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 the roadmap and delivery for one or more enterprise product areas
- Learn how large firms split work across roles, from operations and compliance to advisors and client service, and build products that fit how each team works
- Design workflows that support complex organizations, such as delegating tasks, making bulk changes, and letting firms manage their own settings
- Identify where internal processes create friction or won't hold up at scale, and close those gaps with product features, internal tools, or playbooks
- Ship iterative, high-quality releases alongside engineering and design
- Partner with enterprise firms to shape the product, turning their feedback into solutions that delight many types of firms
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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