Senior Marketing Technology Manager, Wealthfront
$148-162.7k
+ Equity
Automated investment management
Be an early applicant
Automated investment management
201-500 employees
Be an early applicant
$148-162.7k
+ Equity
201-500 employees
Company mission
To build a financial system that favors people, not institutions.
Role
Who you are
- 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
- 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)
What the job involves
- 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
- 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?
- 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
Our take
Wealthfront's platform takes the hassle and stress out of investing, financial planning, borrowing, and saving with automated services and financial advice. Its robo-advisor allows customers to set a financial limit on their accounts, anything above the limit is moved into an investment account or another account chosen by the customer.
Indeed, it has some similarities to round-up apps like Acorn, which round up purchases and put the spare change into savings. There are other companies working on robo-advisors too, such as Morgan Stanley and Betterment.
Nonetheless, with an impressive and steadily increasing list of clients, and more than $50B of assets under its management, Wealthfront achieved Unicorn status in September 2022. Now it is diversifying its offerings, branching into high-interest checking accounts and investment advice and reportedly seeking a valuation of up to $2.05B in its upcoming IPO, a move that puts the company in a strong position for even more growth.
Steph
Company Specialist at Welcome to the Jungle
Insights
-4% employee growth in 12 months
Company
Funding (last 2 of 6 rounds)
Jan 2018
$75m
SERIES E
Oct 2014
$64m
SERIES D
Total funding: $204.5m
Company benefits
- Lunch and snacks on the house: Enjoy lunches, snacks, coffee and stipends to go out to lunch with coworkers.
- More tools in your toolbox: Join one of our affinity groups, attend leadership trainings and receive 1:1 mentorship. We give team members a quarterly learning stipend so we can all continue to grow and improve.
- Commuting made easy: We’re a short walk from the Palo Alto Caltrain and all employees receive a Caltrain pass. Our co-working space in San Francisco is great for days when you need to work from the city. An additional transportation stipend and relocation bonuses make getting to the office a breeze.
- Prioritize Wellness: Stay happy and healthy however you choose with our monthly wellness reimbursement. You define what wellness means for you — a massage, running sneakers, or dance classes? It’s your call.
- Work/life balance (no, really): We have flexible working hours, a discretionary time off policy and offer 16 weeks of paid parental leave (both parents). We work hard, but we rejuvenate too.
- Your health matters: We provide comprehensive medical, dental and vision coverage for you and your family, including HSA contributions for high deductible plans.
Company HQ
University South, Palo Alto, CA
Leadership
Dan Carroll
(Founder & CSO)They studied Finance and Entrepreneurship at the University of Arizona before using this expertise to co-found Wealthfront in December 2008.
David Fortunato
(CEO)David has been at Wealthfront since 2009, joining the company as CTO. He then became the President in 2019 and CEO in 2021.
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