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
- Be the trusted owner for both the firm and internal teams when complex issues span multiple teams, systems, priorities, or points of view
- Understand the business impact behind the issue and prioritize accordingly
- Create clarity around the problem, desired outcome, ownership, tradeoffs, decisions, and next steps
- Align partners across Support, Operations, Product, Engineering, Onboarding, Sales, and other teams
- Drive progress through influence, even when you do not have direct authority or own the underlying work
- Keep the firm informed and manage its experience through resolution
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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