Grow your career with a growing organization
Whether they're helping people reach their long-term financial goals or providing personal wealth management strategies, every associate contributes to changing the lives of those we serve for the better. When it comes to job satisfaction, that's hard to beat. And from a personal satisfaction perspective, you'll enjoy the freedom to support causes that matter to you and experience a truly inclusive work environment. Your future starts now.
The Optimization Associate will be responsible for assisting all aspects of Advisory operations including the execution of existing processes, reporting, and development and execution of new initiatives.
This role is 100% remote from any U.S. state.
Responsibilities:

• Execute the day-to-day flow of requests from all areas of the business
• Participate in the planning and execution of new initiatives impacting Advisory
• Coordinate with other departments on projects, tests, and processes
• Work with Sales, Service, and Operations Leaders to increase controllable AUM and enhance delivery of our client-centric service
• Produce reporting for Advisory Teams and Senior Management
• Work on a wide variety of one-off projects

Qualifications:

• Expertise in or desire to learn to use Salesforce, Excel, and Tableau software
• Excellent attention to detail, organizational, and follow-up skills
• Comfort working on multiple projects simultaneously and ability to change focus quickly
• Ability to take direction and work with autonomy
• Strong verbal, written, and listening skills
• Ability to work closely with Senior Management and maintain strict levels of confidentiality
• Strong interpersonal skills, team-oriented, and collaborative

#LI-DNI
Please note that this role is being posted by Personal Capital, an Empower company. Personal Capital roles are cross-posted to the Empower web site and are also available at https://www.personalcapital.com/company/jobs. For more information about Personal Capital, please visit www.personalcapital.com
What we offer you
We offer an array of diverse and inclusive benefits regardless of where you are in your career. We believe that providing our employees with the means to lead healthy balanced lives results in the best possible work performance.

• Medical, dental, vision and life insurance
• Retirement savings - 401(k) plan with generous company matching contributions (up to 6%), financial advisory services, potential company discretionary contribution, and a broad investment lineup
• Tuition reimbursement up to $5,250/year
• Business-casual environment that includes the option to wear jeans
• Generous paid time off upon hire - including a paid time off program plus ten paid company holidays and three floating holidays each calendar year
• Paid volunteer time - 16 hours per calendar year
• Leave of absence programs - including paid parental leave, paid short- and long-term disability, and Family and Medical Leave (FMLA)
• Business Resource Groups (BRGs) - internal networks that rally around common interest, experiences and identities such as race, ethnicity, gender, ability, military status and sexual orientation. BRGs play a vital role in educating and engaging our people and advancing our business priorities.

The salary range below describes the minimum to maximum base salary range for this position in the location listed. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation offered may vary from posted hiring range based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer.
Base Salary Range
$ 49,900.00-77,300.00
Location
AR Remote
We are an equal opportunity employer with a commitment to diversity. All individuals, regardless of personal characteristics, are encouraged to apply. All qualified applicants will receive consideration for employment without regard to age (40 and over), race, color, national origin, ancestry, sex, sexual orientation, gender, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law.