The AI-forward wealth platform and custodian that unifies account opening, trading, portfolio management, billing, and reporting. Backed by Insight and ICONIQ.
About the role
We're looking for exceptional talent to help us achieve our mission of making financial advice better, more affordable, and accessible to all. If you're passionate about challenging the status quo and want to do the most important work of your life, we'd love to meet you!
What they're looking for
- Translate how a firm actually operates — its structure, tech stack, operating model, and business objectives — into a transition plan that will hold, and size complexity honestly before commitments get made
- Design each engagement around how the firm is actually organized — the right sessions, for the right audiences, on site when being there will make a difference
- Get creative inside real constraints — position the platform's strengths credibly, design workable paths around what it doesn't do yet, and be transparent about gaps in a way that builds confidence instead of eroding it
- Define and enforce the Enterprise onboarding standard — playbooks, milestone definitions, decision points, and what a knowledge transfer has to produce before kickoff — and keep it current as the segment matures
- Set a consistent pre-engagement bar, and hold the team to turning what discovery surfaces into a credible game plan and a tailored engagement
- Build distinct approaches for the firm types and overlays that matter most — breakaway, aggregator, API-first, acquisition, and hybrid — so tailoring stays deliberate rather than improvised
More about this role
About Altruist
Altruist is transforming the multi-trillion dollar wealth management industry by building an AI platform for wealth professionals. We partner with financial advisors nationwide, empowering them to grow, optimize time and resources, and deliver superior outcomes for their clients.
We're looking for exceptional talent to help us achieve our mission of making financial advice better, more affordable, and accessible to all. If you're passionate about challenging the status quo and want to do the most important work of your life, we'd love to meet you!
But first, our values
Kindness - Kindness doesn’t just equal niceness. We listen to understand. We embrace, and encourage healthy debate and diverse perspectives. We approach conflict openly, honestly, and respectfully.
Brilliance - Humility is the skill we’re most proud of and possessing a growth mindset is always top of mind. We take ownership in everything we touch; regularly using our unique superpowers to reach a common goal as a team. We succeed and fail as one.
Grit - When challenges arise, we stay laser focused on achieving our mission and finding a way forward, even when it’s hard. We are nimble and maintain a...
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