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Project Leader - Accounting and Risk - Remote

Posted 5 days ago
Project Management
Full Time
USA

Overview

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 Short

  • Lead the planning, coordination, and execution of high-impact projects across Accounting and Risk Management functions.
  • Manage external audits and regulatory compliance initiatives.
  • Oversee system and technology implementations.
  • Review and track contracts/Statements of Work (SoW).
  • Build and manage detailed project plans and milestones.
  • Deliver tailored communications and status reports for stakeholders.
  • Identify risks and drive resolution across teams.
  • Support Finance, Accounting, and Risk teams in documentation and deadlines.
  • Drive continuous improvement in project delivery processes.
  • Ensure accountability while maintaining strategic goals.

Requirements

  • 6+ years of project management experience in accounting, audit, or risk-related functions.
  • Ability to manage multiple complex projects independently.
  • Experience in developing project plans and preparing executive updates.
  • Strong communication skills tailored to audience needs.
  • Self-starter with ownership and follow-through.
  • Balance strategic thinking with hands-on execution.
  • Strong prioritization and multitasking skills.

Benefits

  • Work with a dynamic team in a growing fintech environment.
  • Opportunities for professional development.
  • Flexible working arrangements.
  • Competitive salary and benefits package.
  • Engagement in impactful projects.
Wealthfront logo

Wealthfront

Wealthfront is a pioneering financial technology company that transformed the investment advisory landscape by providing automated investing solutions that make sophisticated investment strategies accessible to a broader audience at a lower cost than traditional financial advisors. With a mission to build a financial system that favors individuals over institutions, Wealthfront has expanded its offerings to include exceptional banking features through its Brokerage Cash Account, enabling clients to automate their finances seamlessly. The company has attracted over $70 billion in client assets and continues to innovate in the robo-advisor space, aiming to empower young investors to make informed decisions and build long-term wealth effortlessly. Wealthfront values diversity and is committed to creating an inclusive environment for all employees.

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