Wealthfront

PMO Leader - Accounting and Risk

Reposted Yesterday

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Hiring Remotely in Palo Alto, CA

In-Office or Remote

148K-171K

Senior level

Fintech • Mobile • Software • Financial Services

The Role

Lead project planning and execution for Accounting and Risk Management, ensuring compliance, coordinating with stakeholders, and driving continuous improvement.

Summary Generated by Built In

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 indexing—which we offer at industry-leading low costs and accessible minimums.

Our award-winning products have attracted over 1 million clients who trust us with more than $85 billion of their hard earned savings—and we're far from done. If you’re inspired to help us reshape the financial industry as we create our next chapter, let’s talk!

For more information please visit www.wealthfront.com.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.

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 www.wealthfront.com/reviews 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.

Top Skills

Google Suite

JIRA

MS Office

NetSuite

Workiva

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The Company

HQ: Palo Alto, CA

264 Employees

Year Founded: 2011

What We Do

Wealthfront is a nextgen banking service. We help you manage your money for both your short-term and long-term goals by providing a Cash Account with checking features and high interest, best-in-class automated investment management, and free financial advice, anytime you want it. We entered into the banking space in a big way this year with the launch of our cash account that offers an interest rate 5x greater than the national average. We’ve been overwhelmed by the response and have grown nearly 100% this year already to manage nearly $20 billion in total client assets.

Our ultimate vision is to optimize and automate all of our clients’ finances and build what we call Self-Driving Money™️. We want clients to be able to automatically deposit their paycheck into their Wealthfront account, and let us take care of the rest — paying their bills, topping off their emergency fund or 401(k), and investing the rest based on their specific goals and lifestyle. Join us so you can help us turn this industry on its head and build a service that our clients don't just like, they love.

Wealthfront integrates investing and banking services to make it delightfully easy to build long-term wealth. We're on a mission to build a financial system that favors people over institutions and we're just getting started. Through the power of automation, we deliver personalized, powerful products to help both sophisticated investors and those just starting out learn, lower their costs, and grow their wealth. We're one of the highest rated financial app in the Apple App Store and have been recently named the best robo-advisor and cash management accounts by Nerd Wallet and Investopedia.

Want to help us re-architect the financial industry?