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The Wealthfront Data Science team utilizes our rich financial and behavioral data to influence Marketing, Product and information security decisions. The team draws from backgrounds in Computer Science, Natural Sciences, Statistics, Operations Research, Economics and Finance.
The Data Scientist in this role will be primarily embedded within Wealthfront’s Lifecycle (LC) Marketing team. The objectives of the LC Marketing team are maximizing lead conversion and optimizing client engagement. The team addresses these goals by designing and executing personalized campaigns delivered via Emails, InApp merchandising, and push notifications.
The set of potential projects for this role includes (but is not limited to) client segmentation, campaign design and analysis, and client value modeling. A successful Lifecycle Marketing Data Scientist employs a combination of economic intuition, first-principles mathematical modeling, statistics (including causal inference) and machine learning.
A key desired trait for this role is an ability to collaboratively create experiments based on clients’ hypothesized pain points, aspirations, and moments of delight. An ideal candidate will also act as a mentor to junior team members and demonstrate an ability to explain technical concepts in a simple language.
Responsibilities
- Suggest and analyze Lifecycle Marketing campaigns rooted in clients’ delight and friction.
- Employ and exemplify rigor in mathematical analyses and sound design principles in software development.
- Collaborate with the Lifecycle Marketing team to define quarterly and yearly initiatives.
- Turn initiatives into projects with clear rationale, candidate approaches and milestones.
- Execute planned projects through hands-on work and delegation. This includes tracking priority and progress of projects in weekly meetings.
- Articulate technical information, including assumptions, methodologies, and outcomes to specialists across disciplines. Translate hunches to hypotheses and numbers into recommendations.
- Absorb and articulate the Marketing strategy and project rationales to Data Scientists.
Requirements
- Masters or PhD degree in Computer Science, Statistics, Operations Research or Natural Sciences, with 4-8+ years of prior experience as a Data Scientist.
- Proficiency in Python and SQL
- A strong foundation in practical Statistics including the use of causal inference.
- Strong mathematical and software engineering skills.
- Fluency in long and short form oral and written communication.
- Ability to sharpen or reframe project requirements through effective collaboration.
- Desire to mentor junior Data Scientists by exemplifying math, engineering and technical communication skills.
- Experience in a Marketing facing role preferred, but not required
Estimated annual salary range: $164,000 - $184,000 plus Equity and a discretionary bonus.
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 $85 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.
Wealthfront Palo Alto, California, USA Office
261 Hamilton Ave, Palo Alto, CA, United States, 94301
What you need to know about the San Francisco Tech Scene
San Francisco and the surrounding Bay Area attracts more startup funding than any other region in the world. Home to Stanford University and UC Berkeley, leading VC firms and several of the world’s most valuable companies, the Bay Area is the place to go for anyone looking to make it big in the tech industry. That said, San Francisco has a lot to offer beyond technology thanks to a thriving art and music scene, excellent food and a short drive to several of the country’s most beautiful recreational areas.
Key Facts About San Francisco Tech
- Number of Tech Workers: 365,500; 13.9% of overall workforce (2024 CompTIA survey)
- Major Tech Employers: Google, Apple, Salesforce, Meta
- Key Industries: Artificial intelligence, cloud computing, fintech, consumer technology, software
- Funding Landscape: $50.5 billion in venture capital funding in 2024 (Pitchbook)
- Notable Investors: Sequoia Capital, Andreessen Horowitz, Bessemer Venture Partners, Greylock Partners, Khosla Ventures, Kleiner Perkins
- Research Centers and Universities: Stanford University; University of California, Berkeley; University of San Francisco; Santa Clara University; Ames Research Center; Center for AI Safety; California Institute for Regenerative Medicine
