Wealthfront

Senior Marketing Technology Manager

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Hiring Remotely in Palo Alto, CA, USA

In-Office or Remote

Fintech • Mobile • Software • Financial Services

The Role

The marketing technology team at Wealthfront owns the tools and processes that enable how we communicate with our clients, and we are building out the team to support objectives across the marketing function. The team will help inform the lifecycle marketing roadmap in support of lead conversion, client growth, engagement, and retention.

We are hiring a Senior Manager who is passionate about our technology and has a strong understanding of the marketing technology ecosystem and project management experience to help scale Wealthfront’s marketing efforts. As the Senior Manager on this team, you will be an owner of Wealthfront’s marketing tech stack - including the marketing automation platform, tools we use to communicate with clients, and processes by which we achieve marketing excellence.

You will solve difficult challenges like - what tools and processes do we need to support marketers across different lines of businesses at scale? How do we increase the cadence of experimentation and learning? How do we leverage our marketing technology to provide personalized, curated experiences for our clients? How do we speed up the rate at which we learn about clients from our marketing efforts?

Responsibilities:

As a channel owner of Wealthfront’s marketing channels (email, push notifications, in-app messages, SMS, Landing Pages) and tools (1st party, Iterable), define the overall strategy, roadmap, and workflows to support goals across the organization.
Be a business owner of our marketing automation tools, working across engineering, data science, product, and marketing partners to support a robust platform that elevates the delivery and communication of content to our clients.
Responsible for executing marketing projects to completion – intake requests, making sure changes, assets, directions, and best practices are implemented. Communicate with stakeholders to set timelines and expectations and keep them informed. Advise partners on technical feasibility and best practices.
Own the channel attribution and reporting of marketing programs, using data from our programs and experimentation tools to inform decisions.
Together with cross-functional stakeholders, drive experimentation within messages and personalization of content.
Keep track of innovations and lead conversations with third parties to build a best-in-class marketing technology platform.
Ensure that all marketing processes are compliant with regulatory requirements (CCPA, GDPR etc.)
Partner closely with Research, Data Science, Product, and Engineering teams on marketing strategies concerning product features, updates, and cross-functional projects

Desired skills:

6+ years experience in marketing technology, marketing operations, data analysis/reporting, email marketing, and A/B testing.
Experience working with marketing automation tools (e.g. SFMC, Iterable, Braze), project management tools (e.g. Jira). SQL skills preferred but not required.
Experience in mapping, organizing, and utilizing data in marketing automation tools to build targeted segmentation and send personalized, real-time messages to users.
Experience with landing page creation and optimization tools
Experienced in HTML/CSS (for Email and Landing Pages)
Strong stakeholder management and project management skills.
Self-starter with high degree of motivation
Structured thinker and strong problem-solving skills- there will be new and ambiguous challenges which will require an ability and interest in learning quickly
Strong project management skills - this role requires a can-do attitude and the ability to manage multiple projects simultaneously
BA/BS degree
Bias for action to succeed in a fast growing environment
Experienced in, or willingness to learn programming languages (Javascript, Python, etc)

Estimated annual salary range: $148,000 - $162,710 USD plus Equity. Plus 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 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.

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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?