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

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

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

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 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

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

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.

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

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

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

This role follows a hybrid schedule, with three days per week onsite in our San Francisco FiDi 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.

The opportunity

This is not a traditional support role. Advisor Support Representatives at Altruist operate at the intersection of product, operations, and service, solving complex problems that directly impact advisors and their clients. The work requires a high degree of adaptability, curiosity, and resilience. Our advisors rely on us to navigate challenges that are often nuanced, unfamiliar, or time-sensitive, and that responsibility is not for everyone.

We are looking for individuals who bring kindness and empathy to every interaction, intellectual rigor to problem-solving, and the grit to persist through ambiguity. There's a lot to learn in this role, and success requires comfort with complexity, change, and continuous growth.

As the team continues to scale, Advisor Support Representatives may develop deeper expertise within a specific product or operational specialization while continuing to provide broader-based advisor support. This role is well-suited for individuals who enjoy mastering complex systems, tackling hard problems others avoid, and growing into trusted product and process experts over time.

Your impact

• Utilize proprietary and partner systems to diagnose and resolve complex customer inquiries spanning account opening, funding, trading, fee billing, reporting, and account maintenance
• Sleuth defects and proactively shepherd issues to resolution in close partnership with product, engineering, operations, and compliance teams
• Provide exceptional customer service by building rapport, demonstrating empathy, and driving advisor trust and long-term loyalty
• Become an expert in Altruist’s product offering and end-to-end operational workflows
• Develop deeper expertise within one or more product or operational specializations, serving as a go-to resource for advisors and internal partners
• Apply advanced product and process knowledge to resolve more complex or nuanced advisor issues within your specialization
• Translate complex customer issues clearly for both technical and non-technical audiences
• Tag data and feedback gathered through customer interactions to inform product roadmap prioritization and process improvement
• Help maintain and update response templates, internal documentation, and platform FAQs
• Adhere to all compliance and regulatory guidelines at all times

What you bring

• Experience
  • 2 or more years of customer support or call center experience
  • 2 or more years of broker-dealer operations or clearing firm experience
  • Working knowledge of investing and an understanding of what Registered Investment Advisors (RIA) do on behalf of their clients
  • Proficiency with ticket management systems such as Salesforce and Jira
  • Deep empathy for customers, including exemplary active listening and interpersonal skills
• Education - Bachelor’s degree or equivalent professional experience preferred
• Technical aptitude - You’re technologically savvy and can easily get up to speed on modern tech stacks and ticket management systems (i.e., Salesforce Jira, etc.)
• 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 if you bring
  • FINRA series 7 and 63 license preferred

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 Engineering organization. We have multiple teams hiring for high impact & high visibility projects. Our recruitment team will work with you to match you to the right opportunity to help you grow your career at Altruist. This is a hybrid role, with an expectation of being in the office three days each week out of our 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 - 6+ 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 Engineering organization. We have multiple teams hiring for high impact & high visibility projects. Our recruitment team will work with you to match you to the right opportunity to help you grow your career at Altruist. This is a hybrid role, with an expectation of being in the office three days each week out of our Culver City 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

We’re hiring a Senior Compliance Manager to help lead product and marketing compliance efforts, support employee compliance, and partner on broader regulatory initiatives, balancing strong compliance oversight with innovation and growth.

Your impact

• Lead key elements of Altruist’s regulatory compliance programs for its FINRA-member broker-dealer and SEC-registered investment adviser
• Serve as a strategic compliance partner on new product initiatives, setting compliance guardrails, resolving issues, and making risk-based determinations in consultation with senior stakeholders
• Act as a subject matter expert on product and marketing compliance under SEC and FINRA rules, advising business and marketing teams
• Oversee the review and approval of product-specific communications, disclosures, and materials across web and app platforms
• Lead the employee compliance program, including licensing and registration, continuing education, issue remediation, and new employee onboarding
• Support ad-hoc initiatives aligned with evolving business priorities
• Serve as an escalation point for complex compliance matters, providing guidance and mentorship to colleagues and business partners
• Drive the development, implementation, and ongoing monitoring of compliance policies and procedures
• Identify, assess, and escalate emerging compliance risks, recommending and implementing enhancements to policies, systems, controls, and training

What you bring

• Experience: 7+ years of hands-on compliance experience at a broker-dealer and investment adviser, with an emphasis on product and/or marketing compliance
  • Investment adviser compliance experience strongly preferred
  • Prior experience in a fintech or high-growth financial services environment strongly preferred
• Regulatory expertise - Strong knowledge of FINRA and SEC rules, paired with sound judgment and the ability to apply regulations in a practical, solutions-oriented manner
• 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 - 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 - 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
  • Hands-on experience managing licensing and registration functions
  • Experience interacting with regulators
  • Prior experience leading a team

The opportunity

We’re hiring a Senior Compliance Manager to help lead product and marketing compliance efforts, support employee compliance, and partner on broader regulatory initiatives, balancing strong compliance oversight with innovation and growth.

Your impact

• Lead key elements of Altruist’s regulatory compliance programs for its FINRA-member broker-dealer and SEC-registered investment adviser
• Serve as a strategic compliance partner on new product initiatives, setting compliance guardrails, resolving issues, and making risk-based determinations in consultation with senior stakeholders
• Act as a subject matter expert on product and marketing compliance under SEC and FINRA rules, advising business and marketing teams
• Oversee the review and approval of product-specific communications, disclosures, and materials across web and app platforms
• Lead the employee compliance program, including licensing and registration, continuing education, issue remediation, and new employee onboarding
• Support ad-hoc initiatives aligned with evolving business priorities
• Serve as an escalation point for complex compliance matters, providing guidance and mentorship to colleagues and business partners
• Drive the development, implementation, and ongoing monitoring of compliance policies and procedures
• Identify, assess, and escalate emerging compliance risks, recommending and implementing enhancements to policies, systems, controls, and training

What you bring

• Experience: 7+ years of hands-on compliance experience at a broker-dealer and investment adviser, with an emphasis on product and/or marketing compliance
  • Investment adviser compliance experience strongly preferred
  • Prior experience in a fintech or high-growth financial services environment strongly preferred
• Regulatory expertise - Strong knowledge of FINRA and SEC rules, paired with sound judgment and the ability to apply regulations in a practical, solutions-oriented manner
• 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 - 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 - 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
  • Hands-on experience managing licensing and registration functions
  • Experience interacting with regulators
  • Prior experience leading a team

The opportunity

We’re hiring a Senior Compliance Manager to help lead product and marketing compliance efforts, support employee compliance, and partner on broader regulatory initiatives, balancing strong compliance oversight with innovation and growth.

Your impact

• Lead key elements of Altruist’s regulatory compliance programs for its FINRA-member broker-dealer and SEC-registered investment adviser
• Serve as a strategic compliance partner on new product initiatives, setting compliance guardrails, resolving issues, and making risk-based determinations in consultation with senior stakeholders
• Act as a subject matter expert on product and marketing compliance under SEC and FINRA rules, advising business and marketing teams
• Oversee the review and approval of product-specific communications, disclosures, and materials across web and app platforms
• Lead the employee compliance program, including licensing and registration, continuing education, issue remediation, and new employee onboarding
• Support ad-hoc initiatives aligned with evolving business priorities
• Serve as an escalation point for complex compliance matters, providing guidance and mentorship to colleagues and business partners
• Drive the development, implementation, and ongoing monitoring of compliance policies and procedures
• Identify, assess, and escalate emerging compliance risks, recommending and implementing enhancements to policies, systems, controls, and training

What you bring

• Experience: 7+ years of hands-on compliance experience at a broker-dealer and investment adviser, with an emphasis on product and/or marketing compliance
  • Investment adviser compliance experience strongly preferred
  • Prior experience in a fintech or high-growth financial services environment strongly preferred
• Regulatory expertise - Strong knowledge of FINRA and SEC rules, paired with sound judgment and the ability to apply regulations in a practical, solutions-oriented manner
• 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 - 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 - 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
  • Hands-on experience managing licensing and registration functions
  • Experience interacting with regulators
  • Prior experience leading a team

The opportunity

Altruist is looking for a Senior Engineering Manager to join our Credit and Lending team. In this role, you’ll lead an engineering team and partner closely with cross-functional leaders to build and launch a brand-new product from the ground up! 

What you’ll do

• Collaborate with product management and design teams to understand business needs, growth objectives, and market dynamics
• Create a culture of innovation and technical excellence, encouraging experimentation and exploring new opportunities for company growth
• Drive continuous improvement in engineering processes, automation, tools, and methodologies to enhance operational efficiency and quality
• Provide strong leadership to the engineering team, enabling a culture of collaboration, innovation, and continuous improvement
• Set clear goals, expectations, and performance metrics for the engineering teams, holding individuals accountable for their deliverables

What you bring

• Experience - 3+ years of experience working as Software Engineering Manager within a high performing Engineering organization
• 8+ years of experience in software development and delivery owning a highly visible and large technical scope and an in-depth knowledge of software architectures
• Experience in building and managing large scale software applications in a fast-paced, high-growth environment
• Education - Ideally looking for a B.A. / B.S. degree in relevant fields such as Computer Science, Engineering, or a related field
• 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, Kafka, 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 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 designing platforms in the Fintech, banking, or trading domain
• Experience working with complex data and creating data visualizations

The opportunity

Altruist is looking for a Senior Engineering Manager to join our Lending team. In this role, you'll lead a team and partner closely with cross-functional leaders to deliver a brand new product from the ground up!  

Your impact

• Collaborate with product management and design teams to understand business needs, growth objectives, and market dynamics
• Create a culture of innovation and technical excellence, encouraging experimentation and exploring new opportunities for company growth
• Drive continuous improvement in engineering processes, automation, tools, and methodologies to enhance operational efficiency and quality
• Provide strong leadership to the engineering team, enabling a culture of collaboration, innovation, and continuous improvement
• Set clear goals, expectations, and performance metrics for the engineering teams, holding individuals accountable for their deliverables

What you bring

• Experience - 3+ years of experience working as Software Engineering Manager within a high performing Engineering organization
• 8+ years of experience in software development and delivery owning a highly visible and large technical scope and an in-depth knowledge of software architectures
• Experience in building and managing large scale software applications in a fast-paced, high-growth environment
• Education - Ideally looking for a B.A. / B.S. degree in relevant fields such as Computer Science, Engineering, or a related field
• 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, Kafka, 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 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 designing platforms in the Fintech, banking, or trading domain
• Experience working with complex data and creating data visualizations

The opportunity

This is not a traditional support role. Advisor Support Representatives at Altruist operate at the intersection of product, operations, and service, solving complex problems that directly impact advisors and their clients. The work requires a high degree of adaptability, curiosity, and resilience. Our advisors rely on us to navigate challenges that are often nuanced, unfamiliar, or time-sensitive, and that responsibility is not for everyone.

We are looking for individuals who bring kindness and empathy to every interaction, intellectual rigor to problem-solving, and the grit to persist through ambiguity. There's a lot to learn in this role, and success requires comfort with complexity, change, and continuous growth.

As the team continues to scale, Advisor Support Representatives may develop deeper expertise within a specific product or operational specialization while continuing to provide broader-based advisor support. This role is well-suited for individuals who enjoy mastering complex systems, tackling hard problems others avoid, and growing into trusted product and process experts over time.

Your impact

• Utilize proprietary and partner systems to diagnose and resolve complex customer inquiries spanning account opening, funding, trading, fee billing, reporting, and account maintenance
• Sleuth defects and proactively shepherd issues to resolution in close partnership with product, engineering, operations, and compliance teams
• Provide exceptional customer service by building rapport, demonstrating empathy, and driving advisor trust and long-term loyalty
• Become an expert in Altruist’s product offering and end-to-end operational workflows
• Develop deeper expertise within one or more product or operational specializations, serving as a go-to resource for advisors and internal partners
• Apply advanced product and process knowledge to resolve more complex or nuanced advisor issues within your specialization
• Translate complex customer issues clearly for both technical and non-technical audiences
• Tag data and feedback gathered through customer interactions to inform product roadmap prioritization and process improvement
• Help maintain and update response templates, internal documentation, and platform FAQs
• Adhere to all compliance and regulatory guidelines at all times

What you bring

• Experience
  • 2 or more years of customer support or call center experience
  • 2 or more years of broker-dealer operations or clearing firm experience
  • Working knowledge of investing and an understanding of what Registered Investment Advisors (RIA) do on behalf of their clients
  • Proficiency with ticket management systems such as Salesforce and Jira
  • Deep empathy for customers, including exemplary active listening and interpersonal skills
• Education - Bachelor’s degree or equivalent professional experience preferred
• Technical aptitude - You’re technologically savvy and can easily get up to speed on modern tech stacks and ticket management systems (i.e., Salesforce Jira, etc.)
• 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 if you bring
  • FINRA series 7 and 63 license preferred