Wealthfront

Operations

• Support and educate clients as they work through the intake process and finalize their loan closing
• Ensure all initial application data and documents are accurate and complete before submitting to Processing
• Act as primary point of contact and set clear client expectations on timelines and requirements
• Responsible for timely delivery of initial loan disclosures and adherence to all regulatory requirements
• Operates independently on standard files and escalates to Team Leads as needed for scenario questions or guideline interpretation
• Ensure that all loans originate in full compliance with federal and state regulations
• Adopts Company values in work behaviors, decision making, contributions and interpersonal interactions
• Contributes to a positive work environment by demonstrating cultural expectations and influencing others to reward performance, accountability, diversity and inclusion, flexibility, continuous development, collaboration, creativity and fun

Licensed Loan Partner

Designer

• Lead large, complex creative investing initiatives with a keen understanding of their audiences and business objectives.
• Foster strong relationships with marketing and business teams to streamline collaboration and develop new strategic opportunities.
• Contribute to and refine strategic insights, enhancing the creative development process.
• Deliver brand level impact through exceptional design craft, balancing expressiveness with clarity and scalability, and anticipating longer-term brand system needs.
• Dive into briefing and research materials to develop informed perspectives on creative challenges and advocate for exceptional client experiences at every step of the creative process.
• Share knowledge, mentor and guide other team members to achieve their full potential.
• Oversee and produce campaigns from concept to delivery, incorporating stakeholder feedback effectively.
• Deliver multiple strategic directions for each creative phase, testing our assumptions and uncovering surprising solutions.
• Take on projects with ambiguous or non-specific deliverables, driving them from concept to execution.
• Collaborate with team members to evolve brand expressions and maintain brand consistency.
• Craft tailored messages and innovative executions across various media formats.

Senior Creative Designer, Investing Products

Content Marketing Manager

• Join the money movement team within our Cash product.
• Simplify complexity and craft clear, delightful experiences for clients.
• Improve money movement experiences for customers.
• Connect Cash with the broader Wealthfront ecosystem to create a seamless financial home.
• Collaborate with engineering, product management, research, data science, legal, and compliance teams.

Senior Content Designer, Cash

Product Marketing

• Craft and execute strategies to evolve and strengthen the positioning of Wealthfront’s Cash account, identifying desperate audiences and new growth opportunities for the banking product.
• Partner with Wealthfront’s Product team, consumer research, engineering, and design to develop a product roadmap that serves unmet needs of our customers and creates new opportunities for business growth
• Develop positioning, audience, and distribution strategies for new and existing products
• Develop and optimize experiments to identify the most effective way to reach and convert desperate audiences
• Craft focused briefs, rooted in business and customer insights, for creative teams to execute against
• Regularly lead business performance recaps and findings with executive leadership team
• Help build the marketing org’s skillset, contributing to a culture of excellence, curiosity, and respect

Senior Product Marketing Manager, Cash

Systems Engineer

• Manage our networking and server hardware, topology, and connectivity in our physical data centers and cloud
• Design and build network telemetry, monitoring, and observability
• Build and maintain an automated change management pipeline to deploy network configuration revisions and provision hardware
• Ensure critical services operate reliably by triaging and fixing operational issues as an on-call engineer, participating in post-mortems and implementing improvements to prevent future issues
• Make and collaborate on key decisions regarding the evolution of our infrastructure, such as our hybrid cloud architecture
• Be responsible for liaising with third parties, vendors and internet service providers as well as traveling to our Bay Area and New Jersey data centers and offices for onsite networking projects

Senior Systems Engineer, Network

• 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

• Assist in the identification of unusual financial activity indicative of money laundering, financial fraud and/or financial crime.
• Conduct complex investigations aimed at identifying criminal activities and preventing fraud on our platform.
• Perform data-driven analysis to identify vulnerabilities and/or proactively determine potential issues or areas of improvement.
• Perform thorough analyses of account and transaction history to detect and elaborate on established patterns related to fraud and anti-money laundering (AML) typologies.
• Conduct holistic account and transaction monitoring in support of Wealthfront’s BSA/AML and Sanctions programs.
• Coordinate fraud investigations and recoveries with contra firms.
• Present findings of investigations to different stakeholders within the firm.
• Create, implement, and update policies and procedures to further develop Wealthfront’s anti-financial crime and transaction monitoring program.
• Research fraud, identity and user behavior to contribute to rules, models and other detection systems.
• Maintain subject matter expertise and ensure work completed adheres to applicable regulations, policies, and procedures.
• Assist in the identification of process improvements and automation opportunities.