Trust Officer

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 industry when we pioneered automated investing in 2011. 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 save, spend, invest, and borrow for all of their goals, including: 

•A Cash Account that, through our program 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.

• Multiple automated investing portfolios managed for you and tailored for long-term wealth building across various financial needs, including general investing, retirement, family wealth management, and more. Our taxable investing accounts are 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.

• A zero-commission Brokerage Account with 8000+ stocks and ETFs that’s designed to give DIY investors an incredibly easy way to get started investing. Plus, with our Cash Account, they can earn a high yield (from program banks) until the minute they’re ready to invest.  

• A digital-first mortgage experience designed to reduce costs, remove unnecessary friction, and aim to offer rates consistently below the national average.

Our award-winning products have attracted over 1.5 million funded clients who trust us with more than $100 billion of their hard earned savings on our platform—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: 

The Cash Account, which is not a deposit account, is offered by Wealthfront Brokerage LLC ("Wealthfront Brokerage"), Member FINRA/SIPC. Wealthfront Brokerage is not a bank. References to the APY for the Cash Account are to the APY paid by insured depository institutions that participate in our Cash Sweep Program (the "Program Banks”). Wealthfront Brokerage sweeps cash balances to Program Banks, where it earns the variable APY. Wealthfront Brokerage partners with Green Dot Bank, Member FDIC, to offer certain checking features for the Cash Account. Wealthfront Brokerage also has a relationship with UMB Bank, National Association, Member FDIC, which may allow certain Cash Accounts to opt into a limited-purpose account number and UMB Bank routing and transit number which enables checking features like bill pay, direct deposits and more. Wealthfront Brokerage and Wealthfront Advisers are not affiliated with Green Dot Bank or UMB Bank. Fees and Eligibility requirements may apply to certain checking features, please see the Deposit Account Agreement for details.

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 Brokerage Account is a self-directed brokerage account offered by Wealthfront Brokerage LLC, Member of FINRA/SIPC. Clients are responsible for evaluating their investment opportunities and risks and making investment decisions. Investment management and advisory services–which are not FDIC insured–are provided by Wealthfront Advisers LLC (“Wealthfront Advisers”), an SEC-registered investment adviser. 

By “award-winning products”, please refer to wealthfront.com for more information. References to “Total Platform Assets” and “Funded Clients” include clients with assets in products offered by both Wealthfront Advisers and Wealthfront Brokerage. These figures are as of August 31, 2026. Wealthfront Advisers and Wealthfront Brokerage are wholly owned subsidiaries of Wealthfront Corporation.