Wealthfront
Project Leader - Accounting and Risk
Wealthfront, Palo Alto, California, United States, 94301
Project Leader - Accounting And Risk
Wealthfront is seeking a highly motivated and experienced professional to serve as the Project Leader, supporting the Accounting and Risk Management teams. This strategic role will be essential in driving successful execution of key initiatives, including external audits, system implementation and management, and other cross-functional efforts critical to organizational readiness and compliance. In this role, you will lead project planning and execution across multiple concurrent workstreams, while also acting as a liaison with external stakeholders such as auditors and consultants. You may be directly involved in coordinating requests, facilitating documentation flow, and producing or reviewing deliverables where needed. The ideal candidate is a strong leader and project manager with a proven ability to manage complex initiatives, deliver high-quality work, and influence across stakeholder groups. Key Responsibilities
Lead the planning, coordination, and execution of high-impact projects across Accounting and Risk Management functions, including: External audits and surprise exams Regulatory compliance and public company readiness System and technology implementations Contract/SoW review and tracking Build, manage, and report against detailed project plans and milestones across multiple stakeholders and workstreams Develop and deliver tailored communications and status reports for both executive and working-level audiences Proactively identify risks, bottlenecks, and blockers, and drive resolution by aligning cross-functional teams. Coordinate with and support Finance, Accounting, and Risk team members in delivering documentation and meeting deadlines for external stakeholders Drive continuous improvement in project delivery processes and controls Ensure strong execution and accountability without losing sight of the broader strategic goals Qualifications
6+ years of project management experience, ideally supporting accounting, audit, or risk-related functions. Proven ability to manage multiple, complex projects simultaneously and independently Demonstrated experience with: Developing and maintaining multi-workstream project plans, preparing executive-ready status update, collaborating across cross-functional teams and external parties, managing audits, system rollouts, or financial process improvement initiatives Strong communication skills and the ability to adjust tone/detail based on audience Self-starter with a high sense of ownership and follow-through Able to balance strategic thinking with hands-on execution Strong prioritization and multitasking skills Preferred Qualifications
Experience working in or with regulated financial institutions or fintech companies Familiarity with NetSuite, Workiva, JIRA, and productivity tools (Google Suite, MS Office) Background in external audit coordination and/or public company readiness Ability to directly contribute to project deliverables (e.g., documentation, process maps) Experience managing resources and budgets for project execution Interest or experience in consumer financial technology products Estimated annual salary: $148,000 - 171,000 plus equity and 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 indexingwhich we offer at industry-leading low costs and accessible minimums. Our award-winning products have attracted over 1 million clients who trust us with more than $85 billion of their hard earned savingsand 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!
Wealthfront is seeking a highly motivated and experienced professional to serve as the Project Leader, supporting the Accounting and Risk Management teams. This strategic role will be essential in driving successful execution of key initiatives, including external audits, system implementation and management, and other cross-functional efforts critical to organizational readiness and compliance. In this role, you will lead project planning and execution across multiple concurrent workstreams, while also acting as a liaison with external stakeholders such as auditors and consultants. You may be directly involved in coordinating requests, facilitating documentation flow, and producing or reviewing deliverables where needed. The ideal candidate is a strong leader and project manager with a proven ability to manage complex initiatives, deliver high-quality work, and influence across stakeholder groups. Key Responsibilities
Lead the planning, coordination, and execution of high-impact projects across Accounting and Risk Management functions, including: External audits and surprise exams Regulatory compliance and public company readiness System and technology implementations Contract/SoW review and tracking Build, manage, and report against detailed project plans and milestones across multiple stakeholders and workstreams Develop and deliver tailored communications and status reports for both executive and working-level audiences Proactively identify risks, bottlenecks, and blockers, and drive resolution by aligning cross-functional teams. Coordinate with and support Finance, Accounting, and Risk team members in delivering documentation and meeting deadlines for external stakeholders Drive continuous improvement in project delivery processes and controls Ensure strong execution and accountability without losing sight of the broader strategic goals Qualifications
6+ years of project management experience, ideally supporting accounting, audit, or risk-related functions. Proven ability to manage multiple, complex projects simultaneously and independently Demonstrated experience with: Developing and maintaining multi-workstream project plans, preparing executive-ready status update, collaborating across cross-functional teams and external parties, managing audits, system rollouts, or financial process improvement initiatives Strong communication skills and the ability to adjust tone/detail based on audience Self-starter with a high sense of ownership and follow-through Able to balance strategic thinking with hands-on execution Strong prioritization and multitasking skills Preferred Qualifications
Experience working in or with regulated financial institutions or fintech companies Familiarity with NetSuite, Workiva, JIRA, and productivity tools (Google Suite, MS Office) Background in external audit coordination and/or public company readiness Ability to directly contribute to project deliverables (e.g., documentation, process maps) Experience managing resources and budgets for project execution Interest or experience in consumer financial technology products Estimated annual salary: $148,000 - 171,000 plus equity and 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 indexingwhich we offer at industry-leading low costs and accessible minimums. Our award-winning products have attracted over 1 million clients who trust us with more than $85 billion of their hard earned savingsand 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!