# Advisor Support Team Lead at Altruist

- Company: Altruist
- What the company does: The AI-forward wealth platform and custodian that unifies account opening, trading, portfolio management, billing, and reporting. Backed by Insight and ICONIQ.
- Company website: https://altruist.com/
- Type: Startups
- Level: Senior
- Location: Dallas, TX
- Work setup: On-site
- Posted: 2026-10-28
- Apply by: 2026-12-12
- Apply: https://altruist.com/join-altruist/6217114004?gh_jid=6217114004&utm_source=1752vc&utm_medium=careers
- Page: https://www.1752.vc/careers/jobs/altruist-advisor-support-team-lead/

## 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! Found on 1752vc Careers, the job board for startup and VC roles.

## What they're looking for

- Balance responsibilities of leadership, escalation resolution, projects, and hands-on customer support
- Provide coaching and encouragement on day-to-day performance
- Foster ongoing professional development in partnership with Manager, Support
- Ensure desired service levels and customer satisfaction are achieved
- Ensure every interaction is treated as a coveted, positive, brand building, opportunity
- Monitor interactions for accuracy, adherence to compliance and regulatory guidelines, identify opportunities for individual and team training and continuous learning

Tags: Customer Success

Source: 1752vc Careers, https://www.1752.vc/careers/jobs/altruist-advisor-support-team-lead/