The traditional financial industry was not built to put the interests of clients first. At Wealthfront, we're committed to building products and services that are designed to earn our clients more and make it easy to bank, invest, and plan for the future. And we don't want to stop there - our vision is to optimize our clients' money across spending, savings, and investments, putting it all to work effortlessly. Deposit a paycheck with Wealthfront and, with the click of a button, our clients can have us automate the rest. Our software can top off emergency funds, pay all of our clients' bills, and even invest the rest to help meet their goals. We call this future Self-Driving Money™.
Being a Client Services Representative at Wealthfront offers unique opportunities when compared to other roles that require a Series 7. The one that stands out most is that you would work for a company that actually intends to act in our clients' best financial interest and that treats clients the way we'd like to be treated. We always try to remove the traditional financial jargon and communicate with our clients in a clear and honest manner. By working at Wealthfront, you get to work at a company that doesn't require you to justify the unjustifiable, like high fees and actions that may not be in your best interest, because at Wealthfront, we put our clients' interests first.Responsibilities:
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.
Requirements:
Bachelor's degree; 1+ years of experience in retail banking, wealth management, asset management, and/or fintech
Experience in a client facing role is preferred
Strong communication skills; able to explain complicated concepts to clients as well as team members
Able to partner with multiple stakeholders, including other teams and senior executives
Comfortable with being independent and learning new concepts quickly
Excited about our mission statement
Passion for delighting clients
Series 7 and 66 preferred (or must be obtained within 3 months of joining)
Estimated annual salary: $60,000 - $80,000 plus equity and a discretionary bonus.
Benefits include medical, vision, dental, 401K plan, generous time off, parental leave, wellness reimbursements, professional development, employee investing discount, and more!
About Wealthfront
Here at Wealthfront, our mission is to create a financial system that favors people, not institutions. We do this by leveraging technology to build powerful, low-cost, and easy-to-use financial products that help modern investors grow and manage their money.
We started with the ambition to transform the investment advisory business. By automating strategies typically reserved for the wealthy, we unlocked access to high quality investment advice for a digitally-native generation that was underserved by traditional institutions. Since then, we've expanded to a full suite of products designed to help our clients turn their savings into long-term wealth, including:
• A Cash Account that, through our partner banks, offers one of the highest annual percentage yields on uninvested cash in the industry, while providing instant and secure access to your money with no account fees and a full suite of checking features.
• A zero-commission Stock Investing Account with 50+ handpicked collections that help DIY investors discover new companies and make smarter investing decisions.
• Multiple automated investing portfolios designed to unlock tax savings through sophisticated strategies like fixed income, tax-loss harvesting, and direct indexing-which we offer at industry-leading low costs and accessible minimums.
Our award-winning products have attracted over 1 million clients who trust us with more than $90 billion of their hard earned savings-and we're far from done. If you're inspired to help us reshape the financial industry as we create our next chapter, let's talk!
For more information please visit ********************** are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.
Please review our candidate privacy notice.
Disclosures: All investing involves risk, including the possible loss of principal. Tax-Loss Harvesting benefits vary depending on the client's entire tax and investment profile. Wealthfront doesn't provide tax advice. The Cash Account is offered by Wealthfront Brokerage LLC (“Wealthfront Brokerage”), Member of FINRA/SIPC. Wealthfront Brokerage is not a bank. We convey funds to partner banks who accept and maintain deposits, provide the variable interest rate, and provide access to FDIC pass-through insurance. Investment management and advisory services-which are not FDIC insured-are provided by Wealthfront Advisers LLC (“Wealthfront Advisers”), an SEC-registered investment adviser. The checking features offered in the Wealthfront Cash Account are provided by Green Dot Bank, Member FDIC. Fees and Eligibility requirements may apply to certain checking features, please see the Deposit Account Agreement for details.
By “award-winning products”, please refer to *************************** for more information. Wealthfront Corporation oversees Total Client Assets and Trusted Clients through Wealthfront Advisers and Wealthfront Brokerage. Wealthfront Advisers and Wealthfront Brokerage are wholly owned subsidiaries of Wealthfront Corporation.
$60k-80k yearly Auto-Apply 60d+ ago
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Loan Originator
Wealthfront 4.6
Remote Wealthfront job
Wealthfront is seeking a licensed mortgage loan originator to join our team as we build and scale our mortgage lending operations. As a key player on the team you will leverage your expertise to work with existing Wealthfront clients providing excellent service and guiding them through the process with the support of our innovative technology and tools. This position offers an exciting opportunity to be a part of a cutting-edge team in a rapidly growing environment. Responsibilties
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
Expertise
Customer-focused, business-centric, and team-oriented mindset; relentlessly passionate about finding and completing valuable work
Strong working knowledge of state-specific licensing and registration requirements and use of the NMLS. Strong working knowledge of Federal and state regulations including TRID and HMDA
Deep understanding of mortgage loan products and underwriting guidelines
Self-driven with the ability to work independently and collaboratively
Excellent organizational skills, able to set and meet deadlines in a high paced environment
Demonstrated ability to communicate effectively and influence positive outcomes at all levels of an organization
Intellectually curious and interested in applying technology to enhance business processes
Prior experience in wholesale and/or correspondent channels
Excellent communication skills focusing on both internal and external communications
Openness to adapting to industry changes
Requirements
Mortgage Loan Originator License
2+ years of experience
Strong knowledge of Conventional Conforming and Jumbo guidelines
Solid understanding of state and federal lending regulations
Extensive knowledge and understanding of customer service and intrapersonal best practices
Estimated annual salary range: $56,000 - $70,000 plus Equity and a discretionary bonus.
Benefits include medical, vision, dental, 401K plan, generous time off, parental leave, wellness reimbursements, professional development, employee investing discount, and more!
About Wealthfront
Here at Wealthfront, our mission is to create a financial system that favors people, not institutions. We do this by leveraging technology to build powerful, low-cost, and easy-to-use financial products that help modern investors grow and manage their money.
We started with the ambition to transform the investment advisory business. By automating strategies typically reserved for the wealthy, we unlocked access to high quality investment advice for a digitally-native generation that was underserved by traditional institutions. Since then, we've expanded to a full suite of products designed to help our clients turn their savings into long-term wealth, including:
• A Cash Account that, through our partner banks, offers one of the highest annual percentage yields on uninvested cash in the industry, while providing instant and secure access to your money with no account fees and a full suite of checking features.
• A zero-commission Stock Investing Account with 50+ handpicked collections that help DIY investors discover new companies and make smarter investing decisions.
• Multiple automated investing portfolios designed to unlock tax savings through sophisticated strategies like fixed income, tax-loss harvesting, and direct indexing-which we offer at industry-leading low costs and accessible minimums.
Our award-winning products have attracted over 1 million clients who trust us with more than $90 billion of their hard earned savings-and we're far from done. If you're inspired to help us reshape the financial industry as we create our next chapter, let's talk!
For more information please visit ********************** are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.
Please review our candidate privacy notice.
Disclosures: All investing involves risk, including the possible loss of principal. Tax-Loss Harvesting benefits vary depending on the client's entire tax and investment profile. Wealthfront doesn't provide tax advice. The Cash Account is offered by Wealthfront Brokerage LLC (“Wealthfront Brokerage”), Member of FINRA/SIPC. Wealthfront Brokerage is not a bank. We convey funds to partner banks who accept and maintain deposits, provide the variable interest rate, and provide access to FDIC pass-through insurance. Investment management and advisory services-which are not FDIC insured-are provided by Wealthfront Advisers LLC (“Wealthfront Advisers”), an SEC-registered investment adviser. The checking features offered in the Wealthfront Cash Account are provided by Green Dot Bank, Member FDIC. Fees and Eligibility requirements may apply to certain checking features, please see the Deposit Account Agreement for details.
By “award-winning products”, please refer to *************************** for more information. Wealthfront Corporation oversees Total Client Assets and Trusted Clients through Wealthfront Advisers and Wealthfront Brokerage. Wealthfront Advisers and Wealthfront Brokerage are wholly owned subsidiaries of Wealthfront Corporation.
$56k-70k yearly Auto-Apply 60d+ ago
Investor
First Round Capital 4.3
San Francisco, CA job
About First Round
First Round is a venture capital firm that works with founders exclusively at the earliest stages of company building, often when all they have is an “imagine if.” We fill in where we can until the team is filled out, tackling crucial early hiring and equipping those who are great at building product with the skills to sell it, too. By getting the foundational firsts right, we increase the odds of finding extreme product-market fit. Our founders' “imagine ifs” have turned into companies like Notion, Roblox, Uber, and Square.
We're searching for an Investor to work alongside Todd Jackson. You'll connect with world-class builders today, help us find the next generation of iconic founders, and bring them into the First Round community. This role is based in San Francisco with Tuesday, Wednesday, and Thursday required in-office.
Your core role as an Investor will include:
Build relationships with founders everywhere they are - at events, meetups, and across the startup ecosystem.
Conduct in-depth diligence on companies under serious consideration for investment.
Contribute to research efforts and help craft thoughtful, data-driven investment memos.
Support the execution of PMF Method, our intensive four-day program designed for early-stage B2B founders.
You could be a great Investor at First Round if:
You have a technical foundation. Whether through a CS degree, engineering experience at a startup, or building something of your own.
You excel at building relationships. Others find you approachable, authentic, and easy to connect with.
You're reliable and hyper-organized. No matter how full your calendar or inbox gets, you don't drop balls or leave people hanging.
You're curious by nature. You dive deep into how things work and constantly explore new ideas, products, and markets.
You do whatever it takes to get the job done. When the work requires speed, late nights, or weekend effort, you step up without hesitation.
We know this isn't your traditional investor role! We're open to people with diverse skills, stories, and journeys.
Our Values
At First Round, we value resourcefulness, team-play, excellence and hustle. To give you a sense of what our team is all about, check out our values that guide our work:
Try harder for founders. They're our customers - LPs are our shareholders. Going above and beyond for our founders is what we do. We strive to be a founder's most valuable investor. We respond to their emails in hours, not days. We build candidate pipelines, unprompted. We arrange meal deliveries when they become a new parent. Simply put, we go above and beyond to earn that right to be their first call every time there's a bump in the road.
Give your unvarnished opinions and unwavering support. We strive to be kind, not nice. One of the most (counterintuitively) compassionate things you can do is to offer your unvarnished opinion - along with your unwavering support. That willingness to risk a fleeting moment of discomfort in exchange for someone else's growth is long-term kindness.
Treat the little things like big things. Everything can always be made better. We're all about the carefully crafted, the nitty-gritty, and the bespoke. Whether it's hand cutting each nameplate, or debating the optimal shape of the dinner table, no detail is too small to sweat.
Make speed a habit. Whatever you're building, remember that now is better than two weeks from now. We're fans of starting small and iterating quickly. No matter what we're launching, you'll likely hear this question in a meeting: “How soon can we get something out there?”
Invent and wander. Never stop experimenting. The best ideas are born out of experimentation. Our flagship programs have always come from our penchant for going out on a limb and approaching problems with a different perspective.
Build wider doorways and longer tables. We're in the business of backing people and betting on their ideas - no matter where they come from. While talent is evenly distributed, opportunity is not. First Round is dedicated to building a diverse and inclusive workspace and we encourage people from underrepresented groups to apply!
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$134k-209k yearly est. 5d ago
Chief of Staff to VC Partner - Strategy & Execution
First Round Capital 4.3
San Francisco, CA job
A leading venture capital firm in San Francisco seeks a Chief of Staff to assist Partner Liz Wessel. The role involves managing investment opportunities, conducting research, and supporting various partner projects in a dynamic startup environment. Candidates should possess strong organizational skills, a fascination with technology, and at least 3-5 years of experience. This is a unique opportunity for those wanting to gain insights into venture capital and contribute significantly to founders' success.
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A financial services company in San Francisco is seeking an experienced security professional to assess access controls and mentor peers in security best practices. The candidate should have over 6 years of experience in security operations and a Bachelor's degree. The role offers competitive compensation ranging from $157,000 to $200,000, along with a hybrid work model and comprehensive benefits.
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$157k-200k yearly 5d ago
Sr SecOps Engineer
Lendingclub 4.6
San Francisco, CA job
Continuously assess access controls to align with Zero Trust principles and regulatory requirements Mentor peers, share knowledge, and help establish LendingClub-wide security best practices* 6+ years of experience in security operations, engineering, or related infrastructure security roles in a medium-to-large enterprise* Bachelor's degree or higher in a related field; or equivalent work experience* Proven expertise with vulnerability scanning tools (Qualys, Wiz, Orca, Upwind) and EDR platforms (Crowdstrike, Tanium, SentinelOne, etc.)* Strong knowledge of AWS security services (IAM, GuardDuty, Security Hub, WAF, KMS, VPC security)* Hands-on experience with SIEM & logging platforms (Splunk, ELK, CloudWatch, Kibana)* Proficiency in automation & scripting (Python, Bash, Go, PowerShell); experience with IaC (Terraform, Ansible, CloudFormation) is a MUST* Solid understanding of Windows & Linux architectures and security hardening baselines (CIS, STIGs)* Familiarity with security tools (Kali, Nmap, Wireshark) and adversary techniques (exploitation, lateral movement, privilege escalation)* Strong written and verbal communication; able to present technical findings to both engineers and executives* Security certifications (CISSP, GSEC, CEH, OSCP) a plus**Work Location** San Francisco, Lehi The above locations are eligible offices for this role. The locations have been determined to foster in-person collaboration with this role's team or the related business lines. We utilize a hybrid work model, and our teams are in-office Tuesdays, Wednesdays, and Thursdays. In-person attendance is essential for this role's success, and remote placement will not be considered. LendingClub offers relocation, based on actual job level. **Time Zone Requirements** Local hours (PT, MT) While the position will primarily work local hours, LendingClub is headquartered in Pacific Time and our ideal candidate will be flexible working across time zones when necessary. **Travel Requirements** As needed travel to LendingClub offices and/or other locations, as needed. **Compensation** The target base salary range for this position is 157,000-200,000. The base salary of the role will be determined by job-related knowledge, experience, education, skills, and location. Base salary is just one part of LendingClub's Total Rewards package. You may also be eligible for long-term awards (equity) and an annual bonus (which is based on company performance, employee performance and eligible earnings). We're creating new financial services solutions for our members based on fairness, simplicity, and heart, and we treat our employees the same way. We offer a competitive benefits package that includes medical, dental and vision plans for employees and their families, 401(k) match, health and wellness programs, flexible time off policies for salaried employees, up to 16 weeks paid parental leave and more. #LI-Hybrid
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$127k-164k yearly est. 5d ago
Director of Organic Growth & SEO Strategy
Lendingclub 4.6
San Francisco, CA job
A leading digital marketplace bank in San Francisco is seeking a Director of Organic Growth Marketing. This role will oversee non-paid acquisition strategies including SEO, AEO, and community management while working across teams to drive customer engagement and revenue growth. The ideal candidate has significant experience in technical SEO, web marketing, and a proven track record of optimizing organic growth channels. Offer includes competitive salary, benefits, and a hybrid work model.
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$99k-146k yearly est. 2d ago
Associate, Private Equity Compliance
Vista Equity Partners 4.4
San Francisco, CA job
Vista Equity Partners ("Vista") is seeking to hire a Compliance Analyst or Associate (subject to experience) to support Vista's Private Equity Compliance program. This individual will proactively assist in identifying and containing compliance risk, foster a business-oriented compliance function, and help the organization embrace compliance.
Successful candidates will possess a high level of personal accountability, a strong work ethic, strong organizational skills, and the ability to work as a part of a team or individually with limited supervision. This is a highly visible and impactful role that will require excellent communication skills and a professional demeanor.
This role is for an immediate start and based in New York, NY or San Francisco, CA.
Responsibilities
* Conduct ongoing internal testing to assess the effectiveness of Vista's policies and procedures, identify potential enhancements, and help ensure adherence to regulatory requirements.
* Coordinate with external compliance consultants on periodic reviews; assist with document requests and participate in interviews with key business partners to provide accurate and thoughtful responses.
* Support the Compliance Team in preparing and filing required regulatory filings, including Form ADV, Form 13F, Form PF, CFTC filings, etc., as well as assist with proxy voting oversight.
* Partner with Vista's investor relations and marketing teams to review and approve marketing materials and social media communications to ensure compliance with the SEC's Marketing Rule.
* Assist with SEC examinations and regulatory inquiries, including document collection, coordination across internal teams, and drafting responses.
* Conduct independent research and analysis on compliance and regulatory developments relevant to private fund advisers.
* Perform other ad hoc projects and initiatives to support the broader Compliance Team.
Qualifications
* Bachelor's Degree
* 3-4 years of experience in a compliance or related role at a registered investment adviser or broker dealer preferred.
* Ability to work in a fast-paced and dynamic environment with changing
* Strong organizational, analytical, written, and verbal communication
* Excellent interpersonal skills and client service
* Excellent time management, organization, and prioritization Ability to work as a part of a team or individually with limited supervision is highly essential.
* Working knowledge of compliance testing, SEC Rule 206(4)-7, and SEC and FINRA marketing rules is also highly desired.
The pay range for this role is expected to be between $110,000 - $150,000. Actual base pay could vary based on factors including but not limited to experience, subject matter expertise, geographic location where work will be performed and the applicant's skill set. The base pay is just one component of the total compensation package for employees. Other components may include an annual cash bonus and a comprehensive benefits package.
Company Overview
Vista is a leading global investment firm that invests exclusively in enterprise software, data and technology-enabled organizations across private equity, credit, public equity and permanent capital strategies. The firm brings an approach that prioritizes creating enduring market value for the benefit of its global ecosystem of investors, companies, customers and employees. Vista's investments are anchored by a sizable long-term capital base, experience in structuring technology-oriented transactions and proven, flexible management techniques that drive sustainable growth. Vista believes the transformative power of technology is the key to an even better future - a healthier planet, a smarter economy, a diverse and inclusive community and a broader path to prosperity. Further information is available at vistaequitypartners.com. Follow Vista on LinkedIn @Vista Equity Partners or Twitter @Vista_Equity.
$110k-150k yearly 30d ago
Engineering Manager - Java & Platform Lead (Hybrid SF)
Lendingclub 4.6
Remote or San Francisco, CA job
A leading digital marketplace bank in San Francisco is seeking a Manager, Engineering to lead a talented team in building scalable platforms. The ideal candidate will have over 8 years of software engineering experience, strong expertise in Java, and a proven track record in leadership. This role offers a hybrid model with competitive compensation, including a target base salary range of $175,000-$205,000 and a comprehensive benefits package.
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$175k-205k yearly 1d ago
Sr ML Ops Engineer
Lendingclub 4.6
San Francisco, CA job
* Bachelor's degree or higher in a related field; or equivalent work experience* Strong foundation in ML engineering, with experience building and scaling pipelines and platforms in production* Proficient in Python and experienced with data transformation and orchestration tools such as dbt (for modeling), Dagster (for orchestration), and Databricks (for large-scale data and model workflows)* Deep understanding of the end-to-end ML lifecycle, from data ingestion and feature engineering to model deployment and monitoring* Hands-on experience or interest in data quality and observability frameworks, such as Elementary, and you appreciate how data reliability underpins model performance* Experience implementing or supporting MLOps practices using frameworks like MLflow, SageMaker, or similar tools within Databricks or AWS* Comfortable working in a cloud-native environment (AWS preferred) and using infrastructure-as-code (Terraform, CloudFormation) to automate deployments* Strong collaboration skills and the ability to partner with data engineers, data scientists, and product teams to make ML accessible, reliable, and compliant across domains* You thrive in a FinTech environment, balancing innovation with rigor around governance, explainability, and model monitoring.6+ years of experience in Machine Learning Engineering, Data Engineering, or MLOps* Experience with LLM integration (RAG pipelines, vector databases)* Exposure to risk modeling, credit scoring, or fraud detection systems* Familiarity with FinTech data privacy laws and model documentation standards* Contributions to open-source ML infrastructure or platform components**Work Location** San Francisco The above locations are eligible offices for this role. The locations have been determined to foster in-person collaboration with this role's team or the related business lines. We utilize a hybrid work model, and our teams are in-office Tuesdays, Wednesdays, and Thursdays. In-person attendance is essential for this role's success, and remote placement will not be considered. LendingClub offers relocation, based on actual job level. **Time Zone Requirements** Primarily PT While the position will primarily work local hours, LendingClub is headquartered in Pacific Time and our ideal candidate will be flexible working across time zones when necessary. **Travel Requirements** As needed travel to LendingClub offices and/or other locations, as needed. **Compensation** The target base salary range for this position is 176,000-205,000. The base salary of the role will be determined by job-related knowledge, experience, education, skills, and location. Base salary is just one part of LendingClub's Total Rewards package. You may also be eligible for long-term awards (equity) and an annual bonus (which is based on company performance, employee performance and eligible earnings). We're creating new financial services solutions for our members based on fairness, simplicity, and heart, and we treat our employees the same way. We offer a competitive benefits package that includes medical, dental and vision plans for employees and their families, 401(k) match, health and wellness programs, flexible time off policies for salaried employees, up to 16 weeks paid parental leave and more. #LI-Hybrid #LI-JH1
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About First Round
First Round is a venture capital firm that works with founders exclusively at the earliest stages of company building, often when all they have is an “imagine if.” We fill in where we can until the team is filled out, tackling crucial early hiring and equipping those who are great at building product with the skills to sell it, too. By getting the foundational firsts right, we increase the odds of finding extreme product-market fit. Our founders' “imagine ifs” have turned into companies like Notion, Roblox, Uber, and Square.
About First Round's Founder Success Team
At First Round, we invest in founders who possess not just strengths, but areas of true genius, whether it's technical skill, product judgement, industry expertise, or a deep understanding of their customer's pain point. But on the other side of every spike in talent are a few areas that are still underdeveloped, parts of the business where a founder doesn't have the skills and expertise - yet.
Simply put, there are many gaps that have yet to be closed when you're only a 3-person startup. On the path to building a company of consequence, the very best founders are able to level up, both in terms of their own capabilities (by developing new muscles) and in the team around the table (by bringing in complementary talent).
That's where our Founder Success team comes in, during the pivotal early years of company building. We fill in where we can until there's genius up and down the org chart, closing gaps around existing strengths while helping in the key growth areas on the transition from founder to founder & CEO. This might involve teaching a technical founder how to sell and take their product to market, or guiding them through making their first key hires.
About the Role
This is a hands-on, founder-facing role to support our early stage portfolio companies with their marketing experiments, with a particular focus on conferences and events.
The role will require 30+ hours of remote work per week, but you must be U.S.-based. This will be a temporary (4 month contract from February to May) role to start, and the potential to continue after the end of the contract.
Your core responsibilities will include:
Project Manage & Strategize Marketing Experiments. Our founders are testing out marketing channels like conferences and client dinners. They need guidance to make sure that not only are the logistics of the events flawless, but that they're also being thoughtfully strategic about the goals, tracking, positioning, budgets, and tradeoffs of these high stakes events as part of their overall GTM plans.
Teach & Train Founders on All Thing Marketing. We take the “I do, we do, you do” approach with our founder services. You'll be able to meet founders where they are and provide advice, templates, and/or hands-on help with their marketing projects across a variety of channels, industries, and team sizes.
You could be a great Marketing Specialist at First Round if:
You have a minimum of 5 years of experience supporting early stage (
You have a services mindset. Whether you were at an agency or had your own freelance/advisory gigs, you know how to engage, manage, and transition multiple clients at a time. You love to wow your clients by anticipating their needs and going above and beyond with creative ways to support their goals. You're amazing at calendar juggling and code switching between wildly different contexts.
You're prescriptive. You understand demand gen isn't a one-size-fits-all function. You've seen enough variety in your career to be able to deeply digest a company's ICP/persona/motion and recommend demand tactics that deliver results. In essence, you know how to be prescriptive (not just copy an old playbook).
You're experimental. You love to create hypotheses and quickly test their validity. You're amazing at tracking what you're doing and understanding what's working / not and iterating along the way. You know how to analyze Google Analytics, LinkedIn ad performance, cold outreach campaign metrics and all the other marketing tactics in between.
You're scrappy and fast. You always manage to just figure stuff out, even with limited support or budget. You're extremely hands on and excited to dig in with founders. And nothing is too small for you to do. You love the idea of taking a problem or goal and coming up with new ways to tackle that problem or achieve that goal.
You embody extreme ownership. You own your function through and through. No one has to tell you the next step to take or the next email to write. You're extremely autonomous and are a driver, pushing things forward and proactively unblocking barriers on the way to the goal.
You are obsessed with details and process. You'll likely be supporting a handful of companies at one time. This requires an exceptional level of organization and detail orientation. This looks like you having detailed notes on every engagement, using Notion like a pro, having amazing CRM hygiene. You remember the little things and never let a ball drop.
Our Values
At First Round, we value resourcefulness, team-play, excellence and hustle. To give you a sense of what our team is all about, check out our values that guide our work:
Try harder for founders. They're our customers - LPs are our shareholders.
We go to the ends of the earth for our founders.
You might think our role as venture capitalists is to simply maximize returns. But at First Round, we believe when we put founders first, everything will follow - epic returns included. We fill in the gaps on a founder's team before they even have one and get to work on the unglamorous tasks that actually move companies forward. We'll know we've done our job when they're left feeling startled that an investor would go to these lengths for them.
Take the wheel.
Welcome to First Round. Everything is now your responsibility.
Cartographers, not navigators, are the ones who tend to do well here. There are no career ladders to climb or boxes to check at First Round. If you find ways to do more for the business and our customers, your role will naturally expand alongside it. First Round is a haven for people who see themselves as architects of their reality, not casualties of circumstance. We know we have agency over our agency, and we make the conscious choice to exercise it every day.
Treat the little things like big things.
“Magic is just someone spending more time on something than anyone else might reasonably expect.”
We're all about the carefully crafted, the nitty-gritty, and the bespoke. Whether it's hand cutting each nameplate, or debating the optimal shape of the dinner table, no detail is too small to sweat. This is decidedly not a "LGTM" culture. It is a culture where the little things are the big things.
Give your unvarnished opinions and unwavering support.
We strive to be kind, not nice.
Being nice and being kind are not one and the same. In our view, kindness means being generous, helpful, and compassionate. Nice can be used as a convenient shortcut; kindness cultivates long-term excellence. One of the most (counterintuitively) compassionate things you can do is to offer your unvarnished opinion - along with your unwavering support. That willingness to risk a fleeting moment of discomfort in exchange for someone else's growth is long-term kindness. So while we strive to be a founder's coach in the corner, part of that responsibility requires being the kick in the ass when they need it most. We try to be as honest as possible in every encounter, whether that's bluntly telling a founder how they can step up their game, or delivering radical candor in our feedback for teammates.
Invent and wander.
“Action produces information."
We're fans of starting small, shipping fast, and obsessively improving. The idea for the First Round Review wasn't the product of a six-month strategy session - we wrote up a few blog posts and just shipped them. That's because reality has a surprising amount of detail and edges that are difficult to anticipate. Each step - even the wrong one - reveals new information that improves your next move. We prefer to make the gap between having an idea and knowing if it works as small as possible.
$79k-108k yearly est. Auto-Apply 58d ago
Director, Decision Risk Infrastructure
Lendingclub 4.6
San Francisco, CA job
Work with the Team Managers to flawlessly deliver (implement) the BAU policies and models on the Decision Infrastructure for multiple Portfolios Oversee the Offshore contract team, key role recruitment and amplify operational efficiencies Exceptional cross-functional collaboration skills to drive alignment and achieve organizational goals Outstanding communication and negotiation skills, with the ability to influence stakeholders at all levels Experience navigating a fast-paced, ambiguous and evolving environment that requires constant problem-solving in complex technical areas and resolving of issues with optimal outcomes aligned with the business goals Executive presence with strategic mindset, ability to think big-picture with long-term goal while also being laser-focused on tactical execution and operational efficiency Bachelor's degree or higher in Computer Science, Information Technology, Business Administration, Management, or related field; or equivalent work experience**Work Location** San Francisco The above locations are eligible offices for this role. The locations have been determined to foster in-person collaboration with this role's team or the related business lines. We utilize a hybrid work model, and our teams are in-office Tuesdays, Wednesdays, and Thursdays. In-person attendance is essential for this role's success, and remote placement will not be considered. LendingClub offers relocation, based on actual job level. **Time Zone Requirements** Primarily PT While the position will primarily work local hours, LendingClub is headquartered in Pacific Time and our ideal candidate will be flexible working across time zones when necessary. **Travel Requirements** As needed travel to LendingClub offices and/or other locations, as needed. **Compensation** The target base salary range for this position is 210,000-245,000. The base salary of the role will be determined by job-related knowledge, experience, education, skills, and location. Base salary is just one part of LendingClub's Total Rewards package. You may also be eligible for long-term awards (equity) and an annual bonus (which is based on company performance, employee performance and eligible earnings). We're creating new financial services solutions for our members based on fairness, simplicity, and heart, and we treat our employees the same way. We offer a competitive benefits package that includes medical, dental and vision plans for employees and their families, 401(k) match, health and wellness programs, flexible time off policies for salaried employees, up to 16 weeks paid parental leave and more. #LI-Hybrid #LI-HB1
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$165k-229k yearly est. 2d ago
Sales Expert (Part-Time, Contract to Hire)
First Round Capital 4.3
San Francisco, CA job
About First Round
First Round is a venture capital firm that works with founders exclusively at the earliest stages of company building, often when all they have is an “imagine if.” We fill in where we can until the team is filled out, tackling crucial early hiring and equipping those who are great at building product with the skills to sell it, too. By getting the foundational firsts right, we increase the odds of finding extreme product-market fit. Our founders' “imagine ifs” have turned into companies like Notion, Roblox, Uber, and Square.
About First Round's Founder Success Team
At First Round, we invest in founders who possess not just strengths, but areas of true genius, whether it's technical skill, product judgement, industry expertise, or a deep understanding of their customer's pain point. But on the other side of every spike in talent are a few areas that are still underdeveloped, parts of the business where a founder doesn't have the skills and expertise - yet.
Simply put, there are many gaps that have yet to be closed when you're only a 3-person startup. On the path to building a company of consequence, the very best founders are able to level up, both in terms of their own capabilities (by developing new muscles) and in the team around the table (by bringing in complementary talent).
That's where our Founder Success team comes in, during the pivotal early years of company building. We fill in where we can until there's genius up and down the org chart, closing gaps around existing strengths while helping in the key growth areas on the transition from founder to founder & CEO. This might involve teaching a technical founder how to sell and take their product to market, or guiding them through making their first key hires.
About the Role
*This role begins as a part-time contract position, with the possibility of transitioning to full-time for the right candidate. You will need to be San Francisco or New York-based (3 days/week in-office).
This is a founder-facing, in-the-trenches role supporting our founders in landing their first few dozen customers. This isn't armchair advising; it's getting your hands dirty alongside (largely technical, largely B2B) founders. You'll be both a strategist and an operator. Here's what we mean by that:
As a strategist, you might recommend whether a company should go with a value-based pricing strategy or a competitive pricing strategy based on their business, competition, product etc. As an operator, you'll help them actually build their value-based model in Excel.
As a strategist, you might teach a founder best practices in running discovery calls. As an operator, you might listen to 5 of their calls and provide tactical feedback on a live call.
As a strategist, you might help a founder prepare for a big pilot wrap up call by giving them a recommended agenda. As an operator, you might build their pilot structure from the ground up in Notion.
We've been supporting founders in this way for many years. With demand at an all-time high, we're looking for additional experts to pinch-hit as early GTM hires until our companies hire one of their own.
Your core responsibilities will include:
Build the foundation: Figure out the early sales process steps, build enablement materials, test out pricing models etc.
Ride along on big opportunities: Help founders work big opportunities step by step to close by prepping with them, listen to calls and providing feedback and sometimes joining calls
Run fast paced engagements: Lead end-to-end projects through live working sessions and async follow-up work to unblock founders and help them accelerate sales
Typical projects:
Listen to founder's sales calls and provide tactical feedback
Help founders design their sales motion - their sales processes, pilot programs, pricing models, commission plans etc.
Help founders build enablement materials - decks, pilot documents, proposals, business cases etc.
Ride along on important sales calls (and follow ups) with founders
Interview founding SDR/AE candidates to help founders find the perfect fit for their early hires
Required Experience
At least 5 years in a Founding GTM / Founding AE / Founding Head of Sales role
At least 5 years of new business quota carrying experience
Have worked in at least 2 different startups that achieved several million in ARR (you've “seen the movie” more than once)
Experience closing deals of varying sizes, but primarily $25K - $300K ACV
You could be a great Sales Expert In Residence at First Round if you:
You have a minimum of 5 years of experience supporting early stage (
You have a services mindset. Whether you were in house and/or had your own freelance/advisory gigs, you know how to engage, manage, and transition multiple clients (founders) at a time. You love to wow your clients by anticipating their needs and going above and beyond with creative ways to support their goals. You're amazing at calendar juggling and code switching between wildly different contexts.
You're incredible at learning fast and context switching. You could be working with 2-3 founders at the same time. You can get up to speed quickly on all of them and juggle that amount of context in your brain. This is very different from working in-house at a startup with one founder and one GTM motion.
You're prescriptive. You understand sales isn't a one-size-fits-all function. You've seen enough variety in your career to be able to deeply digest a company's ICP/persona/competition/market and recommend sales tactics that deliver results. In essence, you know how to be prescriptive (not just copy an old playbook).
You're scrappy and fast. You always manage to just figure stuff out, even with limited support or budget. And nothing is too small for you to do. You love the idea of taking a problem or goal and coming up with new ways to tackle that problem or achieve that goal.
You embody extreme ownership. You own your job through and through. No one has to tell you the next step to take or the next email to write. You're extremely autonomous and are a driver, pushing things forward and proactively unblocking barriers on the way to the goal.
You are obsessed with details and process. You'll likely be supporting a handful of companies at one time. This requires an exceptional level of organization and detail orientation. This looks like you having detailed notes on every engagement, using Notion like a pro, having amazing CRM hygiene. You remember the little things and never let a ball drop.
Details:
Up to 15 hours per week (weeks may vary from 0-15 hrs)
San Francisco or New York-based (3 days/week in-office)
3-month contract with potential extension or full time conversion, if mutually agreed
Salary / Hourly Rate: Dependent on experience
Our Values
At First Round, we value resourcefulness, team-play, excellence and hustle. To give you a sense of what our team is all about, check out our values that guide our work:
Try harder for founders. They're our customers - LPs are our shareholders.
We go to the ends of the earth for our founders.
You might think our role as venture capitalists is to simply maximize returns. But at First Round, we believe when we put founders first, everything will follow - epic returns included. We fill in the gaps on a founder's team before they even have one and get to work on the unglamorous tasks that actually move companies forward. We'll know we've done our job when they're left feeling startled that an investor would go to these lengths for them.
Take the wheel.
Welcome to First Round. Everything is now your responsibility.
Cartographers, not navigators, are the ones who tend to do well here. There are no career ladders to climb or boxes to check at First Round. If you find ways to do more for the business and our customers, your role will naturally expand alongside it. First Round is a haven for people who see themselves as architects of their reality, not casualties of circumstance. We know we have agency over our agency, and we make the conscious choice to exercise it every day.
Treat the little things like big things.
“Magic is just someone spending more time on something than anyone else might reasonably expect.”
We're all about the carefully crafted, the nitty-gritty, and the bespoke. Whether it's hand cutting each nameplate, or debating the optimal shape of the dinner table, no detail is too small to sweat. This is decidedly not a "LGTM" culture. It is a culture where the little things are the big things.
Give your unvarnished opinions and unwavering support.
We strive to be kind, not nice.
Being nice and being kind are not one and the same. In our view, kindness means being generous, helpful, and compassionate. Nice can be used as a convenient shortcut; kindness cultivates long-term excellence. One of the most (counterintuitively) compassionate things you can do is to offer your unvarnished opinion - along with your unwavering support. That willingness to risk a fleeting moment of discomfort in exchange for someone else's growth is long-term kindness. So while we strive to be a founder's coach in the corner, part of that responsibility requires being the kick in the ass when they need it most. We try to be as honest as possible in every encounter, whether that's bluntly telling a founder how they can step up their game, or delivering radical candor in our feedback for teammates.
Invent and wander.
“Action produces information."
We're fans of starting small, shipping fast, and obsessively improving. The idea for the First Round Review wasn't the product of a six-month strategy session - we wrote up a few blog posts and just shipped them. That's because reality has a surprising amount of detail and edges that are difficult to anticipate. Each step - even the wrong one - reveals new information that improves your next move. We prefer to make the gap between having an idea and knowing if it works as small as possible.
$36k-43k yearly est. Auto-Apply 44d ago
Associate or Senior Associate - AI
Bessemer Venture Partners 3.2
San Francisco, CA job
Bessemer Venture Partners is a global venture firm that partners with audacious founders building enduring and transformative businesses. With more than 145 IPOs and 300 portfolio companies across AI, health, consumer, enterprise, and frontier tech, Bessemer supports founders and CEOs from their early days through every stage of growth. Bessemer's global portfolio includes Anthropic, Perplexity, Abridge, Canva, Pinterest, Shopify, Twilio, Yelp, LinkedIn, PagerDuty, Discord, Fal AI, Stubhub, and Toast and has $20 billion of assets under management.
The Role:
We are hiring an investment associate to focus on the rapidly evolving AI ecosystem. As a “full stack” investor, you will be responsible for engaging across the investment lifecycle. Responsibilities include:
Thesis development - create and refine investment roadmaps to guide firm strategy, stay updated on industry developments.
Sourcing - identify and build relationships with promising founders, teams, and startups. Embed yourself in the ecosystem.
Due diligence - lead financial analysis and diligence on customers, products, technology, teams, and markets.
Investment recommendations - form judgements and present analyses and opinions to help drive investment decisions.
Portfolio Support - assist portfolio companies with introductions, strategy, hiring, resources, and more. Attend board meetings.
This role will report to Talia Goldberg. You will work closely with her, but also receive mentorship from other senior partners and team members at Bessemer. We will invest heavily in your development and growth.
We are looking for someone with an exceptional work ethic that is entrepreneurial, curious, resourceful, and competitive. The right candidate will be able to take full ownership of programs and initiatives when necessary, but also willing to tackle any task, no matter how big or small, and pursue unconventional ideas.
Ideal start date: Q1 2026 (flexible).
Location: San Francisco, CA
About You:
AI native: constantly using and experimenting with cutting edge products, technologies and models.
Professional experience: Ideally 2-4+ years of relevant professional experience in an operating role at a startup, as a founder, scientist, technologist, or investor. Backgrounds with a PhD are also welcome and encouraged to apply.
Technical experience: ideally degree(s) or self-taught expertise in computer science, mathematics, machine learning, engineering, or related. Exceptions will be considered for exceptional candidates.
Independent thinker, fast learner
Great at connecting with founders
Self-driven, proactive doer
Commercial mindset, love thinking about businesses and technology
Based in the Bay Area, in office 3 to 4+ days per week
No prior investing experience required.
Compensation & benefits
Base Salary Range: $175,000-$225,000 per year, based on experience and qualifications.
Annual Performance Bonus
Opportunity to participate in the firm's shadow carry structure and share in the long-term success of our investments.
Opportunity to co-invest directly alongside the firm without fees
Competitive health benefits, retirement plan, insurance, and wellness benefits, including family planning support
How to Apply
Please complete your application via Greenhouse. Applicants will be reviewed on a rolling basis, but those that apply first will have priority consideration.
Our Commitment to Our Values
We are dedicated to maintaining a workplace rooted in curiosity, empowerment, collaboration, intellectual honesty, and ongoing learning and mentorship. We welcome applicants from all backgrounds and strive to create an environment where every team member is valued and supported to do their best work.
Bessemer Venture Partners is proud to be an equal opportunity employer committed to creating an environment where everyone can thrive. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status.
$75k-95k yearly est. Auto-Apply 60d+ ago
Loan Post Closer
Wealthfront 4.6
Remote Wealthfront job
Wealthfront is seeking a mortgage loan post closer to join our team as we build and scale our mortgage lending operations. As a key player on the team you will leverage your expertise to ensure accuracy, compliance and efficiency in the final stages of the loan process. You will review, finalize and submit loan files ensuring seamless investor delivery and regulatory adherence. This position offers an exciting opportunity to be a part of a cutting-edge team in a rapidly growing environment. Responsibilities
Manage investor delivery pipeline, ensuring timely and accurate delivery.
Ensure all final documentation, collateral and loan data aligns with investor and regulatory requirements
Ensure all loan documents are property recorded and shipped to investors in a timely manner
Oversee investor loan purchases and resolve deficiencies
Work closely with compliance and legal to monitor regulatory changes impacting loan sales
Participate in loan sale reconciliations and investor reporting
Ensure accurate recording of mortgage notes, deeds and title policies
Owns compilation, consolidation and reporting of all QC review and investor condition findings.
Work with internal and external teams to correct errors in closed loan packages and/or resolve investor conditions prior to loan sale
Collaborate with processing, origination and closing departments
Perform internal file audits, provide loan level feedback and consolidated reporting
Evaluate and document general quality of loans originated by the company by conducting an analysis of investor feedback and audit results
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
Expertise
Customer-focused, business-centric, and team-oriented mindset; relentlessly passionate about finding and completing valuable work.
Strong understanding of required loan file documentation, funding requirements, investor and regulatory guidelines
Self-driven with the ability to work independently and collaboratively.
Excellent organizational skills, able to set and meet deadlines in a high paced environment.
Demonstrated ability to communicate effectively and influence positive outcomes at all levels of an organization.
Intellectually curious and interested in applying technology to enhance business processes.
Prior experience in retail mortgage loan post-closing
Excellent communication skills focusing on both internal and external communications
Openness to adapting to industry changes
Requirements
3+ years mortgage loan post-closing experience
Proficiency in LOS systems, compliance tracking and document submission portals
Knowledge of investor guidelines and state requirements
Understanding of state and federal lending regulations
Extensive knowledge and understanding of customer service and intrapersonal best practices
Estimated annual salary range: $56,000 - $70,000 plus Equity and a discretionary bonus.
Benefits include medical, vision, dental, 401K plan, generous time off, parental leave, wellness reimbursements, professional development, employee investing discount, and more!
About Wealthfront
Here at Wealthfront, our mission is to create a financial system that favors people, not institutions. We do this by leveraging technology to build powerful, low-cost, and easy-to-use financial products that help modern investors grow and manage their money.
We started with the ambition to transform the investment advisory business. By automating strategies typically reserved for the wealthy, we unlocked access to high quality investment advice for a digitally-native generation that was underserved by traditional institutions. Since then, we've expanded to a full suite of products designed to help our clients turn their savings into long-term wealth, including:
• A Cash Account that, through our partner banks, offers one of the highest annual percentage yields on uninvested cash in the industry, while providing instant and secure access to your money with no account fees and a full suite of checking features.
• A zero-commission Stock Investing Account with 50+ handpicked collections that help DIY investors discover new companies and make smarter investing decisions.
• Multiple automated investing portfolios designed to unlock tax savings through sophisticated strategies like fixed income, tax-loss harvesting, and direct indexing-which we offer at industry-leading low costs and accessible minimums.
Our award-winning products have attracted over 1 million clients who trust us with more than $90 billion of their hard earned savings-and we're far from done. If you're inspired to help us reshape the financial industry as we create our next chapter, let's talk!
For more information please visit ********************** are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.
Please review our candidate privacy notice.
Disclosures: All investing involves risk, including the possible loss of principal. Tax-Loss Harvesting benefits vary depending on the client's entire tax and investment profile. Wealthfront doesn't provide tax advice. The Cash Account is offered by Wealthfront Brokerage LLC (“Wealthfront Brokerage”), Member of FINRA/SIPC. Wealthfront Brokerage is not a bank. We convey funds to partner banks who accept and maintain deposits, provide the variable interest rate, and provide access to FDIC pass-through insurance. Investment management and advisory services-which are not FDIC insured-are provided by Wealthfront Advisers LLC (“Wealthfront Advisers”), an SEC-registered investment adviser. The checking features offered in the Wealthfront Cash Account are provided by Green Dot Bank, Member FDIC. Fees and Eligibility requirements may apply to certain checking features, please see the Deposit Account Agreement for details.
By “award-winning products”, please refer to *************************** for more information. Wealthfront Corporation oversees Total Client Assets and Trusted Clients through Wealthfront Advisers and Wealthfront Brokerage. Wealthfront Advisers and Wealthfront Brokerage are wholly owned subsidiaries of Wealthfront Corporation.
$56k-70k yearly Auto-Apply 1d ago
Data Scientist, Lifecycle Marketing
Wealthfront 4.6
Remote Wealthfront job
The Wealthfront Data Science team utilizes our rich financial and behavioral data to influence Marketing, Product and information security decisions. The team draws from backgrounds in Computer Science, Natural Sciences, Statistics, Operations Research, Economics and Finance.
The Data Scientist in this role will be primarily embedded within Wealthfront's Lifecycle (LC) Marketing team. The objectives of the LC Marketing team are maximizing lead conversion and optimizing client engagement. The team addresses these goals by designing and executing personalized campaigns delivered via Emails, InApp merchandising, and push notifications.
The set of potential projects for this role includes (but is not limited to) client segmentation, campaign design and analysis, and client value modeling. A successful Lifecycle Marketing Data Scientist employs a combination of economic intuition, first-principles mathematical modeling, statistics (including causal inference) and machine learning.
A key desired trait for this role is an ability to collaboratively create experiments based on clients' hypothesized pain points, aspirations, and moments of delight. An ideal candidate will also act as a mentor to junior team members and demonstrate an ability to explain technical concepts in a simple language.Responsibilities
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.
Requirements
Masters or PhD degree in Computer Science, Statistics, Operations Research or Natural Sciences, with 4-8+ years of prior experience as a Data Scientist.
Proficiency in Python and SQL
A strong foundation in practical Statistics including the use of causal inference.
Strong mathematical and software engineering skills.
Fluency in long and short form oral and written communication.
Ability to sharpen or reframe project requirements through effective collaboration.
Desire to mentor junior Data Scientists by exemplifying math, engineering and technical communication skills.
Experience in a Marketing facing role preferred, but not required
Estimated annual salary range: $164,000 - $184,000 plus Equity and a discretionary bonus.
Benefits include medical, vision, dental, 401K plan, generous time off, parental leave, wellness reimbursements, professional development, employee investing discount, and more!
About Wealthfront
Here at Wealthfront, our mission is to create a financial system that favors people, not institutions. We do this by leveraging technology to build powerful, low-cost, and easy-to-use financial products that help modern investors grow and manage their money.
We started with the ambition to transform the investment advisory business. By automating strategies typically reserved for the wealthy, we unlocked access to high quality investment advice for a digitally-native generation that was underserved by traditional institutions. Since then, we've expanded to a full suite of products designed to help our clients turn their savings into long-term wealth, including:
• A Cash Account that, through our partner banks, offers one of the highest annual percentage yields on uninvested cash in the industry, while providing instant and secure access to your money with no account fees and a full suite of checking features.
• A zero-commission Stock Investing Account with 50+ handpicked collections that help DIY investors discover new companies and make smarter investing decisions.
• Multiple automated investing portfolios designed to unlock tax savings through sophisticated strategies like fixed income, tax-loss harvesting, and direct indexing-which we offer at industry-leading low costs and accessible minimums.
Our award-winning products have attracted over 1 million clients who trust us with more than $85 billion of their hard earned savings-and we're far from done. If you're inspired to help us reshape the financial industry as we create our next chapter, let's talk!
For more information please visit ********************** are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.
Please review our candidate privacy notice.
Disclosures: All investing involves risk, including the possible loss of principal. Tax-Loss Harvesting benefits vary depending on the client's entire tax and investment profile. Wealthfront doesn't provide tax advice. The Cash Account is offered by Wealthfront Brokerage LLC (“Wealthfront Brokerage”), Member of FINRA/SIPC. Wealthfront Brokerage is not a bank. We convey funds to partner banks who accept and maintain deposits, provide the variable interest rate, and provide access to FDIC pass-through insurance. Investment management and advisory services-which are not FDIC insured-are provided by Wealthfront Advisers LLC (“Wealthfront Advisers”), an SEC-registered investment adviser. The checking features offered in the Wealthfront Cash Account are provided by Green Dot Bank, Member FDIC. Fees and Eligibility requirements may apply to certain checking features, please see the Deposit Account Agreement for details.
By “award-winning products”, please refer to *************************** for more information. Wealthfront Corporation oversees Total Client Assets and Trusted Clients through Wealthfront Advisers and Wealthfront Brokerage. Wealthfront Advisers and Wealthfront Brokerage are wholly owned subsidiaries of Wealthfront Corporation.
$164k-184k yearly Auto-Apply 15d ago
Loan Processor
Wealthfront 4.6
Remote Wealthfront job
Wealthfront is seeking a mortgage loan processor to join our team as we build and scale our mortgage lending operations. As a key player on the team you will leverage your expertise to work with existing Wealthfront clients providing excellent service and guiding them through the process with the support of our innovative technology and tools. This position offers an exciting opportunity to be a part of a cutting-edge team in a rapidly growing environment. Responsibilities
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
Expertise
Customer-focused, business-centric, and team-oriented mindset; relentlessly passionate about finding and completing valuable work
Strong working knowledge of Federal and state regulations including TRID and HMDA
Deep understanding of mortgage loan products and underwriting guidelines
Self-driven with the ability to work independently and collaboratively
Excellent organizational skills, able to set and meet deadlines in a high paced environment
Demonstrated ability to communicate effectively and influence positive outcomes at all levels of an organization
Intellectually curious and interested in applying technology to enhance business processes
Prior experience in retail mortgage loan processing
Excellent communication skills focusing on both internal and external communications
Openness to adapting to industry changes
Requirements
2+ years mortgage processing experience in a retail environment
Mortgage Loan Originator License, Company will sponsor for the right candidate
Knowledge of Conventional Conforming and Jumbo guidelines
Experience in the non-delegated space
Understanding of state and federal lending regulations
Extensive knowledge and understanding of customer service and intrapersonal best practices
Estimated annual salary range: $56,000 - $70,000 plus Equity and a discretionary bonus.
Benefits include medical, vision, dental, 401K plan, generous time off, parental leave, wellness reimbursements, professional development, employee investing discount, and more!
About Wealthfront
Here at Wealthfront, our mission is to create a financial system that favors people, not institutions. We do this by leveraging technology to build powerful, low-cost, and easy-to-use financial products that help modern investors grow and manage their money.
We started with the ambition to transform the investment advisory business. By automating strategies typically reserved for the wealthy, we unlocked access to high quality investment advice for a digitally-native generation that was underserved by traditional institutions. Since then, we've expanded to a full suite of products designed to help our clients turn their savings into long-term wealth, including:
• A Cash Account that, through our partner banks, offers one of the highest annual percentage yields on uninvested cash in the industry, while providing instant and secure access to your money with no account fees and a full suite of checking features.
• A zero-commission Stock Investing Account with 50+ handpicked collections that help DIY investors discover new companies and make smarter investing decisions.
• Multiple automated investing portfolios designed to unlock tax savings through sophisticated strategies like fixed income, tax-loss harvesting, and direct indexing-which we offer at industry-leading low costs and accessible minimums.
Our award-winning products have attracted over 1 million clients who trust us with more than $90 billion of their hard earned savings-and we're far from done. If you're inspired to help us reshape the financial industry as we create our next chapter, let's talk!
For more information please visit ********************** are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.
Please review our candidate privacy notice.
Disclosures: All investing involves risk, including the possible loss of principal. Tax-Loss Harvesting benefits vary depending on the client's entire tax and investment profile. Wealthfront doesn't provide tax advice. The Cash Account is offered by Wealthfront Brokerage LLC (“Wealthfront Brokerage”), Member of FINRA/SIPC. Wealthfront Brokerage is not a bank. We convey funds to partner banks who accept and maintain deposits, provide the variable interest rate, and provide access to FDIC pass-through insurance. Investment management and advisory services-which are not FDIC insured-are provided by Wealthfront Advisers LLC (“Wealthfront Advisers”), an SEC-registered investment adviser. The checking features offered in the Wealthfront Cash Account are provided by Green Dot Bank, Member FDIC. Fees and Eligibility requirements may apply to certain checking features, please see the Deposit Account Agreement for details.
By “award-winning products”, please refer to *************************** for more information. Wealthfront Corporation oversees Total Client Assets and Trusted Clients through Wealthfront Advisers and Wealthfront Brokerage. Wealthfront Advisers and Wealthfront Brokerage are wholly owned subsidiaries of Wealthfront Corporation.
$56k-70k yearly Auto-Apply 60d+ ago
Software Engineer, Frontend
Wealthfront 4.6
Wealthfront job in Palo Alto, CA or remote
*This role supports US-based remote work, or Palo Alto, CA based hybrid in-office. We're looking for Software Engineers to join our team. As part of a cross-functional scrum team you will design and develop new products and features to help clients grow their wealth. In addition to building client facing features leveraging our in-house Design System components, you also work on improving our infrastructure and developer productivity and can have significant impact afforded by our cross-platform collaboration methods.
As a core member of the Frontend team, you will:
Collaborate with backend and mobile engineers, designers, and product managers to build new features and enhance existing features
Join other web engineers to triage and resolve operational issues, ensuring that mission-critical web systems and services operate smoothly across the web platform
Help with web platform infrastructure projects to improve the health and performance of our systems and increase product delivery velocity
Participate in recruiting activities such as interviewing
Provide mentorship to other engineers on the team
This role could be a fit if you have:
2-5 years in a web-focused engineering role
A deep understanding of JavaScript, including standard ES5+, native DOM APIs, and ideally at least one modern front-end framework (React, Vue, Angular, etc)
Experience with Ruby on Rails or similar server-side frameworks (such as Express or Django) is a plus
Experience working with design to build custom pages and components, with a focus on page speed performance and writing custom CSS to create pages that are responsive across a variety of screen sizes
Real passion for working on projects that have a measurable business impact and like working in a fast-paced cross-functional environment
Experience with test-driven development, continuous integration, and automated testing
You have either a BS or MS in computer science or related field.
Once you join, Wealthfront will:
Pair you with a mentor who will guide you through our structured onboarding program
Encourage you to work on projects that match your professional goals
Support your professional development by providing feedback during weekly 1:1s and our bi-annual reviews
Provide autonomy so you can be a happy and successful member of our team
Estimated annual salary range: $140,000 - $185,000 plus equity and a discretionary bonus.
Benefits include medical, vision, dental, 401K plan, generous time off, parental leave, wellness reimbursements, professional development, employee investing discount, and more!
About Wealthfront
Here at Wealthfront, our mission is to create a financial system that favors people, not institutions. We do this by leveraging technology to build powerful, low-cost, and easy-to-use financial products that help modern investors grow and manage their money.
We started with the ambition to transform the investment advisory business. By automating strategies typically reserved for the wealthy, we unlocked access to high quality investment advice for a digitally-native generation that was underserved by traditional institutions. Since then, we've expanded to a full suite of products designed to help our clients turn their savings into long-term wealth, including:
• A Cash Account that, through our partner banks, offers one of the highest annual percentage yields on uninvested cash in the industry, while providing instant and secure access to your money with no account fees and a full suite of checking features.
• A zero-commission Stock Investing Account with 50+ handpicked collections that help DIY investors discover new companies and make smarter investing decisions.
• Multiple automated investing portfolios designed to unlock tax savings through sophisticated strategies like fixed income, tax-loss harvesting, and direct indexing-which we offer at industry-leading low costs and accessible minimums.
Our award-winning products have attracted over 1 million clients who trust us with more than $90 billion of their hard earned savings-and we're far from done. If you're inspired to help us reshape the financial industry as we create our next chapter, let's talk!
For more information please visit ********************** are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.
Please review our candidate privacy notice.
Disclosures: All investing involves risk, including the possible loss of principal. Tax-Loss Harvesting benefits vary depending on the client's entire tax and investment profile. Wealthfront doesn't provide tax advice. The Cash Account is offered by Wealthfront Brokerage LLC (“Wealthfront Brokerage”), Member of FINRA/SIPC. Wealthfront Brokerage is not a bank. We convey funds to partner banks who accept and maintain deposits, provide the variable interest rate, and provide access to FDIC pass-through insurance. Investment management and advisory services-which are not FDIC insured-are provided by Wealthfront Advisers LLC (“Wealthfront Advisers”), an SEC-registered investment adviser. The checking features offered in the Wealthfront Cash Account are provided by Green Dot Bank, Member FDIC. Fees and Eligibility requirements may apply to certain checking features, please see the Deposit Account Agreement for details.
By “award-winning products”, please refer to *************************** for more information. Wealthfront Corporation oversees Total Client Assets and Trusted Clients through Wealthfront Advisers and Wealthfront Brokerage. Wealthfront Advisers and Wealthfront Brokerage are wholly owned subsidiaries of Wealthfront Corporation.
$140k-185k yearly Auto-Apply 60d+ ago
Manager II, Marketing Analytics
Credit Karma 4.5
Oakland, CA job
Intuit Credit Karma is a mission-driven company, focused on championing financial progress for our more than 140 million members globally. While we're best known for pioneering free credit scores, our members turn to us for everything related to their financial goals, including identity monitoring, applying for credit cards, shopping for insurance and loans (car, home and personal) and savings accounts and checking accounts* - all for free. Credit Karma has grown significantly through the years: we now have more than 1,700 employees across our offices in Oakland, Charlotte, Culver City, San Diego, London, Bangalore, and New York City.
* Banking services provided by MVB Bank, Inc., Member FDIC
We are seeking a strategic, results-driven Manager 2 to join our Marketing Strategy & Insights team. In this role, you'll lead a team that partners closely with Marketing leadership to translate data-driven insights into impactful marketing strategies and decisions.
What you'll do:
You'll collaborate across the marketing ecosystem-brand, growth, media, and creative-to optimize performance, shape campaign strategy, and elevate how we measure and communicate marketing impact. The ideal candidate combines strong marketing acumen with an analytical mindset and a passion for storytelling through insights.
* Lead and develop a high-performing team focused on marketing performance measurement, insights, and strategy.
* Partner with marketing and business leaders to shape go-to-market and growth strategies based on actionable insights.
* Synthesize data into clear recommendations that drive marketing investment and creative strategy.
* Develop frameworks for evaluating campaign effectiveness, optimizing media spend, and improving ROI across channels.
* Guide experimentation and learning agendas to test creative, messaging, and channel performance in partnership with brand and growth teams.
* Build strong cross-functional relationships with Marketing, Finance, and Engineering partners to align goals and drive unified marketing decisions.
* Champion data-informed storytelling-helping leaders interpret complex results into compelling narratives that influence marketing direction.
* Drive operational excellence in how we measure success, track performance, and continuously improve marketing impact.
* Mentor and coach team members on strategic thinking, communication, and marketing partnership.
What we are looking for:
* Bachelor's or Master's degree in Marketing, Business, Economics, Statistics or related field.
* 5+ years of experience in marketing analytics or performance insights, preferably in a consumer or digital-first business.
* Meaningful time in a data function partnering with paid marketing teams, and having expertise in analyzing brand campaigns.
* Strong ability to translate analytical findings into strategic recommendations and persuasive storytelling.
* Excellent stakeholder management and communication skills, with a track record of influencing senior leaders.
* Experience designing or supporting marketing performance measurement frameworks, including campaign testing or attribution.
* A strong understanding of marketing channels, funnel metrics, and growth levers across digital and brand marketing.
What we would like to see:
* Comfortable navigating ambiguity and driving clarity in fast-paced, cross-functional environments.
* Ability to draw on experience to identify where data can have the most impact and clearly communicate findings and recommendations to partner teams.
* Ability to turn ambiguous questions and problems into clear deliverables and insights.
* Ability to balance strategic thinking with hands-on execution.
* Ability to make tradeoffs between speed and accuracy wisely.
Pay Transparency Notice:
Credit Karma's mission of championing financial progress for all starts from within. That's why we implemented role-based compensation, which ensures people who are in the same role receive the same pay with variations for geographic location only. It's all part of a more comprehensive DEI strategy that helps level the playing field. The base salary range for this role is $245,500 to $270,500, plus equity and benefits.
Benefits include:
* Medical and Dental Coverage
* Retirement Plan
* Commuter Benefits
* Wellness perks
* Paid Time Off (Vacation, Sick, Baby Bonding, Cultural Observance, & More)
* Education Perks
* Paid Gift Week in December
Equal Employment Opportunity:
Credit Karma is proud to be an Equal Employment Opportunity Employer. We welcome all candidates without regard to race, color, religion, age, marital status, sex (including pregnancy, childbirth, or related medical condition), sexual orientation, gender identity or gender expression, national origin, veteran or military status, disability (physical or mental), genetic information or other protected characteristic. We prohibit discrimination of any kind and operate in compliance with applicable fair chance laws.
Credit Karma is also committed to a diverse and inclusive work environment because it is the right thing to do. We believe that such an environment advances long-term professional growth, creates a robust business, and supports our mission of championing financial progress for everyone. We offer generous benefits and perks with a single eye to nourishing an inclusive environment that recognizes the contributions of all and fosters diversity by supporting our internal Employee Resource Groups. We've worked hard to build an intensely collaborative and creative environment, a diverse and inclusive employee culture, and the opportunity for professional growth. As part of the Credit Karma team, your voice will be heard, your contributions will matter, and your unique background and experiences will be celebrated.
Privacy Policies:
Credit Karma is strongly committed to protecting personal data. Please take a look below to review our privacy policies:
US Job Applicant Privacy Notice
UK Job Applicant Privacy Notice
India Job Applicant Privacy Notice
$245.5k-270.5k yearly Auto-Apply 60d+ ago
Loan Originator
Wealthfront 4.6
Wealthfront job in San Francisco, CA
Wealthfront is seeking a licensed mortgage loan originator to join our team as we build and scale our mortgage lending operations. As a key player on the team you will leverage your expertise to work with existing Wealthfront clients providing excellent service and guiding them through the process with the support of our innovative technology and tools. This position offers an exciting opportunity to be a part of a cutting-edge team in a rapidly growing environment. Responsibilties
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
Expertise
Customer-focused, business-centric, and team-oriented mindset; relentlessly passionate about finding and completing valuable work
Strong working knowledge of state-specific licensing and registration requirements and use of the NMLS. Strong working knowledge of Federal and state regulations including TRID and HMDA
Deep understanding of mortgage loan products and underwriting guidelines
Self-driven with the ability to work independently and collaboratively
Excellent organizational skills, able to set and meet deadlines in a high paced environment
Demonstrated ability to communicate effectively and influence positive outcomes at all levels of an organization
Intellectually curious and interested in applying technology to enhance business processes
Prior experience in wholesale and/or correspondent channels
Excellent communication skills focusing on both internal and external communications
Openness to adapting to industry changes
Requirements
Mortgage Loan Originator License
2+ years of experience
Strong knowledge of Conventional Conforming and Jumbo guidelines
Solid understanding of state and federal lending regulations
Extensive knowledge and understanding of customer service and intrapersonal best practices
Estimated annual salary range: $56,000 - $70,000 plus Equity and a discretionary bonus.
Benefits include medical, vision, dental, 401K plan, generous time off, parental leave, wellness reimbursements, professional development, employee investing discount, and more!
About Wealthfront
Here at Wealthfront, our mission is to create a financial system that favors people, not institutions. We do this by leveraging technology to build powerful, low-cost, and easy-to-use financial products that help modern investors grow and manage their money.
We started with the ambition to transform the investment advisory business. By automating strategies typically reserved for the wealthy, we unlocked access to high quality investment advice for a digitally-native generation that was underserved by traditional institutions. Since then, we've expanded to a full suite of products designed to help our clients turn their savings into long-term wealth, including:
• A Cash Account that, through our partner banks, offers one of the highest annual percentage yields on uninvested cash in the industry, while providing instant and secure access to your money with no account fees and a full suite of checking features.
• A zero-commission Stock Investing Account with 50+ handpicked collections that help DIY investors discover new companies and make smarter investing decisions.
• Multiple automated investing portfolios designed to unlock tax savings through sophisticated strategies like fixed income, tax-loss harvesting, and direct indexing-which we offer at industry-leading low costs and accessible minimums.
Our award-winning products have attracted over 1 million clients who trust us with more than $90 billion of their hard earned savings-and we're far from done. If you're inspired to help us reshape the financial industry as we create our next chapter, let's talk!
For more information please visit ********************** are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.
Please review our candidate privacy notice.
Disclosures: All investing involves risk, including the possible loss of principal. Tax-Loss Harvesting benefits vary depending on the client's entire tax and investment profile. Wealthfront doesn't provide tax advice. The Cash Account is offered by Wealthfront Brokerage LLC (“Wealthfront Brokerage”), Member of FINRA/SIPC. Wealthfront Brokerage is not a bank. We convey funds to partner banks who accept and maintain deposits, provide the variable interest rate, and provide access to FDIC pass-through insurance. Investment management and advisory services-which are not FDIC insured-are provided by Wealthfront Advisers LLC (“Wealthfront Advisers”), an SEC-registered investment adviser. The checking features offered in the Wealthfront Cash Account are provided by Green Dot Bank, Member FDIC. Fees and Eligibility requirements may apply to certain checking features, please see the Deposit Account Agreement for details.
By “award-winning products”, please refer to *************************** for more information. Wealthfront Corporation oversees Total Client Assets and Trusted Clients through Wealthfront Advisers and Wealthfront Brokerage. Wealthfront Advisers and Wealthfront Brokerage are wholly owned subsidiaries of Wealthfront Corporation.
Zippia gives an in-depth look into the details of Wealthfront, including salaries, political affiliations, employee data, and more, in order to inform job seekers about Wealthfront. The employee data is based on information from people who have self-reported their past or current employments at Wealthfront. The data on this page is also based on data sources collected from public and open data sources on the Internet and other locations, as well as proprietary data we licensed from other companies. Sources of data may include, but are not limited to, the BLS, company filings, estimates based on those filings, H1B filings, and other public and private datasets. While we have made attempts to ensure that the information displayed are correct, Zippia is not responsible for any errors or omissions or for the results obtained from the use of this information. None of the information on this page has been provided or approved by Wealthfront. The data presented on this page does not represent the view of Wealthfront and its employees or that of Zippia.
Wealthfront may also be known as or be related to WEALTHFRONT INC, Wealthfront, Wealthfront Corporation, Wealthfront Inc. and Wealthfront, Inc.