Who We Are

Ellevest is an investing and wealth management company built by women, for women. In a sea of financial services, we stand apart with our mission to get more money in the hands of women, no matter where they’re starting or how far they’ve come. We started by building the only gender-aware online investing platform that takes totally un-ignorable realities (like pay gaps, different salary curves, and women’s longer lifespans) into account. Then we added financial planning services for Ellevest clients, plus a full-service private wealth management service that helps high net worth people, families, and institutions align their financial power with their values.

Ellevest was co-founded by Wall Street veteran, Sallie Krawcheck. Prior to Ellevest, Krawcheck was one of the only financial executives of her generation to have held C-suite roles at the largest global banks — as CEO of Merrill Lynch, Smith Barney, US Trust, and Sanford Bernstein and as CFO of Citi. As a venture-funded business, we’ve beat impossibly long odds to raise $145 million in venture-capital funding (women CEOs raise $1 out of every $10,000 Series B fintech dollars). Our investors include: Rethink Impact, Venus Williams, Valerie Jarret, Pivotal Ventures, and Melinda Gates’ family office.

Diversity, Equity & Inclusion

Ellevest is an equal opportunity employer and we value diversity at our company. Data shows that diverse teams are moreinnovative, makebetter decisions, and lead to greateremployee engagement. When hiring, we look for culture add, not culture fit. That means hiring people who bring new perspectives and different experiences to our team. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status. 

About This Position

As a Senior Compliance Officer at Ellevest, you will work closely with the Chief Compliance Officer on a broad range of compliance and regulatory matters aimed at developing and maintaining an effective investment advisory compliance program. You'll partner with stakeholders across the company to support all Ellevest service offerings from investing and financial planning to wealth management. You enjoy collaborating with teammates across disciplines including investments, product, marketing and more, always bringing a thoughtful approach to communication and teamwork. 

Day-to-day you will:

• Administer and maintain the compliance program, including the company’s policies, procedures, and Code of Ethics by helping to identify and assess new business and regulatory risks
• Provide compliance training and guidance to internal business partners on investment advisory compliance issues and permissible activities under the company’s policy and the Investment Advisers Act of 1940, Securities Act of 1933, and other applicable regulations
• Lead the compliance monitoring and surveillance program to assess the effectiveness of company policies and procedures
• Review marketing materials for compliance with the Advisers Act and other applicable regulatory requirements
• Maintain Ellevest’s Form ADV, including its advisory and wrap fee brochures; prepare annual amendments and interim updates and filings
• Support regulatory examinations including compiling information requested; interface with SEC and other auditors
• Support ongoing compliance testing for Ellevest, including annual and ongoing assessments of compliance programs, and create new testing as necessary in response to regulatory or business needs
• Support onboarding and offboarding employees and contractors, including managing the registration process for Investment Adviser Representatives
• Serve as the compliance liaison to Ellevest’s risk management committees
• Work with external partners to support Ellevest’s compliance operations and processes 

We’re looking for: 

• 5+ years of compliance experience within financial services, and more specifically Registered Investment Advisors (RIA) experience (Fintech experience is a plus but not required)
• Fluency in all SEC-registered investment advisor issues, including the Investment Advisors Act of 1940, Securities Act of 1933, and the ability to apply that knowledge strategically in light of changing regulation and business initiatives
• Experience building and implementing risk-based compliance testing and monitoring programs
• Risk-based critical thinking skills and strong written and oral communication skills
• Ability to work with a sense of urgency and deliver work with the appropriate level of accuracy, proficiency, and timeliness
• Impeccable integrity and a customer-first ethos
• Project management and process improvement capabilities with the ability to prioritize and manage multiple projects independently
• Passion for our women-oriented mission

Ellevest's compensation framework is based on relevant data, benchmarking and research for comparable companies and on our internal pay equity policies. The prospective annual salary for this role is $120,000-130,000. In addition to base salary, Ellevest compensation offering for full-time employees will also include the following benefits: equity, 401k plan with employer contribution, medical, dental and vision health insurance (80% of premiums covered by employer), unlimited paid time off and flexible scheduling, paid parental leave, learning and development opportunities, financial support for accessing reproductive healthcare, free access to Ellevest membership and discounts on Wealth Management offering. The actual offer, reflecting the total compensation package and benefits, will be determined by a number of factors including (but not limited to) the applicant's experience, skills, certifications, as well as internal equity among our team. 

Working at Ellevest

Ellevest was founded in New York City, but today, our fully remote team is spread across the whole United States. As a member of the team, you can expect to do work that directly impacts our mission and the lives of real women every day.

We’re also dedicated to building a work environment where everyone on our team can grow and thrive, with flexible working hours and time off; remote work policies designed for transparency and effective cross-team collaboration; ongoing team building and professional development; and more.

Do you think you could thrive in this role?

Please send us your application — even if you don’t check everysinglebox. No two people’s career paths look exactly alike, and skill sets come in many different forms. We can’t wait to hear about yours.

Note: Instead of a cover letter, we ask you to answer the questions at the bottom of this application.

Who We Are

Ellevest is an investing and wealth management company built by women, for women. In a sea of financial services, we stand apart with our mission to get more money in the hands of women, no matter where they’re starting or how far they’ve come. We started by building the only gender-aware online investing platform that takes totally un-ignorable realities (like pay gaps, different salary curves, and women’s longer lifespans) into account. Then we added financial planning services for Ellevest clients, plus a full-service private wealth management service that helps high net worth people, families, and institutions align their financial power with their values.

Ellevest was co-founded by Wall Street veteran, Sallie Krawcheck. Prior to Ellevest, Krawcheck was one of the only financial executives of her generation to have held C-suite roles at the largest global banks — as CEO of Merrill Lynch, Smith Barney, US Trust, and Sanford Bernstein and as CFO of Citi. As a venture-funded business, we’ve beat impossibly long odds to raise $145 million in venture-capital funding (women CEOs raise $1 out of every $10,000 Series B fintech dollars). Our investors include: Rethink Impact, Venus Williams, Valerie Jarret, Pivotal Ventures, and Melinda Gates’ family office.

Diversity, Equity & Inclusion

Ellevest is an equal opportunity employer and we value diversity at our company. Data shows that diverse teams are moreinnovative, makebetter decisions, and lead to greateremployee engagement. When hiring, we look for culture add, not culture fit. That means hiring people who bring new perspectives and different experiences to our team. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status. 

About This Position

As a Performance Marketing Manager at Ellevest, you will be responsible for ideating, prioritizing, and driving our paid and performance marketing strategy – including ads across digital advertising platforms like Meta, LinkedIn, etc., as well as paid search and SEO optimizations – with an end goal to intentionally accelerate growth across product lines. This is a highly cross-functional role where you’ll partner closely with colleagues across creative, data, and marketing. 

The ideal candidate is as comfortable discussing creative strategy as they are digging into data, and is excited to contribute in a collaborative, mission-driven environment. We’re looking for someone who is enthusiastic about our mission, and is keen to thoughtfully implement new channel areas to accelerate growth. You’re always testing out emerging platforms, features, formats, and techniques.

You bring a strong growth mindset, with an eagerness to learn new tools and skills as the needs of the team evolve. You enjoy collaborating with teammates across disciplines, always bringing a data-driven, thoughtful approach to solving tough problems. You’ve personally managed large digital media budgets in the past with a track record of success. 

Day-to-day you will:

• Lead paid acquisition strategy, planning, and execution across multiple networks such as paid social, search, programmatic and offline channels
• Develop performance marketing strategies based on research findings from competitors and relevant adjacent services
• Implement competitive messaging tactics that engage and convert new clients
• Leverage data and qualitative insights to identify ways to improve and iterate
• Source and test new client acquisition channels with the goal of finding efficient and scalable ways to grow the business and support new Ellevest offerings
• Manage priorities and communication across performance marketing initiatives; summarize learnings and data to share with key stakeholders
• Work closely with designers, copywriters, and strategists from ideation to launch to quantify the impact of their work
• Support SEO optimizations and implementing SEO recommendations
• Manage influencer relationships to source content
• Develop a strong working relationship with Compliance to ensure performance marketing is in line with investment advisor regulations

We’re looking for: 

• Experience in a growth marketing role with a focus on performance marketing  
• Deep knowledge of digital advertising platforms including (but not limited to) Meta, Google, etc. as well as with the broader ad tech landscape
• Experience scoping and communicating technical requirements to ensure accurate tracking of channels, conversion events, and other performance data
• Familiarity with SEO best practices
• Ability to multiple partners, channels, and competing priorities
• A point-of-view on advertising creative and instincts for understanding consumer behavior, balanced by a track record of rigorous data analysis and hypothesis-driven experimentation
• Strong communication skills, a positive attitude, and willingness to learn on the job
• Passion for our women-oriented mission

Ellevest's compensation framework is based on relevant data, benchmarking and research for comparable companies and on our internal pay equity policies. The prospective annual salary for this role is $90,000-105,000. In addition to base salary, Ellevest compensation offering for full-time employees will also include the following benefits: equity, 401k plan with employer contribution, medical, dental and vision health insurance (80% of premiums covered by employer), unlimited paid time off and flexible scheduling, paid parental leave, learning and development opportunities, financial support for accessing reproductive healthcare, free access to Ellevest membership and discounts on Wealth Management offering. The actual offer, reflecting the total compensation package and benefits, will be determined by a number of factors including (but not limited to) the applicant's experience, skills, certifications, as well as internal equity among our team. 

Working at Ellevest

Ellevest was founded in New York City, but today, our fully remote team is spread across the whole United States. As a member of the team, you can expect to do work that directly impacts our mission and the lives of real women every day.

We’re also dedicated to building a work environment where everyone on our team can grow and thrive, with flexible working hours and time off; remote work policies designed for transparency and effective cross-team collaboration; ongoing team building and professional development; and more.

Do you think you could thrive in this role?

Please send us your application — even if you don’t check everysinglebox. No two people’s career paths look exactly alike, and skill sets come in many different forms. We can’t wait to hear about yours.

Note: Instead of a cover letter, we ask you to answer the questions at the bottom of this application.

Who We Are

Ellevest is an investing and wealth management company built by women, for women. In a sea of financial services, we stand apart with our mission to get more money in the hands of women. We started by building the only gender-aware investing platform that takes totally un-ignorable realities  — like pay gaps, different salary curves, and women’s longer lifespans — into account. Then we added financial planning services for Ellevest clients, plus a full-service private wealth management service that helps high net worth people, families, and institutions align their financial power with their values.

Ellevest was founded by Wall Street veteran, Sallie Krawcheck. Before Ellevest, Krawcheck was one of the only financial executives of her generation to have held C-suite roles at the largest global banks — as CEO of Merrill Lynch, Smith Barney, US Trust, and Sanford Bernstein and as CFO of Citi. As a venture-funded business, we’ve beat impossibly long odds to raise $145 million in venture capital funding (women CEOs raise $1 out of every $10,000 Series B fintech dollars). Our investors include: Rethink Impact, Venus Williams, Valerie Jarret, Pivotal Ventures, and Melinda Gates’ family office.

Diversity, Equity & Inclusion

Ellevest is an equal opportunity employer and we value diversity at our company. Data shows that diverse teams are more innovative, make better decisions, and lead to greater employee engagement. When hiring, we look for culture add, not culture fit. That means hiring people who bring new perspectives and different experiences to our team. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.

About This Position

As a Client Experience Associate, you will provide first touch responses to clients across multiple channels including email, phone, chat, and text. You will support the Client Experience team by providing exceptional service to our clients. You are a fast learner, with strong communication skills and a creative, problem solving attitude. You are passionate about our mission to get more money in the hands of more women, and you are excited to share that passion with Ellevest clients. 

This is a part-time, fully remote opportunity. We will provide the equipment and training you need to be successful, we just ask you to reserve a quiet place at home to work (with WiFi) and bring an optimistic attitude.You will have a flexible schedule based on your availability and the needs of the team, but may have the opportunity to work up to 20 hours per week as your availability allows and company needs require. 

Day-to-day you will:

• Act as the front line and voice of Ellevest assisting clients with inquiries such as:
• Onboarding or offboarding
• Troubleshooting issues related to account setup like linking a bank account or setting up deposits 
• Assisting clients with resetting their account password or similar technical issues
• Explaining how Ellevest works, how to get started, or what services we offer
• Efficiently solve inquiries from Ellevest clients via email, phone, text, and chat
• Support Ellevest clients by providing exceptional service
• Proactively identify trends, troubleshoot and escalate issues as appropriate, and share client feedback
• Identify opportunities for growth and process improvement
  

We’re looking for: 

• Exceptional communication skills across various channels including email, phone, chat, and text; prior customer service experience is a plus! 
• A detail-oriented, organized approach to work with strong follow-through and ownership of tasks
• Team player attitude and you are committed to learning from others
• Ability to efficiently work in a fast-paced, high volume environment
• Proficiency with (and excitement about) learning new technologies, systems, and processes
• Passion for our women-oriented mission
  

Ellevest's compensation framework is based on relevant data, benchmarking and research for comparable companies and on our internal pay equity policies. The hourly rate for this position is $20/hour. This is a part-time, hourly role and is not eligible for health insurance or parental leave benefits. Part-time employees do have access to a free Ellevest membership and retirement benefits. 

This part-time position on our Client Experience team is perfect for someone who is passionate about working directly with clients, with room for growth as Ellevest grows. 

Working at Ellevest

Ellevest was founded in New York City, but today, our fully remote team is spread across the United States. As a member of the team, your work will directly support our mission and benefit the lives of real women every day. We’re also dedicated to building a work environment where everyone on our team can grow and thrive, with flexible working hours and time off; remote work policies designed for transparency and effective cross-team collaboration; ongoing team building and professional development; and more. 

Do you think you could thrive in this role?

Please send us your application — even if you don’t check every single box. No two people’s career paths look exactly alike, and skill sets come in many different forms. We can’t wait to hear about yours.

Note: Instead of a cover letter, we ask you to answer the questions at the bottom of this application.

Who We Are

Ellevest is an investing and wealth management company built by women, for women. In a sea of financial services, we stand apart with our mission to get more money in the hands of women. We started by building the only gender-aware investing platform that takes totally un-ignorable realities  — like pay gaps, different salary curves, and women’s longer lifespans — into account. Then we added financial planning services for Ellevest clients, plus a full-service private wealth management service that helps high net worth people, families, and institutions align their financial power with their values.

Ellevest was founded by Wall Street veteran, Sallie Krawcheck. Before Ellevest, Krawcheck was one of the only financial executives of her generation to have held C-suite roles at the largest global banks — as CEO of Merrill Lynch, Smith Barney, US Trust, and Sanford Bernstein and as CFO of Citi. As a venture-funded business, we’ve beat impossibly long odds to raise $145 million in venture capital funding (women CEOs raise $1 out of every $10,000 Series B fintech dollars). Our investors include: Rethink Impact, Venus Williams, Valerie Jarret, Pivotal Ventures, and Melinda Gates’ family office. 

Diversity, Equity & Inclusion

Ellevest is an equal opportunity employer and we value diversity at our company. We believe Data shows that diverse teams are more innovative, make better decisions, and lead to greater employee engagement. When hiring, we look for culture add, not culture fit. That means hiring people who bring new perspectives and different experiences to our team. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status. 

About This Position

Are you a tech-savvy marketer excited about continuously testing and learning? We're looking for an Email Marketing and MarTech Consultant to join our growth team and help shape our CRM marketing and operations. You will play an instrumental role in the day-to-day execution, management, reporting, and optimization of Ellevest's CRM communications. As a member of the growth team, you’ll also benefit from broad exposure to a range of disciplines within a high-growth start-up environment (marketing, content, design, product, operations, engineering, compliance), including a window into how your work influences top-line company goals. 

This is a freelance (independent contractor) position on our fully remote team. The role is initially expected to require a 20-25 hour/week commitment but could vary depending on workload and business needs. 

Day-to-day you will: 

• Produce CRM communications including email, push, and in-app messages to support company goals and campaigns
• Implement audience segmentation, suppression, and deliverability strategies
• Follow CRM QA and deployment processes to ensure accuracy
• Manage records of CRM communications to comply with investment advisor regulations
• Support ad hoc projects as they relate to marketing technology needs and improvements

We’re looking for: 

• Experience producing digital assets using HTML, CSS, and aptitude to learn new technologies
• Experience and familiarity with Braze, Salesforce, Google Analytics, Google Tag Manager, and Pardot (or a similar marketing automation platform). Webflow experience is a plus, but not a requirement. 
• Exceptional attention to detail
• An interest in using data and testing to improve marketing program(s)
• Excellent communication skills and ability to project manage across multiple stakeholders
• Ability and desire to adapt to a fast-paced and dynamic work environment. This includes working independently and on a team. 
• Passion for our mission

Ellevest's compensation framework is based on data, benchmarking, research for comparable companies, and our internal pay equity policies. The prospective hourly rate for this role is $50 - 80/hour. The actual offer, reflecting the total compensation package and benefits, will be determined by a number of factors including (but not limited to) the applicant's experience, skills, certifications, as well as internal equity among our team. This is an independent contractor position and is not eligible for health insurance, retirement, or parental leave benefits.

Working at Ellevest

Ellevest was founded in New York City, but today, our fully remote team is spread across the United States. Your work will directly support our mission and benefit the lives of real women every day. We’re also dedicated to building a work environment where everyone on our team can grow and thrive, with flexible working hours and time off; remote work policies designed for transparency and effective cross-team collaboration; ongoing team building, and professional development. 

Do you think you could thrive in this role?

Please send us your application — even if you don’t check every single box. No two people’s career paths look exactly alike, and skill sets come in many different forms. We can’t wait to hear about yours.

Note:Instead of a cover letter, we ask you to answer the questions at the bottom of this application.

Who We Are

Ellevest is an investing and wealth management company built by women, for women. In a sea of financial services, we stand apart with our mission to get more money in the hands of women, no matter where they’re starting or how far they’ve come. We started by building the only gender-aware online investing platform that takes totally un-ignorable realities (like pay gaps, different salary curves, and women’s longer lifespans) into account. Then we added financial planning services for Ellevest clients, plus a full-service private wealth management service that helps high net worth people, families, and institutions align their financial power with their values.

Ellevest was co-founded by Wall Street veteran, Sallie Krawcheck. Prior to Ellevest, Krawcheck was one of the only financial executives of her generation to have held C-suite roles at the largest global banks — as CEO of Merrill Lynch, Smith Barney, US Trust, and Sanford Bernstein and as CFO of Citi. As a venture-funded business, we’ve beat impossibly long odds to raise $145 million in venture-capital funding (women CEOs raise $1 out of every $10,000 Series B fintech dollars). Our investors include: Rethink Impact, Venus Williams, Valerie Jarret, Pivotal Ventures, and Melinda Gates’ family office.  

Diversity, Equity & Inclusion

Ellevest is an equal opportunity employer and we value diversity at our company. Data shows that diverse teams are more innovative, make better decisions, and lead to greater employee engagement. When hiring, we look for culture add, not culture fit. That means hiring people who bring new perspectives and different experiences to our team. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.

About This Position

As a consultant at Ellevest, you will have the opportunity to shape our financial planning offering specifically for clients navigating divorce, working as part of the financial planning team to create, deliver, and scale these services. You’ll work cross-functionally as a subject matter expert contributing to the creation of divorce-related workshops, 1:1 client-facing planning sessions, articles, and resources for clients. 

You will participate in individual client-facing engagements online and over the phone, bringing your knowledge of financial planning considerations in a divorce, in addition to financial planning topics such as budgeting, debt repayment, retirement, home buying, saving for other major goals, and more. 

Your coaching mindset and educational approach will help clients make independent and informed decisions about their financial situation and future goals. You are confident speaking to audiences of 20+ people via webinars and workshops. This consulting (freelance) role is initially expected to require 5-10 hours per week but could vary over time depending on client volume and other business needs.

Please note this is a consultant position (part-time, independent contractor).

Day-to-day you will:

• Work cross-functionally as a subject matter expert as we build and scale a financial planning offering specifically for clients navigating a divorce (content, workshops, 1:1 planning sessions, and more) 
• Provide financial education and guidance to clients via 1:1 phone sessions and emails; topics will primarily relate to divorce but could also include budgeting, debt repayment, emergency funding, retirement planning, buying a home, starting a business, saving for other major goals,  insurance and estate planning
• Conduct introductory calls with clients and prospects who are interested in exploring Ellevest’s financial planning services 
• Support prospective financial planning clients by educating them on the services we offer and matching them with the right planning session or package that best meets their needs and will help them achieve their financial goals
• Collaborate with Financial Planning team members to maintain a client experience with a consistent methodology, philosophy, and process
• Present educational workshops and webinars to groups of 20+ people in a variety of settings (clients, prospects, non-profits, corporate employees, professional associations, etc.) via webinar 
• Comply with Ellevest methods and guidelines, and uphold our documentation and organization standards to meet compliance requirements
• Promote professional and team development by maintaining an in-depth understanding of financial planning, capital markets and the financial services industry; stay aware of significant changes or developments (e.g. taxation, regulatory, legal, competitive, technical) within the fields of investments and financial services

We’re looking for: 

• CERTIFIED FINANCIAL PLANNER™ (CFP®) Professional and Certified Divorce Financial Analyst (CDFA®) certifications that are both current and active; additional designations such as EA, CFA, etc are not required but are welcome. Note: Given our status as a Registered Investment Advisor, we cannot carry FINRA Series 6, 7, 63, or 66 licenses.  
• 3+ years of financial planning experience, including experience working with clients at various stages of the divorce process through post-settlement
• Willingness to partner with the Ellevest brand and manage any potential conflicts with existing brands in order to best serve Ellevest clientele
• Outstanding oral and written communication skills, high emotional intelligence and the ability to translate complex financial topics to audiences with different levels of experience and knowledge
• Willingness to lead group sessions, webinars, and workshops with 20+ attendees
• Experience relying on and adapting to new technology, especially in a remote setting
• Adapt to a fast-paced and dynamic remote work environment. This includes working independently and on a team, as well as the ability and willingness to pivot when something is not working to try a new strategy
• Passion for our women-oriented mission

Ellevest's compensation framework is based on relevant data, benchmarking and research for comparable companies and on our internal pay equity policies. The prospective pay rate for this consulting role is $70-85/hour. The actual offer will be determined by a number of factors including (but not limited to) the applicant's experience, skills, certifications, as well as internal equity among our team. This is an independent contractor position and is not eligible for health insurance, retirement, or parental leave benefits.

Working at Ellevest

Ellevest was founded in New York City, but today, our fully remote team is spread across the United States. As a member of the team, your work will directly support our mission and benefit the lives of real women every day.

We’re also dedicated to building a work environment where everyone on our team can grow and thrive, with flexible working hours and time off; remote work policies designed for transparency and effective cross-team collaboration; ongoing team building and professional development; and more. 

Do you think you could thrive in this role?

Please send us your application — even if you don’t check every single box. No two people’s career paths look exactly alike, and skill sets come in many different forms. We can’t wait to hear about yours.

Note: Instead of a cover letter, we ask you to answer the questions at the bottom of this application.

Who We Are

Ellevest is an investing and wealth management company built by women, for women. In a sea of financial services, we stand apart with our mission to get more money in the hands of women, no matter where they’re starting or how far they’ve come. We started by building the only gender-aware online investing platform that takes totally un-ignorable realities (like pay gaps, different salary curves, and women’s longer lifespans) into account. Then we added financial planning services for Ellevest clients, plus a full-service private wealth management service that helps high net worth people, families, and institutions align their financial power with their values.

Ellevest was co-founded by Wall Street veteran, Sallie Krawcheck. Prior to Ellevest, Krawcheck was one of the only financial executives of her generation to have held C-suite roles at the largest global banks — as CEO of Merrill Lynch, Smith Barney, US Trust, and Sanford Bernstein and as CFO of Citi. As a venture-funded business, we’ve beat impossibly long odds to raise $145 million in venture-capital funding (women CEOs raise $1 out of every $10,000 Series B fintech dollars). Our investors include: Rethink Impact, Venus Williams, Valerie Jarret, Pivotal Ventures, and Melinda Gates’ family office.  

Diversity, Equity & Inclusion

Ellevest is an equal opportunity employer and we value diversity at our company. Data shows that diverse teams are more innovative, make better decisions, and lead to greater employee engagement. When hiring, we look for culture add, not culture fit. That means hiring people who bring new perspectives and different experiences to our team. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.

About This Position

As a Financial Planner for Ellevest, you will have the opportunity to support our financial planning client experience, working as part of the financial planning team to deliver and scale our services. You will participate in individual client-facing and community engagements online and over the phone, bringing with you a comfort with those forms of communication and your knowledge from 5+ years of work on financial planning issues such as budgeting, debt repayment, saving for retirement, the home buying process, saving for other major goals, and more. 

Your coaching mindset and educational approach will help clients make independent and informed decisions about their financial goals and stay on track to achieve those goals over time. You are confident speaking to audiences of 20+ people via webinars and workshops. This consulting (freelance) role is initially expected to require 5-10 hours per week but could vary over time depending on client volume and other business needs.

Please note this is a consultant position (part-time, independent contractor).

Day-to-day you will:

• Provide financial education and guidance to clients via 1:1 phone sessions and emails on topics including budgeting, debt repayment, emergency funding, retirement planning, buying a home, starting a family, starting a business, saving for other major goals, and in very limited amounts, insurance and estate planning
• Conduct introductory calls with clients and prospects who are interested in exploring Ellevest's financial planning services 
• Support prospective financial planning clients by educating them on the services we offer and matching them with the right planning session or package that best meets their needs and will help them achieve their financial goals
• Collaborate with Financial Planning team members to maintain a client experience with a consistent methodology, philosophy, and process
• Present educational workshops and webinars to groups of 20+ people in a variety of settings (clients, prospects, non-profits, corporate employees, professional associations, etc.) via webinar 
• Comply with Ellevest methods and guidelines, and uphold our documentation and organization standards to meet compliance requirements
• Promote professional and team development by maintaining an in-depth understanding of financial planning, capital markets and the financial services industry; stay aware of significant changes or developments (e.g. taxation, regulatory, legal, competitive, technical) within the fields of investments and financial services

We’re looking for: 

• CERTIFIED FINANCIAL PLANNER™ (CFP®) Professional certification that is current and active; additional designations such as EA, CFA, CDFA, etc are not required but are welcome. Note: Given our status as a Registered Investment Advisor, we cannot carry FINRA Series 6, 7, 63, or 66 licenses.  
• 5+ years of broad financial planning experience; high volume experience is preferred
• Willingness to partner with the Ellevest brand and manage any potential conflicts with existing brands in order to best serve Ellevest clientele
• Outstanding oral and written communication skills, high emotional intelligence and the ability to translate complex financial topics to audiences with different levels of experience and knowledge
• Willingness to lead group sessions, webinars, and workshops with 20+ attendees
• Experience relying on and adapting to new technology, especially in a remote setting
• Adapt to a fast-paced and dynamic remote work environment. This includes working independently and on a team, as well as the ability and willingness to pivot when something is not working to try a new strategy
• Passion for our women-oriented mission
  

Ellevest's compensation framework is based on relevant data, benchmarking and research for comparable companies and on our internal pay equity policies. The prospective pay rate for this consulting role is $70-85/hour. The actual offer will be determined by a number of factors including (but not limited to) the applicant's experience, skills, certifications, as well as internal equity among our team. This is an independent contractor position and is not eligible for health insurance, retirement, or parental leave benefits.

Working at Ellevest

Ellevest was founded in New York City, but today, our fully remote team is spread across the United States. As a member of the team, your work will directly support our mission and benefit the lives of real women every day.

We’re also dedicated to building a work environment where everyone on our team can grow and thrive, with flexible working hours and time off; remote work policies designed for transparency and effective cross-team collaboration; ongoing team building and professional development; and more. 

Do you think you could thrive in this role?

Please send us your application — even if you don’t check every single box. No two people’s career paths look exactly alike, and skill sets come in many different forms. We can’t wait to hear about yours.

Note: Instead of a cover letter, we ask you to answer the questions at the bottom of this application.

Who We Are

Ellevest is an investing and wealth management company built by women, for women. In a sea of financial services, we stand apart with our mission to get more money in the hands of women, no matter where they’re starting or how far they’ve come. We started by building the only gender-aware online investing platform that takes totally un-ignorable realities (like pay gaps, different salary curves, and women’s longer lifespans) into account. Then we added financial planning services for Ellevest clients, plus a full-service private wealth management service that helps high net worth people, families, and institutions align their financial power with their values.

Ellevest was co-founded by Wall Street veteran, Sallie Krawcheck. Prior to Ellevest, Krawcheck was one of the only financial executives of her generation to have held C-suite roles at the largest global banks — as CEO of Merrill Lynch, Smith Barney, US Trust, and Sanford Bernstein and as CFO of Citi. As a venture-funded business, we’ve beat impossibly long odds to raise $145 million in venture-capital funding (women CEOs raise $1 out of every $10,000 Series B fintech dollars). Our investors include: Rethink Impact, Venus Williams, Valerie Jarret, Pivotal Ventures, and Melinda Gates’ family office.  

Diversity, Equity & Inclusion

Ellevest is an equal opportunity employer and we value diversity at our company. Data shows that diverse teams are more innovative, make better decisions, and lead to greater employee engagement. When hiring, we look for culture add, not culture fit. That means hiring people who bring new perspectives and different experiences to our team. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.

About This Position

As a Financial Advisor on the Private Wealth Management (PWM) team, you will have the opportunity to shape a new offering for our clients, working closely with our Private Wealth Management and Investments teams to ensure the delivery of best-in-class financial advisory services guided by the principles of Ellevest’s investment philosophy. You believe that effective investing can be achieved by reducing costs, taxes, and risk through diversification, and not through market timing or chasing alpha. You will develop and maintain ongoing partnerships with a range of clients through regular, meaningful contact as part of our Private Wealth Management services offering to high net worth individuals. You will be working closely with clients to develop a customized goals-based financial plan based on their unique financial situation, and provide ongoing financial advice to help them reach their objectives.

Day-to-day you will:

• Build, maintain and grow a book of business through dedicated relationship management and nurturing
• Develop a thorough understanding of each of your client’s needs, goals, and financial status in order to guide them based on Ellevest’s investment philosophy
• Provide and recommend strategies in a clear, supportive, and helpful manner to help clients achieve their goals over time
• Identify appropriate savings, investment, and spending strategies to reflect clients' risk preferences, liquidity needs, and investment objectives
• Demonstrate exceptional client relationship management capabilities; build written and verbal plans to communicate recommended strategies to clients; set, manage, meet and exceed client expectations in order to build value in relationships over time
• Monitor portfolios for clients on an ongoing basis to retain and grow our client relationships, and conduct periodic reviews to help clients feel connected to Ellevest and their investing strategy
• Comply with Ellevest methods and guidelines, and uphold our documentation and organization standards to meet compliance requirements
• Promote professional and team development by maintaining an in-depth understanding of financial planning, capital markets and the financial services industry; stay aware of significant changes or developments (e.g. taxation, regulatory, legal, competitive, technical) within the fields of investments and financial services
• Maintain all required licenses and designations
• Support the growth of new product offerings and team development as Ellevest scales

We’re looking for: 

• 8+ years experience and demonstrated track record of success in building your own book of business in financial advisory
• Active FINRA Series 65, and/or active CFP designation in good standing.  Note: Given our status as a Registered Investment Advisor, we cannot carry FINRA Series 6, 7, 63, or 66 licenses.  
• Outstanding oral and written communication skills, high emotional intelligence, and the ability to translate complex financial topics to audiences of different levels of experience and knowledge
• Intellectual curiosity, a deep desire to solve problems, and an exceptional attention to detail
• The ability to serve as a successful and determined advocate for your clients
• Experience relying on and adapting to new technology
• Passion for our women-oriented mission

Ellevest's compensation framework is based on relevant data, benchmarking and research for comparable companies and on our internal pay equity policies. The prospective annual salary for this role is $100,000. In addition to salary, the Financial Advisor compensation plan includes a quarterly performance-based bonus structure tied to individual business development goals. Ellevest compensation offering for full-time employees will also include the following benefits: equity, 401k plan with employer contribution, medical, dental and vision health insurance (80% of premiums covered by employer), unlimited paid time off and flexible scheduling, paid parental leave, learning and development opportunities, financial support for accessing reproductive healthcare, free access to Ellevest membership and discounts on Wealth Management offering. The actual offer, reflecting the total compensation package and benefits, will be determined by a number of factors including (but not limited to) the applicant's experience, skills, certifications, as well as internal equity among our team. 

Working at Ellevest

Ellevest was founded in New York City, but today, our fully remote team is spread across the United States. As a member of the team, your work will directly support our mission and benefit the lives of real women every day. We’re also dedicated to building a work environment where everyone on our team can grow and thrive, with flexible working hours and time off; remote work policies designed for transparency and effective cross-team collaboration; ongoing team building and professional development; and more. 

Do you think you could thrive in this role?

Please send us your application — even if you don’t check every single box. No two people’s career paths look exactly alike, and skill sets come in many different forms. We can’t wait to hear about yours.

Note: Instead of a cover letter, we ask you to answer the questions at the bottom of this application.

Who We Are

Ellevest is a fast-growing, venture-backed financial services start-up built by women, for women. Our mission is to get more money in the hands of women, no matter where they’re starting or how far they’ve come. We started by building the only gender-aware online investing platform that takes totally un-ignorable realities (like pay gaps, different salary curves, and women’s longer lifespans) into account. Then we added financial planning services for Ellevest clients, plus a full-service private wealth management service that helps high net worth people, families, and institutions align their financial power with their values.

Ellevest was co-founded by Wall Street veteran Sallie Krawcheck after she realized that the financial services industry was built by men, for men, systemically leaving women behind. During her Wall Street days, she served as CEO of Smith Barney, CEO of Merrill Lynch Wealth Management, and CFO of Citi. Ellevest has raised$145 millionfrom investors including Rethink Impact, Pivotal Ventures, Valerie Jarrett, Salesforce Ventures, PayPal Ventures, MasterCard, Khosla Ventures, Morningstar, and Venus Williams.

Diversity, Equity & Inclusion

Ellevest is an equal opportunity employer and we value diversity at our company. Data shows that diverse teams are moreinnovative, makebetter decisions, and lead to greateremployee engagement. When hiring, we look for culture add, not culture fit. That means hiring people who bring new perspectives and different experiences to our team. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status. 

About This Position

As a Private Wealth Management (PWM) Analyst at Ellevest, you will play a critical role in growing our Private Wealth Management client base. You will work closely with both Ellevest Financial Advisors as well as Ellevest clients to ensure a best-in-class experience for our high net worth (HNW) and ultra high net worth (UHNW) clients. You will work in partnership with the Financial Advisors, Client Services & Investment teams to create bespoke investment proposals and deliverables for prospects and clients.  

Day-to-day you will:

• Help win new business opportunities by working closely with Financial Advisors and Investments to create bespoke investment proposals 
• Partner with Ellevest Financial Advisors as well as the Investments team on meeting material preparation, investment analysis, and portfolio implementation
• Analyze prospective client portfolios via portfolio screens (i.e. health checks) to analyze how our clients’ portfolios are invested vs. ESG factors 
• Partner with Financial Advisors as they onboard new client relationships and service existing clients
• Support clients and Financial Advisors in 401k and IRA rollover decisions by analyzing existing accounts vs. Ellevest IRA investment opportunities

We’re looking for:

• 1-2+ years of work experience in an analyst position within financial services - specifically the private wealth/asset management sphere
• Advanced skills with Excel; some experience with modeling and portfolio analytic tools
• Outstanding communication skills and intellectual curiosity 
• Strong understanding of investment portfolios across all asset classes 
• Interest in and knowledge of financial markets and comfortable speaking across asset classes to clients and internal teams
• Comfort working with Financial Advisors to support their high net worth clients
• Ability to adapt to a fast-paced and dynamic work environment; this includes working independently and on a team
• Passion for our women-oriented mission

Ellevest's compensation framework is based on data, benchmarking, research for comparable companies, and our internal pay equity policies. The prospective annual salary range for this role is $64,000-80,000. In addition to base salary, Ellevest compensation offering for full-time employees will also include the following benefits: equity, 401k plan with employer contribution, medical, dental and vision health insurance (80% of premiums covered by employer), unlimited paid time off and flexible scheduling, paid parental leave, learning and development opportunities, financial support for accessing reproductive healthcare, free access to an Ellevest digital account and discounts on our financial planning and Private Wealth Management offerings. The actual offer, reflecting the total compensation package and benefits, will be determined by a number of factors including (but not limited to) the applicant's experience, skills, certifications, as well as internal equity among our team.

Working at Ellevest

Ellevest was founded in New York City, but today, our fully remote team is spread across the whole United States. As a member of the team, you can expect to do work that directly impacts our mission and the lives of real women every day.

We’re also dedicated to building a work environment where everyone on our team can grow and thrive, with flexible working hours and time off; remote work policies designed for transparency and effective cross-team collaboration; ongoing team building and professional development; and more. 

Do you think you could thrive in this role?

Please send us your application — even if you don’t check everysinglebox. No two people’s career paths look exactly alike, and skill sets come in many different forms. We can’t wait to hear about yours.

Note:Instead of a cover letter, we ask you to answer the questions at the bottom of this application.

As Ellevest grows and takes on new challenges, opportunities will continue to surface in the form of open roles and internships. 

Join our Student Talent Network so that if a role does open up that matches your experience and what you’re looking for, we are able to connect with you faster.

You are welcome to share your resume and any additional information you feel it would be helpful for us to know. From time to time, we may also reach out to keep you up-to-date on Ellevest’s team and hiring needs.

We sincerely appreciate your interest in Ellevest and hope to be in touch in the future as we further our mission to get more money in the hands of women+.

With that, please note 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.

If you are interested in getting more insight into what we’re working on at Ellevest, you can subscribe to our newsletter, follow us on Instagram, and follow us on LinkedIn. 

As Ellevest grows and takes on new challenges, opportunities will continue to surface in the form of job opportunities. Most of the time, however, the number of roles we’re looking to fill is small. In the interim, we want to hear from you!

Join our Talent Network so that when a role does open up that matches your experience and what you’re looking for, we are able to connect with you faster.

You are welcome to share your resume and any additional information you feel it would be helpful for us to know. From time to time, we may also reach out to keep you up-to-date on Ellevest’s team and hiring needs.

We sincerely appreciate your interest in Ellevest and hope to be in touch in the future as we further our mission to get more money in the hands of women+. 

With that, please note 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.

If you are interested in getting more insight into what we’re working on at Ellevest, you can subscribe to our newsletter, follow us on Instagram, and follow us on LinkedIn.