Full Job Description
Put some of the world’s deepest financial data sets to work as you join our mission to transform financial lives through technology and people. With millions of customers using our free financial dashboard, Personal Capital aggregates billions of dollars of assets (about 1% of investable assets in the country!) and millions of financial transactions daily. And our customers trust us with their data because we deliver unparalleled data-driven insights and transparent advice to them, using a full spectrum of machine learning and data analytics technologies.
Sound interesting? We are on a growth rocketship, recently passing $10 billion in assets under management, with double-digit growth. We have a small but powerful data team that has built a great foundation. And we’re just getting started - we are looking for the right data leader to take us to the next level.
As our Vice-President of Data and Analytics, you will lead a cross-functional team of data scientists, data engineers, and data analysts to create both amazing customer experiences and powerful business insights.
You will utilize your blend of data and technology skills, with your leadership skills, to execute our strategic technology and business roadmap for data and analytics, delivering data insights across the full enterprise and to all of our customers.
Personal Capital is the leading digital wealth management company, founded in 2009. We’re on a mission to transform financial lives through technology and people, providing both insight-driven advice with free financial tools and personalized wealth management from 200+ registered financial advisors across the county. Personal Capital has raised $315+ million in capital from accomplished financial and strategic investors (IVP, Venrock, Crosslink, Corsair, Blackrock, BBVA, USAA, IGM/Power) to disrupt the traditional $30 trillion U.S. wealth management market. Our free personal finance app is utilized by over two million users, helping them track over $840 billion of their personal finances, all in one place. Our award-winning apps paved the way for our advisory firm, which now manages over $12 billion in personalized investment portfolios for American families. Personal Capital is headquartered in Redwood Shores with offices in San Francisco, Denver, Dallas, and Atlanta.
You have a passion for doing well by doing good, and using data for both!
You are a demonstrated data leader who has a track record they can point to, with concrete successes in realizing business goals.
You have deep technology and analytic skills, but your real superpowers are in understanding how to use data to create business value, and how to collaborate with business people, and technology people, to get there.
The Vice-President of Data and Analytics position will encompass three key dimensions:
Define data strategy for our enterprise, in collaboration with company senior leadership
Identify opportunities for innovating with data science, machine learning, and AI that delivers tangible ROI
Define our data technology roadmap, including platforms, tools, and services
Map out our path to grow our data science and analytics capabilities, leveraging our in-house expertise, as well as utilizing external vendors and partners
Directly manage a growing team of about 15 professionals with diverse skills, oriented around a mission to deliver data insights:
database architects and administrators
Thought leadership to develop data intelligence across our senior leaders and data culture across our company
Financial planning for investing in building our capabilities, and for operating our data programs
Deliver data science, ML, and analytics initiatives to functional teams like Marketing, Product Management, Engineering, Advisory, in a variety of domains such as
Advise and guide the data team on machine learning technologies and approaches
Define, build, and evangelize a common data vocabulary and data dictionary across all business stakeholders
Build data pipelines for analytics; data ingestion and ETL; and data repository management
Deliver and operate business intelligence reporting
Define, build, and operate data repositories, including relational, NoSQL, and unstructured stores
Define and execute user tracking analytics programs in collaboration with Engineering
Continuously scale our platforms and capabilities, without disruption to the business
Proven leadership in delivering high-impact data science and data analytics initiatives
10+ years in data science, data analytics, data engineering, or related field
5+ years of direct people management
5+ years direct hands-on experience building machine learning models, data analytics pipelines, and/or data repositories
Excellent communication skills, with fluency at both the executive level and the individual contributor level
Direct experience and results in B2C businesses, including marketing analytics and funnel conversion. Experience in financial services is a plus
Thoughtful strategic skills combined with timely execution
Ability to effectively utilize consumer data while also embracing security, compliance, and customer privacy
Proven effectiveness in partnering with disparate business disciplines to deliver business value.
Well-tuned emotional intelligence
Working experience with some or all of:
Python, R, Hive, SQL
Spark or Hadoop ecosystems
ML models (Regression, Clustering, SVM, Neural Nets, etc)
Redshift and AWS big data services (Athena, Kinesis, etc)
BI reporting (Tableau, Quicksight, etc)
Required: Bachelors degree in Data, Comp Sci, Statistics or other related field
Helpful: Advanced Degree, or Data-Related Education/Certifications
Personal Capital is proud to be an equal opportunity workplace dedicated to pursuing and hiring a diverse workforce.
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