The opportunity

Altruist is hiring an experienced Product Marketing Manager to support our Investment product suite. This is an individual-contributor role reporting to the Director of Product Marketing. In close partnership with Product, Design, Sales, and other cross-functional teams, you will own end-to-end GTM strategy for key platform launches and lead stakeholder alignment and approvals.

This is a hybrid role based out of our San Francisco FiDi office, with three days per week in the office.

What you'll do

• Customer and market insights: Own qualitative, quantitative, and competitive research; translate insights into clear ICP definitions, segmentation, and actionable GTM strategies.
• Positioning and messaging: Develop positioning frameworks, value propositions, and messaging for core products and platform capabilities; ensure consistency and clarity across all customer-facing touchpoints.
• Launch management: Lead end-to-end GTM planning and execution for new features and product initiatives; partner with Design to produce high-quality launch and sales assets; manage stakeholder reviews and approvals.
• Growth and lifecycle programs: Partner with Product and Marketing to design and execute prospecting, onboarding, and lifecycle programs across web, email, webinars, and events; continuously experiment to reduce time-to-value and increase adoption.
• Measurement and optimization: Partner with Product and BI to define success metrics, build dashboards, monitor performance, and quickly act on insights to improve KPIs.
• Thought leadership: Collaborate with Comms and Content to develop narratives, POVs, and content that reinforce Altruist’s product leadership and differentiation.
• Sales enablement: Equip Sales and customer-facing teams with compelling collateral such as one-pagers, pitch decks, and case studies; create feedback loops to inform product and marketing strategy.

What you'll bring

• 3+ years of experience in B2B product marketing in high‑growth, late‑stage startups.
• Curiosity: you ask “why” and back your answers with data.
• Hustle: you are proactive, thoughtful, organized, and get things done. You ship, learn, iterate and run flawless, well-organized GTMs from planning to post-launch.
• Partnership: you bring a clear POV, influence respectfully, collaborate for the greater good, and pull in the right teams at the right time.
• Communication: you communicate clearly with internal and external audiences and can turn complex concepts into easy to understand and compelling marketing assets.

The opportunity

Altruist is in the midst of an exceptional growth phase, and we’re hiring a Solutions Engineer. In this role, you’ll be a key technical and workflow subject matter expert for RIAs who are evaluating, adopting, or expanding their use of Altruist. You’ll blend deep platform knowledge with consultative problem-solving to design and implement technology and operational solutions that make it easier for firms to migrate assets, scale efficiently, and deliver an exceptional client experience on Altruist. You’ll collaborate with Client Development, Onboarding, Product, Operations, and Relationship Management to:

• Support high‑value RIA opportunities across the full sales cycle.
• Map current‑state custodial and technology workflows and design target‑state architectures centered on Altruist, plus key third‑party tools.
• Lead and support implementations, integrations, and advisor enablement so transitions are smooth, efficient, and well‑adopted.

This is an ideal role for someone who understands advisor operations in the real world, loves working directly with advisors and operations teams, and wants to grow into a senior solutions/enterprise role over time.

Your impact

Platform & ecosystem expertise

• Develop deep, hands‑on expertise in the Altruist platform across account opening, trading and rebalancing, billing, reporting, digital onboarding, and client/advisor experience.
• Build a strong understanding of how Altruist integrates with key third‑party systems (CRM, portfolio accounting, planning, analytics, digital onboarding, document management).
• Maintain up‑to‑date knowledge of product releases, APIs, integrations, and best practices relevant to RIAs, and translate those into clear recommendations for how firms can operate more efficiently on Altruist.

RIA technology consulting & solution design

• Partner with Client Development to conduct discovery sessions with RIA stakeholders (owners, COOs, operations leaders, advisors) to understand business models, client segments, service models, and operational pain points.
• Assess current‑state technology stacks and process flows across custodial platforms, CRMs, portfolio accounting systems, planning tools, and digital client experiences; identify gaps, inefficiencies, and risks relative to growth goals and client experience.
• Design target‑state technology architectures that center Altruist as the core custodial and operating platform, alongside key third‑party systems (CRM, portfolio accounting, planning, analytics, digital onboarding, e‑signature).
• Support the development of actionable technology and migration roadmaps, including quick wins, phased implementations, and change‑management plans tailored to each firm.

Sales engineering, demos, and pre‑sales support

• Work alongside Client Development throughout the sales cycle — from early discovery through close — taking a consultative, solution‑oriented approach.
• Deliver customized demos and presentations that speak directly to the realities of RIAs (e.g., ACAT workflows, trading/rebalancing, reporting, billing, digital onboarding, and advisor/client experiences) and show how Altruist improves them.
• Answer technical and workflow questions related to platform capabilities, integrations, data flows, and day‑to‑day operations; bring in additional SMEs (Product, Data, Operations, Compliance) as needed.
• Systematically capture advisor and operations feedback throughout the sales cycle and share it back with Product, Operations, and the Sr. Solutions Engineer, to influence roadmap, integrations, and playbooks.

Implementation, integration & transition support

• Lead or support transition projects as firms onboard to Altruist from legacy custodians and platforms, in close partnership with Onboarding, Operations, and the Sr. Solutions Engineer.
• Contribute to implementation activities such as requirements gathering, data mapping, workflow design, user acceptance testing, and rollout plans.
• Document and refine standard operating procedures (SOPs) for critical workflows (account opening, transfers/ACATs, trading, billing, reporting, service requests) as they are implemented on Altruist.
• Partner with internal stakeholders (operations, compliance, product, data) to minimize disruption to advisors and end clients during conversions.

Advisor enablement & adoption

• Deliver training sessions, workshops, and one‑on‑one coaching for advisor and operations teams on how to use Altruist effectively, with a focus on day‑to‑day workflows and best practices.
• Create and maintain reference materials (playbooks, process maps, checklists, job aids) that help firms adopt new workflows and realize the full value of Altruist.
• Measure and report on adoption, utilization, and efficiency gains for onboarded firms; recommend ongoing enhancements based on what you see in the field.

Cross‑functional partnership & continuous improvement

• Act as a strategic partner to Sales, Relationship Management, Product, and Operations by translating advisor needs and real‑world operational constraints into clear technology and process requirements.
• Provide input into product strategy and the integrations roadmap based on patterns you see across advisors using Altruist.
• Contribute to the sales team’s goal of creating predictable, scalable growth by meeting SLAs, maintaining accurate and complete records in Salesforce, and proactively identifying ways to improve tools, processes, and collateral.
• Travel as required during the pre‑ and post‑sales process (estimated ~10–25%, depending on client needs and territory).

What you’ll bring

• Experience - 3+ years of experience in RIA/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 — ideally in an RIA, custodian, or advisor‑focused fintech environment.
  • Strong understanding of core RIA workflows: account opening, ACATs/transfers, trading and rebalancing, performance reporting, billing, and client digital experience.
• Licensing - FINRA Series 7 and Series 63 licenses or the ability to obtain them in 90 days. 
• Technical fluency — able to quickly learn and navigate complex platforms, data flows, and integrations, and explain them clearly to both technical and non‑technical audiences. Familiarity with APIs, data integrations, and vendor ecosystems in the RIA space is a strong plus.
• Consultative problem solving — comfortable structuring ambiguous advisor challenges, running discovery, and proposing clear, actionable solutions that balance client experience, risk, and scalability.
• Project management — strong organization and follow‑through across multiple firms and initiatives; able to manage timelines, dependencies, and stakeholders from discovery through implementation.
• Superb communication — intentional dialogue is a superpower. You listen deeply, synthesize clearly, and communicate complex concepts in straightforward, business‑oriented language.
• Ownership and resilience — you take pride in your craft, follow through on commitments, and stay solution‑oriented when things get hard or ambiguous.
• Collaboration — proven ability to work cross‑functionally with Sales, RM, Product, Operations, and Compliance, balancing different perspectives while keeping the advisor and end client at the center.
• Bonus points:
  • Prior experience at a custodial platform, TAMP, or advisor‑focused fintech provider.
  • Experience designing or implementing integrated technology stacks, including CRM (e.g., Salesforce, Redtail, Wealthbox), portfolio accounting, planning software, and digital onboarding tools.
  • Relevant industry credentials (e.g., CFP®, CPA, CIMA®, PMP, or technology/operations designations).

The opportunity

Altruist is in the midst of an exceptional growth phase, and we’re hiring a Solutions Engineer. In this role, you’ll be a key technical and workflow subject matter expert for RIAs who are evaluating, adopting, or expanding their use of Altruist. You’ll blend deep platform knowledge with consultative problem-solving to design and implement technology and operational solutions that make it easier for firms to migrate assets, scale efficiently, and deliver an exceptional client experience on Altruist. You’ll collaborate with Client Development, Onboarding, Product, Operations, and Relationship Management to:

• Support high‑value RIA opportunities across the full sales cycle.
• Map current‑state custodial and technology workflows and design target‑state architectures centered on Altruist, plus key third‑party tools.
• Lead and support implementations, integrations, and advisor enablement so transitions are smooth, efficient, and well‑adopted.

This is an ideal role for someone who understands advisor operations in the real world, loves working directly with advisors and operations teams, and wants to grow into a senior solutions/enterprise role over time.

Your impact

Platform & ecosystem expertise

• Develop deep, hands‑on expertise in the Altruist platform across account opening, trading and rebalancing, billing, reporting, digital onboarding, and client/advisor experience.
• Build a strong understanding of how Altruist integrates with key third‑party systems (CRM, portfolio accounting, planning, analytics, digital onboarding, document management).
• Maintain up‑to‑date knowledge of product releases, APIs, integrations, and best practices relevant to RIAs, and translate those into clear recommendations for how firms can operate more efficiently on Altruist.

RIA technology consulting & solution design

• Partner with Client Development to conduct discovery sessions with RIA stakeholders (owners, COOs, operations leaders, advisors) to understand business models, client segments, service models, and operational pain points.
• Assess current‑state technology stacks and process flows across custodial platforms, CRMs, portfolio accounting systems, planning tools, and digital client experiences; identify gaps, inefficiencies, and risks relative to growth goals and client experience.
• Design target‑state technology architectures that center Altruist as the core custodial and operating platform, alongside key third‑party systems (CRM, portfolio accounting, planning, analytics, digital onboarding, e‑signature).
• Support the development of actionable technology and migration roadmaps, including quick wins, phased implementations, and change‑management plans tailored to each firm.

Sales engineering, demos, and pre‑sales support

• Work alongside Client Development throughout the sales cycle — from early discovery through close — taking a consultative, solution‑oriented approach.
• Deliver customized demos and presentations that speak directly to the realities of RIAs (e.g., ACAT workflows, trading/rebalancing, reporting, billing, digital onboarding, and advisor/client experiences) and show how Altruist improves them.
• Answer technical and workflow questions related to platform capabilities, integrations, data flows, and day‑to‑day operations; bring in additional SMEs (Product, Data, Operations, Compliance) as needed.
• Systematically capture advisor and operations feedback throughout the sales cycle and share it back with Product, Operations, and the Sr. Solutions Engineer, to influence roadmap, integrations, and playbooks.

Implementation, integration & transition support

• Lead or support transition projects as firms onboard to Altruist from legacy custodians and platforms, in close partnership with Onboarding, Operations, and the Sr. Solutions Engineer.
• Contribute to implementation activities such as requirements gathering, data mapping, workflow design, user acceptance testing, and rollout plans.
• Document and refine standard operating procedures (SOPs) for critical workflows (account opening, transfers/ACATs, trading, billing, reporting, service requests) as they are implemented on Altruist.
• Partner with internal stakeholders (operations, compliance, product, data) to minimize disruption to advisors and end clients during conversions.

Advisor enablement & adoption

• Deliver training sessions, workshops, and one‑on‑one coaching for advisor and operations teams on how to use Altruist effectively, with a focus on day‑to‑day workflows and best practices.
• Create and maintain reference materials (playbooks, process maps, checklists, job aids) that help firms adopt new workflows and realize the full value of Altruist.
• Measure and report on adoption, utilization, and efficiency gains for onboarded firms; recommend ongoing enhancements based on what you see in the field.

Cross‑functional partnership & continuous improvement

• Act as a strategic partner to Sales, Relationship Management, Product, and Operations by translating advisor needs and real‑world operational constraints into clear technology and process requirements.
• Provide input into product strategy and the integrations roadmap based on patterns you see across advisors using Altruist.
• Contribute to the sales team’s goal of creating predictable, scalable growth by meeting SLAs, maintaining accurate and complete records in Salesforce, and proactively identifying ways to improve tools, processes, and collateral.
• Travel as required during the pre‑ and post‑sales process (estimated ~10–25%, depending on client needs and territory).

What you’ll bring

• Experience - 3+ years of experience in RIA/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 — ideally in an RIA, custodian, or advisor‑focused fintech environment.
  • Strong understanding of core RIA workflows: account opening, ACATs/transfers, trading and rebalancing, performance reporting, billing, and client digital experience.
• Licensing - FINRA Series 7 and Series 63 licenses or the ability to obtain them in 90 days. 
• Technical fluency — able to quickly learn and navigate complex platforms, data flows, and integrations, and explain them clearly to both technical and non‑technical audiences. Familiarity with APIs, data integrations, and vendor ecosystems in the RIA space is a strong plus.
• Consultative problem solving — comfortable structuring ambiguous advisor challenges, running discovery, and proposing clear, actionable solutions that balance client experience, risk, and scalability.
• Project management — strong organization and follow‑through across multiple firms and initiatives; able to manage timelines, dependencies, and stakeholders from discovery through implementation.
• Superb communication — intentional dialogue is a superpower. You listen deeply, synthesize clearly, and communicate complex concepts in straightforward, business‑oriented language.
• Ownership and resilience — you take pride in your craft, follow through on commitments, and stay solution‑oriented when things get hard or ambiguous.
• Collaboration — proven ability to work cross‑functionally with Sales, RM, Product, Operations, and Compliance, balancing different perspectives while keeping the advisor and end client at the center.
• Bonus points:
  • Prior experience at a custodial platform, TAMP, or advisor‑focused fintech provider.
  • Experience designing or implementing integrated technology stacks, including CRM (e.g., Salesforce, Redtail, Wealthbox), portfolio accounting, planning software, and digital onboarding tools.
  • Relevant industry credentials (e.g., CFP®, CPA, CIMA®, PMP, or technology/operations designations).

The opportunity

Altruist is in the midst of an exceptional growth phase and we’re excited to hire a dynamic and experienced Senior Manager of Settlements to lead and elevate our Settlements team within the Operations department. This role is integral to ensuring seamless trading, settlement, and reporting processes. The Senior Manager will oversee a team of Analysts and collaborate across departments to enhance operational efficiency, mitigate risk, and drive continuous improvement. This position offers the opportunity to shape the systems and processes that underpin Altruist’s clearing and settlement operations, ensuring excellence in service delivery.

Your impact

• Lead and mentor a team of Settlement Analysts, providing guidance, coaching, and development opportunities to ensure a high-performing team.
• Manage daily settlement operations, including fail control functions, buy-ins for aged fails, and daily settlement reconciliations.
• Oversee seg deficit management, including curing deficits and completing segmentation reporting.
• Collaborate with internal teams (ACATS, Securities Lending Ops, Trading, FinOp) and external stakeholders (DTC, street counterparties, 3rd party vendors) to resolve settlement issues promptly and effectively.
• Ensure accurate and timely processing of daily entries, adjustments, and corrections in the brokerage platform.
• Identify, investigate, and resolve escalated trade, cash, and position reconciliation issues.
• Develop, document, and maintain department procedures, guidelines, and controls to ensure regulatory compliance and operational efficiency.
• Partner with Product and Engineering teams to design and implement innovative solutions for process improvement and automation.
• Monitor and report fail exposures to senior management, ensuring robust risk management practices.
• Support and enhance systems integration to maintain data accuracy, consistency, and completeness across platforms.
• Stay informed on industry developments, technologies, and best practices to ensure Altruist remains at the forefront of settlement operations.
• Serve as the point of contact (POC) for fixed-income escalations, ensuring prompt resolution and effective communication with stakeholders.
• Oversee and ensure compliance with TRACE and MSRB reporting requirements, maintaining accuracy and timeliness in reporting fixed-income transactions.

What you bring

• Experience - 8+ years in brokerage operations and 4+ years in a people management position, with specific expertise in trade clearance and settlements for a self-clearing broker-dealer.
• Leadership skills - strong coaching abilities with a proven track record of building and managing high-performing teams.
• Securities licenses - You studied hard and we’re excited to carry your series 7, 24, and 53 licenses
• Technical aptitude - You’re technologically savvy and are proficient with DTC, NSCC, Obligation Warehouse, SMART Track, and other DTCC applications; Expertise in fixed-income processing and settlement.  
• 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 the 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.

The opportunity

Altruist is in the midst of an exceptional growth phase and we’re excited to hire a dynamic and experienced Lead Settlements Analyst help elevate our Settlements team within the Operations department, and own the launch of options settlement. This role is integral to ensuring seamless trading, settlement, and reporting processes. The lead will mentor a team of Analysts and collaborate across departments to enhance operational efficiency, mitigate risk, and drive continuous improvement. This position offers the opportunity to shape the systems and processes that underpin Altruist’s clearing and settlement operations, ensuring excellence in service delivery.

Your impact

• Mentor a team of Settlement Analysts, providing guidance and coaching on day to day operations.
• Lead daily settlement operations, including fail control functions, buy-ins for aged fails, daily settlement reconciliations, and the launch of options settlement.
• Oversee seg deficit management, including curing deficits and completing segmentation reporting.
• Collaborate with internal teams (ACATS, Securities Lending Ops, Trading, FinOp) and external stakeholders (DTC, street counterparties, 3rd party vendors) to resolve settlement issues promptly and effectively.
• Ensure accurate and timely processing of daily entries, adjustments, and corrections in the brokerage platform.
• Identify, investigate, and resolve escalated trade, cash, and position reconciliation issues.
• Develop, document, and maintain department procedures, guidelines, and controls to ensure regulatory compliance and operational efficiency.
• Partner with Product and Engineering teams to design and implement innovative solutions for process improvement and automation.
• Monitor and report fail exposures to senior management, ensuring robust risk management practices.
• Support and enhance systems integration to maintain data accuracy, consistency, and completeness across platforms.
• Stay informed on industry developments, technologies, and best practices to ensure Altruist remains at the forefront of settlement operations.
• Serve as the point of contact (POC) for fixed-income escalations, ensuring prompt resolution and effective communication with stakeholders.
• Oversee and ensure compliance with TRACE and MSRB reporting requirements, maintaining accuracy and timeliness in reporting fixed-income transactions.

What you bring

• Experience - 6+ years in brokerage operations, with specific expertise in options settlement, trade clearance and settlements for a self-clearing broker-dealer.
• Leadership skills - strong mentorship abilities with a proven track record of building and rolling out strong processes and procedures
• Securities licenses - You studied hard and we’re excited to carry your series 7, 24, and 53 licenses
• Technical aptitude - You’re technologically savvy and are proficient with DTC, NSCC, Obligation Warehouse, SMART Track, and other DTCC applications; Expertise in options processing and settlement.  
• 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 the 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.

The opportunity

Altruist is in the midst of an exceptional growth phase and we’re excited to hire a dynamic and experienced Senior Settlements Analyst with expertise in options processing and settlement. The senior analyst will collaborate across departments to enhance operational efficiency, mitigate risk, and drive continuous improvement. This position offers the opportunity to shape the systems and processes that underpin Altruist’s clearing and settlement operations, ensuring excellence in service delivery.

Your impact

• Support daily settlement operations, including fail control functions, buy-ins for aged fails, daily settlement reconciliations, and the launch of options settlement.
• Help with seg deficit management, including curing deficits and completing segmentation reporting.
• Collaborate with internal teams (ACATS, Securities Lending Ops, Trading, FinOp) and external stakeholders (DTC, street counterparties, 3rd party vendors) to resolve settlement issues promptly and effectively.
• Ensure accurate and timely processing of daily entries, adjustments, and corrections in the brokerage platform.
• Identify, investigate, and resolve escalated trade, cash, and position reconciliation issues.
• Help develop, document, and maintain department procedures, guidelines, and controls to ensure regulatory compliance and operational efficiency.
• Monitor and report fail exposures to senior management.
• Support and enhance systems integration to maintain data accuracy, consistency, and completeness across platforms.
• Stay informed on industry developments, technologies, and best practices to ensure Altruist remains at the forefront of settlement operations.
• Serve as the point of contact (POC) for options escalations, ensuring prompt resolution and effective communication with stakeholders.
• Maintain documentation of processes and procedures.
• Other duties as assigned

What you bring

• Experience - 4+ years in brokerage operations, with specific expertise in options settlement, trade clearance and settlements for a self-clearing broker-dealer.
• Leadership skills - strong mentorship abilities with a proven track record of building and rolling out strong processes and procedures
• Securities licenses - FINRA Series 7 and/or 99 
• Technical aptitude - You’re technologically savvy and are proficient with DTC, NSCC, Obligation Warehouse, SMART Track, and other DTCC applications; Expertise in options processing and settlement.  
• 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 the 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.

The opportunity

Altruist is looking for a Sr. Compliance Officer to serve as our hands-on clearing operations SME and own trade surveillance and monitoring across the platform. You'll be the dedicated clearing compliance resource on the team, setting the standard for how we monitor trading activity, partnering closely with Operations on the Written Supervisory Procedures (WSPs) and controls that govern clearing and broader brokerage operations, and stewarding our customer complaint program.

*This is a hybrid role requiring three days per week in the office.

Your impact

• Serve as the firm’s hands-on compliance SME for clearing operations — products, services, processes, and the regulatory obligations that govern them
• Act as the primary compliance point of contact for clearing operations, coordinating day-to-day with internal and external stakeholders
• Own trade surveillance and monitoring for all trading activity on the platform — set the program standard, identify patterns, escalate exceptions, and drive enhancements toward a more scalable, automated review process
• Own the development, maintenance, and periodic review of clearing-related Written Supervisory Procedures (WSPs); coordinate closely with Operations to keep procedures aligned to how the work is actually performed
• Test and monitor clearing controls; partner with Operations to remediate gaps and document evidence to a regulator-ready standard
• Steward Altruist’s customer complaint regulatory lifecycle, including oversight of intake, response support, and quarterly FINRA filings
• Represent Altruist as the clearing operations and surveillance SME in regulatory exams, audits, and inquiries; coordinate substantive responses with Operations and technical stakeholders
• Support broader compliance functions and ad-hoc initiatives as the business scales

What you bring

• Experience - 7+ years of hands-on compliance experience at a FINRA-member broker-dealer, with deep, hands-on knowledge of clearing operations (required)
• Direct, hands-on experience designing, running, or materially enhancing a trade surveillance and monitoring program (required)
• Demonstrated experience drafting and maintaining Written Supervisory Procedures (WSPs), and partnering with Operations to operationalize them
• Familiarity with customer complaint handling and reporting obligations, including FINRA quarterly filings
• Strong knowledge of FINRA and SEC rules, with demonstrated ability to apply them pragmatically in a business setting
• Experience in a fintech environment strongly preferred
• Education - B.A. / B.S. degree in relevant fields
• Securities licenses - Active Series 7 and Series 24 licenses required; additional licensing may be required based on role and business needs
• Technical aptitude - You’re technologically savvy and can easily get up to speed on modern tech stacks; comfortable working with surveillance tooling and partnering with Engineering on automation
• Ownership - The pride you put into every aspect of your work is unparalleled and undeniable
• Superb communication - You engage in intentional dialogue, listen actively, and share perspectives thoughtfully, with the ability to influence and build trust across compliance, operations, product, and engineering teams
• Resilience - We’re inspired by your unwavering determination to achieve success, no matter the adversity you face along the 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
• Bonus points if you bring
• Experience supporting regulatory exams, audits, or inquiries with FINRA and/or the SEC
• Experience evaluating, implementing, or tuning surveillance tooling (commercial or in-house)

The opportunity

We're hiring a Compliance Director to own a major pillar of Altruist's compliance program spanning Marketing Compliance, Third-Party RIA Regulatory Requests, and Employee Compliance — including licensing and registration, continuing education, and our Insider Trading program. You'll lead a team of two compliance associates supporting these programs and partner directly with the Head of Compliance as a senior individual contributor on Written Supervisory Procedures (WSPs) and product compliance.

This is a player-coach role. You'll set multi-quarter strategy across the pillar, develop the talent on your team, and stay hands-on on the highest-leverage substantive work. You'll also serve as a trusted partner to executives across Product, Engineering, Legal, and Marketing, and as a lead point of contact for regulators on matters within scope.

*This is a hybrid role requiring three days per week in the office.

Your impact

• Marketing Compliance — Own the program end-to-end, including the review and approval framework for product-specific communications, disclosures, and materials across web and app platforms under FINRA Rule 2210 and the SEC Marketing Rule.
• Employee Compliance — Own the program end-to-end, including licensing and registration, continuing education, new employee onboarding, issue remediation, and the firm's Insider Trading program (pre-clearance, blackout windows, and ongoing monitoring).
• Third-Party RIA Regulatory Requests — Own the program end-to-end, including responses to regulator requests for information about RIAs that custody on Altruist's platform (records, transactions, holdings, correspondence, and related production).
• WSPs and product compliance — Partner directly with the Head of Compliance as a senior IC on the firm's Written Supervisory Procedures and on product compliance reviews for new launches and material changes.
• Lead, coach, and grow the team; set the quality bar across all three programs and develop both associates toward the next level
• Set multi-quarter strategy and roadmap for the pillar, aligned to firm strategy, product direction, and the regulatory horizon
• Serve as a lead Compliance point of contact for regulators within scope; co-author regulator-facing positions with Legal and manage substantive enforcement and remediation work
• Drive remediation of material issues across the pillar; own the control environment and accountability for outcomes
• Identify, assess, and escalate emerging regulatory risk; recommend and implement enhancements to policies, systems, controls, and training
• Brief executives and contribute to board and audit/risk committee materials on substantive risk and compliance topics

What you bring

• Experience — 10+ years of hands-on compliance experience at a broker-dealer and/or investment adviser, including 3+ years leading and developing teams. Demonstrated ownership of multiple compliance programs at scale, with comfort operating as a player-coach.
• Investment adviser compliance experience strongly preferred
• Prior experience in a fintech or high-growth financial services environment strongly preferred
• Program breadth — Direct experience owning at least two of: marketing compliance, third-party RIA regulatory requests, or employee compliance (licensing, registration, CE, and insider trading)
• Regulatory expertise — Deep knowledge of FINRA and SEC rules, including FINRA Rule 2210, the SEC Marketing Rule, and the Investment Advisers Act, with the judgment to shape substantive positions, set policy, and apply regulations in a practical, solutions-oriented way
• Regulator-facing experience — Track record as a lead point of contact with regulators, including managing exams, inquiries, and substantive remediation
• Strategic leadership — Sets multi-quarter direction, anticipates second-order effects of regulatory and product change, and connects regulatory shifts to operational impact
• People leadership — Hires strong talent, develops associates toward the next level, runs rigorous calibration and performance management, and sets a high quality bar across multiple programs
• Executive presence — Trusted partner to VPs and C-suite; briefs executives on complex risk topics and contributes to board materials
• Education — Bachelor's degree (B.A. or B.S.) in a relevant field
• Securities licenses — Series 7 and Series 24 required; Series 4 preferred or required within 90 days of hire
• Technical aptitude — Technologically savvy; gets up to speed quickly on modern tech stacks and partners credibly with Engineering and Product
• Influence and communication — Drives outcomes across Compliance, Legal, Operations, Product, and Engineering; persuades with data and regulatory rationale rather than authority
• Bonus points if you bring:
• Hands-on experience authoring and maintaining Written Supervisory Procedures (WSPs)
• Experience administering an insider trading program 

The opportunity

We're hiring a Compliance Director to own a major pillar of Altruist's compliance program spanning Marketing Compliance, Third-Party RIA Regulatory Requests, and Employee Compliance — including licensing and registration, continuing education, and our Insider Trading program. You'll lead a team of two compliance associates supporting these programs and partner directly with the Head of Compliance as a senior individual contributor on Written Supervisory Procedures (WSPs) and product compliance.

This is a player-coach role. You'll set multi-quarter strategy across the pillar, develop the talent on your team, and stay hands-on on the highest-leverage substantive work. You'll also serve as a trusted partner to executives across Product, Engineering, Legal, and Marketing, and as a lead point of contact for regulators on matters within scope.

*This is a hybrid role requiring three days per week in the office.

Your impact

• Marketing Compliance — Own the program end-to-end, including the review and approval framework for product-specific communications, disclosures, and materials across web and app platforms under FINRA Rule 2210 and the SEC Marketing Rule.
• Employee Compliance — Own the program end-to-end, including licensing and registration, continuing education, new employee onboarding, issue remediation, and the firm's Insider Trading program (pre-clearance, blackout windows, and ongoing monitoring).
• Third-Party RIA Regulatory Requests — Own the program end-to-end, including responses to regulator requests for information about RIAs that custody on Altruist's platform (records, transactions, holdings, correspondence, and related production).
• WSPs and product compliance — Partner directly with the Head of Compliance as a senior IC on the firm's Written Supervisory Procedures and on product compliance reviews for new launches and material changes.
• Lead, coach, and grow the team; set the quality bar across all three programs and develop both associates toward the next level
• Set multi-quarter strategy and roadmap for the pillar, aligned to firm strategy, product direction, and the regulatory horizon
• Serve as a lead Compliance point of contact for regulators within scope; co-author regulator-facing positions with Legal and manage substantive enforcement and remediation work
• Drive remediation of material issues across the pillar; own the control environment and accountability for outcomes
• Identify, assess, and escalate emerging regulatory risk; recommend and implement enhancements to policies, systems, controls, and training
• Brief executives and contribute to board and audit/risk committee materials on substantive risk and compliance topics

What you bring

• Experience — 10+ years of hands-on compliance experience at a broker-dealer and/or investment adviser, including 3+ years leading and developing teams. Demonstrated ownership of multiple compliance programs at scale, with comfort operating as a player-coach.
• Investment adviser compliance experience strongly preferred
• Prior experience in a fintech or high-growth financial services environment strongly preferred
• Program breadth — Direct experience owning at least two of: marketing compliance, third-party RIA regulatory requests, or employee compliance (licensing, registration, CE, and insider trading)
• Regulatory expertise — Deep knowledge of FINRA and SEC rules, including FINRA Rule 2210, the SEC Marketing Rule, and the Investment Advisers Act, with the judgment to shape substantive positions, set policy, and apply regulations in a practical, solutions-oriented way
• Regulator-facing experience — Track record as a lead point of contact with regulators, including managing exams, inquiries, and substantive remediation
• Strategic leadership — Sets multi-quarter direction, anticipates second-order effects of regulatory and product change, and connects regulatory shifts to operational impact
• People leadership — Hires strong talent, develops associates toward the next level, runs rigorous calibration and performance management, and sets a high quality bar across multiple programs
• Executive presence — Trusted partner to VPs and C-suite; briefs executives on complex risk topics and contributes to board materials
• Education — Bachelor's degree (B.A. or B.S.) in a relevant field
• Securities licenses — Series 7 and Series 24 required; Series 4 preferred or required within 90 days of hire
• Technical aptitude — Technologically savvy; gets up to speed quickly on modern tech stacks and partners credibly with Engineering and Product
• Influence and communication — Drives outcomes across Compliance, Legal, Operations, Product, and Engineering; persuades with data and regulatory rationale rather than authority
• Bonus points if you bring:
• Hands-on experience authoring and maintaining Written Supervisory Procedures (WSPs)
• Experience administering an insider trading program 

The opportunity

We're hiring a Compliance Director to own a major pillar of Altruist's compliance program spanning Marketing Compliance, Third-Party RIA Regulatory Requests, and Employee Compliance — including licensing and registration, continuing education, and our Insider Trading program. You'll lead a team of two compliance associates supporting these programs and partner directly with the Head of Compliance as a senior individual contributor on Written Supervisory Procedures (WSPs) and product compliance.

This is a player-coach role. You'll set multi-quarter strategy across the pillar, develop the talent on your team, and stay hands-on on the highest-leverage substantive work. You'll also serve as a trusted partner to executives across Product, Engineering, Legal, and Marketing, and as a lead point of contact for regulators on matters within scope.

*This is a hybrid role requiring three days per week in the office.

Your impact

• Marketing Compliance — Own the program end-to-end, including the review and approval framework for product-specific communications, disclosures, and materials across web and app platforms under FINRA Rule 2210 and the SEC Marketing Rule.
• Employee Compliance — Own the program end-to-end, including licensing and registration, continuing education, new employee onboarding, issue remediation, and the firm's Insider Trading program (pre-clearance, blackout windows, and ongoing monitoring).
• Third-Party RIA Regulatory Requests — Own the program end-to-end, including responses to regulator requests for information about RIAs that custody on Altruist's platform (records, transactions, holdings, correspondence, and related production).
• WSPs and product compliance — Partner directly with the Head of Compliance as a senior IC on the firm's Written Supervisory Procedures and on product compliance reviews for new launches and material changes.
• Lead, coach, and grow the team; set the quality bar across all three programs and develop both associates toward the next level
• Set multi-quarter strategy and roadmap for the pillar, aligned to firm strategy, product direction, and the regulatory horizon
• Serve as a lead Compliance point of contact for regulators within scope; co-author regulator-facing positions with Legal and manage substantive enforcement and remediation work
• Drive remediation of material issues across the pillar; own the control environment and accountability for outcomes
• Identify, assess, and escalate emerging regulatory risk; recommend and implement enhancements to policies, systems, controls, and training
• Brief executives and contribute to board and audit/risk committee materials on substantive risk and compliance topics

What you bring

• Experience — 10+ years of hands-on compliance experience at a broker-dealer and/or investment adviser, including 3+ years leading and developing teams. Demonstrated ownership of multiple compliance programs at scale, with comfort operating as a player-coach.
• Investment adviser compliance experience strongly preferred
• Prior experience in a fintech or high-growth financial services environment strongly preferred
• Program breadth — Direct experience owning at least two of: marketing compliance, third-party RIA regulatory requests, or employee compliance (licensing, registration, CE, and insider trading)
• Regulatory expertise — Deep knowledge of FINRA and SEC rules, including FINRA Rule 2210, the SEC Marketing Rule, and the Investment Advisers Act, with the judgment to shape substantive positions, set policy, and apply regulations in a practical, solutions-oriented way
• Regulator-facing experience — Track record as a lead point of contact with regulators, including managing exams, inquiries, and substantive remediation
• Strategic leadership — Sets multi-quarter direction, anticipates second-order effects of regulatory and product change, and connects regulatory shifts to operational impact
• People leadership — Hires strong talent, develops associates toward the next level, runs rigorous calibration and performance management, and sets a high quality bar across multiple programs
• Executive presence — Trusted partner to VPs and C-suite; briefs executives on complex risk topics and contributes to board materials
• Education — Bachelor's degree (B.A. or B.S.) in a relevant field
• Securities licenses — Series 7 and Series 24 required; Series 4 preferred or required within 90 days of hire
• Technical aptitude — Technologically savvy; gets up to speed quickly on modern tech stacks and partners credibly with Engineering and Product
• Influence and communication — Drives outcomes across Compliance, Legal, Operations, Product, and Engineering; persuades with data and regulatory rationale rather than authority
• Bonus points if you bring:
• Hands-on experience authoring and maintaining Written Supervisory Procedures (WSPs)
• Experience administering an insider trading program 

The opportunity

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.

The opportunity

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 is a hybrid role, with an expectation of being in the office three days each week out of our Culver City or San Francisco office.

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.

The opportunity

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 is a hybrid role, with an expectation of being in the office three days each week out of our Culver City or San Francisco office.

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.

The opportunity

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).

The opportunity

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).

The opportunity

As a Sales Enablement Manager, you’ll own the sales operating system that powers how Altruist grows. You’ll turn the Altruist Sales Playbook — built around Engagement Management, Pipeline Management, Business Development, and Book Management — into daily behavior, inspection, and improvement across all client-facing teams.

You’ll sit at the intersection of process, tools, and people: embedding a buyer-centric funnel into Salesforce and our sales tech stack, building training and coaching programs around it, while partnering with Sales, Customer Success, Operations, Marketing and Product to drive predictable, scalable performance. This role is ideal for someone who loves building systems and discipline around how teams sell, not just creating content.

Your impact

• Own the execution of the Altruist Sales Playbook, ensuring the four pillars (Engagement, Pipeline, Business Development, Book Management) are clearly defined, taught, and adopted across AEs, internal sales, AMs, and BD
• Turn the buyer‑centric funnel (from Targeted Firm through Live & Expanding) into concrete stage definitions, exit criteria, and “what good looks like” examples that reps and managers can explain in their own words
• Ensure consistency and quality across every stage of the advisor journey — from initial engagement through onboarding, asset transfer, and long-term expansion
• Standardize Engagement Management by operationalizing Valid Business Reasons (VBRs) and the Open–Get–Give–Close (OGGC) meeting model in templates, call guides, and CRM fields
• Hardwire Pipeline Management by implementing clear rules for opportunity creation, configuring stage criteria in Salesforce, and ensuring stage moves are driven by buyer evidence, not rep opinion
• Build onboarding and ongoing training programs tied to real sales behavior
• Partner with Sales Managers to build targeted development plans (2–3 focus skills per rep), and provide coaching frameworks for call reviews, deal reviews, and ongoing skills development
• Work cross‑functionally with Marketing, Product Marketing, Product, and Customer Success to ensure messaging, demos, and implementation motions align to the prescribed sales stages, playbooks and customer experience

What you bring

• 5–8+ years in Sales Enablement, Sales Operations, or Sales Leadership
• Proven ability to drive adoption and behavior change across sales teams
• Strong process design and program management skills: can map workflows, define standards, build rollouts, and manage cross‑functional projects from definition through adoption
• High level of analytical fluency: comfort structuring and interpreting funnel metrics, stage conversion, win/loss, and productivity metrics and turning them into crisp recommendations
• Strong bias toward clarity, simplicity, and accountability in how teams sell and how leaders manage

Bonus points

• Experience enabling sales teams that sell to financial advisors, RIAs, or institutional wealth platforms.
• Experience using LLMs and AI agents (Glean preferred) to improve sales workflows, inspection, and coaching leverage.
• Background working in high‑growth, product‑led companies where GTM motions and operating systems are evolving quickly.

The opportunity

As a Sales Enablement Manager, you’ll own the sales operating system that powers how Altruist grows. You’ll turn the Altruist Sales Playbook — built around Engagement Management, Pipeline Management, Business Development, and Book Management — into daily behavior, inspection, and improvement across all client-facing teams.

You’ll sit at the intersection of process, tools, and people: embedding a buyer-centric funnel into Salesforce and our sales tech stack, building training and coaching programs around it, while partnering with Sales, Customer Success, Operations, Marketing and Product to drive predictable, scalable performance. This role is ideal for someone who loves building systems and discipline around how teams sell, not just creating content.

Your impact

• Own the execution of the Altruist Sales Playbook, ensuring the four pillars (Engagement, Pipeline, Business Development, Book Management) are clearly defined, taught, and adopted across AEs, internal sales, AMs, and BD
• Turn the buyer‑centric funnel (from Targeted Firm through Live & Expanding) into concrete stage definitions, exit criteria, and “what good looks like” examples that reps and managers can explain in their own words
• Ensure consistency and quality across every stage of the advisor journey — from initial engagement through onboarding, asset transfer, and long-term expansion
• Standardize Engagement Management by operationalizing Valid Business Reasons (VBRs) and the Open–Get–Give–Close (OGGC) meeting model in templates, call guides, and CRM fields
• Hardwire Pipeline Management by implementing clear rules for opportunity creation, configuring stage criteria in Salesforce, and ensuring stage moves are driven by buyer evidence, not rep opinion
• Build onboarding and ongoing training programs tied to real sales behavior
• Partner with Sales Managers to build targeted development plans (2–3 focus skills per rep), and provide coaching frameworks for call reviews, deal reviews, and ongoing skills development
• Work cross‑functionally with Marketing, Product Marketing, Product, and Customer Success to ensure messaging, demos, and implementation motions align to the prescribed sales stages, playbooks and customer experience

What you bring

• 5–8+ years in Sales Enablement, Sales Operations, or Sales Leadership
• Proven ability to drive adoption and behavior change across sales teams
• Strong process design and program management skills: can map workflows, define standards, build rollouts, and manage cross‑functional projects from definition through adoption
• High level of analytical fluency: comfort structuring and interpreting funnel metrics, stage conversion, win/loss, and productivity metrics and turning them into crisp recommendations
• Strong bias toward clarity, simplicity, and accountability in how teams sell and how leaders manage

Bonus points

• Experience enabling sales teams that sell to financial advisors, RIAs, or institutional wealth platforms.
• Experience using LLMs and AI agents (Glean preferred) to improve sales workflows, inspection, and coaching leverage.
• Background working in high‑growth, product‑led companies where GTM motions and operating systems are evolving quickly.

The opportunity

As a Sales Enablement Manager, you’ll own the sales operating system that powers how Altruist grows. You’ll turn the Altruist Sales Playbook — built around Engagement Management, Pipeline Management, Business Development, and Book Management — into daily behavior, inspection, and improvement across all client-facing teams.

You’ll sit at the intersection of process, tools, and people: embedding a buyer-centric funnel into Salesforce and our sales tech stack, building training and coaching programs around it, while partnering with Sales, Customer Success, Operations, Marketing and Product to drive predictable, scalable performance. This role is ideal for someone who loves building systems and discipline around how teams sell, not just creating content.

Your impact

• Own the execution of the Altruist Sales Playbook, ensuring the four pillars (Engagement, Pipeline, Business Development, Book Management) are clearly defined, taught, and adopted across AEs, internal sales, AMs, and BD
• Turn the buyer‑centric funnel (from Targeted Firm through Live & Expanding) into concrete stage definitions, exit criteria, and “what good looks like” examples that reps and managers can explain in their own words
• Ensure consistency and quality across every stage of the advisor journey — from initial engagement through onboarding, asset transfer, and long-term expansion
• Standardize Engagement Management by operationalizing Valid Business Reasons (VBRs) and the Open–Get–Give–Close (OGGC) meeting model in templates, call guides, and CRM fields
• Hardwire Pipeline Management by implementing clear rules for opportunity creation, configuring stage criteria in Salesforce, and ensuring stage moves are driven by buyer evidence, not rep opinion
• Build onboarding and ongoing training programs tied to real sales behavior
• Partner with Sales Managers to build targeted development plans (2–3 focus skills per rep), and provide coaching frameworks for call reviews, deal reviews, and ongoing skills development
• Work cross‑functionally with Marketing, Product Marketing, Product, and Customer Success to ensure messaging, demos, and implementation motions align to the prescribed sales stages, playbooks and customer experience

What you bring

• 5–8+ years in Sales Enablement, Sales Operations, or Sales Leadership
• Proven ability to drive adoption and behavior change across sales teams
• Strong process design and program management skills: can map workflows, define standards, build rollouts, and manage cross‑functional projects from definition through adoption
• High level of analytical fluency: comfort structuring and interpreting funnel metrics, stage conversion, win/loss, and productivity metrics and turning them into crisp recommendations
• Strong bias toward clarity, simplicity, and accountability in how teams sell and how leaders manage

Bonus points

• Experience enabling sales teams that sell to financial advisors, RIAs, or institutional wealth platforms.
• Experience using LLMs and AI agents (Glean preferred) to improve sales workflows, inspection, and coaching leverage.
• Background working in high‑growth, product‑led companies where GTM motions and operating systems are evolving quickly.

The opportunity

Altruist is entering an exciting phase, and we're looking for a Sales Operations Analyst to join our Client Development team. As a Sales Operations Analyst, you’ll build and maintain the reporting, analytics, and operational infrastructure that enables our Sales and Client Development teams to operate with clarity, consistency, and predictability.

You’ll sit at the intersection of data, systems, and strategy — owning core sales reporting, optimizing Salesforce and related tools, and surfacing insights that improve pipeline health, forecasting accuracy, and rep productivity. This role is ideal for someone who loves turning messy data into clear answers and wants to play a key role in scaling a high‑growth fintech company.

Your impact

• Build and maintain the reporting, analytics, and operational infrastructure that powers day‑to‑day execution and leadership decision‑making.
• Enable better decision‑making through sales dashboards and reporting across executive, manager, and rep levels (e.g., bookings, pipeline, activity, conversion).
• Analyze pipeline health, deal velocity, and stage conversion to identify growth opportunities and risks, and propose clear recommendations.
• Support weekly and monthly forecasting with accurate, data‑driven insights and consistent definitions across the team.
• Monitor and improve CRM data quality (primarily Salesforce), ensuring consistency, accuracy, and adherence to global processes.
• Deliver actionable insights on sales performance, productivity, territory coverage, and win/loss trends.
• Partner cross‑functionally with Sales Leadership, BI, Customer Success, Marketing, and Finance to align on metrics, definitions, and GTM priorities.
• Help evaluate, implement, and optimize sales tools and processes that improve rep efficiency and overall sales productivity.

What you bring

• 2–5+ years in Sales Operations, Revenue Operations, Business Analytics, or similar roles.
• Strong experience with Salesforce (reporting, dashboards, data structures, and basic administration best practices).
• Advanced Excel / Google Sheets skills; comfort working with large datasets (SQL experience is a plus).
• Experience working with sales or revenue analytics (pipeline, conversion funnels, forecasting, productivity).
• Highly analytical with strong attention to detail and a bias toward clear, structured thinking.
• Excellent communication skills - able to translate complex data into simple narratives and recommendations for non‑technical stakeholders.

Bonus points

• Experience with custodians, advisor‑facing platforms, or asset management.
• Experience with BI tools (e.g., Looker, Tableau, Mode) to design and maintain dashboards.
• Experience using LLMs and AI agents (Glean preferred) to improve workflows and drive leverage across the sales organization.

The opportunity

Altruist is in the midst of an exceptional growth phase and we’re excited to hire a Senior Solutions Engineer to join our growing Enterprise team.

Your impact

• Collaborate closely with Product Director, Enterprise and Sales Director, Enterprise to develop and continuously refine a GTM strategy for the Enterprise segment.
• Drive sales execution by partnering with the Client Development team throughout the sales cycle from early discovery through close developing a consultative, solution approach, answering technical questions, delivering customized demos and presentations, and bringing in SMEs as needed into the process
• Lead end-to-end implementation and onboarding process of new enterprise clients; ensuring a smooth handoff from sales, managing technical requirements and gathering, coordinating integrations, etc.
• Develop a deep understanding of the Altruist platform to be able to demo and speak to various capabilities
• Stay informed on the technology landscape of the wealth management industry to be able to speak to different tech stack configurations, integration capabilities, speak to different use cases, and surface efficiency gains for firms
• Systematically capture advisor feedback throughout the sales cycle to help inform company priorities (e.g., product roadmap, marketing campaigns)
• Contribute to the sales team’s goal of creating predictable, scalable growth by proactively identifying ways to make the team better, meeting sales SLAs, and consistently maintaining accurate and complete records in Salesforce
• Travel as required during the pre- and post-sales process
• Develop competitive information and insights on legacy custodians (Schwab, Fidelity, Pershing) and build an understanding of how parts of their business and products operate

What you’ll bring

• Experience - 10+ years of experience in a sales engineering, solutions consulting, or technical pre-sales role, ideally supporting a B2B financial services or wealth management platform.
• Deep domain knowledge - a strong grasp of the RIA (Registered Investment Advisor) ecosystem, broker-dealer infrastructure, and portfolio management workflows. Experience navigating custodial platforms and compliance requirements is a strong plus.
• Technical fluency - proven ability to understand and explain complex API integrations, data flows, and back-end processes to both technical and non-technical audiences.
• Enterprise selling acumen - deep understanding of enterprise sales cycles, including discovery, proof-of-concept, security reviews, etc. You act as a trusted technical advisor throughout the process.
• 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 the 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 instinctively creative with your approach in finding solutions to roadblocks.
• Licensing: SIE, Series 7, and Series 63 licenses or the ability to obtain them in 90 days

About Hazel

Hazel is building the AI engine for wealth management that helps unlock 10x growth, efficiency and value for financial advisors and their clients in a regulated industry. Since its launch last September, Hazel has organically and rapidly grown its user base.

Hazel is a part of Altruist’s broader mission to make financial advice better, more affordable, and accessible to all.

This role is hybrid, with four in-office days per week at our San Francisco FiDi location.

The opportunity

You’ll be the first technical hire on Hazel’s revenue team that requires you to be hands on and lead the revenue infrastructure for Hazel from the ground up. You'll define what a 0 to 1 AI native revenue operations stack looks like: laying the technical and data foundations, owning pipeline visibility, and partnering with our VP of Revenue to make sure sales capacity is working to their fullest. You're the person who makes the revenue team faster, sharper, and more accountable, and you have the technical depth to build what doesn't exist yet.

If you've led RevOps or GTM Engineering at a high-growth company, understand the full revenue lifecycle, and want to architect something from scratch inside one of the most exciting AI companies in fintech, this is the role.

What you'll do

• Design and build Hazel's full revenue tech stack (CRM, marketing automation, enrichment, sequencing, attribution) with a clear point of view on what we should build, buy, or integrate.
• Build AI-powered agents and workflows for lead qualification, outbound personalization, and rep productivity; owning the full system from data inputs to action and output.
• Leverage AI and automation to enhance system capabilities, reduce manual processes, and unlock productivity gains across revenue-generating functions
• Architect multi-step, agentic GTM systems that automate workflows across the funnel (research → enrichment → scoring → outreach → routing).
• Manage the revenue data warehouse – Own our Snowflake layer for GTM data; write or oversee the SQL and pipeline logic that powers forecasting, dashboards and board-level reporting.
• Evaluate vendor contracts, own integrations, and where needed, write or direct the Python/TypeScript code that connects systems and closes gaps off-the-shelf tools can't fill.
• Design lead routing, lifecycle stages, SLAs, and handoff logic between marketing, SDRs and AEs; ensure the system enforces the motion, not just documents it.

What you'll bring

• 8+ years in Revenue Operations, GTM Engineering, or Sales Operations, including direct experience where you were the one who actually built the GTM stack.
• Proven track amplifying  a sales team's output, not just maintained tooling, but architected systems that changed how the team goes to market.
• Strong technical fluency: comfortable with APIs, Webhooks, SQL and a revenue data warehouse (Snowflake, BigQuery, or Databricks), experienced with CRM platforms (HubSpot or Salesforce) at an admin/architect level, and the ability to write Python/Javascript code.
• Experience designing and deploying AI-powered GTM workflows, whether through LLM APIs, Clay, or custom-built tooling, with a bias toward automation that removes friction from the revenue motion.
• A foundational understanding of pipeline economics, forecasting methodology, and how GTM systems decisions ripple into revenue outcomes.
• Comfort building in ambiguity. You make decisions with incomplete information, move fast, and clean up as you scale.

Bonus points

• Experience scaling GTM at a company that sold an AI-native or technically complex product, where the buyer education motion was non-standard.
• Background in analytics engineering (dbt, Fivetran, Segment) or data infrastructure.
• Prior experience as the founding or first RevOps hire at an early-stage company. You know what it means to set up a function from scratch.
• Familiarity with LLM APIs (Anthropic, OpenAI) used to build GTM workflows. You can build AI native lead qualification agents, call summarization, email personalization, products etc.

Leveling & compensation

Competitive base + equity. This is a foundational hire; we expect to pay for proven capability. This role has a target compensation range of $250,000-$300,000. Final level and compensation is individualized and will be determined based on overall experience, qualifications, and interview performance.

About Hazel

Hazel is building the AI engine for wealth management that helps unlock 10x growth, efficiency and value for financial advisors and their clients in a regulated industry. Since its launch last September, Hazel has organically and rapidly grown its user base.

Hazel is a part of Altruist’s broader mission to make financial advice better, more affordable, and accessible to all.

This role is hybrid, with four in-office days per week at our San Francisco FiDi location.

The opportunity

Altruist is hiring an experienced Content Marketing Manager to shape the voice and storytelling behind Hazel, our transformative AI engine built exclusively for wealth managers and recently featured in CNBC, Bloomberg, and Yahoo Finance.

This is a founding role in a rapidly expanding space, where a hands-on individual contributor will define Hazel’s voice, positioning, and the story we tell to the market. We’re looking for someone who brings strong content strategy instincts, obsesses over language, genuinely enjoys spending much of their day writing and editing, and takes ownership of projects from first draft through final result. 

You’ll translate sophisticated AI capabilities into messaging that advisors immediately understand and trust. You’ll partner cross-functionally across Product, Marketing, Design, Sales, and Compliance to ensure Hazel’s story is clear, consistent, compliant, and effective at every touchpoint.

We’re looking for someone who can zoom out to shape strategy, positioning, and messaging and zoom in to refine a single sentence until it’s exactly right.

What you'll do

• Define and evolve Hazel’s content strategy, messaging framework, and positioning in a rapidly growing AI category
• Shape the channels and formats that carry Hazel’s story, including SEO, thought leadership, lead-generation assets, product marketing, and launch campaigns
• Translate complex AI concepts and product capabilities into simple, advisor-friendly language
• Write and edit high-impact content, including product marketing materials, landing pages, emails, in-product messaging, sales enablement materials, and thought leadership
• Step in on key launches to drive messaging from concept to execution
• Collaborate closely with Product to deeply understand new features and articulate their value clearly and accurately
• Partner with Design to ensure copy and UX work seamlessly together
• Manage content workflows, including routing materials through Compliance and ensuring approvals are secured before publication
• Oversee publishing and distribution, ensuring assets are posted accurately and on time
• Monitor performance metrics and optimize messaging based on data and feedback
• Maintain consistency across channels while tailoring messaging for specific audiences

What you bring

• 5-8+ years of experience in content strategy and copywriting, ideally in AI, fintech, or SaaS
• A sharp editorial instinct and deep love of language
• Proven ability to make complex topics simple without losing nuance
• Experience collaborating cross-functionally and operating as a strong individual contributor
• Comfort working in a fast-paced environment where you may need to roll up your sleeves and jump into different types of projects
• Experience navigating compliance review processes (or working in regulated industries)
• A performance mindset where you measure effectiveness and iterate accordingly
• Strong organizational skills and ownership mentality — you see projects through from idea to approval to live performance

The opportunity

Altruist is in the midst of an exciting phase and we’re excited to hire a Staff Trust & Safety Engineer to join our growing Security team.  Your expertise will ensure our products are secure.

Your impact

• You will be partnering with our Fraud team to ensure Altruist is the most trusted broker dealer in the industry and minimize financial losses to our end users, RIAs, and company (in that order).  
• You will design end client authentication systems partnering with product and engineering

What you bring

• Experience - 7+ years of experience working in fraud, security or anti-abuse:
• Experience leading large scale initiatives in fraud and security
• Experience partnering with Product to build security, risk and fraud into the Product Development Life Cycle
• Industry recognized expert in fraud
• Expertise in threat intelligence, dark web research and understanding the latest fraud and security trends. 
• Experience in responding to large scale security and fraud events. 
• Ability to build, support and design systems that function at scale
• You are comfortable being a one person team 

• Education - A B.A. / B.S. degree in relevant fields such as Computer Science or relevant experience
• Technical aptitude - You’re technologically savvy and can easily get up to speed on modern tech stacks.  You use AI to its maximum extent to solve hard problems faster and quicker than others. 
• 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 the 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.
• Bonus Points:
  • Experience designing fraud resilient products in the financial services industry
  • World class knowledge of fraud topics such as: account take over, credential stuffing, financial fraud (such as ACH)
  • Deep understanding of malware targeting financial institutions 

The opportunity

Altruist is in the midst of an exciting phase and we’re excited to hire a Staff Trust & Safety Engineer to join our growing Security team.  Your expertise will ensure our products are secure.

Your impact

• You will be partnering with our Fraud team to ensure Altruist is the most trusted broker dealer in the industry and minimize financial losses to our end users, RIAs, and company (in that order).  
• You will design end client authentication systems partnering with product and engineering

What you bring

• Experience - 7+ years of experience working in fraud, security or anti-abuse:
• Experience leading large scale initiatives in fraud and security
• Experience partnering with Product to build security, risk and fraud into the Product Development Life Cycle
• Industry recognized expert in fraud
• Expertise in threat intelligence, dark web research and understanding the latest fraud and security trends. 
• Experience in responding to large scale security and fraud events. 
• Ability to build, support and design systems that function at scale
• You are comfortable being a one person team 

• Education - A B.A. / B.S. degree in relevant fields such as Computer Science or relevant experience
• Technical aptitude - You’re technologically savvy and can easily get up to speed on modern tech stacks.  You use AI to its maximum extent to solve hard problems faster and quicker than others. 
• 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 the 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.
• Bonus Points:
  • Experience designing fraud resilient products in the financial services industry
  • World class knowledge of fraud topics such as: account take over, credential stuffing, financial fraud (such as ACH)
  • Deep understanding of malware targeting financial institutions 

The opportunity

Altruist is in the midst of an exceptional growth phase and we’re excited to hire a Quantitative Developer Inter for Summer 2026 to join our growing Quant team. As a Quantitative Investing Intern on the Investment Solutions teams at Altruist, you will gain hands-on experience in developing investment strategies that are deeply coupled with their technical implementation. In our 10 week program, you will collaborate with cross-functional teams, including engineering, design, operations, and compliance, to develop and bring new investment capabilities to life. This is an exciting opportunity to help shape the future of the financial services industry while working in a fast-paced, mission-driven environment.

Your impact

• Perform research on financial data using optimization software and statistical packages.
• Analyze and develop investment strategies that can be personalized at scale to deliver value through risk exposures, tax management, and implementation edge.
• Collaborate with the engineering and design teams to ensure successful product development, testing, and deployment.
• Support product launch activities, including user documentation, training materials, and client communication.
• Analyze data and user behavior to assess the impact of new product features and identify areas for further optimization.
• Provide support in user acceptance testing (UAT) and help ensure product quality and reliability.

What you bring

• Experience - At least 1 Internship related to Quant Developing, Quant Research, or Trading
• Education - Ideally looking for a B.A. / B.S. degree in relevant fields such as Financial Engineering, Economics, Applied Mathematics, etc.
• Technical aptitude - You’re technologically savvy and can easily get up to speed on modern tech stacks (Python, SQL, and more)
• 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.

The opportunity

Altruist is looking for a high-caliber Senior or Staff Product Manager to lead our trading experience. This is a central, high-visibility role responsible for the strategic vision and end-to-end roadmap of our trading functionality. We are looking for a sharp, ambitious leader with a strong foundation in fintech or financial services and the intellectual curiosity to master the complexities of trading to build the future of investment management.

What you'll do

• Own the strategic direction and long-term roadmap for Altruist’s trading platform, serving as a key leader in a high-visibility role that impacts every advisor on our platform
• Architect a comprehensive product strategy for trading functionality, balancing the need for rapid innovation with the extreme reliability required for financial execution
• Drive cross-functional execution across Engineering, Design, and Operations to translate complex trading workflows into seamless, high-performance advisor experiences
• Lead high-stakes technical and vendor decisions, evaluating internal builds against third-party integrations to ensure a scalable and resilient trading ecosystem
• Utilize AI-driven workflows and prototyping to accelerate the product development lifecycle and maintain a competitive edge in product management
• Serve as the primary authority on trading product health, monitoring key performance metrics and directing resources to resolve systemic bottlenecks or capitalize on market shifts
• Liaise with Compliance and Trading Operations to ensure all product strategies align with the rigorous demands of a regulated financial environment

What you bring

• 3 to 5+ years of product management experience from a high-caliber tech firm or fintech, where you have a proven track record of launching and scaling complex products
• Prior experience in trading or investment platforms is a significant plus; while deep expertise isn't required, familiarity with OMS/EMS workflows, order types, or market mechanics will accelerate your impact
• Foundational financial acumen, including a solid grasp of investment management terms, calculations, and the operational needs of a professional broker-dealer
• Deep technical literacy, enabling you to engage as a peer with engineers, challenge technical assumptions, and understand system trade-offs
• Exceptional communication skills, with the ability to distill abstract strategic goals into concrete requirements and get diverse stakeholders across the company on board
• Operational flexibility to support US market hours, ensuring product leadership and coverage are available during the most critical windows of the trading day
• Hybrid based in San Francisco, Los Angeles, or Dallas to maintain close proximity to our core product, engineering, and operations leadership
• Bachelor's degree required. MBA and/or CFA designation preferred

The opportunity

Altruist is looking for a high-caliber Senior or Staff Product Manager to lead our trading experience. This is a central, high-visibility role responsible for the strategic vision and end-to-end roadmap of our trading functionality. We are looking for a sharp, ambitious leader with a strong foundation in fintech or financial services and the intellectual curiosity to master the complexities of trading to build the future of investment management.

What you'll do

• Own the strategic direction and long-term roadmap for Altruist’s trading platform, serving as a key leader in a high-visibility role that impacts every advisor on our platform
• Architect a comprehensive product strategy for trading functionality, balancing the need for rapid innovation with the extreme reliability required for financial execution
• Drive cross-functional execution across Engineering, Design, and Operations to translate complex trading workflows into seamless, high-performance advisor experiences
• Lead high-stakes technical and vendor decisions, evaluating internal builds against third-party integrations to ensure a scalable and resilient trading ecosystem
• Utilize AI-driven workflows and prototyping to accelerate the product development lifecycle and maintain a competitive edge in product management
• Serve as the primary authority on trading product health, monitoring key performance metrics and directing resources to resolve systemic bottlenecks or capitalize on market shifts
• Liaise with Compliance and Trading Operations to ensure all product strategies align with the rigorous demands of a regulated financial environment

What you bring

• 3 to 5+ years of product management experience from a high-caliber tech firm or fintech, where you have a proven track record of launching and scaling complex products
• Prior experience in trading or investment platforms is a significant plus; while deep expertise isn't required, familiarity with OMS/EMS workflows, order types, or market mechanics will accelerate your impact
• Foundational financial acumen, including a solid grasp of investment management terms, calculations, and the operational needs of a professional broker-dealer
• Deep technical literacy, enabling you to engage as a peer with engineers, challenge technical assumptions, and understand system trade-offs
• Exceptional communication skills, with the ability to distill abstract strategic goals into concrete requirements and get diverse stakeholders across the company on board
• Operational flexibility to support US market hours, ensuring product leadership and coverage are available during the most critical windows of the trading day
• Hybrid based in San Francisco, Los Angeles, or Dallas to maintain close proximity to our core product, engineering, and operations leadership
• Bachelor's degree required. MBA and/or CFA designation preferred

The opportunity

Altruist is looking for a high-caliber Senior or Staff Product Manager to lead our trading experience. This is a central, high-visibility role responsible for the strategic vision and end-to-end roadmap of our trading functionality. We are looking for a sharp, ambitious leader with a strong foundation in fintech or financial services and the intellectual curiosity to master the complexities of trading to build the future of investment management.

What you'll do

• Own the strategic direction and long-term roadmap for Altruist’s trading platform, serving as a key leader in a high-visibility role that impacts every advisor on our platform
• Architect a comprehensive product strategy for trading functionality, balancing the need for rapid innovation with the extreme reliability required for financial execution
• Drive cross-functional execution across Engineering, Design, and Operations to translate complex trading workflows into seamless, high-performance advisor experiences
• Lead high-stakes technical and vendor decisions, evaluating internal builds against third-party integrations to ensure a scalable and resilient trading ecosystem
• Utilize AI-driven workflows and prototyping to accelerate the product development lifecycle and maintain a competitive edge in product management
• Serve as the primary authority on trading product health, monitoring key performance metrics and directing resources to resolve systemic bottlenecks or capitalize on market shifts
• Liaise with Compliance and Trading Operations to ensure all product strategies align with the rigorous demands of a regulated financial environment

What you bring

• 3 to 5+ years of product management experience from a high-caliber tech firm or fintech, where you have a proven track record of launching and scaling complex products
• Prior experience in trading or investment platforms is a significant plus; while deep expertise isn't required, familiarity with OMS/EMS workflows, order types, or market mechanics will accelerate your impact
• Foundational financial acumen, including a solid grasp of investment management terms, calculations, and the operational needs of a professional broker-dealer
• Deep technical literacy, enabling you to engage as a peer with engineers, challenge technical assumptions, and understand system trade-offs
• Exceptional communication skills, with the ability to distill abstract strategic goals into concrete requirements and get diverse stakeholders across the company on board
• Operational flexibility to support US market hours, ensuring product leadership and coverage are available during the most critical windows of the trading day
• Hybrid based in San Francisco, Los Angeles, or Dallas to maintain close proximity to our core product, engineering, and operations leadership
• Bachelor's degree required. MBA and/or CFA designation preferred

The opportunity

Altruist is looking for a high-caliber Senior or Staff Product Manager to lead our trading experience. This is a central, high-visibility role responsible for the strategic vision and end-to-end roadmap of our trading functionality. We are looking for a sharp, ambitious leader with a strong foundation in fintech or financial services and the intellectual curiosity to master the complexities of trading to build the future of investment management.

What you'll do

• Own the strategic direction and long-term roadmap for Altruist’s trading platform, serving as a key leader in a high-visibility role that impacts every advisor on our platform
• Architect a comprehensive product strategy for trading functionality, balancing the need for rapid innovation with the extreme reliability required for financial execution
• Drive cross-functional execution across Engineering, Design, and Operations to translate complex trading workflows into seamless, high-performance advisor experiences
• Lead high-stakes technical and vendor decisions, evaluating internal builds against third-party integrations to ensure a scalable and resilient trading ecosystem
• Utilize AI-driven workflows and prototyping to accelerate the product development lifecycle and maintain a competitive edge in product management
• Serve as the primary authority on trading product health, monitoring key performance metrics and directing resources to resolve systemic bottlenecks or capitalize on market shifts
• Liaise with Compliance and Trading Operations to ensure all product strategies align with the rigorous demands of a regulated financial environment

What you bring

• 3 to 5+ years of product management experience from a high-caliber tech firm or fintech, where you have a proven track record of launching and scaling complex products
• Prior experience in trading or investment platforms is a significant plus; while deep expertise isn't required, familiarity with OMS/EMS workflows, order types, or market mechanics will accelerate your impact
• Foundational financial acumen, including a solid grasp of investment management terms, calculations, and the operational needs of a professional broker-dealer
• Deep technical literacy, enabling you to engage as a peer with engineers, challenge technical assumptions, and understand system trade-offs
• Exceptional communication skills, with the ability to distill abstract strategic goals into concrete requirements and get diverse stakeholders across the company on board
• Operational flexibility to support US market hours, ensuring product leadership and coverage are available during the most critical windows of the trading day
• Hybrid based in San Francisco, Los Angeles, or Dallas to maintain close proximity to our core product, engineering, and operations leadership
• Bachelor's degree required. MBA and/or CFA designation preferred

About Hazel

Hazel is building the AI engine for wealth management that helps unlock 10x growth, efficiency and value for financial advisors and their clients in a regulated industry. Since its launch last September, Hazel has organically and rapidly grown its user base.

Hazel is a part of Altruist’s broader mission to make financial advice better, more affordable, and accessible to all.

The opportunity

We recently launched hazel.ai, an AI assistant that has ~10x’d users in one month and are excited to hire a Sr. Full Stack Engineer to build out an improved customer onboarding experience and AI financial planning features.

This role is hybrid, with four in-office days per week at our San Francisco FiDi location.

Your impact

• Customer focused - Demonstrate an eagerness to...
  • Deeply understand the industry, the opportunity and our users
  • Interact with them and learn about their needs and frustrations
• Design and execution - Build easy-to-use and robust systems across the frontend and backend that bring our vision to life
• Relentless - Proactively identify, unblock and mitigate risks that can minimize our chance of timely success
• Leadership - Act as a leader and steward of engineering best practices, mentoring other engineers towards maximizing impact
• Curiosity - Stay ahead of the curve with latest developments in machine learning, AI and how it can be leveraged to build industry leading products

What you bring

• Experience - 4+ years of software engineering experience building customer/consumer-facing web applications with best engineering practices
  • 1+ years full stack engineering experience designing and developing key product features from UI to backend services
• 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 (We use React.js, Typescript, GraphQL, Python, Microservices, AWS)
• 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.
• Bonus points:
  
  • Experience building external customer-facing AI products

About Hazel

Hazel is building the AI engine for wealth management that helps unlock 10x growth, efficiency and value for financial advisors and their clients in a regulated industry. Since its launch last September, Hazel has organically and rapidly grown its user base.

Hazel is a part of Altruist’s broader mission to make financial advice better, more affordable, and accessible to all.

This role is hybrid, with four in-office days per week at our San Francisco FiDi location.

The opportunity

We recently launched hazel.ai, an AI assistant that has ~10x’d users in one month and are excited to hire an AI engineer to build the AI engine at the heart of the product. This engine will: 

1. connect to our users’ systems of record, 
2. parse, extract and store structured and unstructured information and 
3. deliver proactive insights that convert data into actionable outcomes (save time, taxes & fees).

Your impact

• Customer focused - Demonstrate an eagerness to
• Deeply understand the industry, the opportunity and our users
• Interact with them and learn about their needs and frustrations
• Design and execution - Architect robust systems across data, model and product layers that bring our vision to life
• Build scalable data pipelines to store, sync and extract large amounts of information from unstructured and structured data
• Optimize our search and retrieval infrastructure to parse all relevant extracted information to produce grounded, accurate and low latency responses to user queries
• Collaborate with product managers and subject matter experts to build steerable AI systems
• Craft and maintain evaluation datasets, scoring modules and integrate them into our deployment pipeline to continuously monitor and improve the quality of our AI products 
• Relentless - Proactively identify, unblock and mitigate risks that can minimize our chance of timely success
• Leadership - Act as a leader and steward of engineering best practices, mentoring other engineers towards maximizing impact
• Curiosity - Stay ahead of the curve with latest developments in machine learning, AI and how it can be leveraged to build industry leading products

What you bring

• Experience - 6+ years with some of them contributing towards building ML systems at scale, in a production setting. Have built and/or used
• ranking or recommender systems,
• generative AI products, or
• vector databases, search indices, or other data stores for search and retrieval use cases
• Education - Bachelors/Master's degree in Computer Science, Machine Learning, Data Science, or a related field
• Foundations - A deep understanding of data structures, algorithms, and sound software engineering principles
• Technical aptitude - You
• have excellent problem solving skills, 
• can break down a complex problem into simpler constituent parts
• know when to take a first principles approach and when not to reinvent the wheel
• Intentional 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
• Bonus Points - Familiarity with statistical and mathematical underpinnings of machine learning and large language models

The opportunity

Altruist is seeking a Senior Manager or Director, Trading Credit Risk – Margin & Options to provide senior-level leadership over credit risk arising from customer trading activity. This role is responsible for overseeing margin and options credit exposure, setting risk strategy, and leading a team that manages risk through both steady-state operations and periods of market stress. You’ll act as a key risk leader and escalation authority, partnering closely with Trading, Brokerage Operations, Product, Engineering, Compliance, and executive Risk leadership to build out the risk framework, develop talent, and help launch and scale our margin and options offerings so programs remain compliant and scale safely.

What you’ll do

• Provide senior leadership for trading credit risk oversight related to margin lending and options trading
• Set and maintain credit risk strategy, limits, thresholds, and escalation frameworks
• Oversee monitoring of customer leverage, buying power, margin balances, and options exposure
• Lead response to market stress events, including elevated margin calls, forced liquidations, and systemic risk scenarios
• Review and challenge margin methodologies, options risk frameworks, and liquidation strategies
• Serve as a senior escalation point for high-risk accounts, complex scenarios, and firm-wide credit risk events
• Oversee and manage collateral requirements and firm obligations at The Options Clearing Corporation (OCC)
• Partner with Trading, Product, and Engineering on risk rule changes, automation, and platform enhancements
• Lead preparation and presentation of credit risk reporting to senior leadership and risk committees
• Support and lead regulatory exams, audits, and supervisory interactions
• Own and maintain credit risk policies, WSPs, and governance documentation
• Lead, mentor, and develop managers and analysts; build a strong, resilient risk team
• Drive continuous improvement of risk analytics, controls, and monitoring tools

What you bring

• 7+ years of experience in trading credit risk, margin risk, or brokerage risk management
• Deep, hands-on expertise in margin lending and options trading
• Strong understanding of customer leverage, options strategies, and liquidation mechanics
• Experience managing OCC collateral and clearing risk requirements and familiarity with OCC Encore
• Extensive experience in a second-line risk oversight or independent risk function
• Proven people leadership experience, including managing managers or leading larger teams
• Ability to make sound risk decisions under pressure and during volatile market conditions
• Strong executive communication skills and ability to influence senior stakeholders
• Excellent judgment, strategic thinking, and operational discipline

Licenses and credentials

• Series 7 and Series 63 required
• Series 24 and Series 4 required
• Series 57 required, or the ability to obtain within 90 days of employment

Nice to have

• Experience at a custodian, clearing firm, or fintech brokerage
• Familiarity with FIS and Sterling trading platforms is a plus
• Background in stress testing models, margin engines, or automated credit risk systems
• Experience leading risk functions through significant market events
• Familiarity with clearing, OMS/EMS, or brokerage risk platforms
• Experience scaling risk programs in high-growth environments

Why you'll love this role

• Senior ownership of high-impact trading credit risk
• Opportunity to shape firm-wide margin and options risk strategy
• High visibility with executive leadership and risk governance forums
• Leadership role with meaningful team-building responsibility
• Mission-driven culture focused on protecting clients while enabling growth

The opportunity

Altruist is looking for a high-caliber Staff or Senior Product Manager to lead our trading experience. This is a central, high-visibility role responsible for the strategic vision and end-to-end roadmap of our trading functionality. We are looking for a sharp, ambitious leader with a strong foundation in fintech or financial services and the intellectual curiosity to master the complexities of trading to build the future of investment management.

What you'll do

• Own the strategic direction and long-term roadmap for Altruist’s trading platform, serving as a key leader in a high-visibility role that impacts every advisor on our platform
• Architect a comprehensive product strategy for trading functionality, balancing the need for rapid innovation with the extreme reliability required for financial execution
• Drive cross-functional execution across Engineering, Design, and Operations to translate complex trading workflows into seamless, high-performance advisor experiences
• Lead high-stakes technical and vendor decisions, evaluating internal builds against third-party integrations to ensure a scalable and resilient trading ecosystem
• Utilize AI-driven workflows and prototyping to accelerate the product development lifecycle and maintain a competitive edge in product management
• Serve as the primary authority on trading product health, monitoring key performance metrics and directing resources to resolve systemic bottlenecks or capitalize on market shifts
• Liaise with Compliance and Trading Operations to ensure all product strategies align with the rigorous demands of a regulated financial environment

What you bring

• 8+ years of product management experience from a high-caliber tech firm or fintech, where you have a proven track record of launching and scaling complex products
• Prior experience in trading or investment platforms is a significant plus; while deep expertise isn't required, familiarity with OMS/EMS workflows, order types, or market mechanics will accelerate your impact
• Foundational financial acumen, including a solid grasp of investment management terms, calculations, and the operational needs of a professional broker-dealer
• Deep technical literacy, enabling you to engage as a peer with engineers, challenge technical assumptions, and understand system trade-offs
• Exceptional communication skills, with the ability to distill abstract strategic goals into concrete requirements and get diverse stakeholders across the company on board
• Operational flexibility to support US market hours, ensuring product leadership and coverage are available during the most critical windows of the trading day
• Hybrid based in San Francisco, Los Angeles, or Dallas to maintain close proximity to our core product, engineering, and operations leadership
• Bachelor's degree required. MBA and/or CFA designation preferred

Altruist is entering an exciting phase, and we're looking for someone to own all things IT related for our Dallas office! 

This role is hybrid, with four days per week in our Dallas office.

What you’ll do

• Technical Troubleshooting: Confidence in diagnosing and resolving advanced hardware, software, network, and application issues that require more depth than entry-level support.
• System Administration: Managing user accounts, permissions, and security groups in identity access management and Active Directory. 
• Network Maintenance: Monitoring in the office network performance, configuring network hardware, and troubleshooting VPN related issues. 
• Onboarding/Offboarding & Infrastructure: Handling device imaging (e.g., Jamf, Intune), setting up new workstations, and managing physical/virtual server resources. 
• Documentation & Tickets: Maintaining detailed documentation of issues in Jira Service Management, creating knowledge base articles, and providing detailed RCA for recurring issues. 
• Escalation & Collaboration: Serving as a bridge between L1 support and systems administration/engineering teams, handling escalated tickets and collaborating on major incidents.
• In-office Support: Provide end-user support, maintain on-site printers, and support on-site conference A/V equipment.

What you’ll bring

• Minimum of 3-5 years of experience.
• Experience with internet security tools and data governance. 
• Experience in network management with an understanding of TCP/IP protocols and LAN/WAN configuration. 
• Strong knowledge of Google Suite, Office 365, Okta, AWS, Zoom, and Active Directory.
• Experience with device endpoint management: Jamf, VSA, MS Intune. 
• Preferred experience with Windows and PC endpoints.  
• Experience with API knowledge to integrate IT systems, streamline automation, and enhance support efficiency.
• Confidence in using AI/low-code (OktaWorkflows, N8N, Claude Code, Glean) tooling to automate manual tasks. 
• Hands-on experience with troubleshooting on-site networking equipment. 
• Strong knowledge of Meraki network management is preferred.
• Thorough knowledge of information technology, computer systems, applications, and networking.
• A/V is a bonus to assist with live in-person events and conference room troubleshooting. 
• Strong communication, interpersonal, organizational, and coordination skills.
• Ability to lift 50lbs or more.

Altruist is entering an exciting phase, and we're looking for someone to own all things IT related for our Culver City office!

This role is hybrid, with four days per week in our Culver City office.

What you’ll do

• Provide technical assistance and support related to computer systems, hardware, or software.
• Conduct corporate training sessions.
• Assist with onboarding-offboarding.
• Maintain the daily performance of computer systems and conference room equipment.
• Help with maintaining IT asset/inventory mgmt 
• Performs other related duties and projects as requested or assigned.

What you’ll bring

• 1-3 years of experience
• Experience with Mac and PC Operating Systems
• Basic knowledge of AI/Automation workflow building (Okta workflows, Google Apps Script, N8N) 
• Experience with G Suite and Google Admin
• Experience with OKTA, Jamf, and Kaseya-VSA
• Experience with Google Meet and Zoom conferencing equipment
• Preferred Experience with Atlassian apps (Confluence, Jira)
• Basic knowledge of Active Directory
• Computer and Printer Support 
• New computer hardware and software builds, using imaging software
• Familiarity with Office 365 Suite - some knowledge of Outlook may be required

This is a hybrid role based in Los Angeles (Culver City) or the San Francisco Bay Area (FiDi), with an expectation of being in the office at least three days per week.

The opportunity

Altruist is in the midst of an exceptional growth phase and we’re excited to hire a Senior Site Reliability Engineer to join our growing team. This is a high-impact role where you'll play a key part in building and maintaining the reliability of systems that power our fintech platform—serving thousands of advisors and their clients across the country.​

Your impact

• Lead the design and implementation of complex, scalable systems on AWS and Kubernetes: Architect highly reliable infrastructure for a fast-growing, cloud-native platform.​
• Support critical fintech business logic applications built in Java: Ensure the systems that power our core advisor and investment tools are robust, secure, and high-performing.​
• Mentor other engineers: Champion reliability best practices and help grow a strong, collaborative engineering culture.​
• Own strategies for incident response, disaster recovery, and capacity planning: Help keep our systems resilient and our customers confident.​
• Partner with product and engineering teams to define and monitor SLOs/SLIs: Turn metrics into actionable reliability goals.​
• Drive initiatives to improve performance, reliability, and infrastructure cost-efficiency: Look for opportunities to automate, optimize, and scale smarter.​

What you bring

• Experience - 7+ years of experience working in Site Reliability Engineering or a related role: A proven track record of maintaining and improving system reliability.​
  • Expertise in AWS services and Kubernetes, including infrastructure as code tools like Terraform: Deep knowledge of cloud services and container orchestration.​
  • Strong programming skills and experience with automation frameworks: Proficiency in programming, scripting and automating tasks to enhance system efficiency.​
  • Experience supporting Java-based business applications: Familiarity with Java application deployment and performance tuning.​
  • Experience with DevOps infrastructure tools and AI technologies: Knowledge of tools that support DevOps practices and AI frameworks is a plus.​
  • Experience with Apache Spark and AI technologies: Familiarity with big data processing frameworks and AI integration is a big plus.​
• Education - Ideally looking for a B.A. / B.S. degree in relevant fields such as Computer Science.
• Technical aptitude - You’re technologically savvy and can easily get up to speed on modern tech stacks.
• 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 the 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.

This is a hybrid role based in Los Angeles (Culver City) or the San Francisco Bay Area (FiDi), with an expectation of being in the office at least three days per week.

The opportunity

Altruist is in the midst of an exceptional growth phase and we’re excited to hire a Senior Site Reliability Engineer to join our growing team. This is a high-impact role where you'll play a key part in building and maintaining the reliability of systems that power our fintech platform—serving thousands of advisors and their clients across the country.​

Your impact

• Lead the design and implementation of complex, scalable systems on AWS and Kubernetes: Architect highly reliable infrastructure for a fast-growing, cloud-native platform.​
• Support critical fintech business logic applications built in Java: Ensure the systems that power our core advisor and investment tools are robust, secure, and high-performing.​
• Mentor other engineers: Champion reliability best practices and help grow a strong, collaborative engineering culture.​
• Own strategies for incident response, disaster recovery, and capacity planning: Help keep our systems resilient and our customers confident.​
• Partner with product and engineering teams to define and monitor SLOs/SLIs: Turn metrics into actionable reliability goals.​
• Drive initiatives to improve performance, reliability, and infrastructure cost-efficiency: Look for opportunities to automate, optimize, and scale smarter.​

What you bring

• Experience - 7+ years of experience working in Site Reliability Engineering or a related role: A proven track record of maintaining and improving system reliability.​
  • Expertise in AWS services and Kubernetes, including infrastructure as code tools like Terraform: Deep knowledge of cloud services and container orchestration.​
  • Strong programming skills and experience with automation frameworks: Proficiency in programming, scripting and automating tasks to enhance system efficiency.​
  • Experience supporting Java-based business applications: Familiarity with Java application deployment and performance tuning.​
  • Experience with DevOps infrastructure tools and AI technologies: Knowledge of tools that support DevOps practices and AI frameworks is a plus.​
  • Experience with Apache Spark and AI technologies: Familiarity with big data processing frameworks and AI integration is a big plus.​
• Education - Ideally looking for a B.A. / B.S. degree in relevant fields such as Computer Science.
• Technical aptitude - You’re technologically savvy and can easily get up to speed on modern tech stacks.
• 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 the 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.

The opportunity

Altruist is in the midst of an exceptional growth phase and we’re excited to hire a dynamic and experienced Manager of Settlements to lead and elevate our Settlements team within the Operations department. This role is integral to ensuring seamless trading, settlement, and reporting processes. The Manager will oversee a team of Analysts and collaborate across departments to enhance operational efficiency, mitigate risk, and drive continuous improvement. This position offers the opportunity to shape the systems and processes that underpin Altruist’s clearing and settlement operations, ensuring excellence in service delivery.

Your impact

• Lead and mentor a team of Settlement Analysts, providing guidance, coaching, and development opportunities to ensure a high-performing team.
• Manage daily settlement operations, including fail control functions, buy-ins for aged fails, and daily settlement reconciliations.
• Oversee seg deficit management, including curing deficits and completing segmentation reporting.
• Collaborate with internal teams (ACATS, Securities Lending Ops, Trading, FinOp) and external stakeholders (DTC, street counterparties, 3rd party vendors) to resolve settlement issues promptly and effectively.
• Ensure accurate and timely processing of daily entries, adjustments, and corrections in the brokerage platform.
• Identify, investigate, and resolve escalated trade, cash, and position reconciliation issues.
• Develop, document, and maintain department procedures, guidelines, and controls to ensure regulatory compliance and operational efficiency.
• Partner with Product and Engineering teams to design and implement innovative solutions for process improvement and automation.
• Monitor and report fail exposures to senior management, ensuring robust risk management practices.
• Support and enhance systems integration to maintain data accuracy, consistency, and completeness across platforms.
• Stay informed on industry developments, technologies, and best practices to ensure Altruist remains at the forefront of settlement operations.
• Serve as the point of contact (POC) for fixed-income escalations, ensuring prompt resolution and effective communication with stakeholders.
• Oversee and ensure compliance with TRACE and MSRB reporting requirements, maintaining accuracy and timeliness in reporting fixed-income transactions.

What you bring

• Experience - 6+ years in brokerage operations and management, with specific expertise in trade clearance and settlements for a self-clearing broker-dealer.
• Leadership skills - strong coaching abilities with a proven track record of building and managing high-performing teams.
• Securities licenses - You studied hard and we’re excited to carry your series 7, 24, and 53 licenses
• Technical aptitude - You’re technologically savvy and are proficient with DTC, NSCC, Obligation Warehouse, SMART Track, and other DTCC applications; Expertise in fixed-income processing and settlement.  
• 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 the 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.

The opportunity

We’re hiring a Chief of Staff to partner directly with our CEO as we scale into our next phase of growth. This role sits at the center of the company’s most important priorities, driving clarity, accountability, and execution across the business. Exceptional project management and organizational skills are key to success. You’ll operate as an extension of the CEO, helping translate strategy into action and ensuring the right problems are being solved at the right time. You should be equally comfortable building a financial model, structuring an ambiguous problem, and standing in front of executives, the board, or the broader company to drive alignment. 

This role can be based in our Culver City or San Francisco Bay Area office and requires a minimum of three days per week in-office.

Your impact

• Act as a force multiplier for the CEO, extending their reach and driving execution on the company’s highest-priority initiatives
• Lead critical, cross-functional projects, bringing structure to ambiguous problems and driving them through to resolution
• Own the company’s executive operating rhythm, ensuring leadership meetings are focused, decisions are made quickly, and follow-through is consistent
• Partner with leaders across the business to define, pressure-test, and track company KPIs, holding a high bar for performance and accountability
• Partner with Finance to build and refine financial and operational models to support forecasting and strategic decision-making
• Conduct rigorous analyses to inform key decisions across the business, synthesizing insights into clear, actionable recommendations
• Identify and close gaps in how the business operates, proactively implementing scalable processes as complexity increases
• Develop high-quality materials for board meetings, investor updates, executive presentations, and company-wide meetings with a high standard for clarity and precision
• Drive internal communication moments (e.g., All Hands) that create alignment, reinforce priorities, and elevate the company’s operating cadence
• Influence outcomes across all levels of the organization, including senior executives

What you bring

• 5+ years of experience in top tier management consulting firm and in a Chief of Staff, Business Operations, or similar strategic role at a high-growth tech company 
• Exceptional business judgment and a track record of operating as a high-leverage generalist in complex, fast-moving environments
• Strong analytical horsepower, including advanced Excel/gSheets skills and experience building models to inform real business decisions
• Demonstrated ability to take ambiguous problems, structure them clearly, and drive them through to execution with measurable impact
• High agency and a strong bias to action; you don’t wait to be told what to do, and you consistently turn ambiguity into momentum and results
• Proven ability to influence senior stakeholders and drive alignment in situations where you do not have direct ownership
• Excellent communication skills, with the ability to distill complex ideas into clear narratives and confidently present to executives, investors, and large audiences
• High standards for quality and attention to detail, paired with strong organizational and project management skills
• Low ego, high ownership mindset with a willingness to step in wherever needed to move the business forward
• Experience in financial services or fintech is a plus

The opportunity

We’re hiring a Chief of Staff to partner directly with our CEO as we scale into our next phase of growth. This role sits at the center of the company’s most important priorities, driving clarity, accountability, and execution across the business. Exceptional project management and organizational skills are key to success. You’ll operate as an extension of the CEO, helping translate strategy into action and ensuring the right problems are being solved at the right time. You should be equally comfortable building a financial model, structuring an ambiguous problem, and standing in front of executives, the board, or the broader company to drive alignment. 

This role can be based in our Culver City or San Francisco Bay Area office and requires a minimum of three days per week in-office.

Your impact

• Act as a force multiplier for the CEO, extending their reach and driving execution on the company’s highest-priority initiatives
• Lead critical, cross-functional projects, bringing structure to ambiguous problems and driving them through to resolution
• Own the company’s executive operating rhythm, ensuring leadership meetings are focused, decisions are made quickly, and follow-through is consistent
• Partner with leaders across the business to define, pressure-test, and track company KPIs, holding a high bar for performance and accountability
• Partner with Finance to build and refine financial and operational models to support forecasting and strategic decision-making
• Conduct rigorous analyses to inform key decisions across the business, synthesizing insights into clear, actionable recommendations
• Identify and close gaps in how the business operates, proactively implementing scalable processes as complexity increases
• Develop high-quality materials for board meetings, investor updates, executive presentations, and company-wide meetings with a high standard for clarity and precision
• Drive internal communication moments (e.g., All Hands) that create alignment, reinforce priorities, and elevate the company’s operating cadence
• Influence outcomes across all levels of the organization, including senior executives

What you bring

• 5+ years of experience in top tier management consulting firm and in a Chief of Staff, Business Operations, or similar strategic role at a high-growth tech company 
• Exceptional business judgment and a track record of operating as a high-leverage generalist in complex, fast-moving environments
• Strong analytical horsepower, including advanced Excel/gSheets skills and experience building models to inform real business decisions
• Demonstrated ability to take ambiguous problems, structure them clearly, and drive them through to execution with measurable impact
• High agency and a strong bias to action; you don’t wait to be told what to do, and you consistently turn ambiguity into momentum and results
• Proven ability to influence senior stakeholders and drive alignment in situations where you do not have direct ownership
• Excellent communication skills, with the ability to distill complex ideas into clear narratives and confidently present to executives, investors, and large audiences
• High standards for quality and attention to detail, paired with strong organizational and project management skills
• Low ego, high ownership mindset with a willingness to step in wherever needed to move the business forward
• Experience in financial services or fintech is a plus

About the position

Altruist is entering an exciting phase, and we're looking for an office assistant to join our Workplace Operations team and spearhead the opening of our new San Francisco location!

Please note: This is an onsite position based out of our San Francisco (FiDi), CA facility, requiring 4 days a week in the office.

What you’ll do

• Act as onsite lead for all operational aspects of the San Francisco office, including supplies, mail, printers, snacks, water, etc.
• Man the reception desk, greet employees, visitors, guests, and escort them to the appropriate location, following proper security procedures
• Maintain a clean and organized office environment ensuring conference rooms, kitchen/break room, and reception area stay orderly, and presentable
• Receive mail, documents, packages, and courier deliveries and delivers or distributes items/assists with outgoing mail, maintaining supplies for the office
• Administer building access (guest access) following standard security and onboarding/offboarding processes
• Maintain office and kitchen supply inventory, anticipate needs, and place orders as necessary
• Work with IT to ensure workstation equipment is ready for employee use
• Assist with other administrative duties as requested, including ensuring readiness for high-level in-office meetings or meeting catering
• Handle on-site team events, and office catering
• Help organize social events for the community hub and fun activities for the team at the office

What you bring

• Experience - 1+ years of relevant experience as a receptionist, office/facilities coordinator, administrative assistant, or similar customer service-oriented role 
• 1+ years of facilities or reception experience
• Excellent interpersonal communication and writing skills
• Self-starter/proactive: works with a sense of urgency and handles self with minimal supervision; “no job too small” attitude
• Proficiency in Google Workspace G Suite
• Strong problem-solving skills and the ability to work independently
• Knowledge of administrative and clerical procedures
• Detail-oriented
• Tech-savvy
• Must be willing to work assigned hours
• Technical aptitude - You’re technologically savvy and can easily get up to speed on the technologies we use, including troubleshooting technical issues that pop up in the office
• 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 the 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.

This role is hybrid, with three in-office days per week at our Culver City or San Francisco FiDi location.

The opportunity

Altruist is in the midst of an exceptional growth phase and we’re excited to hire Senior Back End Engineers to join our growing Engineering organization. 

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 - 5+ 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 (we use 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.

This role is hybrid, with three in-office days per week at our Culver City or San Francisco FiDi location.

The opportunity

Altruist is transforming how financial advisors deliver wealth management. We’re building a new generation of credit and liquidity tools that empower advisors to offer flexible, tax-efficient access to capital for their clients. We’re looking for a Staff Product Manager to lead strategy and execution across our Credit & Lending platform. You’ll define the roadmap for liquidity products like margin, securities-backed lines of credit (SBLOC), and fully paid securities lending (FPL), driving innovation at the intersection of finance, regulation, and technology. This is a high-visibility, high-impact role. You’ll work closely with leadership across Product, Engineering, Compliance, and Operations to shape a product that will redefine how advisors think about access to credit — and ultimately expand what’s possible for their clients.

What you'll do

• Own the product strategy and roadmap for Altruist’s Credit & Lending ecosystem.
• Lead the discovery and launch of new liquidity products, starting with Margin, while building scalable systems for future innovation.
• Define success metrics and key outcomes that align with Altruist’s broader mission to simplify wealth management.
• Partner across Compliance, Finance, and Operations to build products that are as sound as they are customer-centric.
• Champion speed with quality, balancing iterative MVP releases with the rigor needed for regulated financial products.
• Build a data-driven, customer-obsessed culture, using insights from analytics, user research, and advisor feedback to inform every decision.

Who you are

• Experienced: 8+ years in product management with a track record of owning complex, high-visibility products — ideally in fintech, credit, or regulated environments.
• Strategic: You see the system — connecting product vision to company strategy, financial outcomes, and user behavior.
• Execution-focused: You move quickly, make smart tradeoffs, and deliver impact without compromising quality or compliance.
• Influential: You lead through context and collaboration, not control. You can inspire engineers, designers, and executives alike.
• Data-savvy: You use data and insight to challenge assumptions, validate direction, and measure success.
• Resilient and grounded: You operate with confidence, humility, and a learning mindset — even in ambiguity.

Bonus points

• Experience building or scaling credit, margin, or lending products within fintech or financial institutions.
• Familiarity with regulatory frameworks such as Reg T or FINRA Rule 4210.
• A history of navigating complex regulatory or operational challenges with creativity and speed.
• Hands-on experience with liquidity risk management or financial operations tooling.

Why you'll love working here

At Altruist, we’re on a mission to make financial advice better, more accessible, and more affordable for everyone. You’ll join a team that values impact over ego, speed over perfection, and collaboration over silos. As a Senior PM, you’ll have both the autonomy to lead major initiatives and the support of a team deeply committed to building something transformative.

This role is hybrid, with three in-office days per week at our Culver City or San Francisco FiDi location.

The opportunity

Altruist is transforming how financial advisors deliver wealth management. We’re building a new generation of credit and liquidity tools that empower advisors to offer flexible, tax-efficient access to capital for their clients. We’re looking for a Staff Product Manager to lead strategy and execution across our Credit & Lending platform. You’ll define the roadmap for liquidity products like margin, securities-backed lines of credit (SBLOC), and fully paid securities lending (FPL), driving innovation at the intersection of finance, regulation, and technology. This is a high-visibility, high-impact role. You’ll work closely with leadership across Product, Engineering, Compliance, and Operations to shape a product that will redefine how advisors think about access to credit — and ultimately expand what’s possible for their clients.

What you'll do

• Own the product strategy and roadmap for Altruist’s Credit & Lending ecosystem.
• Lead the discovery and launch of new liquidity products, starting with Margin, while building scalable systems for future innovation.
• Define success metrics and key outcomes that align with Altruist’s broader mission to simplify wealth management.
• Partner across Compliance, Finance, and Operations to build products that are as sound as they are customer-centric.
• Champion speed with quality, balancing iterative MVP releases with the rigor needed for regulated financial products.
• Build a data-driven, customer-obsessed culture, using insights from analytics, user research, and advisor feedback to inform every decision.

Who you are

• Experienced: 8+ years in product management with a track record of owning complex, high-visibility products — ideally in fintech, credit, or regulated environments.
• Strategic: You see the system — connecting product vision to company strategy, financial outcomes, and user behavior.
• Execution-focused: You move quickly, make smart tradeoffs, and deliver impact without compromising quality or compliance.
• Influential: You lead through context and collaboration, not control. You can inspire engineers, designers, and executives alike.
• Data-savvy: You use data and insight to challenge assumptions, validate direction, and measure success.
• Resilient and grounded: You operate with confidence, humility, and a learning mindset — even in ambiguity.

Bonus points

• Experience building or scaling credit, margin, or lending products within fintech or financial institutions.
• Familiarity with regulatory frameworks such as Reg T or FINRA Rule 4210.
• A history of navigating complex regulatory or operational challenges with creativity and speed.
• Hands-on experience with liquidity risk management or financial operations tooling.

Why you'll love working here

At Altruist, we’re on a mission to make financial advice better, more accessible, and more affordable for everyone. You’ll join a team that values impact over ego, speed over perfection, and collaboration over silos. As a Senior PM, you’ll have both the autonomy to lead major initiatives and the support of a team deeply committed to building something transformative.

This role is hybrid, with three in-office days per week at our Culver City or San Francisco FiDi location.

The opportunity

Altruist is in the midst of an exceptional growth phase and we’re excited to hire Senior Back End Engineers to join our growing Engineering organization. 

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 - 5+ 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 (We use 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.

This role follows a hybrid schedule, with three days per week onsite in our Culver City or San Francisco office.

The opportunity

We're hiring a Senior Cloud Infrastructure Engineer to join the Cloud Infrastructure & Platform (CIN) team at Altruist. This is a high-impact, senior individual contributor role responsible for architecting, building, and operating the AWS-based infrastructure that powers our broker-dealer and clearing platform. You will own critical infrastructure domains end-to-end and drive technical decisions that affect the reliability, security, and scalability of systems handling real financial transactions.

As the industry evolves rapidly with generative AI and agentic workflows, we need engineers who combine deep AWS and Kubernetes expertise with the vision and initiative to define how AI/ML tools and patterns can transform infrastructure operations, developer productivity, and platform resilience. This role carries significant technical influence — you will shape infrastructure strategy, lead complex cross-functional initiatives, and raise the bar for engineering practices across the organization.

What sets this role apart

This is not a ticket-driven infrastructure role. At the Senior-to-Staff level, we expect you to:

• Own domains, not just tasks. You will be the technical authority for critical infrastructure areas (e.g., EKS platform, observability strategy, DR architecture, or AI infrastructure) and drive their roadmap.
• Define technical direction. Author architectural decision records (ADRs), propose infrastructure standards, and influence engineering-wide technology choices through design reviews and RFCs.
• Lead without a title. Drive cross-team initiatives, align stakeholders, unblock other engineers, and represent infrastructure perspectives in leadership discussions and planning.
• Multiply the team. Elevate the entire CIN team through mentorship, code reviews, knowledge sharing, and building reusable frameworks and golden paths that scale beyond your individual output.
• Bridge infrastructure and business. Translate complex technical trade-offs into clear recommendations for engineering leadership, product teams, and compliance stakeholders.

Your impact

• Cloud Infrastructure Architecture & Platform Engineering
  • Architect, deploy, and operate production AWS infrastructure supporting high-availability financial services workloads (EKS, MSK, RDS/Aurora PostgreSQL, OpenSearch, ElastiCache, S3, CloudFront, and more).
  • Own and evolve the Infrastructure as Code (IaC) strategy using Terraform — define module standards, enforce code review practices, and drive adoption of reusable patterns across teams.
  • Lead Kubernetes (EKS) platform strategy, including cluster upgrades, node group architecture, Helm chart governance, service mesh evolution, and workload autoscaling policies.
  • Design and drive CI/CD platform improvements (GitHub Actions, ArgoCD, or similar) to enable safe, fast, and self-service deployments for application engineering teams.
  • Architect and validate disaster recovery (DR) strategies, including cross-region failover designs, backup automation, and leading DR simulation exercises.
  • Lead infrastructure design reviews and architectural discussions; ensure solutions meet scalability, security, and compliance requirements before implementation.
• Reliability, Observability & Operational Excellence
  • Define and drive the observability strategy across the platform (Datadog, Prometheus, Grafana, CloudWatch, OpenSearch) — including SLO/SLI frameworks, alerting standards, and distributed tracing.
  • Serve as a senior on-call escalation point; lead root-cause analysis on critical production incidents and drive systemic improvements through blameless post-mortems.
  • Own monthly resource saturation reviews and capacity planning processes; proactively identify scaling needs and present findings to engineering leadership.
  • Drive cloud cost optimization strategy: FinOps practices, Reserved Instances/Savings Plans analysis, vendor spend governance, and accountability frameworks across teams.
• Security, Compliance & Networking
  • Define and enforce security architecture standards across AWS environments: IAM policy governance, VPC design patterns, encryption strategies, secrets management (Vault, AWS Secrets Manager), and vulnerability remediation workflows.
  • Partner with Security, Compliance, and Audit teams to ensure infrastructure meets FINRA, SEC, SOC 2, and other regulatory requirements — and proactively identify gaps before they become findings.
  • Own networking architecture decisions including VPC topology, Transit Gateway strategy, VPN configurations, load balancer patterns (ALB/NLB), CDN optimization (Fastly/CloudFront), and DNS management.
• AI/ML Infrastructure & Developer Productivity
  • Define the strategy for evaluating, integrating, and governing AI-powered developer tools (e.g., Cursor AI, GitHub Copilot, CodeRabbit) across the engineering organization — including usage analytics, cost optimization, security review, and policy frameworks.
  • Architect infrastructure for AI/ML workloads: GPU-enabled compute, SageMaker endpoints, Bedrock integration, vector databases, and data pipeline orchestration.
  • Lead the adoption of AI-driven automation for infrastructure operations — intelligent alerting, anomaly detection, auto-remediation, and AIOps patterns — moving from exploration to production integration.
  • Build and champion internal platforms and golden paths that leverage generative AI to improve developer experience, reduce operational toil, and accelerate delivery velocity.
• Technical Leadership & Collaboration
  • Act as a trusted technical advisor to the Director of Engineering and engineering leadership on infrastructure strategy, trade-offs, and investment priorities.
  • Lead cross-functional initiatives spanning application engineering, data, security, and DevSecOps teams — driving alignment on complex multi-team infrastructure projects.
  • Represent the CIN team in architecture review boards, incident response leadership, and engineering-wide planning sessions.
  • Author and maintain comprehensive technical documentation, runbooks, ADRs, and operational procedures that serve as organizational knowledge assets.
  • Mentor senior and mid-level engineers; conduct thorough design and code reviews; actively contribute to hiring and onboarding processes for the CIN team.

What you bring

• 5+ years of hands-on experience in cloud infrastructure engineering, with deep, production-proven expertise in AWS.
• Track record of owning and driving infrastructure initiatives end-to-end — from design and architecture through implementation, rollout, and operational excellence.
• Expert-level proficiency with Terraform, including module design, state management strategies, and establishing IaC standards for engineering teams.
• Extensive production experience operating Kubernetes (EKS strongly preferred) at scale — cluster lifecycle management, multi-tenancy patterns, Helm governance, and GitOps workflows.
• Strong Linux systems engineering skills and advanced scripting proficiency (Python, Bash, or Go).
• Deep expertise in CI/CD platforms (GitHub Actions, ArgoCD, Jenkins) with experience designing deployment strategies for multi-service architectures.
• Expert-level understanding of cloud networking (VPC architecture, Transit Gateway, peering, DNS, load balancing) and security (IAM, KMS, WAF, GuardDuty, Secrets Manager).
• Proven experience designing and operating observability platforms (Datadog, Prometheus/Grafana, CloudWatch, OpenSearch/ELK) at organizational scale.
• Strong experience with database infrastructure and data layer architecture (Aurora PostgreSQL, RDS, ElastiCache/Redis, OpenSearch, DynamoDB).
• Demonstrated ability to lead disaster recovery planning, execute DR simulations, and design HA architecture patterns for mission-critical systems.
• Excellent technical communication skills — ability to write clear ADRs, present to leadership, and translate infrastructure complexity for non-technical stakeholders.
• Proven track record of mentoring engineers and elevating team capabilities through knowledge sharing, design reviews, and tooling improvements.

Bonus points

• 7+ years of infrastructure or platform engineering experience, including 3+ years operating at a senior or staff level.
• Experience in financial services, fintech, broker-dealer, or other heavily regulated industries with FINRA/SEC compliance requirements.
• AWS certifications at the Professional or Specialty level: Solutions Architect Professional, DevOps Engineer Professional, Security Specialty, or Machine Learning Specialty.
• Experience with event streaming platforms at scale (Amazon MSK / Apache Kafka) including cluster operations, partition strategy, and consumer group management.
• Hands-on experience with API gateway management and platform design (Kong, AWS API Gateway).
• Demonstrated experience with AI/ML infrastructure: provisioning GPU compute, SageMaker/Bedrock integration, vector databases, MLOps pipelines, or AIOps automation in production.
• Experience defining and executing organizational rollout strategies for AI developer tools, including governance frameworks, usage analytics, and cost management.
• Proficiency with policy-as-code frameworks (OPA/Rego, Sentinel, Kyverno) for infrastructure governance and compliance automation.
• FinOps certification or demonstrated experience leading cloud cost optimization programs at scale.
• Experience authoring RFCs, ADRs, or technical strategy documents that influenced engineering-wide decisions.
• Contributions to open-source projects, conference talks, or published technical writing.

About Hazel

Hazel is building the AI engine for wealth management that helps unlock 10x growth, efficiency and value for financial advisors and their clients in a regulated industry. Since its launch last September, Hazel has organically and rapidly grown its user base.

Hazel is a part of Altruist’s broader mission to make financial advice better, more affordable, and accessible to all.

This role is hybrid, with four in-office days per week at our San Francisco FiDi location.

The opportunity

Altruist is in the midst of an exceptional growth phase and we’re excited to hire a Staff Back End Engineer focused on building innovative Generative AI products for Altruist’s advisors in the newly formed AI Labs team. Title can be flexible depending on experience. 

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 AI-driven 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
• Experience with Generative AI frameworks and tools (RAG, Langchain, Vector database and other emerging agentic frameworks).
• Prior experience delivering impactful Gen-AI products in production.
• Familiarity with AI/ML use cases such as content generation, summarization or natural language processing(NLP).
• Familiarity with integrating third-party AI APIs and services using platforms like OpenAI, Hugging Face, and Anthropic.
• 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 (we use 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.
• Bonus Points - Prior experience steering AI model output using techniques such as prompt engineering, supervised finetuning, and reinforcement learning.

About Hazel

Hazel is building the AI engine for wealth management that helps unlock 10x growth, efficiency and value for financial advisors and their clients in a regulated industry. Since its launch last September, Hazel has organically and rapidly grown its user base.

Hazel is a part of Altruist’s broader mission to make financial advice better, more affordable, and accessible to all.

This role is hybrid, with four in-office days per week at our San Francisco FiDi location.

The opportunity

Altruist is building the modern infrastructure for independent financial advisors. At the center of that future is Hazel — the AI platform for financial advisors that integrates across their tech stack and transforms data into actionable outcomes. Hazel represents the most ambitious expression of our brand: intelligent, calm, precise, and deeply human. Design plays a critical role in defining what that future looks and feels like.

We’re hiring a Lead Brand Designer to lead the visual evolution of Hazel across its entire ecosystem. This is not a support role. It’s a leadership role within brand responsible for shaping how our AI product shows up across product surfaces, launches, campaigns, motion, storytelling, and emerging experiences. The ideal candidate thinks quickly, designs thoughtfully, and pushes work beyond the obvious. They bring impeccable taste, a sharp point of view, and a deep understanding of contemporary design — while also knowing when restraint is the most powerful move.

This designer will also partner closely with Product Design to  influence the user experience of Hazel, ensuring brand and product feel unified and intentional. They will also collaborate with motion designers, illustrators, and cross-functional teams to bring new ideas to life across the Hazel surfaces. This role operates as a thought partner to Creative Leadership on new Hazel initiatives and long-term brand direction.

This role is hybrid, with four in-office days per week at our San Francisco FiDi location.

What you'll do

• Lead the visual design and ongoing evolution of the Hazel brand
• Define and expand Hazel’s design language across product marketing, launches, web, campaigns, and in-product brand moments
• Partner closely with Product Design to influence UX direction and ensure cohesive brand expression
• Collaborate with motion designers and illustrators to create immersive, forward-looking experiences
• Translate complex AI capabilities into clear, elegant visual storytelling
• Explore and responsibly integrate emerging tools and technologies into the creative workflow
• Contribute to early-stage concepting for new Hazel initiatives and product expansions
• Uphold and elevate craft standards across every touchpoint

What you bring

• 6–8+ years of brand design experience, ideally including product-adjacent work
• A portfolio that demonstrates exceptional craft, strong systems thinking, and modern sensibility
• Experience shaping or evolving a product-focused brand
• Fluency in Figma and Adobe Creative Suite; bonus points for motion literacy
• Strong understanding of current visual trends, digital culture, and AI-driven creative tools
• Ability to think conceptually and execute with precision
• Comfort operating in fast-moving, ambiguous environments
• Strong collaboration skills and the confidence to influence cross-functional partners

This role is a fit if...

• You move fast without sacrificing craft
• You care deeply about typography, hierarchy, interaction, and nuance
• You experiment intelligently and push ideas forward
• You can zoom out to system-level thinking and zoom in to pixel-level detail
• You see AI as a design frontier, not just a feature

What success looks like

• Hazel has a distinctive, forward-looking visual identity that feels cohesive across product and brand
• Creative output feels modern, intelligent, and unmistakably premium
• Product and brand teams operate as a unified design force
• The Hazel ecosystem becomes a benchmark for AI product storytelling in fintech