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! Found on 1752vc Careers, the job board for startup and VC roles.
What they're looking for
- Money movement operations. Oversee daily check, wire, ACH, debit card, checkbook, and deposit operations, along with the bank and vendor relationships, cutoffs, and service levels behind them
- Treasury and liquidity. Deliver accurate, on-time cash positioning and funding inputs for liquidity forecasting and bank account funding, and partner with Finance and Treasury on funding decisions and escalations
- Procedures and readiness. Keep procedures current as systems change, and prepare the function for new products and client growth before they go live
- Reconciliations and controls. Has built, run, and supervised daily cash and bank reconciliations at scale, and designed controls that held up under audit and regulatory exam
- Payments expertise. Deep experience with check, wire, ACH, and debit card operations, and strong knowledge of the NACHA Operating Rules
- Regulatory knowledge. Working command of SEC Rule 15c3-3 and Regulation E, and practical experience identifying money movement red flags and handling AML and OFAC escalations
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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