USACares Jobs

Job Information

Capital One Principal Project Manager - United Income in McLean, Virginia

McLean 2 (19052), United States of America, McLean, Virginia

At Capital One, we’re building a leading information-based technology company. Still founder-led by Chairman and Chief Executive Officer Richard Fairbank, Capital One is on a mission to help our customers succeed by bringing ingenuity, simplicity, and humanity to banking. We measure our efforts by the success our customers enjoy and the advocacy they exhibit. We are succeeding because they are succeeding.

Guided by our shared values, we thrive in an environment where collaboration and openness are valued. We believe that innovation is powered by perspective and that teamwork and respect for each other lead to superior results. We elevate each other and obsess about doing the right thing. Our associates serve with humility and a deep respect for their responsibility in helping our customers achieve their goals and realize their dreams. Together, we are on a quest to change banking for good.

Principal Project Manager - United Income

Principal Project Manager, United Income

United Income is a RIA headquartered in Washington, DC with $1B of assets under management. Spun out of Morningstar in 2016 and acquired by Capital One in July 2019, we pair financial advisors with new technology we’ve invented to lower clients’ taxes, boost retirement benefits, and improve the quality of investment management, in part by simulating not only market outcomes but also potential life outcomes. We all are united in our mission to use new technology to increase the financial potential of our customers in ways that have not been possible in the past.

As a Principal Project Manager at United Income, you will drive strategy and execute on high priority projects for one of the fastest growing wealth management firms in the country. You will work with smart and passionate people to deliver results that have a direct impact on the company’s bottom line. You will take on important and exciting responsibility from day one, working with key stakeholders across the company. You will be challenged to excel and lead alongside the brightest talent in the industry and be rewarded for your achievements.

The ideal candidate is an ambitious, knowledgeable and passionate project manager. The Principal Project Manager will work closely across several teams, including: Business Development team, Finance, Human Resources, Supplier Management and Technology. In this role, you will be responsible to ensure a smooth integration of acquisitions and work on various critical projects across these teams.

General Responsibilities:

  • Working collaboratively across a cross-functional project or deal team

  • Working with outside counterparties as appropriate (including companies and external financial, consulting or legal advisors)

  • Writing and delivering communications to executive audiences

  • Work with new stakeholders on integration plan to United Income platform

  • Work with Capital One stakeholders to ensure successful integration of portfolios

  • Travel to new clients nationwide (15-25% travel) and understand business needs

  • Work on large and small scale projects that have a direct impact on the company.

  • Drive projects based on defined priorities; ensure scope of deliverables, timelines and budget are met; identify risks and issues and mitigate and / or escalate as needed

  • Plan, design, manage and execute project plans to ensure delivery. This activity includes management through feasibility, design, planning and implementation.

  • Leverage problem solving skills to ensure project plans deliver on intent and maintain key project documentation

  • Partner with project customers to provide strategic and tactical thought partnership to effectively drive project delivery

  • Forge relationships with key stakeholders to ensure delivery of commitments

  • Identify ways to improve and streamline business process, enabling more efficient and scalable processes

  • Exhibit a proven track record of project management, bringing the ability to quickly put structure in place to manage the work

  • Demonstrate outstanding communication and partnership skills which are essential for interacting and communicating with key stakeholders across all levels to manage, inform, and influence outcomes

  • Demonstrate organizational agility to adapt to changing demands

  • Display strong consulting and collaboration skills

Basic Qualifications:

  • Bachelor’s Degree or Military experience

  • At least 3 years of Project Management experience

Preferred Qualifications:

  • Masters / MBA degree

  • At least 5 years of Project Management experience

  • Experience working in a Lean or Agile environment

  • Experience with JIRA or a similar tool

At this time, Capital One will not sponsor a new applicant for employment authorization for this position.

DirectEmployers