About Wealthfront
Automated investment management for everyone
Key Highlights
- Over $50B in assets under management
- Achieved Unicorn status in September 2022
- Preparing for IPO with a valuation of up to $2.05B
- Headquartered in Palo Alto, CA with 201-500 employees
Wealthfront is a fintech company headquartered in Palo Alto, CA, specializing in automated investment management and financial planning. With over $50 billion in assets under management, Wealthfront serves a growing client base and achieved Unicorn status in September 2022. The company is diversifyi...
π Benefits
Wealthfront offers a comprehensive benefits package including flexible working hours, 16 weeks of paid parental leave, and a monthly wellness reimburs...
π Culture
Wealthfront's culture emphasizes a customer-centric approach, focusing on simplifying financial management through automation. The company fosters a s...
Paralegal β’ Mid-Level
Wealthfront β’ Palo Alto - Remote
Overview
Wealthfront is hiring a Capital Markets Paralegal to support their transition to a public company. You'll drive operational excellence across SEC reporting and capital markets activity. This role requires strong securities law fundamentals and offers exposure to public-company operations.
Job Description
Who you are
You are a detail-oriented Paralegal with a strong foundation in securities law, ready to support Wealthfront's transition to a public company. You thrive in a fast-paced environment and are excited about building scalable processes for a regulated fintech platform. Your experience allows you to partner effectively with Legal, Finance, and external advisors, ensuring compliance and operational excellence.
You have a solid understanding of public company operations and SEC reporting requirements. Your ability to manage multiple tasks and deadlines will be crucial as you coordinate EDGAR filings and assist with the preparation of periodic reports like Forms 10-K, 10-Q, and 8-K. You are proactive in maintaining corporate records and governance documentation, ensuring that all materials are accurate and up-to-date.
What you'll do
In this role, you will support the preparation and filing of SEC reports, coordinating with various stakeholders to ensure timely submissions. You will assist with drafting disclosure support materials and managing reporting calendars, which will require excellent organizational skills. Your responsibilities will also include supporting capital markets transactions, such as follow-on offerings and debt financings, where you will help with due diligence requests and document execution.
You will play a key role in equity compliance, assisting with equity plan administration and ensuring accurate disclosures. Your ability to interface with external counsel and auditors will be essential as you help maintain corporate governance documentation. As Wealthfront continues to grow, you will support process improvements and tooling to scale the public-company infrastructure effectively.
What we offer
Wealthfront provides a dynamic work environment where you will have direct exposure to public-company operations at a fintech scale. You will have the opportunity to help build and refine best-in-class capital markets and disclosure processes, gaining high visibility across Legal, Finance, and executive leadership. This role offers a unique chance to contribute to the growth of a regulated fintech platform while developing your skills in a supportive team setting.
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