We are SigFig. We empower everyone to achieve their life goals and ambitions with intuitive and customer centric financial solutions. It takes extraordinary people to disrupt decades of legacy financial practices to reimagine solutions to serve customers at scale.

We are committed to building impactful financial solutions that are accessible and affordable to everyone. Using a combination of design, data science, and technology, we help provide people with financial advice and guidance they need to achieve their life goals. Whether it’s through our direct to consumer or business to consumer products through partnerships with some of the world’s largest and most innovative financial institutions like Wells Fargo, UBS, and Citizens Bank, SigFig seeks to help consumers and institutions make better financial decisions.

Headquartered in San Francisco, we also have amazing talent solving interesting problems across our offices in Tucson, Calgary, Singapore, and New Delhi, but also remote employees in any of the following states: Washington, Oregon, California, Arizona, Illinois, Nebraska, Massachusetts, North Carolina, Maryland, Nevada, New York, Texas, Pennsylvania, Virginia.

The Team -- Strategic Partnerships

The Strategic Partnerships team exists to support our enterprise partners in leveraging SigFig-powered solutions to create meaningful value for their customers, employees, and organizations.

Within Strategic Partnerships, a variety of sub-teams play specialized roles in acquiring new partners and driving the deployment and ongoing success of partner-specific programs across our Digital Wealth and Atlas solutions. These teams include Enterprise Sales, Engagement Management, Relationship Management, Client Services, Advisor Consulting, and Enterprise and Product Marketing.

The Opportunity -- Senior Engagement Manager

This role is about leading complex projects for new partner onboarding and working across multiple cross-functional teams, to ensure our partner programs are successfully delivered. As a Senior Manager on the team, you will develop trusted relationships across both SigFig and enterprise partner organizations, structure and lead integration programs, and develop and execute growth and adoption strategies utilizing SigFig’s Digital Wealth solutions.

You thrive on solving complex problems and leading both internal and partner teams to drive results. This role will report to the Director of Engagement Management with extensive cross-functional and external interaction. This is you!

How You’ll Make an Impact

  • Partner: build trusted advisory relationships with enterprise stakeholders and become an expert in navigating partner organizations on behalf of SigFig teams
  • Manage: lead both enterprise partner and SigFig teams through technology integration programs from discovery through launch
  • Advise: develop strategies to drive adoption of SigFig’s platform and growth of new partners
  • Scale: develop and govern scalable partner processes that span across product, marketing, operations, client services, engineering, compliance, finance, and other functions

Why We Value You

  • You demonstrate experience and leadership with complex programs that span across multiple organizations, subject matters, and functional areas
  • You have an incredible passion around making sure to always exceed expectations. You push yourself, and the entire program team, to ensure our partners can serve their customers successfully
  • You enjoy problem solving, and always thinking outside of the box to find creative solutions to challenges.
  • You are focused on both tactical and executive communication of milestones so all teams and levels are tightly connected and know what’s already happened and what’s happening next
  • The content you create is always impeccable and partner-ready, including concise slide decks, status reports, data analysis, written narratives/memos and other materials
  • You are willing to dive in, get your hands dirty, and execute any task as needed in a fast-paced environment, and turn these experiences into playbooks to help SigFig scale

Ideal SigFigian for this Role

  • 6+ years in large scale, enterprise project delivery / management in client-facing roles, or similar experience
  • Proven effectiveness in influencing and building alignment with senior leadership at large, established organizations
  • Superior communication skills (interpersonal, verbal, presentation, written)
  • Positive attitude, team player, adaptable, resourceful, and self-starter who is able to work independently
  • Can thrive in a fast-paced, highly ambiguous environment. Startup experience is a plus.
  • Fluency in enterprise software delivery, and wealth management concepts
  • We accept applications from the following states: Washington, Oregon, California, Arizona, Illinois, Nebraska, Massachusetts, North Carolina, Maryland, Nevada, New York, Texas, Pennsylvania, Virginia.

Perks and Benefits

  • Competitive Benefits Package
  • Flexible PTO
  • 401K with Company Match
  • $1,000 Yearly Wellness Benefit
  • Employee Recognition Program
  • And more!

Founded in 2007, SigFig is backed by premier venture capital firms, including Bain Capital Ventures, DCM Ventures, Nyca Partners, and Union Square Ventures as well as leading financial institutions including Wells Fargo, UBS, Santander, New York Life, Eaton Vance, and Comerica. We've raised $110 million to support our growth as the #1 online investment advisor for large financial institutions.

© Nvest. All rights reserved, SigFig is proud to be an equal opportunity workplace. We celebrate diversity and are committed to creating an inclusive environment for all employees. We do not discriminate on the basis of race, religion, color, gender identity, sexual orientation, age, disability, veteran status, or other applicable legally protected characteristics. We encourage people of different backgrounds, experiences, abilities, and perspectives to apply.

San Francisco Applicants: SigFig will consider applicants with arrest and conviction records (criminal histories) in a manner consistent with the San Francisco Fair Chance Ordinance.