5 months ago
Base Salary
$96k - $141k/yr
Responsibilities
- Support high-value RIA opportunities throughout the sales cycle, from discovery through close.
- Map current-state custodial and technology workflows and design target-state architectures centered on Altruist and third-party systems.
- Lead or support implementations, integrations, migrations, requirements gathering, data mapping, workflow design, user acceptance testing, and rollout planning.
- Develop platform and ecosystem expertise across account opening, trading, rebalancing, billing, reporting, digital onboarding, and advisor and client experiences.
- Deliver customized demos, presentations, technical answers, workshops, training, and one-on-one coaching for advisors and operations teams.
- Create and maintain playbooks, process maps, checklists, job aids, and standard operating procedures for critical workflows.
- Measure adoption, utilization, and efficiency gains and recommend enhancements based on field feedback.
- Translate advisor needs and operational constraints into technology, process, product, and integration requirements.
- Maintain accurate records in Salesforce, meet service-level agreements, and improve sales tools, processes, and collateral.
- Travel as required during pre- and post-sales activities, estimated at approximately 10–25%.
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 experiences.
- FINRA Series 7 and Series 63 licenses, or the ability to obtain both within 90 days.
- Technical fluency with complex platforms, data flows, integrations, APIs, and vendor ecosystems.
- Ability to structure ambiguous advisor challenges, conduct discovery, and propose actionable solutions balancing client experience, risk, and scalability.
- Strong project organization and stakeholder-management skills across discovery and implementation.
- Clear communication and effective cross-functional collaboration with Sales, Relationship Management, Product, Operations, and Compliance.
- 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 a bonus.
Benefits
- Hybrid work schedule for most positions, with offices in Culver City, San Francisco, and Dallas.
- Premium HMO and PPO healthcare, dental, and vision insurance plans.
- 401(k) savings plan with a 4% match and immediate vesting.
- 16 weeks of paid parental leave after one year of employment.
- Professional growth opportunities, 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 covering debt, spending, saving, planning, and home-purchasing preparedness.
- One month work-from-anywhere policy, with some country exceptions.
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.