Altruist Corp

Relationship Manager Dallas, TX As a Relationship Manager at Altruist, you’ll own growth, adoption, and retention for a portfolio of high‑value RIA firms on our custodial platform. You are the primary point of contact and strategic partner for firm leadership and key stakeholders helping them grow, compete, and succeed by fully leveraging Altruist across their books of business. You will bring the “best of Altruist” to your firms by orchestrating cross‑functional resources and by proactively identifying opportunities to improve their efficiency, profitability, and client experience. You’ll combine deep RIA industry knowledge, consultative relationship skills, and disciplined account management to drive net new assets, expand share of wallet, and move Altruist up the buy/sell hierarchy within each firm. This role is ideal for someone who loves building long‑term, high‑trust relationships while being directly accountable for ambitious growth and retention targets. Your impact Strategic relationship leadership - Serve as the primary relationship owner for a portfolio of advisor firms, including complex, multi‑stakeholder “top tier” relationships. - Develop a deep understanding of each firm’s strategy, economics, client segments, service model, and technology stack and how Altruist can help them grow, operate more efficiently, and elevate their client experience. - Position Altruist as a strategic partner rather than a vendor by aligning on multi‑year plans, quantifying impact, and continuously expanding the breadth and depth of services used. Growth, adoption, and retention - Consistently meet or exceed quarterly and annual growth, adoption, and retention targets for your book of business. - Drive net new assets, increased household penetration, and expanded usage of key Altruist capabilities ( Model Marketplace, Direct Indexing, HYC, Tax Loss Harvesting, ALTS, Margin) - Identify at‑risk relationships early, create clear recovery plans, and execute them with urgency and discipline. Advisor practice consulting & business reviews - Conduct structured business reviews with firm leadership that connect Altruist’s platform and services to firm‑level KPIs (growth, efficiency, profitability, client experience, risk). - Provide practice management and operational insights drawing on your knowledge of RIA technology, operations, fee structures, and competition to help firms modernize and scale. Cross‑functional orchestration & advocacy - Coordinate closely with Sales, Service and Product to proactively anticipate client needs and resolve issues as they arise. - Bring the “best of Altruist” to your firms by aligning the right internal experts and programs to each opportunity or challenge. - Systematically capture advisor feedback and surface insights that shape product roadmap, marketing campaigns, relationship management plays, and go‑to‑market strategy. Events, education, and thought leadership - Partner with Marketing and Sales to organize and participate in client events, workshops, and webinars (virtual and in‑person) that deepen relationships, drive product adoption, and position Altruist as a thought partner. Operational excellence & discipline - Maintain accurate and complete records of engagements, opportunities, account plans, and forecasts in Salesforce to ensure clear visibility and predictability for leadership. - Run a disciplined operating cadence for your book (QBRs, pipeline reviews, adoption reviews, executive check‑ins) and continuously refine it based on impact. - Demonstrate coachability and a growth mindset by actively seeking, absorbing, and applying feedback from revenue and relationship management leadership. - Travel as needed to meet with key firms, attend events, and deepen strategic relationships (estimated up to ~25–40%, depending on territory needs). What you bring - 5+ years of experience in: - Relationship management or sales at a B2B financial services, custodial, or advisor‑focused fintech organization, or - As an independent financial advisor or RIA home‑office leader, or - Consulting in financial services at a top‑tier management consulting firm with a focus on wealth/RIA. - Demonstrated expertise across the RIA industry, including: - Core technology (custodial platforms, CRM, portfolio accounting, planning, client portals), - Sales and business development dynamics, - Operations and practice management, - Compliance, competition, and fee structures. - Active FINRA Series 7 and 63 licenses - Proficiency with Google Workspace, Salesforce, Slack, and other modern sales/CS tools. - Proven track record of exceeding growth, retention, and relationship KPIs in a fast‑paced, high‑growth environment. - Strong consultative sales and relationship management skills, with the ability to influence senior‑level stakeholders, run complex multi‑threaded conversations, and lead executive‑level business reviews. - Exceptional verbal, written, and presentation skills; able to translate complex concepts into clear, actionable narratives for advisors, executives, and internal teams. - Ability to quickly understand complex product features and workflows and connect them to tangible business outcomes for advisor firms and their clients. - High standards for execution, with a bias toward data‑driven decision‑making, continuous improvement, and team collaboration. - Strong organizational skills with the ability to manage a large, diverse book of business, prioritize effectively, and maintain a disciplined rhythm of business. Bonus points - Prior experience at a custodial platform, RIA aggregator, TAMP, or advisor‑focused fintech provider. - Experience designing or executing advisor practice management initiatives (e.g., segmentation, service model design, pricing strategy, operational diagnostics). Dallas, TX salary range $90,000 - $130,000 USD What we bring Attracting and retaining top-tier talent is a priority. We are proud of the culture we’ve built and are cognizant of the ever-changing professional landscape. Our dynamic offering of perks and benefits are tailored for you to feel your best while doing your best. - A hybrid work schedule for most positions to promote strong, in-person collaboration. - Stunning, amenity-filled office spaces in Culver City, CA, San Francisco, CA, and Dallas, TX. Our offices are intentionally designed for comfort, collaboration, and productivity. - Competitive pay and equity for eligible positions. - Premium healthcare, dental, and vision insurance plans (HMO and PPO). - 401k savings plan with a 4% match and immediate vesting. - 16 week paid parental leave after one year of employment. - Professional growth and development opportunities including an employee mobility program and an annual L&D budget allocation for each employee. - Company perks program (includes discounts on pet insurance, fitness, cell phone plans, and travel, etc.). - Financial guidance program (includes counseling on navigating debt, tracking personal spend, saving and planning goals, home-purchasing preparedness, etc.). - One month work from anywhere policy (with the exception of a few countries).

Staff Back End Engineer, Trading Chicago, IL Altruist is in the midst of an exceptional growth phase and we’re excited to hire Staff Back End Engineers to join our growing Trading team. This role will be remote for candidates located in Chicago, IL with some expected travel to Los Angeles & San Francisco.  Your impact - Act as a leader and steward of engineering best practices, helping to mentor other engineers and develop impactful solutions. - Analyze and solve complex problems spanning multiple user personas and workflows - Focus on building and scaling services and user facing web applications - Build customer centric scalable and performant applications and features - Develop and maintain scalable data pipelines and ELT processes - Build new data integrations based on established requirements  - Perform data analysis to investigate and resolve data issues What you bring - Experience - 8+ years of software engineering experience building precise and scalable distributed systems with best engineering practices - Education - Ideally looking for a B.A. / B.S. degree in relevant fields such as Computer Science or similar Engineering/Mathematics degrees - Technical aptitude - You’re technologically savvy and can easily get up to speed on modern tech stacks (Java, Spring Boot, Microservices, AWS, Postgres, Kubernetes) - Ownership - The pride you put into every aspect of your work is unparalleled and undeniable - Superb communication - Intentional dialogue is a superpower. You listen as well as you share your perspective with others. - Resilience - We’re inspired by your unwavering determination to achieve success, no matter the adversity you face along way - Assurance - Your confidence is brilliant, yet ego-less. You possess a strong knowledge base, the ability to discover the unknown, and are open to differing perspectives.  - Creative problem solving - Identifying the problem is simply not enough. You’re instinctually creative with your approach in finding solutions to roadblocks. New York, NY salary range $200,000 - $285,000 USD What we bring Attracting and retaining top-tier talent is a priority. We are proud of the culture we’ve built and are cognizant of the ever-changing professional landscape. Our dynamic offering of perks and benefits are tailored for you to feel your best while doing your best. - A hybrid work schedule for most positions to promote strong, in-person collaboration. - Stunning, amenity-filled office spaces in Culver City, CA, San Francisco, CA, and Dallas, TX. Our offices are intentionally designed for comfort, collaboration, and productivity.  - Competitive pay and equity for eligible positions. - Premium healthcare, dental, and vision insurance plans (HMO and PPO). - 401k savings plan with a 4% match and immediate vesting. - 16 week paid parental leave after one year of employment. - Professional growth and development opportunities including an employee mobility program and an annual L&D budget allocation for each employee. - Company perks program (includes discounts on pet insurance, fitness, cell phone plans, and travel, etc.). - Financial guidance program (includes counseling on navigating debt, tracking personal spend, saving and planning goals, home-purchasing preparedness, etc.). - One month work from anywhere policy (with the exception of a few countries).