Wealthfront

Brokerage Operations Specialist

Palo Alto, CA (Open to US-based Remote) · Principal

Sponsorship not specified$81k-$90kDetected 43 days ago

About the role

Wealthfront Corporation is currently hiring a Brokerage Operations Specialist to be responsible for daily brokerage operations functions including Cashiering and Account Maintenance.
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.
On a day to day basis, your knowledge will not be limited to one area of Brokerage Operations.

Conduct quality control reviews and regulatory document delivery reconciliation
Perform cashiering duties including verification of incoming wires, checks, ACHs and process withdrawal requests
Collaborate cross-functionally with other teams at the company, specifically creating strong relationships with engineers
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.
We convey funds to partner banks who accept and maintain deposits, provide the variable interest rate, and provide access to FDIC pass-through insurance.

$81,000 - $90,000 USD plus Equity.
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.

Plus benefits include medical, vision, dental, 401K plan, generous time off, parental leave, wellness reimbursements, professional development, employee investing discount, and more!
A zero-commission Stock Investing Account with 50+ handpicked collections that help DIY investors discover new companies and make smarter investing decisions.
Tax-Loss Harvesting benefits vary depending on the client's entire tax and investment profile.
We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.

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.
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.

For more information please visit www.wealthfront.com.We are an equal opportunity employer and value diversity at our company.

This listing is sourced directly from Wealthfront's careers page and normalized into a canonical job model.