Wealthfront

Product Designer

• Drive Outcomes for Cash: Bring clarity to high-ambiguity work, including driving design sprints and upleveling strategy for new Cash initiatives.
• Ecosystem Integration: Act as a connector for Cash-related initiatives, ensuring our savings and checking products connect intuitively with our broader suite of wealth-building tools.
• Accelerate Decisions: Use rapid prototyping and broad design exploration to help the team make strategic decisions confidently and quickly.
• Uplevel the Team: Uphold team health by leading design-wide initiatives, mentoring other designers, and defining new patterns and processes.
• Direct Leadership Visibility: Interface directly with the executive leadership team through biweekly reviews and strategic consultations.

Senior Staff Product Designer, Cash

Android Engineer

• Build a premier native Android application
• Collaborate with other engineers and designers to build new features and enhance existing features for our world-class app
• Work with frontend and backend engineers to design, build and test reusable REST APIs
• Design and build high-quality infrastructure; making the right tradeoffs for risk and long-term maintainability
• Collaborate with design and product to define a delightful Android experience using material design
• Get an opportunity to work with leadership to define the team's priorities and initiatives
• Work independently, use available resources to get unblocked, and complete tasks on schedule by exercising strong judgment and problem-solving skills
• Provide technical guidance and mentorship to peers

Backend Engineer

• design and build new features or enhance existing features for backend systems and services
• improve maintainability and stability of the codebase by fixing issues and enhancements to existing backend systems
• ensure that mission critical backend systems operate smoothly in production by triaging and resolving operational issues
• proactively identify opportunities for improving the reliability and scalability of systems
• participate in recruiting activities such as interviewing and attending career fairs

Engineering Manager

• Lead a team of 6-10 engineers in execution and operational excellence
• Collaborate with the tech leads and other functions (product management, design, product support, brokerage operations) to understand and respond to changing priorities
• Monitor and improve team productivity, remove roadblocks, identify and implement improvements to our process, and act as scrum master for the team
• Facilitate the exchange of information among all Wealthfront employees in a systematic manner
• Lead or contribute to effective organizational improvement within the engineering organization or Wealthfront
• Combine data-driven process and human empathy to iteratively develop and assess our collective teams and individual team members
• Evaluate technical abilities of individual engineers, in order to match them with projects which demonstrate their strengths and stretch them to grow
• Partner with Recruiting to build well-rounded, effective, and inclusive engineering teams

Operations

• Reviews loan file and gathers any items needed for final loan approval
• Liaison between all operational and sales departments in the transaction
• Orders supporting documentation
• Evaluates loan applications for reasonableness and, if needed, escalates files for further evaluation
• Prioritizes daily workload to ensure a delightful client experience
• Manages a full pipeline of assigned loans, driving files from disclosures signed through closing.
• Excellent client communication skills
• Communicates with third party vendors throughout the loan process to finalize the application
• Ensures adherence to investor and regulatory guidelines
• Proactively maintain loan pipeline, tasks and objectives
• 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

Loan Processor

Payroll

• Responsible for timely and accurate processing of the semi-monthly payroll, including the upload of payroll data, maintenance of personnel records, and processing of complex deductions such as levies and garnishments
• Responsible for all equity-related payroll tasks, including the taxation of stock options, RSUs, and ESPP. Lead the payroll processing for tax mobility to ensure compliance with varying tax jurisdictions
• Work closely with our payroll provider to ensure accurate tax returns. Prepare and review payroll and tax amendments, auditing the work performed by the payroll provider for accuracy
• Perform comprehensive year-end reports reconciliations to ensure accuracy. Communicate directly with state agencies to resolve tax notices and inquiries
• Responsible for payroll related audit requests. Perform large-scale data mapping to prepare specialized reports for senior management regarding payroll costs and tax liabilities
• Responsible for payroll related journal entries and ensuring proper accounting treatment under U.S. GAAP
• Research and resolve payroll-related issues and other payroll tasks, as requested

Manager, Payroll Administration

Content Marketing Manager

• Wealthfront is looking for a Staff Content Designer to help chart the future of our investing products.
• Your role will be to work alongside your cross-functional peers to develop the vision, strategy, and language to simplify investing.
• 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.
• You internalize the mechanics of investing, and translate that complexity to simple, human instruction.
• A passion for and experience in building consumer financial technology products is highly desirable.
• You genuinely care for our mission to “build a financial system that favors people, not institutions” and be a zealous advocate for client needs.

Staff Content Designer, Investing

• Help chart the future vision of our product suite.
• Work alongside cross-functional peers to develop the vision, strategy, and language for products.
• Collaborate closely with counterparts on content design, user research, product management, engineering, and legal and compliance.
• Shape product experiences solving for financial product needs and improve outcomes.

Senior Product Designer, Home Lending

Financial Planning and Analysis

• Build reproducible backtests for proposed models / algorithms
• Contribute to the deployment and implementation of differentiated investment services
• Contribute to the development of infrastructure for modelling, optimization, backtesting, analytics, and data management
• Investigate, identify, and acquire internal / external datasets
• Collaborate with other teams (engineering, product, design, marketing, and compliance) to commercialize new products and ongoing enhancements to existing products
• Promote our products by providing data and authoring blog posts and white papers

Quantitative Researcher – Investments

• Prepare and review CDs, loan documents and escrow instructions to ensure compliance with federal, state and investor guidelines.
• Coordinate with title companies, escrow agents and borrowers to facilitate the closing process.
• Ensure all loan closing packages meet compliance standards.
• Verify final loan terms, fees and funding details before closing.
• Collaborate with processing, origination and post-closing departments
• Prioritize assignments and schedule workload to meet critical deadlines with ability to manage a high volume of loan activity with a high degree of accuracy
• Proactively maintain loan pipeline, tasks and objectives
• 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

Mortgage Operations Specialist – Loan Closer

• 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

Mortgage Operations Specialist – Loan Originator

• 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
• Mastery of all loan types available
• Manages leads with intricate profiles including complex self-employment and asset structures
• Proactively structures loans to meet program requirements before submission to processing
• Identifies friction points during the process and proposes solutions to Management
• 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

Senior Mortgage Operations Specialist – Sr. Loan Originator

Paralegal

• Support preparation and filing of periodic and current reports, including Forms 10-K, 10-Q, 8-K, and related exhibits and schedules
• Coordinate EDGAR filings, manage reporting calendars, and track filing deadlines
• Assist with drafting and updating disclosure support materials, checklists, and internal controls documentation
• Support any follow-on offerings, at-the-market programs, debt financings, and secondary transactions
• Assist with due diligence requests from underwriters, auditors, and regulators
• Coordinate document execution and closing logistics for capital markets transactions
• Assist with equity plan administration, including tracking grants, vesting, exercises, settlements, and disclosures
• Support Section 16 compliance, including preparation and filing of Forms 3, 4, and 5
• Partner with Finance and Stock Administration to ensure accurate equity-related disclosures
• Help maintain corporate records, board and committee materials, and governance documentation
• Interface with external counsel, auditors, and internal stakeholders across Legal, Finance, and Product
• Support process improvements and tooling as we scale our public-company infrastructure