Lifecycle Marketing Data Scientist - Campaigns & Modeling
Wealthfront Corporation 4.6
Wealthfront Corporation job in Palo Alto, CA
A leading financial technology company in Palo Alto seeks a Data Scientist to join its Lifecycle Marketing team. The role involves maximizing lead conversion and optimizing client engagement through personalized campaigns. Ideal candidates should have a Masters or PhD and 4-8+ years of experience, with strong skills in Python, SQL, and Statistics. This position offers a salary range of $164,000 - $184,000, plus benefits including medical, vision, and professional development.
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$164k-184k yearly 3d ago
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Client Services Representative
Wealthfront 4.6
Wealthfront job in Palo Alto, CA
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 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. 1d 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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$150k-214k yearly est. 3d ago
Lead IT Auditor
Lendingclub 4.6
San Francisco, CA job
### Current Employees of LendingClub: Please apply via your internal Workday AccountLendingClub Corporation (NYSE: LC) is the parent company of LendingClub Bank, National Association, Member FDIC. We are the leading digital marketplace bank in the U.S., having helped our nearly 5 million members secure over $90 billion in loans to refinance high-cost debt and achieve their financial goals. Members today have mobile-first access to a growing range of products and services designed to work seamlessly together to deliver value in new ways. Everyone deserves a better financial future, and our team is committed to making that a reality. Join the Club!## ## About the RoleThe LendingClub Internal Audit (LCIA) Team provides independent, objective assurance, and consulting services. As a business partner, LCIA helps the Company accomplish its objectives by bringing a systematic, disciplined approach to evaluate and improve the effectiveness of risk management, control, and governance processes. Given the growth of the organization and increasing expectations of the internal audit function, we are looking to expand our team. We seek an objective, highly skilled Lead IT Auditor who will thrive in a fast-paced environment and adapt easily to change. In this role, the candidate will bring internal audit and financial services experiences to deliver audit assurance and to help innovate the function's methods, tools, and assurance capabilities.## ## What You'll Do* Conduct low to moderate complexity audit work with limited management oversight* Identify scope to assess and evaluate risks within an end-to-end process to develop a risk-based audit scope and test plan* Review and document audit procedures that meet the standards of the Institute of Internal Auditors (IIA)* Proactively lead, mentor, and coach throughout audit execution* Validate or review final issue remediation actions* Effectively coach, guide, and mentor audit team members throughout the audit process* Gain agreement with the business on the root cause of issues and appropriate corrective actions while maintaining a positive relationship and independence. Additionally, monitor management's progress on remediation activities* Stay up to date with new audit standards, regulations, and industry trends and share information with the broader team## ## **About You*** 5+ years of internal IT audit or related experience* A Bachelor's degree or higher in IT, MIS, CS, or related field of study; or equivalent work experience* Ability to obtain or currently hold one or more of the following certifications: CIA, CISA, CPA, CAMS, or CRCM* Experience with evaluating the design and effectiveness of IT controls related to applications, databases, networks, cloud services (e.g., Azure, AWS), and cybersecurity programs* Strong knowledge of banking regulations and IT risk frameworks (e.g., FFIEC, COBIT, NIST, ISO 27001)* Working knowledge with Audit Management Tools/Systems (e.g., AuditBoard, Workiva, MetricStream, etc.)* Can lead a collaborative audit team to execute lower complexity engagements* Strong attention to detail, excellent organizational skills, and ability to manage multiple tasks* Ability to consistently apply knowledge/concepts and feedback to new audits* Demonstrates strong working knowledge of audit and risk methodologies and testing techniques* Demonstrates strong analytical (including data analytics skills within Excel) and critical thinking skills to solve problems of low to moderate complexity* Strong verbal, written communication, and interpersonal skills* Working knowledge of audit and risk management concepts, including the assessment of risk and testing techniques* Ability to explain moderately complex areas and concerns clearly and concisely**Work Location** San Francisco We are currently working a hybrid schedule and our teams are in-office Tuesdays, Wednesdays, and Thursdays. **Time Zone Requirements** Primarily PT **Travel Requirements** If you need to travel for work, LendingClub will cover your travel related expenses. **Compensation** The target base salary range for this position is 125,000-145,000. The position is also eligible to receive a bonus (which is based on company performance, employee performance and eligible earnings), equity**,**and benefits. Our salary ranges, other compensation and benefits offered are determined by role, experience level and location. 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-AW1LendingClub is an equal opportunity employer and dedicated to diversity, equity, and inclusion in the workplace. We do not discriminate on the basis of race, religion, color, national origin, sex (including pregnancy, childbirth, reproductive health decisions, or related medical conditions), gender, gender identity, gender expression, sexual orientation, age, marital status, veteran status, disability status, political views or activity, or other applicable legally protected characteristics. We believe that a variety of perspectives will make our teams and business stronger as we work together to transform the traditional banking system. We are committed to providing reasonable accommodations for qualified individuals with disabilities in our job application process. If you need assistance or an accommodation due to a disability, please contact us at interviewaccommodations@lendingclub.com.
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$101k-133k yearly est. 1d ago
Lifecycle Marketing Automation Leader
Lendingclub 4.6
San Francisco, CA job
A leading digital marketplace bank in the U.S. is seeking a Lifecycle Marketing Automation Manager to lead multi-channel campaigns and optimize customer experiences. The ideal candidate has 4-6 years of experience in lifecycle marketing, strong technical skills with enterprise automation platforms, and advanced HTML/CSS knowledge. The position is based in San Francisco with a hybrid work model and offers a competitive salary and benefits package.
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$131k-166k yearly est. 2d ago
SFMC Campaign Architect & Lead Engineer
Lendingclub 4.6
San Francisco, CA job
A prominent digital banking firm seeks a Lead Salesforce Marketing Cloud Engineer to guide marketing initiatives within a vibrant team. This role demands over 8 years of experience with Salesforce Marketing Cloud technologies, focusing on data flow, Journey Builder, and managing cross-functional collaboration. The successful candidate will execute campaigns seamlessly across various channels, ensuring effective communication and documentation. A competitive benefits package, including flexible time off and parental leave, is provided.
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$139k-181k yearly est. 3d 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. 3d 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 40d ago
VP, Technical Operations & Compliance Leader
Lendingclub 4.6
San Francisco, CA job
A leading financial services company based in San Francisco is seeking a seasoned professional to take a leadership role in technical infrastructure. The successful candidate will translate regulatory requirements into actionable processes, promote knowledge sharing, and ensure operational consistency across domains. With over 15 years of experience preferred, this role offers a competitive salary and a robust benefits package including relocation, hybrid work options, and more.
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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 1d 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. 3d 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
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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$119k-164k yearly est. 5d ago
Head of Consumer Banking
Credit Karma 4.5
Mountain View, 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
Credit Karma is searching for a dynamic and strategic Head of Banking to lead our banking business. Our goal is to build a full-scale financial platform that champions financial progress for our 140M+ members. We want to help them improve their credit, pay off debt, and plan for the future by changing their relationship with money-empowering them to spend wisely, save for the future, and build wealth.
As the Head of Banking, you'll be responsible for creating strategies and driving initiatives to grow the business. We're looking for a leader with deep experience in building and expanding new consumer banking propositions, including checking, savings, lending, and payments
This is a cross-functional leadership role that requires high emotional intelligence and strong partnerships. You will work closely with Product, Engineering, Marketing, Operations and Financial Planning & Analysis, and you'll leverage relationships with other Intuit companies.
What You'll Do:
Connect the Credit Karma mission to our product strategy and vision. You'll create long- and short-term plans to grow the business, ensuring they align with the executive team and overall company goals.
Drive passion and excitement within the team to help our members make intelligent financial decisions.
Guide the Banking Operations experience across the business with Compliance and Legal
Oversee and manage Risk and Fraud while maintaining a positive member experience
Drive innovation in AI and stablecoins by setting the strategic vision and leading cross-functional execution to deliver scalable, compliant financial products that redefine payments and treasury operation.
Effectively manage execution based on multiple factors, including partner expectations, member feedback, market conditions, and company priorities.
Manage P&L and secure the resources needed to achieve business goals.
Leverage your experience in multi-tiered organizations to build successful partnerships with stakeholders across Intuit.
Lead and develop a cross-functional organization that is aligned with the business's goals.
Who We're Looking For:
10+ years of leadership and operational experience in banking or neo-banking.
An entrepreneurial spirit, test and learn mindset
A track record of managing fast growth with high-performing cross-functional teams and business units.
An MBA is preferred, and prior strategy consulting experience is a plus.
What We'd Like to See:
Experience managing banking operations, money movement and payment capabilities, and risk/fraud operations.
Strong product knowledge, to drive best in class customer experiences
Strong experience with Marketing to drive aggressive growth at scale
Knowledge of running relationship rewards programs
The ability to thrive in a matrixed, multi-vertical company, bringing out the best in teams across the organization.
A strategic and creative mindset with a knack for transforming ideas into impactful business initiatives.
Experience with analytical/data-driven customer segmentation and marketing.
A background working with partners and structuring new agreements.
A history of leading product-engineering teams to build and launch great products.
Benefits at Credit Karma includes:
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
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 $350,000 - $400,000, plus equity and benefits.
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
$36k-59k yearly est. Auto-Apply 3d ago
Sr Credit Strategy Analyst
Lendingclub 4.6
San Francisco, CA job
Current Employees of LendingClub: Please apply via your internal Workday Account
LendingClub Corporation (NYSE: LC) is the parent company of LendingClub Bank, National Association, Member FDIC. We are the leading digital marketplace bank in the U.S., having helped our nearly 5 million members secure over $90 billion in loans to refinance high-cost debt and achieve their financial goals. Members today have mobile-first access to a growing range of products and services designed to work seamlessly together to deliver value in new ways. Everyone deserves a better financial future, and our team is committed to making that a reality. Join the Club!
About the RoleAs a key member of the credit risk management team, you will be responsible for managing and crafting risk strategies along with developing and tracking appropriate metrics. You will develop and implement the underwriting and pricing strategy for LendingClub's personal loan product. You will find opportunities to improve yield for the investors while maintaining reasonable loss rate as well as improve financial performance of LendingClub.What You'll Do
Develop, implement and handle credit risk strategies that involve elements of credit underwriting, pricing, loan amount assignment and verification based on an estimation of probability of default
Design A/B tests to help understand risk return tradeoffs using hypothesis testing frameworks
Craft automated dashboards to track KPIs around funnel conversion and strategy/portfolio performance; summarize and present findings to senior management
Use analytical techniques to mine loan performance data and identify pockets of underperformance and conduct root cause analysis to help recommend risk mitigation strategies
Measure credit expansion opportunities to optimize risk-adjusted revenue
Expand existing set of data used in credit decisioning process by evaluating information; value of non-traditional data sources and by re-engineering use of existing data elements
Work closely with technology teams to ensure new strategies are implemented accurately and as designed
About You
2-3 years of experience in some combination of credit, analytics, risk management, and data science
Bachelor degree or higher in a quantitative background (e.g. Statistics, Math, Engineering, Economics); or equivalent work experience
You have technical skills using as SQL/SAS, R/Python
Hands on experience with BI/data visualization tools (like Tableau or Excel to create dashboards)
Excellent written and verbal communication skills
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
Monthly/quarterly/as needed travel to LendingClub offices and/or other locations, as needed.
Compensation
The target base salary range for this position is 109,000-125,000. 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-GB1
LendingClub is an equal opportunity employer and dedicated to diversity, equity, and inclusion in the workplace. We do not discriminate on the basis of race, religion, color, national origin, sex (including pregnancy, childbirth, reproductive health decisions, or related medical conditions), gender, gender identity, gender expression, sexual orientation, age, marital status, veteran status, disability status, political views or activity, or other applicable legally protected characteristics. We believe that a variety of perspectives will make our teams and business stronger as we work together to transform the traditional banking system.
We are committed to providing reasonable accommodations for qualified individuals with disabilities in our job application process. If you need assistance or an accommodation due to a disability, please contact us at interviewaccommodations@lendingclub.com.
$94k-134k yearly est. Auto-Apply 57d ago
Director, AI-Driven Digital Creative Strategy for Growth
Lendingclub 4.6
San Francisco, CA job
A leading financial services firm is looking for a Director of Digital Creative Strategy in San Francisco. You will drive new customer acquisition through paid digital channels, shaping the marketing strategy across various product lines. The ideal candidate should have over 10 years of experience in performance marketing and creative strategy. This role is part of a hybrid work model, requiring in-person attendance three days a week to foster collaboration.
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$139k-194k yearly est. 1d ago
Loan Processor
Wealthfront 4.6
Wealthfront job in San Francisco, CA
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
Data Architect, MarTech
Lendingclub 4.6
San Francisco, CA job
Embed data governance, privacy compliance, scale, quality, and monitoring into the marketing data architecture to ensure secure and auditable data practices Partner with Marketing, Risk, Legal, Security, and Compliance teams to align marketing data architecture with business goals, their needs, and regulatory requirements12+ years of professional experience, including 8+ years of deep expertise in all these areas: big data, analytics technologies, and modern marketing data stacks Bachelor's degree or higher in Computer Science or related field; or equivalent work experience- Proven experience architecting and delivering complex data platforms that power marketing analytics, personalization, and funnel optimization- Strong background in OLTP and OLAP systems at scale, with hands-on experience in Spark (7+ years), Databricks, and/or Snowflake- Experience applying machine learning to marketing or customer data use cases- Advanced knowledge of cloud platforms (preferably AWS) and modern data pipelines (Hive, Kafka a plus)**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 210,000-247,000. 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
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$136k-180k yearly est. 3d ago
Sr. 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
Mastery of all loan types available
Manages leads with intricate profiles including complex self-employment and asset structures
Proactively structures loans to meet program requirements before submission to processing
Identifies friction points during the process and proposes solutions to Management
Ensure that all loans originate in full compliance with federal and state regulations
Adopts Company values in work behaviors, decision making, contributions and interpersonal interactions
Contributes to a positive work environment by demonstrating cultural expectations and influencing others to reward performance, accountability, diversity and inclusion, flexibility, continuous development, collaboration, creativity and fun
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
4+ 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: $70,000 - $88,000 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.