Vice-President of Data Analytics

    • Belmont, CA

The Opportunity:

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 hundreds of billions of dollars of financial assets 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 data analytics technologies.

Sound interesting? We are a high growth company, recently passing $12 billion in assets under management. We have a small but powerful data analytics team that has built a great foundation in partnership with our engineers. And we're just getting started - we are looking for the right data analytics leader to take us to the next level. 

As our Vice-President of Data Analytics, reporting to our Chief Growth Officer, you will lead a team of analysts and researchers 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 build and execute your strategic technology and business roadmap for data and analytics, delivering data insights across the full enterprise and to all of our customers.

The Company:

Personal Capital is a 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 country. 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 billon 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 Role:

The Vice-President of Data Analytics position will encompass two key dimensions:

  • Strategy:
    • Define data strategy for our enterprise, in collaboration with company senior leadership and our technology team
    • Identify opportunities for innovating with data science, machine learning, and AI that delivers tangible ROI
    • Contribute to 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
    • Thought leadership to develop data intelligence across our senior leaders and data culture across our company
    • Planning for investing in building our capabilities
  • Delivery:
    • Deliver data analytics initiatives to functional teams like Marketing, Product Management, Engineering, Advisory, in a variety of domains such as 
      • marketing optimization
      • customer engagement
      • funnel conversion
      • behavioral prediction
    • Define, build, and evangelize a common data vocabulary and data dictionary across all business stakeholders
    • Deliver and operate business intelligence reporting
    • Define and execute user tracking analytics programs in collaboration with Engineering
    • Advise and partner on machine learning technologies and approaches
    • Partner on data pipelines, ETL, and repositories for analytics


The Requirements:

  • 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 data analytics capabilities
  • Excellent communication skills, with fluency at both the executive level and the individual contributor level
  • Thoughtful strategic skills combined with timely execution
  • Ability to effectively utilize customer 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
  • 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.

Personal Capital is a digital wealth management company.

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