About Us: Good things happen when technology and financial service veterans come together.
The founders of Personal Capital have one goal in mind: transforming financial lives through technology and people. That’s why we’re blending cutting edge technology with conflict-free financial advice. We believe this is the best way to empower individuals and their money.
Our free online tools combine all of your accounts in one place. A powerful dashboard provides deep insights and allows you to understand your total financial picture. Our expert advisors use these same tools to provide personalized wealth management that dynamically evolves with your changing life. As fiduciaries, we are legally bound to act in your best interest. With an emphasis on holistic planning, risk management, and after-tax returns, the focus is always on total value.
With our client-centric business model, Personal Capital is fundamentally altering the traditional financial services landscape.
The Role: This is a rare ground floor opportunity for an investment operations professional to contribute to Personal Capital’s client service and operations department.
The Operations Associate works directly with Personal Capital’s investment clients and Financial Advisors in a progressive thinking, technology-focused environment.
Specific duties include, but are not limited to:
The ideal candidate will execute on standards that redefine the existing industry landscape, pushing the limitations of conventional boundaries through integration of technology and creative thinking. They will embrace the ability to participate in an organization with a reputation for customer-centricity and long-term client relationships. The ideal candidate will be flexible, as their responsibilities could change as the model is further developed and refined.
Desired Skills & Experience
Location: Downtown Dallas