Founding Trust Officer — Nevada Trust

About Valur

At Valur, we are on a mission to democratize tax strategies that have traditionally been reserved for the ultra-wealthy. Similar to how Hims revolutionized access to healthcare, we are building the system to streamline complex tax planning tools — making them smart, simple, and accessible to everyone.

We started by simplifying the creation and management of irrevocable trusts, and today we offer a full suite of solutions addressing capital gains, income, and estate and gift tax obligations. Our proprietary platform delivers real-time tools and education, enabling individuals and their advisors to evaluate, select, and implement best-in-class tax mitigation strategies — from Charitable Remainder Trusts (CRTs), QSBS stacking to dynasty trusts and beyond.

We've scaled to 7-figures of annual revenue with a 12-person team and partnerships with top investment advisory firms. We've raised from Vibe Capital, Box Group, Canaan Partners, Basis Set, and notable angels. Now, we're taking our next major step: launching a licensed Nevada Trust Company — and we need a founding Trust Officer to help build it.

Customer Centricity: Our job is to be our customer's best partner.

Ownership: Everyone here is an owner. We identify problems and solve them.

Growth: We're never satisfied; we aim to be better every day.

Urgency: We prioritize the highest-impact work and solve it now.

This is a rare opportunity to be the founding Trust Officer of a new Nevada-licensed trust company operating inside a fast-scaling fintech. You won't be joining a legacy institution; you're helping build one from the ground up.

As our first Trust Officer, you will own the day-to-day fiduciary administration of our trust accounts, serve as the Nevada-resident officer, and work closely with our Client Success, Legal, and Product teams to deliver a trust administration experience that is both legally rigorous and genuinely client-centric. You'll help us design the operational infrastructure — the workflows, compliance checklists, client communications, and review processes — that will scale with our growing book of business.

The trust structures we work with today are irrevocable trusts. You should know this world well and be excited to improve the value and experience grantor’s and beneficiaries receive.

If you're interested, please send 1–3 paragraphs describing a time you helped a client better understand their trust or identified an opportunity they were missing. What was the situation, and what did you do?

Trust Administration

• Administer irrevocable trusts, and other fiduciary accounts in compliance with applicable laws, governing documents, IRS regulations, and Nevada trust statutes.
• Review new trust documents, identify potential legal and tax issues prior to acceptance, and coordinate with outside counsel as needed.
• Handle discretionary decisions, document fiduciary reasoning, and elevate appropriately.

Regulatory Compliance

• Serve as the Nevada-resident employee required for the trust company license, maintaining direct availability to the Division of Financial Institutions.
• Support pre-opening examination requirements and ongoing regulatory reporting.
• Assist in developing and maintaining internal policies, procedures, and audit-readiness documentation.

Client Relationship Management

• Serve as a primary point of contact for high-net-worth clients and their advisors (CPAs, estate attorneys, financial planners) on trust administration matters.
• Translate complex fiduciary concepts into clear, plain-language guidance for clients.

Operational Build-Out

• Partner with the Client Success, Operations and Product teams to build scalable trust administration workflows and improve the client-facing platform experience.
• Help define and document operating procedures, client onboarding checklists, and compliance review frameworks for the trust company.
• Identify gaps in our current processes and help identify and build the solutionssolutions.

Qualifications

• Nevada residency is required; this role must be based in Nevada.
• 4+ years of experience in trust administration at a bank, trust company, family…