5 months ago
Dallas, TX, USAMid Level
H1B sponsor
Base Salary
$90k - $130k/yr
Responsibilities
- Support high-value RIA opportunities throughout the sales cycle.
- Map current-state custodial and technology workflows and design target-state architectures centered on Altruist and third-party tools.
- Lead or support implementations, integrations, requirements gathering, data mapping, workflow design, user acceptance testing, and rollout planning.
- Conduct discovery sessions and deliver customized demos and presentations for RIA stakeholders.
- Answer technical and workflow questions about platform capabilities, integrations, data flows, and operations.
- Document standard operating procedures, playbooks, process maps, checklists, and job aids.
- Train and coach advisor and operations teams and measure adoption, utilization, and efficiency gains.
- Translate advisor needs into technology and process requirements and provide input to product strategy and the integrations roadmap.
- Maintain accurate records in Salesforce, meet service-level agreements, and travel approximately 10–25% as required.
Requirements
- At least 3 years of experience in RIA or wealth management, custodial services, or advisor-focused fintech, with direct exposure to advisor technology and operations.
- Proven experience in technology consulting, implementation, sales engineering, or solutions consulting.
- Strong understanding of account opening, ACATs and transfers, trading and rebalancing, performance reporting, billing, and digital client experience workflows.
- FINRA Series 7 and Series 63 licenses, or the ability to obtain them within 90 days.
- Technical fluency with complex platforms, data flows, integrations, and APIs, and the ability to explain them to technical and non-technical audiences.
- Strong consultative problem-solving, project management, communication, ownership, resilience, and cross-functional collaboration skills.
- Preferred experience at a custodial platform, TAMP, or advisor-focused fintech provider.
- Preferred experience designing or implementing integrated technology stacks involving CRM, portfolio accounting, planning software, and digital onboarding tools.
- Relevant credentials such as CFP, CPA, CIMA, PMP, or technology and operations designations are preferred.
Benefits
- Hybrid work schedule for most positions.
- Office locations in Culver City, San Francisco, and Dallas.
- Premium HMO and PPO healthcare, dental, and vision insurance.
- 401k savings plan with a 4% match and immediate vesting.
- 16 weeks of paid parental leave after one year of employment.
- Professional growth opportunities, including an employee mobility program and annual learning and development budget.
- Company perks program with discounts on pet insurance, fitness, cell phone plans, and travel.
- Financial guidance program.
- One month work-from-anywhere policy, with some country exceptions.
- The role is based in Dallas, Texas, and requires approximately 10–25% travel as needed.
Categories
Solutions Engineering
About Altruist
Altruist builds a custodian and wealth management platform for independent registered investment advisors, combining account opening, trading, portfolio management, billing, and reporting in one system. The company generates revenue as a brokerage custodian and through advisor software and services. Founded in 2018 and headquartered in Culver City, California, it is privately held and serves RIAs across the United States.