check out our latest press release: Goldman Sachs to Acquire NextCapital Group

ABOUT US

NextCapital is disrupting the digital advice world! We partner with world-class financial institutions to deliver personalized investing and management services to individuals across all types of investment accounts. Through our work, we strive to make good financial planning available to everyone. Our open-architecture digital advice solution provides better retirement futures for our partners and individual investors by offering integrated account aggregation, analytics, planning and portfolio management, and customizable financial advice methodology and fiduciary roles.

JOIN OUR TEAM

As a Project Manager at NextCapital, you will create and own the program plans that keep our enterprise customers aligned and focused on the future. You will collaborate with the Relationship Manager, executive sponsors, cross-functional leads, and, most importantly, our customers to stitch together the opportunities and cross-functional workstreams to create a cohesive operating framework. At NextCapital, onboarding is just a starting point. As a partner to our customers, you’re a key piece in unlocking the solution and market strategies that will deliver better outcomes for their end customers, and ultimately to individuals. We’re disrupting a market, so we need strong program management to leverage best practices while encouraging iteration and learning.

What does that really mean? You will be an active participant in our customers’ ultimate success. Not only can you build and update a dynamic project plan with ease, but you understand the moving parts and possess the soft skills required to sense if we are on track to hitting our shared vision for the future. There is a reason we associate you with a customer for its lifetime: you are not there to deliver something and leave; you are the glue that keeps all of the moving parts together and grounds us through capacity planning, dependency management, and prioritization. You lay out a foolproof structure to manage customer-specific deliverables. Within a customer relationship, you are our communications guru: you understand the assumptions, the scope, and when to raise your hand when things drift. You know how to build a plan, and you consistently look at it critically to keep everyone aligned.

Requirements

WHAT YOU’LL DO

• Drive key decisions and be a major player on several different multi-million dollar enterprise partnerships
• Collaborate with and support the cross-functional channel team you're assigned to
• From the point of sale, develop, structure, and maintain program and project plans that represent specific customer goals
• Ensure all team members understand the project goals, desired outcomes and their role in achieving those outcomes
• Identify changes to scope and absorb, track, and communicate changes
• Lead customer and internal project communication to manage expectations of timing and deliverables
• As needed, work under compressed timelines and the associated pressure, both internal and external, that comes along those compressed timelines
• Provide internal and external status updates regularly to maintain alignment with progress to goals
• Coordinate and track work across multiple teams, across time zones, and in collaboration with functional team work management practices
• Engage internal leaders and subject matter experts, as appropriate, to promote success for the engagement and the customer
• Maintain product expertise across NextCapital’s offerings
• Continue to inform and evolve our project management best practices at NextCapital

WHO WE’RE LOOKING FOR

• 3+ years in Project Management
• 2+ years of experience managing SaaS product implementation projects
• Experience in a customer facing role and a passion for working directly with customers to deliver the best possible outcomes
• Strong understanding of the software development life cycle with an enthusiasm for technology and demonstrated technical aptitude
• Capacity for planning to the extreme, yet gracefully pivoting when evolving goals and priorities inspire change
• Ability to communicate effectively and confidently with multiple audiences, including executive stakeholders
• Skilled at working effectively with cross functional teams while balancing multiple, complex projects at the same time
• Ability to multitask in a fast-paced environment while maintaining exceptional attention to detail
• Proficiency with Smartsheet or equivalent project management software
• You're always setting, and asking for, meeting goals and agendas well in advance
• Ability to anticipate risk through leading indicators
• Ability to balance advocacy for customers with NextCapital's requirement.
• Comfortable taking on work even if it’s not listed in your official job description
• As a nice to have, you understand the Defined Contribution marketplace or have had some exposure to working in the Financial Services industry
• Ability to travel to customer sites for in-person planning sessions (quarterly basis at most)

WHERE THIS ROLE MAY LEAD YOU

• Opportunities to grow into practice focused roles to evolve our program management methodologies
• Senior project management role on complex programs with increased scope and strategic accountability
• Cross-functional movement into other Customer Success, Business Development, and Product Management roles

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 strategic 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 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
• When the COVID-19 pandemic cools down, participate in company-sponsored cornhole leagues, company outings, wine tastings, fantasy football leagues, hackathons and other fun events
• When our pandemic ‘remoteness’ ends, enjoy a newly built out office on Michigan Avenue with a view of Millennium Park and Lake Michigan
• And, yes, when we’re able to safely re-convene in a physical space, 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