Project Leader - Accounting and Risk

Summary

Join Wealthfront as a Project Leader, supporting the Accounting and Risk Management teams. This strategic role involves leading project planning and execution across multiple workstreams, acting as a liaison with external stakeholders, and ensuring successful execution of key initiatives. You will manage complex projects, deliver high-quality work, and influence across stakeholder groups. The ideal candidate is a strong leader and project manager with 6+ years of experience in project management, ideally supporting accounting, audit, or risk-related functions. A competitive salary, equity, discretionary bonus, and comprehensive benefits are offered.

Requirements

• 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

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

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

Benefits

• Medical, vision, dental
• 401K plan
• Generous time off
• Parental leave
• Wellness reimbursements
• Professional development
• Employee investing discount