Wealthfront

Accountant

• Work with accounting staff to facilitate monthly, quarterly, and annual close processes, ensuring timely and accurate financial reporting at both the subsidiary and consolidated levels.
• Oversee the accounts payable function by reviewing vendor invoicing, monitoring payment cycles, and ensuring accurate expense recognition and strong control practices.
• Prepare and review complex journal entries, perform bank and balance sheet reconciliations, and manage intercompany transactions and allocations.
• Maintain and reconcile fixed assets, intangible assets, and prepaid expense schedules, ensuring accuracy of related general ledger accounts.
• Drive continuous improvement initiatives to enhance the efficiency, automation, and control environment of corporate accounting and general ledger processes.
• Support external audits by coordinating PBC requests, providing thorough analysis, and managing communications to ensure a smooth and timely audit process.
• Prevent inaccuracies in and maintain reliability of financial documents by setting up internal control systems and embracing proper policies for financial reporting.
• Collaborate with system vendors and cross-functional teams to optimize accounting systems, evaluate new tools, and support automation and scalability in advance of public-company requirements.

Senior Staff Accountant

Growth Marketing

• uncover ideal client experiences that signal a way forward as we evolve our brand positioning and expand our product and service offerings
• evaluate prospect and client facing experiences for the most effective language and visual design elements
• work closely with Marketing, Product Marketing, and Creative Designers to evaluate marketing materials and develop perspectives on product positioning
• collaborate with Lifecycle Marketing to deepen our relationship with existing clients through a better understanding of their needs at key moments in their financial lives
• be a strategic partner with cross-functional teammates from design, product, marketing, data science, and engineering to identify, plan, and execute research
• lead a mix of research types, including exploratory projects to inspire new concepts, as well as evaluative projects that refine design concepts
• learn about financial technology, investing, research, design, and so much more!

Senior Qualitative Researcher, Growth & Marketing

Product Designer

• Wealthfront is looking for a Staff Product Designer to join our Investing design team.
• Reporting directly to the Senior Design Director for the Investing area.
• You will work closely with your cross-functional team on projects that strengthen and expand our suite of investing products.
• You will be responsible for guiding your projects through the complete product development lifecycle, from initial concept and exploration to final delivery and ongoing iteration.
• You will collaborate with other designers to improve our craft and uphold our high bar for quality.
• Success in this role will require critical thinking, strong communication skills, and a collaborative mindset.
• We’re looking for a versatile and high-output designer who is excited to jump into a variety of complex problem spaces, leveraging rapid iteration and prototyping to move projects forward.

Staff Product Designer, Investing

Client Services Representative

• Provide exceptional customer service through email and phone communication
• Help our clients use our product better through online tools and resources
• Work with our operations teams to resolve client issues
• Be the voice of the customer by noticing and highlighting action items needed to improve the customer experience and delight our clients
• Assess client information and approve fund transfers
• Assist clients in understanding asset allocation and explain investment risk profiles
• Assist clients in understanding and analyzing the performance of their investments, and the potential impacts of client risk decisions.

Operations

• Own the client communication experience from beginning to end when clients reach out about life events
• Complete daily brokerage operations exception reports including unreconciled activity, margin, corporate actions, etc.
• Conduct quality control reviews and regulatory document delivery reconciliation
• Perform cashiering duties including verification of incoming wires, checks, ACHs and process withdrawal requests
• Provide ongoing account maintenance and review of new and existing account activity for risk mitigation related to AML
• Collaborate cross-functionally with other teams at the company, specifically creating strong relationships with engineers
• Certain in office tasks as the business requires

Brokerage Operations Specialist

Content Marketing Manager

• Wealthfront is looking for a Senior Content Designer to help chart the future vision of our product suite. Wealthfront pioneered automated investing by offering broad access to sophisticated investing strategies at a fraction of the cost of traditional financial advisers. Since then, we’ve continued to expand the ways we help our clients build long-term wealth through saving and investing. Your role will be to work alongside your cross-functional peers to develop the vision, strategy, and language for how this ecosystem of products works together.
• Success in this role will require excellent communication skills, cross-functional leadership, strategic thinking, a high bar for craft, and executional excellence. We’re looking for a content designer who is equally excited to tackle large ambiguous problems as they are to get in the weeds helping us build an excellent product experience. A passion for and experience in building consumer financial technology products is highly desirable.
• This role will collaborate very closely with cross-functional counterparts on product design, user research, product management, engineering, legal and compliance to solve some of the most complex challenges around our products. You will shape product experiences that solve for a more holistic set of financial product needs and aim to improve the financial outcomes of people we serve.
• You will also partner with our creative brand team to craft our brand voice and tone, and bring it to life across our product experiences. You will champion content that’s empowering, enlightening and authentic, but adjust tone based on where the client is in their journey.
• You should genuinely care for our mission to “build a financial system that favors people, not institutions” and be a zealous advocate for client needs. This genuine passion motivates you to proactively identify areas that require greater attention, bring solutions to address them and mobilize more people to prioritize the improvements.
• Design at Wealthfront
• Unlike many companies where design teams are trained to make incremental changes and work through a chain of hierarchy to advocate for bold new ideas, the design team at Wealthfront is expected to be innovative, creative and strategic, because design and content are critical to realizing our vision.
• We’re empathetic people advocates. We're interested in what our clients need to know, and what they don't. We organize and present content in the most straightforward, useful, and inclusive way. And we’re not just wordsmiths (although we are good at that, too). We partner strategically with our product management and product design counterparts to shape client experiences.
• Content designers are expected to define problems, new opportunities and solutions that are deeply rooted in human psychology and behavior as well as a sound understanding of our technology and business, all in very tight collaboration with engineers, product managers, researchers, legal, and data scientists. In an environment where we’re making big bets, and innovation is encouraged, we embrace failure and care much more about the magnitude of success versus percentage of times we are successful. And unlike many organizations, content design and product design are equal partners to engineering and product and each plays an important role in the executive staff that collectively make all critical strategic decisions.
• We’re a remote friendly team and open to candidates in the US.