Location: Palo Alto, CA, Boston, MA, or Open to US-based Remote
Employment Type: Full-time
Team: Brokerage - Operations
Wealthfront is currently hiring a Brokerage Operations Specialist to be responsible for daily brokerage operations functions including account transfers and cashiering. Brokerage Operations is a division of Wealthfront Brokerage and works closely with Client Services and all other divisions of Wealthfront Inc. - including the engineering and product teams - to provide the best client experience possible.
**Brokerage Operations at Wealthfront **
Brokerage Operations at Wealthfront is right for you if you want to be a part of our mission to eliminate non-value added back office processes and scale the business through automation. On a day to day basis, your knowledge will not be limited to one area of Brokerage Operations. You will have the opportunity and flexibility to learn and work in all areas. You will not be separated from other departments, as a matter of fact, you will be encouraged to collaborate with others. Brokerage Operations values input from all employees on how to improve our processes and back office systems through automation and allows employees to work cross-functionally to implement solutions.
Everyone across the financial spectrum deserves to live secure and rewarding lives. In order to successfully serve clients across the United States, the Wealthfront team is focused on hiring team members with a diverse range of backgrounds, experiences and perspectives. 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.
**About ** Wealthfront
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 the first automated investment product that allows you to invest in a personalized portfolio of thousands of companies in seconds for a remarkably low fee; we then expanded into banking which made it remarkably easy for people to automate their finances end-to-end and eliminated the hassle of money management, all of which resulted in attracting more than $27 billion of our client’s hard earned savings, created the robo-advisor category and transformed 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.
Wealthfront’s vision is to make it delightfully easy to build long-term 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 long-term 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, that’s transformational to their lives and their long-term future.