Account Manager

| Chicago

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

We're looking for a talented and highly motivated Account Manager to join our team. Our Account Management team provides our enterprise partners with guidance and insight into the NextCapital platform. The ideal candidate is impeccable at building relationships, seeking opportunities to add value, and managing information and expectations across many stakeholders. They are passionate about and have experience in financial advice and software, and have a proven track record of delighting clients. Learn more about NextCapital at themuse.com/companies/nextcapital.

WHAT YOU’LL DO

  • Support & enhance NextCapital’s partner relationships by:
    • Being accountable as the primary point of contact for multiple partners
    • Ensuring consistent service across NextCapital’s Software, Production Support, Portfolio Operations, and Advice teams
    • Identifying partner business needs for new solutions and features, overseeing new feature implementation, and managing rollout plans
    • Delivering and coordinating training for new or existing solutions
    • Owning partner administration, including document management, billing, contract maintenance, documentation, and annual/quarterly due diligence
  • Work alongside partner Relationship Managers by:
    • Identifying new solution opportunities
    • Supporting prospecting efforts through due diligence, presentations, and proposals
    • Supporting Strategic Planning initiatives
    • Compiling partner-level KPIs and success metrics

Requirements

WHO WE’RE LOOKING FOR

  • You have a Bachelor’s degree in Finance, Economics, and/or Business Management
  • You have 1-3+ years experience in a client service or account management role within a software or financial services organization
  • You are well organized and can multi-task efficiently
  • You’re known as a strong communicator
  • You stay calm and focused in a fast-paced environment
  • You can balance the needs of your partners with those of the broader company
  • You are a self-driven learner who values soliciting input from others for informed decision-making
  • You are equally comfortable leveraging a defined process or designing a new one
  • You are committed to continuous improvement

WHERE THIS ROLE MAY LEAD YOU

  • Lead a team of account managers
  • Become the primary external liaison and relationship manager for one of our large enterprise partner relationships
  • Assume business development responsibilities with new or existing partners
  • Take ownership of a product area to drive informed strategy and architecture decisions

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 casual work environment & learn from fFintTech’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 sporting leagues, wine tastings, fantasy football leagues, hackathons, and other fun events
  • Enjoy an 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
Read Full Job Description

Technology we use

  • Engineering
  • Product
    • JavaLanguages
    • JavascriptLanguages
    • PythonLanguages
    • RubyLanguages
    • HTMLSLanguages
    • MATLAB Languages
    • AWSLanguages
    • ReactLibraries
    • SinatraLibraries
    • AngularJSFrameworks
    • Ruby on RailsFrameworks
    • JIRAManagement

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, Ethics - Monthly Women's Lunches
Daily stand up
Open door policy
Team owned deliverables
Team based strategic planning
Group brainstorming sessions
Pair programming
Open office floor plan
Diversity
Documented equal pay policy
Dedicated Diversity/Inclusion Staff
Unconscious bias training
Unconscious bias awareness is a part of our interview training.
Health Insurance & Wellness Benefits
Disability Insurance
Dental Benefits
Vision Benefits
Health Insurance Benefits
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) 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 three-year period. Every employee is offered stock-options as a part of their initial offer!
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
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
Our relocation assistance plan offers a maximum reimbursement of $2000.
Fitness Subsidies
There is a gym onsite with a one-time fee of $100.
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.

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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