Wealthfront

Operations

• 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

Capital Markets Paralegal

User Researcher

• Lead impactful, meaningful end-to-end research projects, across Wealthfront’s products, and the entire client journey.
• Partner with cross-functional teammates from design, product, data science, marketing, and engineering to identify, plan, and execute tactical and foundational research.
• Represent our current and potential clients’ experiences by conveying insights in crisp, clear, and actionable ways.
• Help our team continuously identify and learn about current and potential opportunities to better serve our clients, inspire product strategy, and encourage design iteration.
• Experiment with innovative ways to shed new light on client experiences to help inform business decisions.
• Participate in all product team and design team activities, mentor team members, and champion the team’s work across Wealthfront.
• Learn about financial technology, investing, research, design, and so much more!

Staff User Researcher, Investing

Creative Strategist

• Collaborating closely with cross-functional colleagues to create a wide range of awesome things.
• Working directly with creative peers to develop narrative frameworks and visual metaphors that translate complex financial systems, data, and behaviors into clear, memorable stories across brand, product, and editorial surfaces.
• Defining how our brand guidelines come to life as a system, visualizing the ins and outs of complex financial products with clarity, consistency, and just the right amount of flair.
• Working with our communications and research team to turn data-driven, timely editorial content into engaging, share-able social videos.
• Supporting product designers with subtle in-product implementations that produce outsized impact on our product experience, and helping uplevel interactive prototypes.

Creative Lead – Motion Design

Product Marketing

• Lead the team in crafting and executing strategies to bring new products to market, from identifying initial desperate audiences, to developing resonant positioning and a rich learning agenda, to scaling distribution of products that find product-market fit.
• 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
• 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
• Craft focused briefs, rooted in business and customer insights, for creative teams to execute against
• Be a voracious consumer of culture and help highlight trends that can inform our creative strategy
• Lead business performance recaps and findings with executive leadership team
• Manage a team of product marketers, contributing to a culture of excellence, curiosity, and respect.

Director of Product Marketing – Cash and Home Lending

Payroll

• Administer equity compensation programs including stock options, RSUs, ESPP, and 10b5-1 plans
• Process equity transactions such as grants, exercises, vesting, cancellations, expirations, and payroll-related equity events
• Maintain accurate and complete equity records in equity administration systems
• Support compliance with SEC reporting and internal controls related to equity activity
• Communicate clearly with employees regarding equity plan mechanics and transactions
• Perform regular reconciliations between equity systems, payroll, and general ledger
• Coordinate with external equity administrators, auditors, and compensation consultants
• Assist with the calculation and reporting of stock-based compensation expense and disclosures under ASC 718
• Responsible for timely and accurate processing of the semi-monthly payroll and uploads to the payroll system
• Responsible for maintaining payroll reports, personnel records and processing deductions such as levies and garnishments, preparing accounting transactions and auditable support, and preparing special reports for senior management
• Record information about new employees, address changes, and other personnel information, such as wage rates, timesheet transfers, etc
• Responsible for withholding and processing of established organization benefit deductions such as life insurance, health and accident insurance, retirement programs, and savings plans, and maintains such records as are necessary for benefit implementation
• Consult with appropriate vendors and Human Strategy to resolve employee issues
• Research and resolve payroll-related issues and other payroll tasks, as requested

Senior Specialist, Equity & Payroll Administration

Data Scientist

• Suggest and analyze Lifecycle Marketing campaigns rooted in clients’ delight and friction.
• Employ and exemplify rigor in mathematical analyses and sound design principles in software development.
• Collaborate with the Lifecycle Marketing team to define quarterly and yearly initiatives.
• Turn initiatives into projects with clear rationale, candidate approaches and milestones.
• Execute planned projects through hands-on work and delegation. This includes tracking priority and progress of projects in weekly meetings.
• Articulate technical information, including assumptions, methodologies, and outcomes to specialists across disciplines. Translate hunches to hypotheses and numbers into recommendations.
• Absorb and articulate the Marketing strategy and project rationales to Data Scientists.