
Finance • Fintech • SaaS
Wealthfront is a financial technology company specializing in automated investment services and financial planning tools. It offers a range of services including automated bond ladders, cash management with a competitive annual percentage yield, and comprehensive long-term investment strategies utilizing diversified index funds. Wealthfront's platform is recognized for its ease of use and efficient automation in managing savings, investments, and retirement funds. The company's offerings include FDIC-insured cash accounts, advisory services, tax-loss harvesting, and personalized investment portfolios. Wealthfront aims to help individuals grow their wealth through accessible, low-cost financial solutions tailored to individual risk preferences and financial goals.
201 - 500 employees
Founded 2011
💸 Finance
💳 Fintech
☁️ SaaS
💰 $69.7M Convertible Note on 2022-09
October 27

Finance • Fintech • SaaS
Wealthfront is a financial technology company specializing in automated investment services and financial planning tools. It offers a range of services including automated bond ladders, cash management with a competitive annual percentage yield, and comprehensive long-term investment strategies utilizing diversified index funds. Wealthfront's platform is recognized for its ease of use and efficient automation in managing savings, investments, and retirement funds. The company's offerings include FDIC-insured cash accounts, advisory services, tax-loss harvesting, and personalized investment portfolios. Wealthfront aims to help individuals grow their wealth through accessible, low-cost financial solutions tailored to individual risk preferences and financial goals.
201 - 500 employees
Founded 2011
💸 Finance
💳 Fintech
☁️ SaaS
💰 $69.7M Convertible Note on 2022-09
• uncover ideal client experiences that signal a way forward as we evolve our brand positioning and expand our product and service offerings • evaluate prospect and client facing experiences for the most effective language and visual design elements • work closely with Marketing, Product Marketing, and Creative Designers to evaluate marketing materials and develop perspectives on product positioning • collaborate with Lifecycle Marketing to deepen our relationship with existing clients through a better understanding of their needs at key moments in their financial lives • be a strategic partner with cross-functional teammates from design, product, marketing, data science, and engineering to identify, plan, and execute research • lead a mix of research types, including exploratory projects to inspire new concepts, as well as evaluative projects that refine design concepts • learn about financial technology, investing, research, design, and so much more!
• graduate degree in the social sciences or design / design research, or an MBA with qualitative research experience • 2-5 years of industry experience in qualitative research roles • experienced in partnering with skilled quantitative researchers, and adept at combining qualitative and quantitative evidence to persuade • love working closely with design, marketing and product leads to design creative solutions to seemingly intractable problems • curious, a quick learner, and self-directed in pursuit of high quality outcomes • able to communicate effectively and in a compelling way • deep knowledge and plenty of practical experience with qualitative research methods • experienced in running end-to-end qualitative research projects that help define best practices, fill in the gaps in research knowledge, and drive initiatives forward • can quickly design effective, appropriate research approaches within constraints • collaborative mindset, with experience working across disciplines and with multiple stakeholders.
• medical • vision • dental • 401K plan • generous time off • parental leave • wellness reimbursements • professional development • employee investing discount
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