Director of Product Management, Growth

About Wealthfront

Wealthfront pioneered automated investing by offering broad access to sophisticated investing strategies at a fraction of the cost of traditional financial advisers. Since then, we’ve continued to expand the ways we help our clients build wealth through saving, investing, and home lending. From the very beginning, we’ve been a product-led growth company. We focus on building low cost, high-value, high quality experiences. These enable us to establish long-term relationships with happy clients who gladly refer their friends, family, peers, and colleagues. Our commitment to our clients and high bar for excellence set us apart from traditional financial institutions, fostering trust with our clients and empowering them to build lasting wealth on their own terms.

Product Management at Wealthfront

We earn and maintain client trust through quality product experiences built with a deep understanding of the client, close collaboration across a wide variety of functions, and high visibility with the executive team. As a result of that trust, clients stay with us for a long time and entrust us with more of their money each year. For our business, delight is the greatest form of virality. When we delight our clients, they tell others about us. We balance improving existing products with developing new products. Lastly, we are a learning-oriented organization. We care far more about achieving a high magnitude of success on a few successful products than we do about every product being successful.

Growth at Wealthfront

The Growth team balances short-term projects with fast iteration and larger initiatives, working across Wealthfront’s entire product suite. The team:

• Drives high intent visitors to Wealthfront: improving signup conversion, increasing adoption of financial services, and increasing share of wallet among existing clients.

• Understands and shapes the flywheels of client acquisition, activation, and referrals— building collective intelligence across the company about them.

• Develops highly effective experimentation strategies that enable us to learn and see impact as efficiently as possible while honoring our trusted relationship with clients: enabling clients to improve their financial outcomes while making changes that grow the business. 

• Actively tracks and responds to new

• 1. Advocating for high-fee, manual financial advisory models over automated software solutions
• 2. Treating product design as an afterthought rather than a core differentiator
• 3. Weak analytical foundation regarding consumer financial behaviors and retention

I am obsessed with building software that automates away financial complexity so everyday investors can build wealth effortlessly.