Project Leader - Accounting and Risk
Palo Alto, CA (Open to US-based Remote)
G&A – Accounting /
Full-time /
Remote
Wealthfront is seeking a highly motivated and experienced professional to serve as the Project Leader, supporting the Accounting and Risk Management teams. This strategic role will be essential in driving successful execution of key initiatives, including external audits, system implementation and management, and other cross-functional efforts critical to organizational readiness and compliance.
In this role, you will lead project planning and execution across multiple concurrent workstreams, while also acting as a liaison with external stakeholders such as auditors and consultants. You may be directly involved in coordinating requests, facilitating documentation flow, and producing or reviewing deliverables where needed.
The ideal candidate is a strong leader and project manager with a proven ability to manage complex initiatives, deliver high-quality work, and influence across stakeholder groups.
Key Responsibilities
- Lead the planning, coordination, and execution of high-impact projects across Accounting and Risk Management functions, including:
- External audits and surprise exams
- Regulatory compliance and public company readiness
- System and technology implementations
- Contract/SoW review and tracking
- Build, manage, and report against detailed project plans and milestones across multiple stakeholders and workstreams
- Develop and deliver tailored communications and status reports for both executive and working-level audiences
- Proactively identify risks, bottlenecks, and blockers, and drive resolution by aligning cross-functional teams.
- Coordinate with and support Finance, Accounting, and Risk team members in delivering documentation and meeting deadlines for external stakeholders
- Drive continuous improvement in project delivery processes and controls
- Ensure strong execution and accountability without losing sight of the broader strategic goals
Qualifications
- 6+ years of project management experience, ideally supporting accounting, audit, or risk-related functions.
- Proven ability to manage multiple, complex projects simultaneously and independently
- Demonstrated experience with: Developing and maintaining multi-workstream project plans, preparing executive-ready status update, collaborating across cross-functional teams and external parties, managing audits, system rollouts, or financial process improvement initiatives
- Strong communication skills and the ability to adjust tone/detail based on audience
- Self-starter with a high sense of ownership and follow-through
- Able to balance strategic thinking with hands-on execution
- Strong prioritization and multitasking skills
Preferred Qualifications
- Experience working in or with regulated financial institutions or fintech companies
- Familiarity with NetSuite, Workiva, JIRA, and productivity tools (Google Suite, MS Office)
- Background in external audit coordination and/or public company readiness
- Ability to directly contribute to project deliverables (e.g., documentation, process maps)
- Experience managing resources and budgets for project execution
- Interest or experience in consumer financial technology products
Estimated annual salary: $148,000 - 171,000 plus equity and discretionary bonus.
Benefits include medical, vision, dental, 401K plan, generous time off, parental leave, wellness reimbursements, professional development, employee investing discount, and more!
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. Since then, we've expanded to a full suite of products designed to help our clients turn their savings into long-term wealth, including:
• A Cash Account that, through our partner banks, offers one of the highest annual percentage yields on uninvested cash in the industry, while providing instant and secure access to your money with no account fees and a full suite of checking features.
• A zero-commission Stock Investing Account with 50+ handpicked collections that help DIY investors discover new companies and make smarter investing decisions.
• Multiple automated investing portfolios designed to unlock tax savings through sophisticated strategies like fixed income, tax-loss harvesting, and direct indexing—which we offer at industry-leading low costs and accessible minimums.
Our award-winning products have attracted over 1 million clients who trust us with more than $85 billion of their hard earned savings—and we're far from done. If you’re inspired to help us reshape the financial industry as we create our next chapter, let’s talk!
For more information please visit www.wealthfront.com.We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.
Please review our candidate privacy notice.
Disclosures: All investing involves risk, including the possible loss of principal. Tax-Loss Harvesting benefits vary depending on the client's entire tax and investment profile. Wealthfront doesn’t provide tax advice. The Cash Account is offered by Wealthfront Brokerage LLC (“Wealthfront Brokerage”), Member of FINRA/SIPC. Wealthfront Brokerage is not a bank. We convey funds to partner banks who accept and maintain deposits, provide the variable interest rate, and provide access to FDIC pass-through insurance. Investment management and advisory services–which are not FDIC insured–are provided by Wealthfront Advisers LLC (“Wealthfront Advisers”), an SEC-registered investment adviser. The checking features offered in the Wealthfront Cash Account are provided by Green Dot Bank, Member FDIC. Fees and Eligibility requirements may apply to certain checking features, please see the Deposit Account Agreement for details.
By “award-winning products”, please refer to www.wealthfront.com/reviews for more information. Wealthfront Corporation oversees Total Client Assets and Trusted Clients through Wealthfront Advisers and Wealthfront Brokerage. Wealthfront Advisers and Wealthfront Brokerage are wholly owned subsidiaries of Wealthfront Corporation.
