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
- Own Altruist's recruiter and referral partner channel end-to-end, from choosing partners through funded assets
- Build and manage a roster of advisor-recruiting and transition-consulting firms. Add new partners based on lead quality, fit with Altruist's ideal advisor profile, and acquisition cost
- Manage referral agreements with Finance and Legal, including AUM-based payout terms, measurement windows, and true-ups
- Make Altruist the platform partners recommend. Train them on our offering, the firms we serve best, and how we compare with other custodians
- Run referral intake and routing to Sales, set follow-up standards, and close the loop with partners on every introduction
- Coordinate with Onboarding and Transitions so referred advisors have a smooth move to Altruist
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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