Trust Officer

Wealthfront

Nevada, MO, United States23h ago

Free account needed to apply or save. It takes a minute, and we'll bring you right back to this job.

Key details

Salary
$75K–$90K/yr
Location
Nevada, MO, United States
Work style
Hybrid
Level
Mid level
Job type
Full-time
Experience
3–6 yrs
Function
Legal & Compliance
Focus area
other
Posted
23h ago

Skills

amlquality controlrisk mitigation

About the role

Wealthfront Corporation is currently hiring a Trust Officer to be responsible for daily oversight of Wealthfront Trust operations as part of our Brokerage Operations team. Brokerage Operations is a division of Wealthfront Brokerage and works closely with Client Services and all other divisions of Wealthfront Inc. - including the engineering and product teams - to provide the best client experience possible.

Brokerage Operations at Wealthfront is right for you if you want to be a part of our mission to eliminate non-value added back office processes and scale the business through automation. On a day to day basis, your knowledge will not be limited to one area of Brokerage Operations. You will have the opportunity and flexibility to learn and work in all areas. You will not be separated from other departments, as a matter of fact, you will be encouraged to collaborate with others. Brokerage Operations values input from all employees on how to improve our processes and back office systems through automation and allows employees to work cross-functionally to implement solutions.

Responsibilities

  • Complete all needed tasks to provide oversight to the operations of the Trust company, including Trust Administration, regulatory compliance, and account supervision

  • Oversee all reporting to the Nevada Financial Institutions Division

  • Conduct quality control reviews and regulatory document delivery reconciliation

  • Collaborate cross-functionally with other teams at the company, specifically creating strong relationships with engineers

  • Certain in office tasks as the business requires

Requirements

  • Minimum of 3 years of Trust administration experience

  • Must be based in Nevada or willing to relocate

  • Securities regulatory knowledge and strong understanding of account transfers, corporate actions/dividends, and trading

  • Understanding of AML and risk mitigation rules

  • Deeply familiar with Nevada Trust Company Regulations, specifically NRS Chapter 669

  • Strong organizational skills

  • Customer-centric business philosophy and collaborative mindset

  • Ability to communicate cross-functionally

  • Appreciation and understanding of applying technology and software to business processes

  • Desire to improve processes to increase team efficiency and productivity

  • Strong work ethic and hands-on approach

  • Ability to quickly learn proprietary web-based account services applications

  • Appreciation for compliance and adherence to government regulations

  • Bachelor’s degree in finance, economics, or related field or requisite related work experience

Estimated annual salary range: $75,000 - $90,000 USD plus generous equity and a discretionary bonus.

Benefits include medical, vision, dental, 401K matching, Employee Stock Purchase 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 $100 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.

Get jobs like this as soon as they're posted

JobSuited checks company career sites all day and ranks every opening against your profile. Free to join.

Create a free account