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Wealthfront is seeking a Trust Officer to oversee the operations of its Nevada-based Trust company. This role is responsible for trust administration, regulatory compliance, and account supervision across all business functions.
Key Responsibilities:
- Provide comprehensive oversight of Trust company operations, including trust administration, regulatory compliance, and account supervision
- Oversee all reporting to the Nevada Financial Institutions Division
- Conduct quality control reviews and reconcile regulatory document delivery
- Collaborate cross-functionally with engineering and other teams to build strong working relationships
- Perform in-office tasks as required by business needs
The ideal candidate will have deep expertise in Nevada trust regulations and securities operations, with a strong compliance mindset and ability to work effectively across technical and business teams.
Requirements:
- Minimum 3 years of trust administration experience
- Must be based in Nevada or willing to relocate
- Securities regulatory knowledge with strong understanding of account transfers, corporate actions/dividends, and trading
- Understanding of AML and risk mitigation rules
- Deep familiarity with Nevada Trust Company Regulations, specifically NRS Chapter 669
- Bachelor's degree in finance, economics, or related field (or equivalent work experience)
- Strong organizational and communication skills
- Ability to quickly learn proprietary web-based account services applications
- Customer-centric philosophy with collaborative mindset
- Appreciation for compliance and adherence to government regulations
- Hands-on work ethic and desire to improve processes for team efficiency
