Employee Success Manager, Wealthfront
$133-150k
+ Discretionary Bonus + Equity
Office located in Palo Alto, CA
Automated investment management
Open for applications
Automated investment management
201-500 employees
Open for applications
$133-150k
+ Discretionary Bonus + Equity
Office located in Palo Alto, CA
201-500 employees
Company mission
To build a financial system that favors people, not institutions.
Role
Who you are
- A PhD in industrial-organizational psychology, organizational behavior, sociology, or a related field, ideally with a couple of years of industry experience across talent development, performance management, leadership development, or organizational development, though we're just as glad to meet candidates graduating now
- Work you built and shipped: published research or a dissertation with real-world application, a talent program or curriculum with real assessments, a performance review or calibration cycle, or an early career program
- Prior experience at a relevant consulting practice or on a People team at a fast-growing technology company
- Clear writing across curricula, scripts, guides, and company communications
- Comfort facilitating sessions and hosting orientations in front of a live audience
- An academic mindset, with the judgment to tell a rigorous study from a pop-science headline
- Comfort finding, analyzing, and using data to inform decisions
- An affinity for fintech, and the appetite to become an expert in our industry
What the job involves
- Wealthfront is looking for an Employee Success Manager focused on performance management, leadership development, and talent pipelines
- You will work closely with People Operations leadership and function leaders across the company
- At Wealthfront, we ask a lot from our managers and senior individual contributors, who develop the people around them while doing real work in their own craft
- You will build clear career paths for individual contributors and managers, along with the development pipelines that move people from one stage to the next
- A successful hire on this team will be a strong writer, because most of this job's output consists of curricula, scripts, guides, and communications
- They will be comfortable in front of a room facilitating sessions, hosting orientations, and leading discussions
- They read research, including primary sources, and can distinguish a rigorous study from a pop-science headline
- They are curious about data, quick to dig into it, and precise about what it shows
- They also have an affinity for fintech
- They do not need to be an expert on day one, but they must want to become one
- Partner with People Operations leadership on organizational design, leveling, and career pathways. Define the roles a function needs, tracks for individual contributors and managers, and clear expectations for success at each stage
- Turn those pathways into talent pipelines with content, assessments, and practices that move people from one stage to the next
- Design the early career and apprenticeship pipeline that builds our next generation of homegrown talent
- Build the first-time manager program that turns strong ICs into confident Coaches, and keep manager and hiring manager training on a rolling cadence so every manager gets the same foundation
- Research an evidence-based picture of strong individual-contributor performance and build the development pathways that help our ICs grow
- Own the industry and company onboarding curriculum so new hires fulfill their potential faster. Breaking down complex financial ideas so anyone can understand them is a core part of the craft
- Support the performance cycle, goal setting, reviews, and calibration, so the process stays rigorous and the conversations get the attention
- Pull and structure the performance, progression, and retention data behind talent decisions, turning it into clear information leaders can act on
- Partner with each team's leadership on the technical and business knowledge specific to their product area, so people understand how our products actually work and do their own jobs better because of it
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. Other companies are 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 and became public in December 2025. However, lower-than-expected stock prices have led to federal investigations and talks of a restructuring. Regardless, its diversified offerings and high-interest checking accounts retain the company's strong position.
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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