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Data Project Manager


Personal Capital is a wealth-management company that transforms your financial life through technology and people. Personal Capital has over 1.8 million users and tracks over $550 billion in assets under management. We use the power of technology and people to build a better financial life for our customers. Our application gives you the complete picture of your finances, including a holistic visualization of your net worth. We offer comprehensive financial advisory services previously only available to the ultra-wealthy. We use technology to revolutionize the financial industry by making it more affordable, accessible, and objective. Our service starts with our free award-winning tools, which enables you to track all your financial accounts in one secure place. Our advisors work one-on-one with our clients to help develop sound, long-term investing plans.

For more information on Personal Capital, please visit www.personalcapital.

The qualified candidate should have experience managing projects and resources in a technical environment with a background in business skills, process management and analytics. They should also have a proven record of working well with a variety of stakeholders, business leaders, and ability to work as a key facilitator to deliver projects on time. We use agile development methodology and expect our Data Project Manager to an individual that is self-motivated, takes ownership and accountability for projects, and fosters positive working relationships with our data and analytics team and key business stakeholders. Excellent written and speaking communication skills are required as we work in a collaborative, cross-functional environment and interact with the full spectrum of business divisions.



  • Develop and document technical requirements for data analytics and data science projects
  • Coordinate resources and timelines to support the data team’s reporting and development life cycle projects.
  • Facilitate meetings, coordinate technical data requirements, develop progress reports, and work with both technical and business stakeholders.
  • Collaborate with data scientists, data analysts, data engineers, business analysts, product managers and policy makers.
  • Establish project priorities, organize work flow and assist with the resource allocation.


Key Requirements:

  • A Bachelor’s degree in one of the following:  Project Management, Data Analytics, Statistics, Business, Economics, Computer Science, or related field.
  • 2 - 5 years of project management experience in a technical field.
  • Candidate must be ready and eager to work with cutting-edge data architecture in a high-growth fintech company.
  • Agile experience with Data related projects.
  • Experience in a startup environment, fintech, or tech-based company.
  • Experience with Excel, Tableau, R or another statistical package.
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