Relationship Manager, Advisor Program (Chicago/Denver) at NextCapital

| Chicago | Remote
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JOIN OUR TEAM

At NextCapital, our Relationship Managers channel our expertise, resources, and commitment to our customers’ success to scale adoption, create forecastable growth, and ensure our customers’ long-term success with us. We partner with our customers to unlock the solution and market strategies that will deliver better outcomes for their customers. We want to make customers for life who become our best channel for growth through references and expansion.

We’re disrupting a market, which means we need strong Relationship Management to leverage best practices while encouraging iteration and learning. Advisors are a critical part of our customer ecosystem. The Relationship Manager, Advisor Program, works with each organization and the individual advisors within them to drive successful adoption of and engagement with NextCapital solutions and to help them optimize their channel relationships for success.

***At this time, NextCapital does NOT offer future work sponsorship for this role***

WHAT YOU’LL DO

  • Manage our portfolio of Financial Advisor customers, from initial sale through their adoption and use of NextCapital solutions with their customers and partners
  • Establish relationships with customer stakeholders and executive sponsors to become a strategic trusted partner throughout the customer lifecycle by understanding the goals of their program
  • Work with individual advisors within our customers to understand success from their perspective, establish shared outcomes, and identify and unblock barriers to that success
  • Maintain expertise across the NextCapital solution portfolio to proactively guide our customers’ understanding and use of the platform
  • Monitor adoption and engagement metrics to proactively consult with, nurture, and provide support to Advisors, partnering with our marketing and enablement teams to leverage and evolve best practices and develop effective resources for our Advisors and their customers
  • Collaborate closely with the Relationship and Project Managers managing our Advisors’ channel partners to ensure alignment, effective communication, and seamless solution onboarding and launch
  • Partner with the Director, Financial Advisor Channel, and Business Development to leverage insights to define the ideal Advisor profiles to inform our Advisor prospecting and pipeline activities
  • Facilitate regular Executive Business reviews to enhance NextCapital’s partnerships with our Advisor customers.
  • Serve as the customer advocate to internal teams, communicating new business requirements and solution enhancement requests for improved customer experience.

WHERE THIS ROLE MAY LEAD YOU

  • Growth within Relationship Management to oversee a portfolio of our largest financial partners, growing their footprint to multi-billion dollar accounts
  • Senior management visibility to influence Advisor channel and solution strategy
  • Cross-functional movement into Business Development, Solutions Architecture, Product Management, or Customer Experience

Requirements

WHAT YOU’LL DO

  • Manage our portfolio of Financial advisor customers, from initial sale through their adoption and use of NextCapital solutions with their customers and partners
  • Establish relationships with customer stakeholders and executive sponsors to become a strategic trusted partner throughout the customer lifecycle by understanding the goals of their program
  • Work with individual advisors within our customers to understand success from their perspective, establish shared outcomes, and identify and unblock barriers to that success
  • Maintain expertise across the NextCapital solution portfolio to proactively guide our customers’ understanding and use of the platform
  • Monitor adoption and engagement metrics to proactively consult with, nurture, and provide support to Advisors, partnering with our marketing and enablement teams to leverage and evolve best practices and develop effective resources for our Advisors and their customers
  • Collaborate closely with the Relationship and Project Managers managing our Advisors’ channel partners to ensure alignment, effective communication, and seamless solution onboarding and launch
  • Partner with the Director, Financial Advisor Channel, and Business Development to leverage insights to define the ideal Advisor profiles to inform our Advisor prospecting and pipeline activities
  • Facilitate regular Executive Business reviews to enhance NextCapital’s partnerships with our Advisor customers.
  • Serve as the customer advocate to internal teams, communicating new business requirements and solution enhancement requests for improved customer experience.

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 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
  • Be part of and add to our company diversity + inclusion initiatives
  • 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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