The Senior Specialist will oversee equity administration, payroll operations, ensure compliance, maintain records, and improve processes within Finance & Accounting at Wealthfront.
Wealthfront is seeking a Senior Specialist, Equity & Payroll Administration to join our Finance & Accounting team and help build scalable infrastructure to support a dynamic, high-growth organization. This role will be assisting with end-to-end equity administration and payroll operations, partnering closely with Accounting, Finance, Human Strategy, Legal, and external advisors.
Reporting to the Senior Director of Accounting, you will play a critical role in ensuring accuracy, compliance, and operational excellence across equity compensation programs and payroll. The ideal candidate is detail-oriented, solutions-driven, and energized by improving processes in a fast-paced environment.
Equity Compensation Administration Responsibilities:
- Administer equity compensation programs including stock options, RSUs, ESPP, and 10b5-1 plans
- Process equity transactions such as grants, exercises, vesting, cancellations, expirations, and payroll-related equity events
- Maintain accurate and complete equity records in equity administration systems
- Support compliance with SEC reporting and internal controls related to equity activity
- Communicate clearly with employees regarding equity plan mechanics and transactions
- Perform regular reconciliations between equity systems, payroll, and general ledger
- Coordinate with external equity administrators, auditors, and compensation consultants
- Assist with the calculation and reporting of stock-based compensation expense and disclosures under ASC 718
Payroll Administration Responsibilities:
- Responsible for timely and accurate processing of the semi-monthly payroll and uploads to the payroll system
- Responsible for maintaining payroll reports, personnel records and processing deductions such as levies and garnishments, preparing accounting transactions and auditable support, and preparing special reports for senior management
- Record information about new employees, address changes, and other personnel information, such as wage rates, timesheet transfers, etc
- Responsible for withholding and processing of established organization benefit deductions such as life insurance, health and accident insurance, retirement programs, and savings plans, and maintains such records as are necessary for benefit implementation
- Consult with appropriate vendors and Human Strategy to resolve employee issues
- Research and resolve payroll-related issues and other payroll tasks, as requested
Requirements:
- 4-6 years of relevant experience in equity administration, payroll or related accounting/finance roles
- Bachelor’s degree in Accounting, Finance, or a related field; CPA preferred
- Strong understanding of U.S. GAAP, internal controls, and compliance requirements
- Hands-on experience with payroll systems and equity administration platforms (e.g., Shareworks/Carta/Namely/ADP preferred)
- Proficiency in Microsoft Office, Google Workspace, NetSuite, Bill.com, and Expensify (or similar systems)
- Exceptional attention to detail with the ability to communicate clearly at all levels of the organization
- Strong problem-solving skills and a proactive, solutions-oriented mindset
- High ethical standards and commitment to data accuracy and confidentiality
- Ability to manage multiple priorities and meet deadlines in a fast-paced environment
- Enthusiasm for leveraging technology to improve business processes
- Collaborative, customer-centric approach with a strong team orientation
Estimated annual salary: $120,000 - $141,700 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 $90 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.
Top Skills
Shareworks,Carta,Namely,Adp,Microsoft Office,Google Workspace,Netsuite,Bill.Com,Expensify
Similar Jobs
Cloud • Information Technology • Productivity • Security • Software • App development • Automation
The Account Executive will engage with public sector clients in Canada, help them leverage Atlassian's software solutions, and drive sales growth.
Cloud • Information Technology • Productivity • Security • Software • App development • Automation
The Principal Strategist will develop and execute partner strategy to drive P&L growth, utilizing qualitative and quantitative methods. This role requires analysis of market dynamics, multi-layered stakeholder management, and effective communication to ensure successful GTM strategies and profitable growth.
Top Skills:
SaaS
Cloud • Information Technology • Productivity • Security • Software • App development • Automation
The Senior Principal Product Manager is responsible for strategic vision and execution of product innovation, stakeholder communication, team influence, and driving results in the B2B/enterprise space.
Top Skills:
OracleSAP
What you need to know about the Los Angeles Tech Scene
Los Angeles is a global leader in entertainment, so it’s no surprise that many of the biggest players in streaming, digital media and game development call the city home. But the city boasts plenty of non-entertainment innovation as well, with tech companies spanning verticals like AI, fintech, e-commerce and biotech. With major universities like Caltech, UCLA, USC and the nearby UC Irvine, the city has a steady supply of top-flight tech and engineering talent — not counting the graduates flocking to Los Angeles from across the world to enjoy its beaches, culture and year-round temperate climate.
Key Facts About Los Angeles Tech
- Number of Tech Workers: 375,800; 5.5% of overall workforce (2024 CompTIA survey)
- Major Tech Employers: Snap, Netflix, SpaceX, Disney, Google
- Key Industries: Artificial intelligence, adtech, media, software, game development
- Funding Landscape: $11.6 billion in venture capital funding in 2024 (Pitchbook)
- Notable Investors: Strong Ventures, Fifth Wall, Upfront Ventures, Mucker Capital, Kittyhawk Ventures
- Research Centers and Universities: California Institute of Technology, UCLA, University of Southern California, UC Irvine, Pepperdine, California Institute for Immunology and Immunotherapy, Center for Quantum Science and Engineering
