Wealthfront

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.