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WealthfrontWE

Senior Marketing Technology Manager

We're on a mission to build a financial system that favors people, not institutions. We’re building a financial services company so you can design the life you want and make it happen.

Wealthfront

Employee count: 201-500

Salary: 148k-163k USD

United States only

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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.
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. 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?

Responsibilities:

  • 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

Desired skills:

  • 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)
Estimated annual salary range: $148,000 - $162,710 USD plus Equity. Plus 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 $90 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.

About the job

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Job type

Full Time

Experience level

Salary

Salary: 148k-163k USD

Experience

6 years minimum

Location requirements

Hiring timezones

United States +/- 0 hours

About Wealthfront

Learn more about Wealthfront and their company culture.

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We make it delightfully easy to build wealth. Which isn’t usually the case. Because other companies aren’t looking out for you, long-term.

If you try to do things yourself, you’re never sure if you’re making the right decisions.

If you use advisors, you’re never sure whether they’re making the best decisions for you... or for themselves.

Wealthfront levels the playing field. Because everyone deserves an equal chance to succeed.

Here’s how it all started. Meet Andy.

After a successful career as the co-founder of VC firm Benchmark Capital, Wealthfront co-founder Andy Rachleff kicked back into a relaxed retirement*.

Teaching technology entrepreneurship courses at Stanford Graduate School of Business.

Partnering with his wife and the Damon Runyon Cancer Research Foundation to fund novel cancer research projects.

Sitting on the University of Pennsylvania Board of Trustees, his alma mater, where he was Vice Chairman of the university’s endowment investment committee.

At Stanford, entrepreneurs and students alike came to him for investing advice. But he often couldn’t recommend the services he used because the minimums were too high — especially for students.

He saw a need to democratize access to sophisticated investment products.

Meanwhile at U Penn, Andy found that even the best-managed endowments in the world relied on spreadsheets, outdated tools, and manual calculations. It turned out that even high-end investors needed an upgrade.

Andy’s tech expertise led to a breakthrough notion:

Software could make investing easier and better for more people.

Meet Dan Carroll.

Around this time, Dan Carroll was visiting his parents outside Chicago. They’d been hit hard by the financial crisis of 2008, and Dan, a former trader, was helping them assess the damage. He opened a statement from their financial advisor and was horrified.

He knew the deal — financial advisors make 90% of their revenue from the top 20% of their clients.

People like his parents didn’t get the attention they deserved — that they paid for.

It was clear to him most people didn’t have access to good financial advice.

And he decided to do something about it.

So he started tinkering with a few solutions. He eventually built a prototype that got some traction, and even got the attention of a lecturer at Stanford.

That’s when Andy called Dan.

But no, this isn’t the point in the story when Wealthfront was born. Dan thought VCs were [bleep], so he didn’t call back. He wasn’t about to sell out.

He was on a mission to do good.

Andy persisted, however, and eventually tracked Dan down. He explained that he’d already had a wildly successful career, so he wasn’t in it for greed. He simply wanted more people to have the same investing advantages that he had.

The two realized they not only shared a mission — to help democratize access to sophisticated financial advice — they agreed that software could unlock great investing for everyone. So they gathered some of the best technical minds they knew.

That was the day Wealthfront was formed.

Employee benefits

Learn about the employee benefits and perks provided at Wealthfront.

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Discretionary time off policy

We work hard, but we rejuvenate too.

Retirement benefits

401(k) to help you invest in your future.

Equity benefits

Equity, so you are rewarded for your best work.

Paid parental leave

We offer 16 weeks of paid parental leave (both parents).

View Wealthfront's employee benefits
Claim this profileWealthfront logoWE

Wealthfront

Company size

201-500 employees

Founded in

2008

Chief executive officer

David Fortunato

Employees live in

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