Wealthfront

• Partner with People Operations leadership on organizational design, leveling, and career pathways — the roles a function needs, and distinct tracks for individual contributors and managers, with a clear picture of what success looks like at each stage. • Turn each primary pathway in that structure into a working pipeline — the content, assessments, and practices that move people from one stage to the next — so development is deliberate rather than left to chance. • Design the early career and apprenticeship pipeline that builds our next generation of talent. • Build the first-time manager program that turns strong ICs into confident coaches. Managing is its own craft here, with managers chosen for ability and appetite. Maintain a rolling cadence of manager and hiring manager training to bring everyone up to standard. • Research an evidence-based picture of elite individual-contributor performance, and build the development pathways that help our best ICs get there. • Own the industry and company onboarding curriculum. A core part of the craft: breaking down complex financial concepts so anyone can understand them. • Assist with goal setting, reviews, and calibration so the process stays rigorous and the focus stays on the conversations rather than the paperwork. • Partner with each team's leadership on the technical and business knowledge specific to their product area — deep fluency in how our products actually work, so performance in role is continuously improving.

• Lead the team in crafting and executing strategies to bring new products to market, from identifying initial beachhead audiences, to developing resonant positioning and a rich learning agenda, to scaling distribution of products that find product-market fit. • Partner with Wealthfront’s Product team, consumer research, engineering, and design to develop a product roadmap that serves unmet needs of our customers and creates new opportunities for business growth • Craft focused briefs, rooted in business and customer insights, for creative teams to execute against • Lead business performance recaps and findings with executive leadership team • Be a voracious consumer of culture and help highlight trends that can inform our creative and product strategy • Manage an experienced product marketer, contributing to a team culture of excellence, curiosity, and respect.

• Lead large, complex creative investing initiatives with a keen understanding of their audiences and business objectives. • Foster strong relationships with marketing and business teams to streamline collaboration and develop new strategic opportunities. • Contribute to and refine strategic insights, enhancing the creative development process. • Deliver brand level impact through exceptional design craft, balancing expressiveness with clarity and scalability, and anticipating longer-term brand system needs. • Dive into briefing and research materials to develop informed perspectives on creative challenges and advocate for exceptional client experiences at every step of the creative process. • Share knowledge, mentor and guide other team members to achieve their full potential. • Oversee and produce campaigns from concept to delivery, incorporating stakeholder feedback effectively. • Deliver multiple strategic directions for each creative phase, testing our assumptions and uncovering surprising solutions. • Take on projects with ambiguous or non-specific deliverables, driving them from concept to execution. • Collaborate with team members to evolve brand expressions and maintain brand consistency. • Craft tailored messages and innovative executions across various media formats.

• Join the money movement team within our Cash product. • Simplify complexity and craft clear, delightful experiences for clients. • Improve money movement experiences for customers. • Connect Cash with the broader Wealthfront ecosystem to create a seamless financial home. • Collaborate with engineering, product management, research, data science, legal, and compliance teams.

• Craft and execute strategies to evolve and strengthen the positioning of Wealthfront’s Cash account, identifying desperate audiences and new growth opportunities for the banking product. • Partner with Wealthfront’s Product team, consumer research, engineering, and design to develop a product roadmap that serves unmet needs of our customers and creates new opportunities for business growth • Develop positioning, audience, and distribution strategies for new and existing products • Develop and optimize experiments to identify the most effective way to reach and convert desperate audiences • Craft focused briefs, rooted in business and customer insights, for creative teams to execute against • Regularly lead business performance recaps and findings with executive leadership team • Help build the marketing org’s skillset, contributing to a culture of excellence, curiosity, and respect

• Manage our networking and server hardware, topology, and connectivity in our physical data centers and cloud • Design and build network telemetry, monitoring, and observability • Build and maintain an automated change management pipeline to deploy network configuration revisions and provision hardware • Ensure critical services operate reliably by triaging and fixing operational issues as an on-call engineer, participating in post-mortems and implementing improvements to prevent future issues • Make and collaborate on key decisions regarding the evolution of our infrastructure, such as our hybrid cloud architecture • Be responsible for liaising with third parties, vendors and internet service providers as well as traveling to our Bay Area and New Jersey data centers and offices for onsite networking projects

• Complete daily brokerage operations exception reports including unreconciled activity, margin, corporate actions, etc. • Conduct quality control reviews and regulatory document delivery reconciliation • Perform cashiering duties including verification of incoming wires, checks, ACHs and process withdrawal requests • Provide ongoing account maintenance and review of new and existing account activity for risk mitigation related to AML • Collaborate cross-functionally with other teams at the company, specifically creating strong relationships with engineers • Certain in office tasks as the business requires

• Assist in the identification of unusual financial activity indicative of money laundering, financial fraud and/or financial crime. • Conduct complex investigations aimed at identifying criminal activities and preventing fraud on our platform. • Perform data-driven analysis to identify vulnerabilities and/or proactively determine potential issues or areas of improvement. • Perform thorough analyses of account and transaction history to detect and elaborate on established patterns related to fraud and anti-money laundering (AML) typologies. • Conduct holistic account and transaction monitoring in support of Wealthfront’s BSA/AML and Sanctions programs. • Coordinate fraud investigations and recoveries with contra firms. • Present findings of investigations to different stakeholders within the firm. • Create, implement, and update policies and procedures to further develop Wealthfront’s anti-financial crime and transaction monitoring program. • Research fraud, identity and user behavior to contribute to rules, models and other detection systems. • Maintain subject matter expertise and ensure work completed adheres to applicable regulations, policies, and procedures. • Assist in the identification of process improvements and automation opportunities.

• Manage investor delivery pipeline, ensuring timely and accurate delivery. • Ensure all final documentation, collateral and loan data aligns with investor and regulatory requirements • Ensure all loan documents are properly recorded and shipped to investors in a timely manner • Oversee investor loan purchases and resolve deficiencies • Work closely with compliance and legal to monitor regulatory changes impacting loan sales • Participate in loan sale reconciliations and investor reporting • Ensure accurate recording of mortgage notes, deeds and title policies • Owns compilation, consolidation and reporting of all QC review and investor condition findings. • Work with internal and external teams to correct errors in closed loan packages and/or resolve investor conditions prior to loan sale • Collaborate with processing, origination and closing departments • Perform internal file audits, provide loan level feedback and consolidated reporting • Evaluate and document general quality of loans originated by the company by conducting an analysis of investor feedback and audit results • Proactively maintain loan pipeline, tasks and objectives • Adopts Company values in work behaviors, decision making, contributions and interpersonal interactions. • Contributes to a positive work environment by demonstrating cultural expectations and influencing others to reward performance, accountability, diversity and inclusion, flexibility, continuous development, collaboration, creativity and fun

• Develop and manage personalized, multi-channel marketing programs designed to increase client’s financial knowledge, grow their savings, and help them find the next product that’s right for them. • Work closely with Data Science & Engineering, Product Marketing, Consumer Research and Creative to develop personalized programs developed with qualitative and quantitative insights that contribute to business goals. • Use Wealthfront’s customer segmentation, lifecycle stages, product usage and behaviors to develop automated and scalable marketing programs. • Oversee end-to-end development and management of lifecycle marketing campaigns across channels (email, push, in-app, etc), including strategy, A/B testing, campaign development, reporting, and optimization. • Measure and communicate performance and impact of marketing programs.