Jobs at Wealthfront
562 open positions
Web Engineer
Company: Wealthfront
Location: Peninsula
Posted May 12, 2024
Wealthfront is seeking Web Engineers to join their team in Palo Alto, CA. The role involves designing and developing new products and features, collaborating with cross-functional teams, improving infrastructure, and participating in recruitment activities. The ideal candidate should have 2-6 years of web engineering experience, proficiency in JavaScript and modern front-end frameworks, and a passion for projects with measurable business impact. Wealthfront offers a competitive salary, comprehensive benefits, and opportunities for professional growth.
Principal Product Manager
Company: Wealthfront
Location: USA
Posted Apr 30, 2024
<p class=jobDescription> <p> Wealthfront is looking for a Principal Product Manager to own the roadmap for some of our most important product initiatives Wealthfront pioneered automated index investing by offering broad access to sophisticated investing strategies at a fraction of the cost of traditional financial advisers Since then weve continued to expand the ways we help our clients build longterm wealth through saving and investing with products like our Cash Account a highyield FDICinsured account that has amassed more than $20B in assets our Automated Bond Portfolio and our Stock Investing Account Our vision to make it delightfully easy for our clients to grow their wealth in any market condition were just getting started <p> <p> <p> <p> Your work will span improvements to existing products and the exploration of potential new 0 to 1 product opportunities You will collaborate with Engineering Design Marketing Data Science Research Operations and Compliance to craft high quality consumer experiences and strong go to market plans that result in successful products Youll use quantitative and qualitative research to drive high quality product decisionmaking <p> <p> <p> <p> Success in this role will require strong strategic thinking skills exceptional judgment analytical rigor and executional excellence You should be comfortable with ambiguity and highly complex product decisions with constantly changing assumptions Youre exceptional at framing problems and tradeoff decisions to drive alignment and wellinformed decisionmaking A passion for investing or experience building consumer financial technology products is highly desirable <p> <p> <p> <p> This is a unique opportunity to be at the center of charting the next generation of technology innovation in investing products If this gets you excited we want to hear from you <p> <p> <p> <p> <p> <p> <strong> You <strong> <p> <ul> <li> <p> 6+ years of Product Management experience in a consumer software company experience in building financial technology products is a plus <p> <li> <li> <p> Demonstrated track record of highquality decisionmaking Youre first and foremost an exceptional product thinker <p> <li> <li> <p> Excellent communication and presentation skills with an ability to quickly command trust and drive alignment with crossfunctional partners and executives <p> <li> <li> <p> Strong product sense Youre passionate about building delightful product experiences <p> <li> <li> <p> Analytical mindset with a datadriven approach to problem solving and decisionmaking <p> <li> <li> <p> Entrepreneurial and creative attitude Yes and is one of your favorite phrases <p> <li> <li> <p> Experience working with complex or highly regulated products especially those that depend on external partners to deliver the desired features <p> <li> <ul> <p> <p> <p> <strong> Responsibilities <strong> <p> <ul> <li> <p> Use customer and business insights to frame the most important problems and opportunities and rally the team around developing the best ways to address them <p> <li> <li> <p> Define the product priorities and short medium and longterm roadmap Use data and good judgment to drive alignment around tradeoff decisions <p> <li> <li> <p> Deliver the roadmap through agile sprint cycles working with them to drive highquality customer and databacked product decisions <p> <li> <li> <p> Define success metrics and consistently measure the impact of the teams work <p> <li> <li> <p> Work crossfunctionally to take new products and features to market in a way that maximizes their success <p> <li> <ul> <p> <p> <p> <p> <p> Estimated annual salary range $200000 $230000 USD plus equity and a discretionary bonus <p> <p> Benefits include medical vision dental 401K plan generous time off parental leave wellness reimbursements professional development employee investing discount and more <p> <p> <p> <p> <strong> About Wealthfront <strong> <p> <p> <p> <p> Wealthfront started with the ambition to transform the investment advisory business with the goal to unlock access to high quality investment advice for millions who were underserved by the traditional institutions We built one of the first automated investment products that allows you to invest in a personalized portfolio of thousands of companies in seconds for a remarkably low fee We then expanded We now work with partner banks to offer exceptional banking features through a Wealthfront Brokerage Cash Account which makes it remarkably easy for people to automate their finances endtoend and eliminated the hassle of money management all of which resulted in attracting more than $50 billion of our clients hard earned money pioneering the roboadvisor category and transforming the broader industry And yet we have a long way to go to achieve our mission to build a financial system that favors people not institutions <p> <p> <p> <p> Wealthfronts vision is to make it delightfully easy to build longterm wealth on your own terms This vision is more relevant than ever because millions more people are getting into the market early and investing their hard earned savings in a handful of stocks While this is a great way to start it is inconsistent with building longterm wealth We want to empower young investors to expand their horizon and easily explore and execute on a wider range of investing strategies make informed investment decisions that are consistent with their values and beliefs while also making it effortless to grow and compound their savings exponentially in a way thats transformational to their lives and their longterm future <p> <p> <p> <p> For more information please visit <a class=fontbold underline fontbold underline postingslink href=httpwwwwealthfrontcom rel=noopener noreferrer nofollow target=blank> wwwwealthfrontcom <a> <p> <p> <p> <p> We 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 <p> <p> <p> <p> <strong> Please review our <strong> <a class=fontbold underline fontbold underline postingslink href=httpswwwwealthfrontcomstaticdocumentscandidateprivacynoticepdf rel=noopener noreferrer nofollow target=blank> candidate privacy notice <a> <p><p>
Client Services Representative
Company: Wealthfront
Location: USA
Posted May 27, 2024
Wealthfront is a financial company that prioritizes client interests, offering automated services for spending, savings, and investments. They aim to optimize clients' money effortlessly. The company values clear communication, avoiding financial jargon. As a Client Services Representative, one can provide exceptional customer service, assist clients in understanding investments, and work with operations teams to resolve issues. The role requires a Bachelor's degree, 1+ years of experience in finance or fintech, strong communication skills, and Series 7 and 66 licenses. The estimated annual salary is between $66k - $73k, with comprehensive benefits.
Senior Backend Engineer
Company: Wealthfront
Location: Peninsula
Posted Apr 23, 2024
<p><span>Wealthfronts culture centers around continuous learning innovation and qualitydriven software development With high quality software as our ultimate engineering objective our key tactic is automation<span><p> <p><br ><p> <p><span>Wealthfront software automates the financial services we provide to our clients and within these services we automate the collection of data that we learn from on our way to making our services even better <span><p> <p><br ><p> <p><span>Wealthfront engineers function as buildersoperators with dual responsibility for building the system and operating it in production Any toil that this brings about is automated away by engineers This investment in automation is expected and the prioritization of it is always built into our planning and execution <span><p> <p><br ><p> <p><span>Wealthfront engineers automate our development processes For example Wealthfront engineers automate all of our testing Manual testing is not part of the software development lifecycle at Wealthfront <span><p> <p><br ><p> <p><span>Wealthfront engineers automate observability in case of failure If something is up our systems inform engineers appropriately If our systems are quiet they are healthy<span><p> <p><br ><p> <p><span>If you are drawn to being an engineer within such an environment and having outsized impact as an engineer at a magnitude that is only available within a company achieving greatness at our size ~250 employees half in engineering then we want to hear from you <span><p> <p><br ><p> <p><span> Note This role requires hybrid inoffice and remote work based in Palo Alto CA<span><p> <p><b>About the Role<b> <p><ul><li>Work with a team of backend engineers to design and build new features or enhancements to existing systems This work will add capabilities to the various backend systems and services that support Wealthfronts products and will be done with automated instrumentation and monitoring to require minimal operational maintenance<li> <li>Help improve the maintainability and stability of our codebase by working on fixing issues and adding necessary enhancements to our existing backend systems<li> <li>Ensure that mission critical backend systems and services operate smoothly in production by triaging and resolving operational |issues as part of a team of on call engineers<li> <li>Proactively identify opportunities for improving the reliability and scalability of our systems<li> <li>Participate in recruiting activities such as interviewing and attending career fairs<li> <li>Provide mentorship to other engineers on the team<li> <ul><p><b>About You<b> <p><ul><li>You have 5+ years of experience in developing backend components services or APIs in Java or a similar language You demonstrate knowledge and understanding of distributed systems and functional programming paradigms You have knowledge of SQL and experience working with online data stores ideally something like MySQL MariaDB PostgreSQL Oracle MS SQL Server but NoSQL is okay<li> <li>You have passion for agile testdriven development continuous integration and automated testing You also have a passion for working on platforms and backend systems that have measurable business impact and like working in a fast paced cross functional environment<li> <li>While not required experience working with Spark pipelines is a plus along with knowledge of an ORM technology such as Hibernate Another plus is working with a dependency injection framework one of Guice Spring Pico Dagger<li> <li>You have either a BS or MS in computer science or related field<li> <ul><p><b>Once you join Wealthfront will<b> <p><ul><li>Pair you with a mentor who will guide you through our structured onboarding program<li> <li>Encourage you to work on projects that match your professional goals<li> <li>Support your professional development by providing feedback during weekly 11s and our semiannual reviews<li> <li>Provide you autonomy so you can be a happy and successful member of our team<li> <ul><p> <p><p><span>Estimated annual salary range $180000 $210000 USD plus equity and a discretionary bonus<span><p> <p><br ><p> <p><span>Benefits include medical vision dental 401K plan generous time off parental leave wellness reimbursements professional development employee investing discount and more<span><p> <p><br ><p> <p><b>About Wealthfront<b><p> <p><br ><p> <p><span>Wealthfront started with the ambition to transform the investment advisory business with the goal to unlock access to high quality investment advice for millions who were underserved by the traditional institutions We built one of the first automated investment products that allows you to invest in a personalized portfolio of thousands of companies in seconds for a remarkably low fee We then expanded We now work with partner banks to offer exceptional banking features through a Wealthfront Brokerage Cash Account which makes it remarkably easy for people to automate their finances endtoend and eliminated the hassle of money management all of which resulted in attracting more than $50 billion of our clients hard earned money pioneering the roboadvisor category and transforming the broader industry And yet we have a long way to go to achieve our mission to build a financial system that favors people not institutions <span><p> <p><br ><p> <p><span>Wealthfronts vision is to make it delightfully easy to build longterm wealth on your own terms This vision is more relevant than ever because millions more people are getting into the market early and investing their hard earned savings in a handful of stocks While this is a great way to start it is inconsistent with building longterm wealth We want to empower young investors to expand their horizon and easily explore and execute on a wider range of investing strategies make informed investment decisions that are consistent with their values and beliefs while also making it effortless to grow and compound their savings exponentially in a way thats transformational to their lives and their longterm future<span><p> <p><br ><p> <p><span>For more information please visit <span>wwwwealthfrontcom<span><span><p> <p><br ><p> <p><span>We 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<span><p> <p><br ><p> <p><b>Please review our<b><span> <span>candidate privacy notice<span> <span> <p> <p><p>
Senior Design Director - Investing and Design Systems
Company: Wealthfront
Location: USA
Posted May 30, 2024
Wealthfront is seeking a Design Director to lead Investing and Design Systems. The ideal candidate has 4+ years of design management experience and 10+ years of product design experience. They should have strong communication skills, strategic thinking, and a high bar for craft and executional excellence. The role involves defining innovative products, managing design systems, and partnering with various teams. The company offers a competitive salary, benefits, and an opportunity to work on transforming the investment advisory business.
DevOps Engineer
Company: Wealthfront
Location: USA
Posted May 23, 2024
Wealthfront is seeking a DevOps Engineer to join their Infrastructure team. The role involves maintaining core infrastructure, ensuring reliable operation of mission-critical services, designing and deploying internal tools, managing server hardware, participating in key infrastructure decisions, mentoring junior team members, and leading impactful projects. The ideal candidate should have experience with modern Linux systems, automation technologies, systems-related software development, excellent communication skills, and a relevant degree or equivalent experience. Wealthfront offers a competitive salary, benefits, and opportunities for professional growth.
Staff Product Designer - Investing
Company: Wealthfront
Location: USA
Posted May 10, 2024
Wealthfront is seeking a staff product designer with 6+ years of experience in consumer software. The role involves leading the strategy and execution for new investing products, leveraging research to craft delightful experiences, and collaborating with cross-functional teams. The ideal candidate has a strong portfolio, excellent communication skills, and a strategic mindset. Wealthfront values innovation, encourages failure, and treats design as an equal partner to engineering and product. The company offers a competitive salary, benefits, and an opportunity to work on transforming the financial industry.
Backend Engineer - Fraud & Risk
Company: Wealthfront
Location: USA
Posted Apr 24, 2024
<p class=jobDescription> <p> We are looking for a backend engineer to join our Fraud and Risk development team You will work with other engineers to design and build new features or enhance existing features in the Fraud and Risk space This includes automated testing and monitoring to require minimal operational maintenance <p> <p> <p> <p> A successful engineer in this role is someone who not only thinks about how to build something and make it work but also can see the ways systems can be manipulated by bad actors to do illegal unethical or uncool things <p> <p> <p> <p> We are looking for individuals who have some interest or background in analytics as a large part of what we do is centered around data This role provides opportunity for leadership both at the project and team level We value a tightly knit collaborative environment giving people a mix of team and independent decision making <p> <p> <p> <p> Additionally you will have the opportunity to play a part in evolving the engineering organization by participating in recruiting activities such as interviewing candidates and attending career fairs <p> <p> <p> <p> Note This role has the option to be based in Palo Alto CA or USBased remote <p> <p> <p> <p> <p> <p> <strong> About You <strong> <p> <ul> <li> <p> You have 26 years of experience in developing backend components services or APIs in Java or a similar language <p> <li> <li> <p> You demonstrate knowledge and understanding of distributed systems and functional programming paradigms <p> <li> <li> <p> You have knowledge of SQL and experience working with online data stores ideally something like MySQL MariaDB PostgreSQL Oracle MS SQL Server but NoSQL is okay <p> <li> <li> <p> You have passion for agile testdriven development continuous integration and automated testing <p> <li> <li> <p> While not required knowledge of Python is a plus <p> <li> <li> <p> While not required you dabble in data science machine learning analytics <p> <li> <li> <p> While not required knowledge of an ORM technology such as Hibernate would be useful <p> <li> <li> <p> While not required another plus is working with a dependency injection framework one of Guice Spring Pico Dagger <p> <li> <li> <p> You have either a BS or MS in computer science or related field <p> <li> <ul> <p> <p> <p> <strong> Once you join Wealthfront will <strong> <p> <ul> <li> <p> Pair you with a mentor who will guide you through our structured onboarding program <p> <li> <li> <p> Encourage you to work on projects that match your professional goals <p> <li> <li> <p> Support your professional development by providing feedback during weekly 11s and our semiannual reviews <p> <li> <li> <p> Provide you autonomy so you can be a happy and successful member of our team <p> <li> <ul> <p> <p> <p> <p> <p> Estimated annual salary range $140000 $185000 USD plus equity and a discretionary bonus <p> <p> <p> <p> Benefits include medical vision dental 401K plan generous time off parental leave wellness reimbursements professional development employee investing discount and more <p> <p> <p> <p> <strong> About Wealthfront <strong> <p> <p> <p> <p> Wealthfront started with the ambition to transform the investment advisory business with the goal to unlock access to high quality investment advice for millions who were underserved by the traditional institutions We built one of the first automated investment products that allows you to invest in a personalized portfolio of thousands of companies in seconds for a remarkably low fee We then expanded We now work with partner banks to offer exceptional banking features through a Wealthfront Brokerage Cash Account which makes it remarkably easy for people to automate their finances endtoend and eliminated the hassle of money management all of which resulted in attracting more than $50 billion of our clients hard earned money pioneering the roboadvisor category and transforming the broader industry And yet we have a long way to go to achieve our mission to build a financial system that favors people not institutions <p> <p> <p> <p> Wealthfronts vision is to make it delightfully easy to build longterm wealth on your own terms This vision is more relevant than ever because millions more people are getting into the market early and investing their hard earned savings in a handful of stocks While this is a great way to start it is inconsistent with building longterm wealth We want to empower young investors to expand their horizon and easily explore and execute on a wider range of investing strategies make informed investment decisions that are consistent with their values and beliefs while also making it effortless to grow and compound their savings exponentially in a way thats transformational to their lives and their longterm future <p> <p> <p> <p> For more information please visit <a class=fontbold underline fontbold underline postingslink href=httpwwwwealthfrontcom rel=noopener noreferrer nofollow target=blank> wwwwealthfrontcom <a> <p> <p> <p> <p> We 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 <p> <p> <p> <p> <strong> Please review our <strong> <a class=fontbold underline fontbold underline postingslink href=httpswwwwealthfrontcomstaticdocumentscandidateprivacynoticepdf rel=noopener noreferrer nofollow target=blank> candidate privacy notice <a> <p><p>
Corporate Counsel
Company: Wealthfront
Location: USA
Posted May 29, 2024
Wealthfront, a leading fintech company, is seeking a Corporate Counsel with 4+ years of experience, preferably from a top law firm. The role involves providing legal advice on corporate, securities, and commercial matters, drafting agreements, and managing equity incentive plans. The candidate will collaborate with various teams, stay updated on regulatory developments, and advise on new business initiatives. Qualifications include experience in a regulated financial industry, strong drafting skills, and the ability to work in a fast-paced environment. The role offers a competitive salary and benefits package.
Principal Product Designer - Investing
Company: Wealthfront
Location: USA
Posted Apr 02, 2024
Wealthfront is seeking a principal product designer with 10+ years of experience in consumer software, preferably in fintech. The role involves working on the Investing team to develop and execute the strategic vision for a new ecosystem of products. The ideal candidate should have strong communication skills, strategic thinking, and a high bar for craft and executional excellence. They should be innovative, creative, and strategic, with a deep understanding of user experience methods and design principles. The role offers a competitive salary, benefits, and the opportunity to work on transforming the investment advisory business.
Senior Product Designer - Investing
Company: Wealthfront
Location: USA
Posted Apr 22, 2024
<p class=jobDescription> <p> <strong> About the role <strong> <p> <p> Wealthfront is looking for a senior product designer to join the Wealthfront Investing team working on our new suite of investing products Wealthfront pioneered automated investing by offering broad access to sophisticated investing strategies at a fraction of the cost of traditional financial advisers But that was only the beginning of a much broader vision for how our investing product can serve our mission to build a financial system that favors people over institutions Since then weve continued to expand the ways we help our clients build longterm wealth through saving and investing <p> <p> <p> <p> Your role will be to work on the endtoend experience of our four primary investing products Youll collaborate closely with the crossfunctional leaders on your team to define the direction for your work and youll build on quantitative and qualitative research to craft delightful experiences that meet our customer and business goals <p> <p> <p> <p> Success in this role will require strong communication skills critical thinking a high bar for craft and executional excellence Were looking for a senior designer who is equally excited to design an excellent experience as they are to dig into the complexities of what makes our investing products tick <p> <p> <p> <p> <strong> Design at Wealthfront <strong> <p> <p> Unlike many companies where designers are trained to make incremental changes and work through a chain of hierarchy to advocate for bold new ideas designers at Wealthfront are expected to be innovative creative and strategic because design is critical to realizing our vision Designers are expected to define problems new opportunities and solutions that are deeply rooted in human psychology They demonstrate a sound understanding of our technology and business all in very tight collaboration with engineers product managers researchers and data scientists In an environment where were making big bets and innovation is encouraged we embrace failure and care much more about the magnitude of success versus percentage of times we are successful And unlike many organizations design is an equal partner to engineering and product and plays an important role in the executive staff that collectively make all critical strategic decisions <p> <p> <p> <p> Were a remote friendly team and open to candidates in the US <p> <p> <p> <p> <p> <p> <strong> About You <strong> <p> <ul> <li> <p> 4+ years of product design experience in a consumer software company <p> <li> <li> <p> You have a portfolio of highquality work that shows your experience designing elegant and visually engaging solutions to complex problems that directly solve user needs <p> <li> <li> <p> You take a structured intentional approach to your work leveraging frameworks and principles to articulate your design decisions <p> <li> <li> <p> You have experience collaborating with product managers researchers and content designers in a fastpaced constantly evolving environment <p> <li> <li> <p> You can demonstrate strong organizational skills with the ability to communicate and present ideas clearly <p> <li> <li> <p> Youre a reliable selfstarter who can lead multiple projects with minimal oversight <p> <li> <li> <p> You love designing for the entire product process from strategy to pixeland can demonstrate a range of skills from highlevel flows to detailed interactions <p> <li> <li> <p> Youre an exceptional product thinker who takes a deep interest in understanding business and customer needs <p> <li> <li> <p> Deep curiosity and interest about fintech <p> <li> <ul> <p> <p> <p> <strong> Mindset that excels at Wealthfront <strong> <p> <ul> <li> <p> Someone who embraces complexity loves engaging in intellectually rigorous discussions critically evaluates tradeoff both from a customer and business perspective <p> <li> <li> <p> Someone who turns ambiguity into clarity and navigates the organization to drive alignment <p> <li> <li> <p> Someone who consistently thinks about the company and team first and has the resilience to work tough situations steps up and leads the team <p> <li> <li> <p> Someone who goes above and beyond to make others around them successful <p> <li> <li> <p> Someone who is enterprising and also demonstrates high agency You dont wait for change but instead move with urgency and come to the table with proposals on how to improve <p> <li> <li> <p> Someone who deeply cares about learning and growing with the company <p> <li> <ul> <p> <p> <p> <p> <p> Estimated annual salary range $160000 $200000 USD plus equity and a discretionary bonus <p> <p> Benefits include medical vision dental 401K plan generous time off parental leave wellness reimbursements professional development employee investing discount and more <p> <p> <p> <p> <strong> About Wealthfront <strong> <p> <p> <p> <p> Wealthfront started with the ambition to transform the investment advisory business with the goal to unlock access to high quality investment advice for millions who were underserved by the traditional institutions We built one of the first automated investment products that allows you to invest in a personalized portfolio of thousands of companies in seconds for a remarkably low fee We then expanded We now work with partner banks to offer exceptional banking features through a Wealthfront Brokerage Cash Account which makes it remarkably easy for people to automate their finances endtoend and eliminated the hassle of money management all of which resulted in attracting more than $50 billion of our clients hard earned money pioneering the roboadvisor category and transforming the broader industry And yet we have a long way to go to achieve our mission to build a financial system that favors people not institutions <p> <p> <p> <p> Wealthfronts vision is to make it delightfully easy to build longterm wealth on your own terms This vision is more relevant than ever because millions more people are getting into the market early and investing their hard earned savings in a handful of stocks While this is a great way to start it is inconsistent with building longterm wealth We want to empower young investors to expand their horizon and easily explore and execute on a wider range of investing strategies make informed investment decisions that are consistent with their values and beliefs while also making it effortless to grow and compound their savings exponentially in a way thats transformational to their lives and their longterm future <p> <p> <p> <p> For more information please visit <a class=fontbold underline fontbold underline postingslink href=httpwwwwealthfrontcom rel=noopener noreferrer nofollow target=blank> wwwwealthfrontcom <a> <p> <p> <p> <p> We 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 <p> <p> <p> <p> <strong> Please review our <strong> <a class=fontbold underline fontbold underline postingslink href=httpswwwwealthfrontcomstaticdocumentscandidateprivacynoticepdf rel=noopener noreferrer nofollow target=blank> candidate privacy notice <a> <p><p>
Fraud Operations Analyst
Company: Wealthfront
Location: USA
Posted Apr 19, 2024
<p class=jobDescription> <p> Wealthfront is currently hiring a fully remote Fraud Operations Analyst I to be responsible for daily fraud monitoring and investigation functions Fraud Operations is a division of Wealthfront Brokerage and works closely with Brokerage Operations Compliance and all other divisions of Wealthfront Corporation including the engineering and product teams <p> <p> <p> <p> <p> <p> <strong> Fraud Investigations Responsibilities <strong> <p> <ul> <li> <p> Assist in the identification of unusual financial activity indicative of money laundering financial fraud andor financial crime <p> <li> <li> <p> Conduct complex investigations aimed at identifying criminal activities and preventing fraud on our platform <p> <li> <li> <p> Perform datadriven analysis to identify vulnerabilities andor proactively determine potential issues or areas of improvement <p> <li> <li> <p> Perform thorough analyses of account and transaction histories to detect and elaborate on established patterns related to fraud and antimoney laundering AML typologies <p> <li> <li> <p> Conduct holistic account and transaction monitoring in support of Wealthfronts BSAAML and Sanctions programs <p> <li> <li> <p> Coordinate fraud investigations and recoveries with contra firms <p> <li> <li> <p> Present findings of investigations to different stakeholders within the firm <p> <li> <li> <p> Create implement and update policies and procedures to further develop Wealthfronts antifinancial crime and transaction monitoring program <p> <li> <li> <p> Research fraud identity and user behavior to contribute to rules models and other detection systems <p> <li> <ul> <p> <p> <p> <strong> Cross Functional Responsibilities <strong> <p> <ul> <li> <p> Coordinate with Financial Crimes Compliance to ensure fraud and nonfraudrelated cases are properly escalated for investigation and SAR filing consideration <p> <li> <li> <p> Partner with Engineering teams to implement automated solutions <p> <li> <li> <p> Work with other product areas to develop new data driven controls for optimizing user experience while detecting and preventing fraud <p> <li> <li> <p> Work with our support team to resolve client issues <p> <li> <ul> <p> <p> <p> <strong> Requirements <strong> <p> <ul> <li> <p> 13 years of analytical experience in the financial services industry <p> <li> <li> <p> Strong research and investigation skills ideally adept at aggregating and synthesizing large amounts of information including transaction data <p> <li> <li> <p> Ability to work efficiently and independently in a fastpaced highvolume and technologydriven environment <p> <li> <li> <p> Knowing when to use judgment to make risk based decisions with current and sometimes limited information <p> <li> <li> <p> Strong written and oral communication with attention to detail analytical skills investigative research and documentation experience <p> <li> <li> <p> Experience with SQL andor dashboard creation is preferred <p> <li> <li> <p> Assist in identifying process improvement and automation opportunities <p> <li> <li> <p> Understanding fraud schemes including Wire ACH Online Account Takeover Identity Theft Elder Abuse Card and New Account Fraud <p> <li> <li> <p> Maintain subject matter expertise and ensure work completed adheres to applicable regulations policies and procedures <p> <li> <li> <p> Knowledge of FINRA SEC and MSRB rules is a plus <p> <li> <li> <p> Experience conducting AntiMoney Laundering AML AntiThreat Finance ATF andor OFAC related analysis andor investigations and Financial Intelligence analysis and CounterIntelligence a plus <p> <li> <li> <p> Embody the qualities of being a true team player humility intelligence and openness to both positive and constructive feedback <p> <li> <ul> <p> <p> <p> <p> <p> Estimated annual salary range $7900095000 USD plus equity <p> <p> <p> <p> Benefits include medical vision dental 401K plan generous time off parental leave wellness reimbursements professional development employee investing discount and more <p> <p> <p> <p> <strong> About Wealthfront <strong> <p> <p> <p> <p> Wealthfront started with the ambition to transform the investment advisory business with the goal to unlock access to high quality investment advice for millions who were underserved by the traditional institutions We built one of the first automated investment products that allows you to invest in a personalized portfolio of thousands of companies in seconds for a remarkably low fee We then expanded We now work with partner banks to offer exceptional banking features through a Wealthfront Brokerage Cash Account which makes it remarkably easy for people to automate their finances endtoend and eliminated the hassle of money management all of which resulted in attracting more than $50 billion of our clients hard earned money pioneering the roboadvisor category and transforming the broader industry And yet we have a long way to go to achieve our mission to build a financial system that favors people not institutions <p> <p> <p> <p> Wealthfronts vision is to make it delightfully easy to build longterm wealth on your own terms This vision is more relevant than ever because millions more people are getting into the market early and investing their hard earned savings in a handful of stocks While this is a great way to start it is inconsistent with building longterm wealth We want to empower young investors to expand their horizon and easily explore and execute on a wider range of investing strategies make informed investment decisions that are consistent with their values and beliefs while also making it effortless to grow and compound their savings exponentially in a way thats transformational to their lives and their longterm future <p> <p> <p> <p> For more information please visit <a class=fontbold underline fontbold underline postingslink href=httpwwwwealthfrontcom rel=noopener noreferrer nofollow target=blank> wwwwealthfrontcom <a> <p> <p> <p> <p> We 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 <p> <p> <p> <p> <strong> Please review our <strong> <a class=fontbold underline fontbold underline postingslink href=httpswwwwealthfrontcomstaticdocumentscandidateprivacynoticepdf rel=noopener noreferrer nofollow target=blank> candidate privacy notice <a> <p><p>