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crm analytics onboarding apis document management📋 Description
- SME for RIAs evaluating or adopting Altruist.
- Blend platform knowledge with consultative problem-solving to design tech/ops solutions.
- Collaborate with Client Development, Onboarding, Product, Operations, and RM.
- Support high-value RIA opportunities across the full sales cycle.
- Map current-state custodial and tech workflows; design target-state architectures.
- Lead and support implementations, integrations, and advisor enablement.
🎯 Requirements
- 3+ years in RIA/wealth management or advisor fintech with tech/ops exposure.
- Experience in technology consulting, implementation, or solutions.
- Strong understanding of RIA workflows: account opening, ACATs, trading, billing.
- FINRA Series 7 and 63 licenses or ability to obtain them in 90 days.
- Technical fluency: APIs, data integrations, vendor ecosystems.
- Project management and cross-functional collaboration.
🎁 Benefits
- Hybrid work schedule for most roles.
- Offices in Culver City, SF, and Dallas.
- Competitive pay and equity.
- Comprehensive health, dental, and vision plans.
- 401k with a 4% match and immediate vesting.
- 16 weeks paid parental leave after one year.
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